# The customer page

> What each tab on a customer's page shows, and how to edit the customer.

import { Steps, Aside } from '@astrojs/starlight/components';

Click a customer in the [customer list](/customers/customer-list/) to open its page. Click **Back** to return to the list.

## The header

The top of the page shows the customer's logo and name, its status (**Active** or **Churned**) and how long it has had that status. Next to it are the customer's tags. See [Tags on customers](/customers/tags/).

## Tabs

The page has six tabs: **Overview**, **Customer Health**, **Revenue**, **Success Plans**, **Playbooks** and **Contacts**. The last three show how many open items they hold.

### Overview

Everything about the customer on one screen:

- **Customer Type** and **Summary**
- **Tasks Due This Week**
- **Contacts** and **Team** (the assigned CSM and team members)
- **Health Score**, with the change **vs. last month**
- **Lifecycle Stage** and **Renewal Date**
- **Main Product**, **Add-on Products** and **Number of Seats**
- the health score trend chart and any metric charts your admin has set up
- the customer's playbooks, success plans and opportunities

At the bottom is the customer's work and history, in tabs:

| Tab | What it holds | Button |
| --- | --- | --- |
| **Tasks** | The customer's tasks. | **Create Task** |
| **Emails** | Emails with this customer, grouped by month. | — |
| **Notes** | Notes about the customer. | **Create Note** |
| **Tickets** | The customer's support tickets. See [Support](/support/). | — |
| **Meetings** | Meetings with the customer. | **Log meeting** |
| **Calls** | Calls with the customer. | **Log call** |
| **Files** | Files you keep for the customer. | **Upload new file** |
| **Activity** | A timeline of everything that happened with the customer. | — |

See [Notes and files](/customers/notes-and-files/).

<Aside>
Emails show up here when they come from your CRM or when you BCC or forward them to your email tracking address. You find that address in **Settings › Email settings**.
</Aside>

### Customer Health

How the health score is built for this customer.

- Each of the five metrics (Product usage, Engagement, CSM pulse, NPS, Support tickets) with its weight, its value out of 10 and whether it is **Automatic** or **Manual**. Support tickets shows the number of open tickets. A metric without a value shows **NA**.
- **Health score trend**: the score over time. Use **Last 90 days**, **Last 30 days** or pick your own dates.

To switch a metric between Automatic and Manual for this customer, see [Metric sources](/health-scores/metric-sources/).

### Revenue

The customer's revenue in your preferred type (MRR or ARR): the total, the main subscription and expansion, and the **Total Revenue Potential**. It also shows the products, seats and renewal date, the **Weighted pipeline by opportunity stage** chart and the customer's opportunities.

### Success Plans

Counts for **Active success plans**, **Success plans on track**, **Success plans behind** and **Total progress**, and the list of the customer's success plans. See [Success plans](/projects/success-plans/).

### Playbooks

Counts for **Active playbooks**, **In progress playbooks**, **Overdue playbooks** and **Total progress**, and the list of the customer's playbooks. See [Playbooks](/projects/playbooks/).

### Contacts

The people at this customer. See [Contacts](/customers/contacts/).

## Edit the customer

<Steps>

1. Click **Edit Customer** at the top of the page.
2. Change the fields you need: name, summary, status, lifecycle stage, type, assigned CSM, team members, products, seats and renewal.
3. Click **Save changes**.

</Steps>

The same form holds the manual health metric values. See [Enter metric values by hand](/health-scores/manual-values/).

<Aside type="note">
You need edit permission to see **Edit Customer**.
</Aside>