Product user manual

Customers | Rabbit Accounts User Manual

Use this page to understand where Customers fits in Rabbit Accounts and what operators should expect on the screen.

Rabbit Accounts Need technical behavior, source use cases, or Playwright evidence? Open the linked use-case page.
S02

Customers

Customer management with CRUD operations, filters, Excel import, and customer directory.

Entry pathMain nav > Customers
Route/customers
Technical detailOpen the use-case page
Before you start

Prepare the screen context

  • Sign in and make sure the correct business is selected.
What you can do here

Primary tasks

  • Search/filter Grid
  • Create/edit/import
  • Customer History
  • Archive Or Status Actions
Key areas on the screen

What to look for first

  • Page Header & Actions
  • Customer Filters
  • Summary Cards
  • Customer Directory Table
  • Customer Actions
Related pages

Next places to go

Visual walkthrough

Screen snapshots

Open any image for a closer look. The manual keeps screenshots on screen pages so the index stays light.