Open a customer, a supplier, or a product and you get its 360° view: the whole relationship on one page, laid out the same way for all three.
Across the top sit KPI cards — the four numbers that summarise the record. For a customer: lifetime value, number of orders, outstanding balance, and how much is overdue. For a supplier, the mirror image: lifetime spend, orders, outstanding, overdue. For a product: what you hold, what it is worth, what you could promise, and what is on order. For customers and suppliers the money cards are always in your company's currency: where a party trades with you in another currency, each invoice is converted at the exchange rate frozen on that invoice before the figures are added up — a card never adds different currencies together. (The per-invoice detail, in each invoice's own currency, is on the record's Statement tab.)
Below them, a strip of tabs. The first is always Details — the record's own facts, arranged in labelled cards (general, contact, addresses, financial, tax). Then come the transaction tabs, one per kind of business you have done together: for a customer, Contacts, Sales Orders, Sales Invoices, Receipts, a running Statement, and Dunning History. Every tab is itself a small list, working exactly as §1.3 describes, and each row links onward to the document itself.
Two tabs deserve special mention. Attachments holds the files that belong to this record (see 1.9). Activity is the record's memory: one timeline merging the business documents, the changes made to the record (who changed what, and when), and notes written by your team. In a note you can mention a colleague with @ — they are notified — set a follow-up date (you will be reminded on the day), and pin the notes that must not sink. When a customer phones, the Activity tab is where the last conversation lives.
The timeline is also the party's complete transaction diary, and every line links straight to the document it names. Amounts are always shown in that document's own currency — a dollar order reads "USD …", never your company's currency stamped over a foreign figure. A customer's timeline includes their waybills and any unused deposits — down payments not yet applied to an invoice, with the amount still held, in the receipt's currency (the same money as the Deposits Held card). It also records credit events: a hold applied, changed or released, an override with who granted it and the note they recorded, a manual hold set or lifted — you will find them under the Changes filter. A supplier's timeline mirrors all of this with goods receipts and any unapplied payments — money paid ahead of invoices, with the amount not yet allocated.
Figure 1.2 — The parts of a record (360° view). Drawing to be produced after the UI/UX pass: annotated capture of a customer record naming the KPI cards, the tab strip, and the action buttons.
Transactional documents (orders, invoices, receipts) have a simpler view page: the document itself, its status, and its Attachments tab. What they share with the 360° view is the top of the page — the actions for the document's next step live in the page header, where the document is, not only in the list you came from.