Home → Records → Membership/customer overview → Overview

10.1. Overview

The Membership/Customer Overview page within the Primary Record brings together a complete summary of activity and key information in one convenient place. You can now easily see everything the record has done with you throughout their membership year, along with essential record details — all on a single screen.

The page can be accessed from the Primary Record's page menu:

 

With this enhanced visibility, it’s easier than ever to understand engagement history, track interactions, and stay informed at a glance.