#216 — Design Detailed customer view

Repo: Twill-AI/twill-ai-ui State: closed | Status: done Assignee: Unassigned

Created: 2025-01-22 · Updated: 2025-09-11

Description

A widget should show when a hyperlink of the customer is selected (e.g from transactions). It should include information/action that is on the table: Need to have a tab that shows the customer table: Preselected columns:

Name business name (might be blank) Email Phone ID Plan Name and link(if subscribed) Primary card on file (Detokenized last 4 digit of cards) Transaction List (last 5 transactions with link to transactions table filtered for this customer to view all) Life time Volume Avg transaction size Avg time to pay - if client is invoiced First/Last purchase date Invoices (Hyperlink to invoice table) Status (Active / Archived) Supported actions:

Create invoice (direct to prefilled payment link) Re-send invoice if open Create transaction (direct to prefilled virtual terminal) Create/edit/cancel subscription Add payment method Edit contact info If on a subscription, the data should expand to show the plan info. Invitation to dig deeper (link to predefined analysis) from llm “More analysis in full screen view” UX to be discussed (how much info we want to show at first glance vs. full screen)

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