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Help Center › Admin screens, field by field › Records screen: look up a customer
Records screen: look up a customer
Search contractor-only customer records by email or phone.
On this page
Find it under Settings → VisionScaper Records. Only users who can manage options (WordPress administrators) can open this screen. Page title: “Customer records (contractor-only)”. Use it when a customer asks what is held about them or disputes a record.
The screen explains: Disputed records are hidden from contractors until you set them back to Active; Removed records are never shown again. Everything is factual and tied to a real invoice, appointment or quote.
Fields
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Customer email or phone (q) |
Finds records for that customer. | A full email like sam@example.com or a 10-digit phone. |
Empty shows only the active record count. |
| Look up | Runs the search. | Click. |
Steps
- Open the screen. With the box empty you see “N active records.”
- Type the customer’s full email or 10-digit phone.
- Click Look up.
- Read the table: When, Record, Recorded by, Status, Change.
- To act on a row, see records-change-status.
Record types
Invoice unpaid 60+ days; Paid 30+ days late; Payment reversed / charged back; Cancelled within 24 hours; No-show / no access at a booked visit; Cancelled after materials were ordered. Records expire after 24 months per the default terms.
If something goes wrong
- “Enter a full email address or a 10-digit phone number.” means the search text was not usable.
- “No records for this customer.” means no match.
- Customers can also get these records through Tools → Export Personal Data.