# Entity 360 View

A comprehensive detail view of one entity (Customer, Vendor, or Partner). Renders as a tabbed interface — Profile, Financial, Addresses, Contacts, Attachments, Orders, Deposits — with each section toggleable on or off depending on what's relevant.

For Vendors, the Financial / Contacts / Orders / Deposits tabs are hidden automatically since they don't apply.

![Entity 360 View with multiple tabs across the top — Profile selected, showing key metrics, contact info, and financial summary cards](/files/VxJHleeLZ51b8YhId2mu)

## Available in

* All module types

## When to use

* Customer service pages where agents need a single-screen view of an account.
* Account management dashboards.
* Inside a **Modal** triggered from an Entity Search result row.
* Anywhere you need rich entity detail beyond a few fields.

For light-weight entity info (e.g. just the phone number on an order page), use **Customer Field** instead.

## Settings

| Setting                            | Description                                                                                                                                       |
| ---------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Title**                          | Heading text shown above the view. Default: *Entity 360*.                                                                                         |
| **Default Customer ID (optional)** | Pre-load a specific entity by ID. Otherwise the view reads the selected entity from session state.                                                |
| **Show Key Metrics**               | Display the metric cards (balance, orders, deposits) at the top. Default: Yes.                                                                    |
| **Show Contact Information**       | Display the contact info section. Default: Yes.                                                                                                   |
| **Show Financial Information**     | Display balance, credit limit, unbilled, overdue, payment terms. Default: Yes.                                                                    |
| **Show Address Management**        | Display the addresses tab with CRUD. Default: Yes.                                                                                                |
| **Show Contact Management**        | Display the contacts tab with CRUD. Default: Yes.                                                                                                 |
| **Show Order History**             | Display past orders for the entity. Default: Yes.                                                                                                 |
| **Show Deposit History**           | Display past deposits. Default: Yes.                                                                                                              |
| **Compact View**                   | Collapse to icon-only tabs and condensed content. Default: No.                                                                                    |
| **Advanced Configuration**         | Opens the configuration modal — per-tab fine-tuning, default tab, custom field display, sort and pagination, action buttons, attachment policies. |

The Advanced Configuration modal lets you tune each part of the view in detail:

* **Display** — default tab on open, search across all subsidiaries, show/hide New Entity / Edit / Refresh buttons, override field labels (Email, Phone, Address, Sales Rep), toggle status/risk badges, customise the four metric cards (Total Revenue, Total Orders, Last Order, Deposits).
* **Profile tab** — toggle Show Custom Fields (renders entity-specific custom fields from NetSuite).
* **Financial tab** — granular toggles for Balance, Credit Limit, Unbilled Orders, Overdue Balance, Days Overdue, Payment Terms, Account Details.
* **Addresses tab** — default address type (billing / shipping / all), inline edit, page size, which columns to show.
* **Contacts tab** — default sort (name / email / role), primary-first ordering, inline edit, page size.
* **Attachments tab** — allowed file types, max file size (MB), file preview, multi-upload.
* **Orders tab** — default sort and sort order, default filters (status / payment status / date range), columns to show, export, quick filters, summary, custom row actions.

## How it works

1. The block reads the selected entity from session state (or uses the configured Default Customer ID).
2. Tabs render based on the toggle settings.
3. Each tab fetches its own data on first view (lazy load).
4. Sub-views in Addresses, Contacts, Attachments, Orders, and Deposits include CRUD modals for create/edit.
5. A Refresh button re-fetches the entity and clears cached tab data.

The Financial tab summarises balance, credit limit, unbilled orders, overdue balance, and payment terms (including amounts in the entity's configured currency for multi-currency accounts) — useful for AR and account-management workflows.

{% hint style="info" %}
Use **Compact View** when you've placed Entity 360 inside a smaller container (sidebar, modal, dashboard tile). Compact mode shows tabs as icons only and condenses metric cards.
{% endhint %}

## Examples

**Customer detail page.** Entity Search at top, Entity 360 below. Agent picks a customer; the full 360 view loads with all tabs enabled.

**Vendor profile.** Default Customer ID set to a vendor's NetSuite ID. Show Financial / Contacts / Orders / Deposits all off (Vendor doesn't use them anyway).

**Account-management dashboard tile.** Entity 360 in Compact View, placed in a Column. Quick at-a-glance balance plus the option to dive into Orders.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Entity Search</strong></td><td>The lookup block that drives Entity 360.</td><td><a href="/pages/YG0JVvulp0T0QNjVYaQI">/pages/YG0JVvulp0T0QNjVYaQI</a></td></tr><tr><td><strong>Customer Field</strong></td><td>For lightweight single-field display instead of full profile.</td><td><a href="/pages/m5MMxXDarblfJTJgKX3n">/pages/m5MMxXDarblfJTJgKX3n</a></td></tr><tr><td><strong>Customer Hold Status</strong></td><td>Surface AR holds in context with the entity profile.</td><td><a href="/pages/CqpoPOnhKc67FeMefdKr">/pages/CqpoPOnhKc67FeMefdKr</a></td></tr></tbody></table>


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