The Customer details panel sits on the right of every account page. It shows the account's key information and any fields specific to your organisation (custom fields). The information is updated daily from your organisation's CRM.

If your organisation uses Hook for more than one product, product-specific fields such as Renewal date and Licenses appear in a separate section for each product, below the account-level fields.

If you choose to display any metrics in your Customer Details panel, they will appear in the product specific section, to the product they are associated to. If you have a specific custom field you would like to be associated to a product, just let our support team know.

Admins choose which fields appear, and in what order, in Settings > Customer details. This sets the default for everyone in your organisation.

Click Subscription history at the top of the panel to see every subscription for the account, grouped by product. For each subscription you can see the start date, end date, value and number of licenses. Current subscriptions are shown in white and past subscriptions are greyed out. Subscriptions are calculated from your organisation's CRM data.

Links take you to external pages relevant to the account, such as its CRM record or a dashboard in your data visualisation tool. The Hook team sets these up for your organisation. To request a new link, email support@hook.co.

If the field already exists in Hook, an admin can add it in Customer details settings. To bring in a new field from your CRM, email support@hook.co. Find out more in Make Hook Your Own with Custom Fields.

Yes. In Customer details settings, open the Key metrics group in Other Fields and add the metric. Find out more in Getting Started with Hook Settings.

For organisations with more than one product, renewal date and licenses are shown in each product's own section further down the panel.