Customers - Overview

Customers - Overview

The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the Customers module.

You can also manage the MSP in the Customers module. For every MSP instance, an MSP customer will be created by default and will be represented using the icon beside its name.


Refer to the following links to know more about managing customers:
  1. Onboard Customers
  2. View Customer Details 
  3. Advisory
  4. Sites - Customers 
  5. Create Announcements for Customers
  6. Associate Solutions to Customers
  7. Configure Point of Contact and Account Manager
  8. Add Attachments to Customers
  9. Directory
  10. Edit or Delete Customers

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