View Customer Details

View Customer Details

To view the customer's details,
  1. Go to the Customers module.
  2. In the customer list view, click the name of a customer to open the details page.
 
The following tabs are available on the customer details page:  
  1. Details: Provides comprehensive details on the customer.
  2. Advisories: Add important advisory notes or best practices on handling the customer.
  3. Sites: Add and manage the various sites of the customer.
  4. Solutions: Add and associate solutions for the customer.
  5. Announcement: Send and manage the announcements for the customer.
  6. Directory: Configure the SAML, MFA, Service URL, and custom domain for the customer.
  7. History: All customer-related activities and their timelines will be shown here.

 

The right pane of the customer details page contains the following sections:
  1. Attachments: Upload documents related to the customer.
  2. Associations: View associated IT assets, requesters, and technicians count. Click the count to view more details.
  3. Pending Items: View pending requests, problems, changes, releases, and tasks count. Click the count to view more details.
  4. Point of Contact: Configure the point of contact in the customer's organization. Learn more.
  5. Account Manager: Configure the account manager for the customer to enable the requester to view the customer's data. Learn more.
You can also access the Setup Guide on the top of the customer details page for information on configurations for the onboarded customers. Click the links provided on the setup guide to go to the relevant configuration page.


 

The Actions button lets you do the following:
  1. Add advisory details
  2. Mark the customer as inactive
 

 

The Service URL configured for the customer will be displayed under the customer name in the customer details page.

To modify the details of the customer, click the Edit button on the top left.

Use the navigation arrows on the top right to move between customers.