Customers List View

Customers List View

A Customer is a client company and includes organization level details. It is different from Client User profile as client user details record individual level details of the client user associated to the client company. Client users invited to a portal can be associated to a Customer.


Benefits:

  • Record Client organizational details and save them as organizations under Customers tab.

  • Differentiate between client user and client organization.

  • Add & record Contacts and other organisation level details under Customers tab. 

Add Customer

  1. Navigate to Users page from the left navigation pane.

  2. Go to Customers tab.

  3. Click on the Add Customer button on top right.

  4. Add customer details and associate them to specific or all projects on the Add Customer form.

  5. Click Add Customer.

Edit Customers Inline

  1. Navigate to Users and then Customers tab.
  2. In the List view, click on any field corresponding to the customer to add or update the customer information. You can also set the Cost Effective From Date from which the Cost Per Hour should take effect.

View Customer Details

  1. Navigate to Users page from the left navigation pane.

  2. Go to Customers tab.

  3. Hover over the customer you want to view, then click  to the left and select View Details.  

Invite Client Users to Customer

  1. Navigate to Users page from the left navigation pane.
  2. Go to Customers tab.

  3. Hover over the specific Customer and click .

  4. Select Invite Client User.

  5. Enter Client User details and click Invite.

Invite Contacts to Customer

  1. Navigate to Users page from the left navigation pane.

  2. Go to Customers tab.

  3. Hover over the specific Customer and click .

  4. Select Invite Contact.

  5. Enter Client User details and click Invite.

Edit Customer

  1. Navigate to Users page from the left navigation pane.

  2. Go to Customers tab.

  3. Hover over the specific Customer and click .

  4. Select Edit.

  5. Enter Client User details and click Invite.

Delete Customer

  1. Navigate to Users page from the left navigation pane.

  2. Go to Customers tab.

  3. Hover over the specific Customer and click .

  4. Select Delete.

  5. Confirm your action and click Delete.