Page Comparison

Select Admin > Basic > Customers > Customer List. The CUSTOMER LIST page is displayed.
On the CUSTOMER LIST page, click Filters and specify the Domain and other filter criteria, and then click ADD NEW.

The CUSTOMER page is displayed. Type in the new customer details as described in the following table:

Field	Description
Customer Name	Type in the name of the Customer.
E-mail ID	Type in the e-mail address of the customer.
Location	Select the customer location from the list.
Configure	Customer:Select the option to configure a Customer. Vendor : Select the option to configure a Vendor.

CUSTOMER page
Figure: CUSTOMER page

Type in the other required details under the GENERAL, ACCESS, INCIDENTS, CHANGE REQUESTS, and ADDITIONALINFO tabs. For more information about the fields under these tabs on the CUSTOMER page, see Field Description.
Click SUBMIT. A new customer is added.

Field Description

This section describes the fields on the CUSTOMER page.

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title	GENERAL

You can provide the general information about the customer, such as organization, domain, designation, contact number, and so on under the GENERAL tab.

Figure: GENERAL tab

The following table describes the fields under the GENERAL tab of the CUSTOMER page.

Fields	Description
Parent Customer	Select the parent customer from the list.
Domain	Select the domain name for the customer.
Contact Person	Type in the contact person name for the customer.
Designation	Type in the designation of the specified contact person.
Contact Number	Type in the contact number of the customer.
Mobile Number	Type in the mobile number of the customer.
Country	Type in the country name of the customer.
State	Type in the state name of the customer.
City	Type in the city name of the customer.
Pin Code	Type in the pin code of the city that you specified.
Address	Type in the address of the customer.
Remarks	Type in the comments or notes about the customer, if any.
Active	By default, the status is set active. If selected, the customer is active and is available on the other pages of the application. If not selected, the customer becomes inactive.
Logo	Specify the customer's logo file path to upload the logo on the right top corner of the application page. Click Browse icon to choose an appropriate logo file.
Attachment	Specify any reference file path to add any reference material for the customer. Click Browse icon to choose an appropriate file to attach as the reference.

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title	ACCESS

You can define Tenant access for the customer under the ACCESS tab. From the Available Tenants list, select the Tenants that should be available to the Customer and click icon. The selected Tenants are added to the Selected Tenants list.

ACCESS Tab
Figure: ACCESS tab

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title	INCIDENT

You can view the Incidents raised by the Customer for each Category under the INCIDENT tab.

INCIDENT Page
Figure: INCIDENT tab

The following table describes the fields under the INCIDENT tab of the CUSTOMER page.

Fields	Description
Category	Displays the configured Category of the Incident.
Select	Click the Search icon to view Incident details.
Incident ID	Displays the Incident ID.
Request Date	Displays the date and time the Incident is logged.
Description	Displays the description of the Incident.
Priority	Displays the Priority of the Incident.
Status	Displays the status of the Incident.

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title	CHANGE RECORDS

You can view the Change Records (CRs) raised by the customer under the CHANGE RECORDS tab.

CHANGE RECORD tab
Figure: CHANGE RECORDS tab

The following table describes the fields under the CHANGE RECORDS tab of the CUSTOMER page.

Fields	Description
ID	Select the View icon to view the CR details.
Registration Time	Displays the registration date and time of the CR.
Description	Displays the description of the CR.
Status	Displays the status of the CR.
Category	Displays the Category of the CR.
Change Type	Displays the Change Type of the CR.
Owner Workgroup	Displays the Owner Workgroup of the CR.
Priority	Displays the Priority of the CR.
Deadline	Displays the deadline of the CR.

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title	CONTRACT

You can add new contracts and edit the existing contracts under the CONTRACT tab.

CONTRACT tab
Figure: CONTRACT Tab

Specify the requited details and click ADD. Click SUBMIT to create a new contract for the customer.

The following table describes the fields under the CONTRACT tab of the CUSTOMER page.

Fields	Description
Enable Contract Validation	If selected, the expired contracts are validated on the NEW INCIDENT or NEW SERVICE REQUEST page.
Contract Name	Type in the contract name.
Contract Type	Select the contract type from the drop-down list.
Start Date	Select the start date of the contract.
End Date	Select the end date of the contract.
PO Number	Type in the PO Number for the corresponding contract.
Post Expiry	Block User to Raise Incident : Once the contract is expired, the user will not be able to raise Incidents. Block User to Raise SR : Once the contract is expired, the user will not be able to raise Service Requests. Block User to Raise Incident and SR : Once the contract is expired, the user will not be able to raise both Incidents and Service Requests.
Notification (In Days)	Specify the number of days before which you want to display notification, that the contract is about to expire.
Active	If selected, the contract becomes active.
Attachment	Attach any supporting documents, if required.

Click Edit icon to update already created contracts and click UPDATE. The changes will be updated accordingly.

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title	ADDITIONAL INFORMATION

You can provide the additional information for the customer. The Custom Fields defined for the Customer are also displayed under ADDITIONAL INFO tab.

ADDITIONAL INFORMATION tab
Figure: ADDITIONAL INFORMATION tab

The Custom Tabs if defined for the Customer are also displayed in addition to the above tabs. For information about configuring Custom Tabs, see Configuring Custom Tabs for Customers.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CUSTOMER LIST page.

FILTERS

Click Filters to select the list of customers based on Domain, Customer, and Location. You can search for a customer using the Customer Name field. Click SUBMIT.

FILTERS pop-up page: CUSTOMER LIST page
Figure: FILTERS pop-up page: CUSTOMER LIST page

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Customers configured in the SummitAI application.

CUSTOMER LIST page: List of Customers
Figure: CUSTOMER LIST page: List of Customers

To edit a Customer detail, click the Customer Name. Make appropriate changes and click SUBMIT.
To display the inactive Customer details, click the Include Inactive check box.

Note

title	Note:

When the Customers are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Customer.

References

To view Customer List, see Viewing Customer List.

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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+Notes

truenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+Guide

truenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents

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Versions Compared

Old Version 3

New Version 4

Key

To add Customers:

Field Description

ACTIONS

References

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