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#72B0DE#72B0DEGeneral


Concepts

trueAdministratorsBasicUsers

InfrastructureTheme Configuration

SSO Configuration

Form Builder

Common Masters

Widgets

Export/Import

Currency

Workflow

Customers

Vendors

AdvancedDiscovery and Monitoring

Documents

Notifications

Compliance

Productivity

Shift Management

Escalations

License

GDPR

Password Management

Reports and Dashboards

Others

You can view the list of Customers added in the SummitAI application. You can view and modify the Customer details.

To view Customer list:

  1. Select Admin > Basic > Customers > Customer List.
  2. On the CUSTOMER LIST page, you can view the list of configured Customers.
  3. You can search for a Customer using the Filters icon on the ACTIONS panel (see: Filters). To view the list of inactive Customers, click the Include Inactive check box.

    CUSTOMER LIST page
    Figure:  CUSTOMER LIST page

ACTIONS

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

Anchor
Filters
Filters
Filters

Click the Filters icon to specify a particular filter criteria to display the Customers. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the Domain, Customer and Location or provide the name of the Customer (Customer Name). Click SUBMIT.

 FILTERS pop-up page
  Figure:  FILTERS pop-up page


ADD NEW

Click ADD NEW to add a new Customer. For information about adding new Customers, see Adding Customers.



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