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#72B0DE#72B0DEGeneral


Concepts

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AdministratorsBasicUsers

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

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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.

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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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