You can add new Customers to the SummitAI application. You can also view and modify the existing Customer details.
To add Customers:
- 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.
Figure: CUSTOMER pageType 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.
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.
|
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. |
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.
Figure: ACCESS tab
You can view the Incidents raised by the Customer for each Category under the INCIDENT tab.
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. |
You can view the Change Records (CRs) raised by the customer under the CHANGE RECORDS 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. |
You can add new contracts and edit the existing contracts under the 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 |
|
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.
You can provide the additional information for the customer. The Custom Fields defined for the Customer are also displayed under ADDITIONAL INFO 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.
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.
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:
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.