Viewing Customer List

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.
   

   
   Figure:  CUSTOMER LIST page

ACTIONS

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

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.

 
  Figure:  FILTERS pop-up page

ADD NEW

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