Customers Tab

Introduction

The Customers Tab allows service providers to store and manage customer data efficiently. Employees can use this tab to:

• Access, edit, and update customer information.
• View customer-related service history, including devices, tickets, tasks, and video sessions.
• Search, sort, and filter customers based on various attributes.
• Add and delete customers as needed.
• Define customer-to-team mappings.
• Navigate to the Customer Details View for in-depth customer management (article).

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Key Features of the Customers Tab

Customer Management & Overview

The Customers Tab provides a structured list of all Private Customers and Corporate Customers stored on the platform. Employees can:

• Search, sort, and filter the customer list.
• View and update customer details.
• Add or remove customers.

To learn more about how to search, filter, and customize list views, refer to the article Lists (article).

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Tabs and Display Options

The Customers Tab consists of multiple sections for better organization:

• All Customers: Displays all added customers (private & corporate).
• Private Customers: Lists only private customers.
• Corporate Customers: Lists only corporate customers.
• Team Mappings: Displays all customer team mappings.

Display Options

For the first three tabs (All Customers, Private Customers, Corporate Customers), users can customize their view using a dropdown menu in the tab header:

• Overview: Displays both the customer list and a map with customer locations. (= Default setting)
• Map: Expands the map to full-screen, displaying only customer locations. (picture)
• List: Expands the customer list across the page, removing the map for a more detailed, column-based view. (picture)

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Navigating to the Customer Details View

Clicking on any customer entry opens the Customer Details View, where employees can access, manage and update all aspects of a customer’s profile, including:

• Contact information and addresses
• Customer-related devices, tickets, tasks, and video sessions
• Team mappings, notifications, and assigned modules

For more information, refer to the article Customer Details View (article).

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How to Add a New Customer via the Customers Tab

1. Click Customers in the side menu.
2. Click +ADD CUSTOMER.
3. Follow the customer creation flow and complete the required fields.
4. Click SAVE to finish.

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Good to Know

• Efficient Customer Management: Employees can store and manage customer information, ensuring accurate and up-to-date records.
• Quick Navigation: Clicking on a customer opens the Customer Details View, providing access to all relevant customer data.
• Customizable Views: Users can switch between Overview, Map, and List modes for an optimal viewing experience.
• Overview of Responsibilities: The Team Mappings tab supports platform managers in assigning the correct teams to customers.