Customer Detail

To view customer detail navigate to the following path:

To view reseller customer detail navigate to the following path:

Then click on the customer/reseller customer name.

The following tabs are shown:

Summary: The operations column consists of the following buttons.

Similarly, the account column shows the customer's/reseller's account summary and the billing column shows the billing summary.

  1. Personal Info: This will show the info of the customer/reseller such as account access,primary contact, etc.

  2. Contacts: You can add contact to the customer/reseller by clicking on the Add Contact button.

  3. Billing: Here you can generate invoice by clicking on the Generate invoice link, and can also make new credit adjustments by clicking on the New credit adjustment button.

  4. Payment profiles: You can add credit card to your customer/reseller account by clicking on the Add Credit Card button.

  5. Subscriptions: You can view a subscriptions of the customer/reseller and subscribe more services for that customer/reseller by clicking on the Subscribe Service button or Subscribe as Reseller button.

  6. Permissions: You can update the permissions/access templates.

  7. White Label: You can also white label the reseller/customer.