Customers are the companies whose IT and cloud infrastructure you manage and to whom you deliver a customized array of managed services. The All Customers page is where you can view and administer your customers with a set of easy-to-use tools and features.
Clicking a customer in the list takes you to the Customer Overview page, where you’ll see important customer data such as a summary, top services, and service status. From here you can also access and work with customers’ feeds, projects, users, groups, endpoints, computers, gateway, and resource information.
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To view the customers within the selected workgroup, click
All Customers in the left navigation pane, as shown in the illustration below.
The All Customers page displays all the customers that are managed for that workgroup, including their location and status. From the list, you can access each company’s users, devices, and services. The list can be searched, sorted, or filtered in various ways.
Note: When you sign in to MSPComplete, you’ll notice that there is a default customer. Although you can assign projects to this default customer, the recommended best practice is to create new customers.
The first step in managing your customers in MSPComplete is to add them one at a time. Each customer you add will be displayed in your customer list unless you archive it. Note that there are two ways to start adding customers:
1. In the left navigation pane, select the appropriate workgroup and then click
3. Enter the new customer’s information in the Add Customer form:
Customer Primary Email Domain
The customer’s email domain name. This is a required field.
Tip: You don’t need to include the “@” sign in your email domain, as it is already there in this field.
The name of the customer. This is a required field.
Primary Location (optional)
The country where the customer is based.
The city where the customer is based.
Primary Industry (optional)
The type of company or organization (selected from the pop-up list).
Company Size (optional)
The customer’s approximate number of employees (selected from the pop-up list).
4. Repeat steps 1 through 3 for each customer you want to add.
It is important to keep your customers’ information accurate and up to date. You can edit the customer domain, name, address, industry, and employee count.
Complete the steps below to edit customer information:
1. In the left navigation pane, select the appropriate workgroup, and then click
2. Point to the customer you want to edit, and then click
3. Edit the customer’s information in the Edit form:
Subscription Renewal Policy
Do not auto-renew.
MSPComplete now makes it easy to view, monitor, and manage customers’ activities, progress, and status on the All Customers page. The Sort, Filter, and Search tools will quickly get you to the specific customer information that you need. For example, you might need to sort all of your customers by geographic location for a quarterly global sales report you plan to generate.
Sort customers by name or location
You might have customers for whom you don’t provide or manage services for long periods of time. You can archive those inactive customers so that they don’t clutter your view in MSPComplete. Archiving inactive customers also ensures that you won’t inadvertently make changes to them. You can easily reactivate those customers later.
Complete the steps below to archive or reactivate customers: