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All Customers Page

Last Update: 4/10/2017 11:27 AM

​​​​​​​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.

Contents of this article:

 

View customers

To view the customers within the selected workgroup, click All Customers in the left navigation pane, as shown in the illustration below.

allcustomers01.png 

 

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.

 

Add 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:

  • From the Add Customer button on the All Customers page
  • From the Add button in the top navigation bar on any page in MSPComplete

 

Add customers on the All Customers page

 

1.       In the left navigation pane, select the appropriate workgroup and then click All Customers.

2.       Click Add Customer.

3.       Enter the new customer’s information in the Add Customer form:

Field name

Description

Customer Primary Email Domain

The customer’s email domain name. This is a required field.

Example: siliconpacific.com

Tip: You don’t need to include the “@” sign in your email domain, as it is already there in this field.

Company Name

The name of the customer. This is a required field.

Primary Location (optional)

The country where the customer is based.

City (optional)

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.

5.       Click Save.

 

Add customers from the Add button in the top navigation bar

 

  1. In the left navigation pane, select the appropriate workgroup.
  2. Click Add in the top navigation bar, and then click Add in the drop-down list.
  3. Enter the new customer’s information in the Add Customer form.
  4. Click Save.

    Tip: When you click a customer in the list in the main pane, the name appears under Recent Customers in the left navigation pane.

 

Edit customers

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 All Customers.

2.       Point to the customer you want to edit, and then click Edit Customer.

3.       Edit the customer’s information in the Edit form:

Field name

Description

Customer Primary Email Domain

The customer’s email domain name. This is a required field.

Example: siliconpacific.com

Tip: You don’t need to include the “@” sign in your email domain, as it is already there in this field.

Company Name

The name of the customer. This is a required field.

Primary Location (optional)

The country where the customer is based.

City (optional)

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).

Subscription Renewal Policy

Select either Auto-renew or Do not auto-renew.

4.       Click Save.

 

Sort, search, and filter customers

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

  1. In the left navigation pane, select the appropriate workgroup and then click All Customers.
  2. Click Sort.
  3. Click either Customer Name or Location.

    Tip: To the left of each option in the Sort menu are two arrows. Click the top arrow to set an ascending sort order (A, B, C…) or the bottom arrow to choose a descending order (Z, Y, X…).

 

Filter customers by current status

  1. In the left navigation pane, select the appropriate workgroup and then click All Customers.
  2. Click Filter.
  3. Click either Active or Archived.

    Depending on the option you selected in step 2, you’ll see either the list of active customers or the list of archived customers in the main pane.

 

Search for a customer

  1. In the left navigation pane, select the appropriate workgroup and then click All Customers.
  2. Enter the customer name in the Search box.
  3. Press Enter.

    Note that each item of customer data in the bottom half of the All Customers page is linked. Clicking any of these data items will take you to the appropriate tab under All Customers, where you can proceed with your task.

 

Archive and reactivate customers

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:

  1. Select the appropriate workgroup and then click All Customers in the left navigation pane.
  2. Point to the customer you want to archive, and then click the Archive Customer icon on the right.
    -or-
    If the customer is currently archived, filter the customer list on Archived, point to the customer in the archived list, and then click the Reactivate Customer icon on the right.
  3. Click Yes when prompted to confirm the action.

    Important: You cannot delete customers in MSPComplete. This is by design. Although your MSP relationship with a customer might have been inactive for a long time, you may want to do business with that customer again at some point in the future. Reactivating a customer immediately restores all that customer’s saved entities and information, including any associated feeds, projects, users, groups, endpoints, computers, gateways, and resources. You won’t need to manually recreate and reconfigure the customer’s profile and settings.

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