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Customer Overview

Last Update: 4/7/2017 3:51 PM

​​​The Customer Overview in MSPComplete is a handy bird's-eye view of a customer’s status. This page displays a summary of the customer’s components, usage metrics for their most-used serv​ices, a feed preview, details about active services, and an overall summary of service status for the customer.​ Note that the service and project data for the Customer Overview is collected continuously from the activity in the Delivery Center and on the Services page for the customer. Additional information​ about customers' computers is sent dynamically by the Device Management Agent and HealthCheck for Office 365.​

This overview page is the first thing you see in the “customer context” when you select a customer under Recent Customers or on the All Customers page, both of which you access from the left navigation pane in the interface. From here, you can open the pages where you manage your customers’ services, projects, users, groups, endpoints, computers, gateways, resources, and webhooks.

customeroverview01.png 

Important: After a customer has been created in a workgroup, you can reuse that customer for any other BitTitan service or project within that workgroup. Additionally, your first logon to MSPComplete automatically populates your customer list with all the customers from any previous BitTitan projects.

Tip: Click Read More near the top of the Customer Overview to see a short synopsis of what you can view and accomplish on this page.

 

Contents of this article:

 

Customer summary, service data, and feed preview

The summary, usage, status, and preview sections of the Customer Overview provide valuable real-time information about a customer’s current standing and service activity in MSPComplete – all at a glance.

To open the Customer Overview, complete these steps:  

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer for which you want to view the Customer Overview.

 

Customer Summary

This section shows you how many users, groups, endpoints, and computers the customer comprises.

customeroverview02.png 

 

Top Services by Total Usage

This section contains a bar chart showing the top-performing services for the customer, and how many times each of those services has been run for the customer.

customeroverview03.png

 

Service Status Summary

This section contains a bar chart showing the collective status of all the active services for the customer, rather than the status of individual services. Under each bar, you’ll see one of these three status types:

  • Completed
  • In Progress
  • Not Started

customeroverview04.png

Tip: This data is updated whenever you refresh the page or switch pages in MSPComplete.

 

Feed Preview

This section displays a preview, or subset, of the customer’s current feed notifications. If you see any feed items with a status of Critical or High, you might want to attend to those as soon as possible.

Tip: Clicking See All below the last feed item in the list takes you to the Feed page for the customer.

customeroverview05.png 

 

When you click the ellipsis () button to the right of each individual feed item or grouping of feed items in your personal feed or a customer feed, you’ll see a drop-down menu containing these four options:

  • Click View Details to open the Details pane and see more information and options for the feed item.
  • Click Dismiss to remove the feed item from the list of displayed items. Note that the feed item is not deleted; it is only no longer visible. To redisplay all dismissed feed items, perform these steps:
    1. Click the Feed tab in the customer context.
    2. Click the Filter button in the upper left.
    3. Click anywhere in the Dismissed field, and then click Show Dismissed.
    4. Click Filter at the bottom of the form.
  • Click Navigate to go to the relevant location or page in MSPComplete or MigrationWiz where you can see complete information about that service or project and make changes to it, if necessary.
  • Click Flag or the flag icon to set a visual reminder to follow up on that feed item. When you flag an item, the flag icon changes to blue-green. You can easily remove the flag from that item later.

 

Active Services

This section provides a graphical display of the services that are currently active for the customer. For each active service, you’ll see the information below:

  • The name of the service
  • The date and time when the service was last updated
  • The total number of projects for the service
  • The total number of items for the service
  • The total number of devices for the service
  • The progress status of the service: Not started, In progress, or Completed  

Note that clicking one of the service tiles takes you either to the Delivery Center for the customer or to MigrationWiz (for migration and HealthCheck services).

Important: If a migration or HealthCheck service has not started because one or more of the customer’s computers are currently incompatible with the service, the “donut” graphic and corresponding numbers show you how many computers are incompatible.

customeroverview06.png 


 

Manage button

You’ll find the Manage button in the upper-right corner of the Customer Overview. The button’s drop-down menu contains shortcuts to pages where you can edit customer information, monitor background tasks, view webhooks, access Device Management, manage administrators, and invite other members of the workgroup to become administrators. This menu can save you time and effort.

Tip: The Manage button appears on every page in the customer context. This makes it easy to access no matter what customer-related activities you are working on.

customeroverview07.png 

To access the pages available from the Manage button, complete these steps:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that you want to manage.
  3. Click Manage and then click one of the options in the drop-down menu.

Option

Description

Edit Customer

Select this option to edit the customer’s name and details.
For more information, read the All Customers Page article.

Background Tasks

Select this option to view the background tasks that are currently running for the customer. These tasks include activities such as discovering and importing users and groups into MSPComplete, and installing the Device Management Agent (DMA) on users’ computers.

Webhooks

Select this option to view the customer’s webhooks. A webhook is an event callback that is used by remote applications to receive notifications about events in MSPComplete.

Device Management

Select this option to view the Device Management overview for the customer. There you can get started with installing DMA on the customer’s computers, manage DMA, view reports, and run additional services on users’ computers.
For more information, read the Introduction to Device Management article.

Manage Administrators

Select this option to manage administrators for this customer.

For more information, read the Introduction to managing your customers article.

Administrator Invitations

Select this option if you want to send invitations to other people to help manage this customer.

For more information, read the People article.

 

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