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 services, 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.
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.
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:
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:
This section shows you how many users, groups, endpoints, and computers the customer comprises.
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.
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:
Tip: This data is updated whenever you refresh the page or switch pages in MSPComplete.
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.
See All below the last feed item in the list takes you to the Feed page for the customer.
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:
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:
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.
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.
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.
To access the pages available from the
Manage button, complete these steps:
Select this option to edit the customer’s name and details.
For more information, read the All Customers Page article.
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.
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.
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.
Select this option to manage administrators for this customer.
For more information, read the Introduction to managing your customers article.
Select this option if you want to send invitations to other people to help manage this customer.
For more information, read the People article.