This is an Early Availability draft of the documentation. This documentation is not final and it will get updated until the General Availability of the feature.
This topic describes the fields and actions on the Customer Details page. The Customer Details page provides information about the selected customer in the customers' list. The customer details include the account details, the selected service plan details, and contact details.
The Customer details page displays the following sections:
- Log in to the Managed Service Providers portal.
- On the main toolbar of the MSP portal, click Customers.
The Customers page appears with the list of customers added to the Managed Service Providers portal.
- In the Name column, click the customer to view the details.
The Account Details section displays account details for the selected customer.
The following table lists the fields in the Account Details section.
|Name||The name of the customer.|
|Organization Name||The organization of the customer.|
|Address||The office address of the organization.|
|Phone Number||The office contact number.|
The following table lists the actions that you can perform in the Account Details section.
|Edit||Edit customer details.|
The Service Plan section displays the selected service plan details.
The following table lists the fields in the Service Plan
|Plan||The service plan that the customer has opted for.|
|Storage Region||The region selected for storing the backups.|
|Expiry Date||The service plan expiry date.|
|Edition||The edition of the service plan.|
|Credit Quota/ Effective Date||The credit quota assigned to the customer and the date from when the credit quota is effective.|
The following table lists the actions that you can perform in the Service Plan section.
|Edit||Edit the service plan details.|
The Contact Details section displays the names of the contact persons from the customer organization.
The following table lists the fields in the Contact Details section.
|Name||The name of the contact person.|
|The email address of the contact person.|
|Phone Number||The contact number of the contact person.|