Per-customer actions
Hovering over an entry in the customer table displays the following icons in the Action column:
- Edit—opens a new page with the form to edit the customer data. See Add or edit a customer.
- Delete—deletes this customer
- Sites—opens a pop-up window with a list of sites for this customer. See Customer sites.
- User(s)—opens a pop-up window with a list of users for this customer. See Customer Users.
- Reports—opens a pop-up window with a list of reports for this customer. See Reports.
When you select a customer name in the list, the system opens the customer portal for this customer (in a new tab).