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Administration Guide

Per-customer actions

Per-customer actions

The customer table displays the following icons in the Action column:

  • Edit—opens a dialog with the form to edit the customer data. See Add or edit a customer.
  • Delete—deletes this customer.
  • Sites—opens a window with a list of sites for this customer. See Customer sites.
  • User(s)—opens a window with a list of users for this customer. See Customer Users.
  • Reports—opens a 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).

Per-customer actions

The customer table displays the following icons in the Action column:

  • Edit—opens a dialog with the form to edit the customer data. See Add or edit a customer.
  • Delete—deletes this customer.
  • Sites—opens a window with a list of sites for this customer. See Customer sites.
  • User(s)—opens a window with a list of users for this customer. See Customer Users.
  • Reports—opens a 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).