Customers

The Customers page is where you keep track of the companies you serve and the people you work with at each one. Companies and their contacts can be linked to the license servers you provision, so you always know who a given server belongs to. Viewing the Customers page requires View; adding, editing, and deleting companies and contacts requires Manage.

Note

This area is labelled Customers in the portal. Each customer record is a company, and a company can have one or more contacts.

The Customers List

The Customers page presents two tabs (requires View):

  • Companies – every company you have added.

  • Contacts – every contact, across all companies.

The Companies tab lists each company with these columns:

  • Name – links to the company’s detail page.

  • Location – the company’s city and state.

  • Country

  • Created – the date the company was added.

Use the Search box to filter companies by name, and the Sort By control to order the list by Name or Created.

The Contacts tab lists each contact with these columns:

  • Name

  • Type – the contact type (see Contacts).

  • Email

  • Company – the company the contact belongs to.

A Search box on the Contacts tab filters by contact name, email, or company name.

Both tabs offer Add Company and Add Contact buttons (both require Manage).

Adding a Company

Click Add Company (requires Manage) to open the Company Info form.

Fill in the form:

  • Company Name (required) – the only required field.

  • Add Address – click this to reveal the optional address fields: Address Line 1, Address Line 2, Address Line 3, Country, State, City, Zip/Postal Code, and Notes.

Click Save to create the company, or Cancel to return to the Customers list. After the company is created, the portal returns you to the Customers list and offers a shortcut to add a contact to the new company.

Editing a Company

To change a company’s details, open the company and click the Edit company action (requires Manage). The edit form shows the same fields as the add form, pre-filled with the company’s current values. Click Save to apply your changes.

Company Detail Page

Clicking a company name on the Companies tab opens its detail page (requires View). The page is organized into three areas:

  • Company Info – a read-only card showing the company’s name, address, city/state/zip, country, and notes. Fields that are empty are hidden. Manage users see Edit company and Delete company actions on this card.

  • Contacts – a table of the company’s contacts showing Name, Type, Email, and Phone. Manage users can add, edit, and delete contacts from here.

  • License Servers – the license servers assigned to this company, each with per-row actions (requires Manage).

Assigning a Server

In the License Servers section, click Assign Server (requires Manage) to link an available license server to this company. The dialog lists only servers that are not already assigned to another company. Select a server and click Assign.

Note

For details on provisioning and configuring license servers, see Cloud Servers.

Contacts

A contact is a person associated with a company. Every contact belongs to exactly one company. Adding, editing, and deleting contacts requires Manage.

A contact has the following fields:

  • Contact Person (required)

  • Contact Type – one of Admin, Billing, Exec, Marketing, Sales, or Technical, or none.

  • Title

  • Phone

  • Fax

  • Email (required)

  • Other Info

  • Company (required) – the company this contact belongs to.

You can add a contact in two ways:

  • From the Customers page, click Add Contact and choose a company on the form.

  • From a company’s detail page (or from the shortcut shown right after you create a company), click Add Contact to add a contact already linked to that company.

To edit or delete a contact, use the actions on the Contacts tab or on the company detail page. Deleting a contact asks you to confirm before the contact is permanently removed.

Deleting a Company

To delete a company, click the Delete company action on the Companies tab or on the company detail page (requires Manage). Deletion is a guided dialog:

  1. If the company has associated contacts or license servers, the dialog shows how many of each and lets you choose, with checkboxes, whether to also delete them. Associations you leave unchecked are unlinked from the company rather than deleted.

  2. To confirm, you must type the company name exactly as shown. The Delete button stays disabled until the name matches.

This action cannot be undone. Deletions are recorded in the Audit Log.

Customizable Company Fields

Administrators can add custom fields that appear on company records (requires Admin). Go to Admin > General > Customization and click Customize Company Fields.

On the Company Fields form you can define up to 10 custom field labels. Each label may be up to 100 characters. Click Save to apply your changes; the portal returns you to the Customization tab. Click Cancel to discard them.