Customer Information

The <Customer> screen consists of multiple tabs that allow you to view individual customer information regarding associated products, licenses, company data, notifications, and ConnectWise settings.

Table 1. Customer Tabs

Tab

Description

Products

Provides a list of all products associated with the customer account and displays a list of all product-related events that may require immediate attention

You can use the Products tab to configure individual product settings.

Note:

If any products have "Action required" (red) or "Warning" (yellow) events, Remote Manager displays a summary count directly on the tab.

For more information, see Customer Products.

Licenses

Provides a list of all products and service plans associated with the customer account

Note:

If any products have "Expired" (red) or "Expiring soon" (yellow) events, Remote Manager displays a summary count directly on the tab.

For more information, see Customer Licenses.

Company Profile

Displays general information about the company as configured in Licensing Management Platform

For more information, see Company Profile.

Contact Information

Displays contact information about the customer as configured in Licensing Management Platform

For more information, see Contact Information.

Notification

Displays all notification configuration settings for the customer

For more information, see Customer Notification.

ConnectWise

Displays the ConnectWise integration settings for the customer

For more information, see ConnectWise Settings for Individual Customers.