The following table summarizes the tasks related to each shortcut button:
Shortcut Buttons
|
Button
|
Tasks
|
|
Create Customer
|
Create a new customer account.
|
|
Create Partner
|
Create a new partner account.
|
|
Create Service Plan
|
Create a new service plan.
|
|
Export Customer Summary
|
Export details about customer licenses.
Refer to Export the customer summary report
for more details.
|