The Customers > {Customer} screen consists of
multiple tabs that allow you to view individual customer information regarding associated
products, licenses, company data, notifications, and ConnectWise Manage settings.
 |
NoteIf any products have
Expired(red) or Expiring soon(yellow) events, Remote Manager displays a summary count directly on the Licenses tab. |
Customer Tabs
|
Tab
|
Description
|
|
Products
|
Provides a list of all products and services 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.
For more information, see Customer Products.
|
|
Licenses
|
Provides a list of all products and services, and the service plans associated
with the customer account
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.
|
|
Notifications
|
Displays all notification configuration settings for the customer
For more information, see Customer Notifications.
|
|
ConnectWise Manage
|
Displays the ConnectWise Manage integration settings for the customer
For more information, see ConnectWise Manage settings for individual
customers.
|