Managing Customers

To open the Customers tab, select Customers > Customers. The left pane displays a list of all Customers and provides the following information about each Customer:

Status	Current status of the Channel Partner: Enabled or Disabled
Type	Channel Partner type: Individual or Company
Name	The name of the Customer who placed the order.
Ref ID	Reference ID of the Channel Partner in another system.

The right pane displays customer information, billing details, shipping details, and a list of associated contacts.

To define a Customer:

See Creating a Customer.

To view the details of a Customer:

In the left pane of the Customers tab, select a Customer. The details are displayed in the right pane.

To filter and search the Customers list:

1.In the Customers tab, specify a search criterion, such as, Customer, CRM ID, Ref ID, and E-mail Contains or Customer Ref ID.

2. Enter a complete or partial search string in the search box. For details on the types of searches available, see Wild Card Search.

NOTE Wild card searches are not supported for the E-mail Contains criterion.

3.Click Search . The relevant search results are displayed.

To manage Customers:

In the Customers tab, do any of the following:

Click:	To:
(Edit)	View and edit the properties of the selected Customer. 1.Select a Customer. 2.Click . A page opens, enabling you to edit the customer details. 3.Edit the fields as required. 4.Click Save.
> Delete	Delete the selected Customer. Available only if no Entitlements exist for the Customer. 1.Select a Customer from the left pane. 2.Click and select Delete. 3.In the confirmation box, click Yes.
> Enable / Disable	Disable or enable a Customer. You can create an Entitlement only for a Customer that is enabled. 1.Select a Customer from the left pane. 2.Click and select Enable or Disable.

Click:

To:

(Edit)

View and edit the properties of the selected Customer.

1.Select a Customer.

2.Click . A page opens, enabling you to edit the customer details.

3.Edit the fields as required.

4.Click Save.

> Delete

Delete the selected Customer. Available only if no Entitlements exist for the Customer.

1.Select a Customer from the left pane.

2.Click and select Delete.

3.In the confirmation box, click Yes.

> Enable / Disable

Disable or enable a Customer. You can create an Entitlement only for a Customer that is enabled.

1.Select a Customer from the left pane.

2.Click and select Enable or Disable.

To manage associated contacts for Company-type Customers:

In the Associated Contacts pane (located in the bottom-right of the Customers tab), add or edit the associated contacts as needed.

Click:	To:
New Contact	Create a Contact for a Company-type Customer. This task does not appear for Individual-type Customers. See Creating or Updating a Contact for a Company-type Customer.
> Disable / Enable	Disable or enable a Contact. Disabled Contacts cannot login to Sentinel LDK-EMS.
	View and edit the properties of the selected Contact. See Creating or Updating a Contact for a Company-type Customer.
> Delete	Delete the selected Contact. You cannot delete Contacts that are included in Entitlements.
> Set as Default	Mark the selected Contact as the default Contact for the Customer.