Managing Customers

You can now track customers using the Vendor Portal module. By tracking customers on the Customers menu, you can easily manage customer requests and contact details.

To add a new customer

  1. On the Vendor Portal menu, select Customers. The Customers screen appears.

  2. Click the Add New button. The Add New Customer modal appears.

  3. Complete the fields, for more info, see Add New Customer Screen Reference.
  4. Click the Add button. The Customer Details screen appears.

Add New Customer Screen Reference



Field
Description
Name

Enter the name of the customer.

Primary Contact Name

Enter the first and last name of the primary contact for this customer.

Primacy Contact Email

Enter the email address of the primary contact for this customer.

Organization

Select the organization related to the customer.

Type

Select the type of customer. Options include Customer or Prospect.

NDA

Select Yes if the customer has a signed NDA, select No if the customer does not have a signed NDA.

Website

Enter the URL for the customer website.

Business Address

Enter the street address for this customer.

Description

Enter a brief description of the customer.

Relationship Owner

Select an internal business owner for this customer contact.

To add requests to a customer

  1. On the Customer Details screen, select the Requests tab.
  2. Click the Add Request button. The Create New Request modal appears.


  3. Click the Create and Start Wizard button. Click the Create and Close button to create the request and return to the Request Details screen. For more information on creating requests, see Managing Requests using Vendor Portal.

To add new contacts to a customer

  1. On the Customer Details screen, select the Contacts tab.
  2. Click the Add Contact button. The Add Contact modal appears.

  3. Complete the fields, for more info.
  4. Click the Add button.

To set a new primary contact

  1. On the Customer Details screen, select the Contacts tab.
  2. Hover over the contact you want to set as the primary contact until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Set as Primary. The Set as Primary Contact modal appears.


  5. Click the Confirm button.
    Note:

    This will set the contact as the default contact record when creating a new request from this customer.

To view a customer

  1. On the Vendor Portal menu, select Customers. The Customers screen appears.

  2. Hover over the customer you want to view until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select View. The Customer Details pane appears.

To edit or delete a customer

  1. On the Vendor Portal menu, select Customers. The Customers screen appears.

  2. Hover over the customer you want to edit until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Edit or Delete.
  5. If editing, dpdate the fields as needed.
  6. Click the Save button.
    Note:

    You can also edit customer fields by navigating to the Customer Details screen and clicking the Edit icon.

To export the customer list

  1. On the Vendor Portal menu, select Customers. The Customers screen appears.

  2. Click the Export button. The Export Customer modal appears.


  3. Click the Close button. The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.
  4. Click the Notifications icon. The Notifications popover appears.


  5. Click the export link in the popover to download the exported report.

To view customer activity history

  1. On the Vendor Portal menu, select Customers. The Customers screen appears.

  2. Hover your cursor over a customer and click the Context Menu icon on the customer line. The Context menu appears.

  3. Select View Activity. The Customers Activity modal appears and shows what changes were made to the customer, who made the changes, and when the changes were made.


    Note:

    You can also view the customer activity history by clicking the View Activity button on the Customers screen.