Adding Customers

You can add new Customers to the SUMMIT application. You can also view and modify the existing Customer details.

Figure: CUSTOMER LIST page

Field Description

You can provide the general information about the customer, such as organization, domain, designation, contact number, and so on under the GENERAL tab

Figure: GENERAL tab

The following table describes the fields under the GENERAL tab of the CUSTOMER LIST page.

Fields	Description
Parent Customer	Select the parent customer from the list.
Domain	Select the domain name for the customer.
Contact Person	Type in the contact person name for the customer.
Designation	Type in the designation of the specified contact person.
Contact Number	Type in the contact number of the customer.
Mobile Number	Type in the mobile number of the customer.
Country	Type in the country name of the customer.
State	Type in the state name of the customer.
City	Type in the city name of the customer.
Pin Code	Type in the pin code of the city that you specified.
Address	Type in the address of the customer.
Remarks	Type in the comments or notes about the customer, if any.
Active	By default, the status is set active. If selected, the customer is active and is available on the other pages of the application. If not selected, the customer is an inactive customer. The customer is not available in the Customer list on the other pages of the application.
Logo	Specify the customer's logo file path to upload the logo on the right top corner of the application page. Click Browse icon to choose an appropriate logo file.
Attachment	Specify any reference file path to add any reference material for the customer. Click Browse icon to choose an appropriate file to attach as the reference.

ACCESS Tab

You can define Instance access for the customer under the ACCESS tab. From the Available Instances list, select the Instances that should be available to the Customer and click icon. The selected Instances are added to the Selected Instances list.

Figure: ACCESS tab

INCIDENTS Tab

You can view the Incidents raised by the Customer for each Category under the INCIDENTS tab.

Figure: INCIDENTS tab

The following table describes the fields under the INCIDENTS tab of the CUSTOMER LIST page.

Fields	Description
Category	Displays the configured Category of the Incident.
Select	Click the Search icon to view Incident details.
Incident ID	Displays the Incident ID.
Request Date	Displays the date and time the Incident is logged.
Description	Displays the description of the Incident.
Priority	Displays the Priority of the Incident.
Status	Displays the status of the Incident.

CHANGE REQUESTS Tab

You can view the Change Requests (CRs) raised by the customer under the CHANGE REQUEST tab.

Figure: CHANGE REQUESTS tab

The following table describes the fields under the CHANGE REQUESTS tab of the CUSTOMER LIST page.

Fields	Description
ID	Select the View icon to view the CR details.
Registration Time	Displays the registration date and time of the CR.
Description	Displays the description of the CR.
Status	Displays the status of the CR.
Category	Displays the Category of the CR.
Change Type	Displays the Change Type of the CR.
Owner Workgroup	Displays the Owner Workgroup of the CR.
Priority	Displays the Priority of the CR.
Deadline	Displays the deadline of the CR.

ADDITIONAL INFO

You can provide the additional information for the customer. The Custom Fields defined for the Customer are also displayed under ADDITIONAL INFO tab.

Figure: ADDITIONAL INFORMATION tab

The Custom Tabs if defined for the Customer are also displayed in addition to the above tabs. For information about configuring Custom Tabs, see Configuring Custom Tabs.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CUSTOMER LIST page.

Click SHOW LIST to display the LIST table showing all the Customers configured in the SUMMIT application.

Field	Description
Customer Name	Type in the name of the Customer.
E-mail ID	Type in the e-mail address of the customer.
Location	Select the customer location from the list.
Configure	Customer: Select the option to configure a Customer. Vendor : Select the option to configure a Vendor.