Viewing the Customer List

Last Updated : Apr 03, 2024 |
Prolog information
In addition to the method below, you can click customer information on the dashboard (see dashboard) to immediately display the list pre-filtered with only matching customers. For example, click on a particular tag or software release.
  1. Click on Views and then click on Customers.
  2. The list of your existing customers is displayed.
  3. The top of the list provides the following options. Note that some options may be grayed out if not supported by your type of user account or the type of systems listed or type of system selected.
    ADDITIONAL INFORMATION:
    Option
    Description
    Add
    Add a new customer. See Adding a New Customer.
    This is only supported for Administrator and Operator users.
    Edit
    Edit an existing customer. See Editing Customer Details.
    This is only supported for Administrator and Supervisor users.
    Delete
    Delete an existing customer from being shown. See Deleting Customers.
    This is only supported for Administrator and Operator users.
    Launch Application
    Start an IP Office Web Manager connection to the currently selected system.
    Action
    Perform actions on the selected customer systems. The actions shown vary depending on the type of system selected. See the table below.
    Filter
    Filter the list of customers shown. See Filtering the List.
    Search
    Search the list of customers shown. See Searching the List.
    Actions
    Action
    Description
    Backup
    Backup customer system configurations. See Backing Up and Restore.
    This is only supported for Administrator, Supervisor and Operator users.
    Restore
    Restore previous backups. See Backing Up and Restore.
    This is only supported for Administrator, Supervisor and Operator users.
    Upgrade
    Upgrade the system software. See Upgrading Customer Systems.
    This is only supported for Administrator users.
    Log Management
    Access and download the system log files. See Managing System Log Files.
    Refresh Customization Files
    Update the trunk template and other customization files available to the system. See Customization File Management.
    Send Email
    Resend the system subscription email. See Resending the Subscription Email.