Customer list information
Posted by Elvin C, Last modified by David Szoke on 25 April 2018 08:16 PM
Customer List Information
For Reseller accounts, a list of customers is found in the Customer tab. You can navigate to the appropriate customer here. However, you can get more detailed information of accounts as well, expanding the table to include the information.
The information from this list can be copied, printed, or exported as a CSV or Excel sheet.
From the customer tab, there is a button labeled as "Show / hide columns." Pressing this will expand out a list of columns to show or hide:-
Note: The two extra settings are to mass select i.e. "Show All", or restore the settings.
Un/Checking any of the above will dynamically expand or collapse the table to include the additional information.
Available Information - more detailed information
To get more information, click on the cog icon next to the "Show / hide columns, " then press the "Make All Columns Available" option. The page will refresh, then press the "Show / hide columns," and additional information will be available. (Reading down the columns.)
Some support questions we receive that can be reviewed here.
Unable to delete an Admin account
If reseller has an admin account which is also setup as a Tech contact for their customers, it cannot be deleted until removed from Tech contact field for all their customers.
Steps on how to delete an admin account :
1. How to update Tech contact for a customer:
1 . Click on the customer tab to get list of the all customers
2. Click any specific customer then their Profile tab
3. Click ‘Change Profile Information’
4. Update the Tech contact field by selecting a different account from the drop down
and hit save.
2. Desired account can now be deleted.