Configuring customers

Opening the Customers dialog

All configuration tasks for customers and contacts begin with the Customers dialog. To open it, locate the System Configuration tasks on the Action pane's Configuration panel and click Manage customers.

Adding customers and contacts

When you add a customer, you first define its basic profile (name, description, address, etc.). Once you've saved the new customer, you can then define the contacts for the customer (that is, the customer representatives with whom Questra IDM Application Suite users interact).

To define a customer's profile, open the Customers dialog and click Add to open the Customer dialog. Complete the fields and click Add to save. The Customer dialog closes, and the new customer appears in the Customers list on the Customers dialog.
To define contacts, open the Customers dialog and select the customer for whom you want to define contacts. Switch to the Contacts tab and click Add above the Associated Contacts list. On the Contact dialog, complete the fields and click Add to save. The Contact dialog closes, and the new contact appears in the Associated Contacts list on the Contacts tab of the Customers dialog. Repeat to define additional contacts.

Editing customers and contacts

When editing a customer, you can change its profile (name, description, address, etc.), as well as any of the customer's contacts.

To edit a customer's profile, open the Customers dialog and select the customer you want to edit. After a few moments, that customer's data appears on the Profile tab. Click Edit above the Customers list. On the Customer dialog, change the fields as needed and click Add to save.
To edit a contact, open the Customers dialog and select the customer whose contact you want to edit. Switch to the Contacts tab, select the contact you want to edit, and click Edit above the Associated Contacts list. On the Contact dialog, change the fields as needed and click Add to save.

Deleting customers and contacts

You can delete entire customers (including their contacts) or individual contacts.

CAUTION! If you plan to delete a customer for whose devices you have not individually supplied an address (that is, the devices use the customer's address), those devices will end up with no addresses.

To delete an entire customer, open the Customers dialog, select the customer you want to delete, and click Delete above the Customers list. In response to the confirmation message that opens, click Yes.
To delete an individual contact, open the Customers dialog and select the customer whose contact you want to delete. Switch to the Contacts tab, select the contact you want to delete, and click Delete above the Associated Contacts list. In response to the confirmation message that opens, click Yes.