Open the Table of Contents

Managing Customers

To reach the Customers page, on the main menu click Customers. The left pane displays a list of all Customers and provides the following information about each Customer:

	Status	The current status of the Customer.
		Enabled        Disabled
	Type	Indicates the Customer type:
		Individual        Company
	Name	The name of the Customer who placed the order.
	Ref ID	Reference ID of the Customer in another system.

Filtering and Searching the Customers List

• Select an option from the search drop-down list from Customer, CRM ID, Ref ID, and E-mail Contains.
• Provide the complete or partial search string in the field that follows.

  EMS Search functionality checks all entries pertaining to the search option that is selected. The system has been enhanced to compare the search string with the starting characters of each word that is a part of all such entries.
  
  EMS supports Wild Card search using Asterisk (*) and Question Mark (?) that can appear anywhere in the search string. An asterisk allows you to search any character and any number of characters; whereas a question mark allows you to search a single character of any type. Multiple Wild Cards can be used and two Wild Cards can also be used in combination in the search string. When E-mail Contains is selected as a search option, Wild Card search will not be available. For further details see Wild Card Search.
  
  Exact word search and search using logical operator OR is currently not supported.

• Click . The list shows the relevant search results.

Viewing the Details of a Customer

To view the details of a Customer, select a Customer from the left pane. The details are displayed in the right pane.

Tasks for Managing Customers

New Customer	Define a new Customer and its properties. Refer to Creating a Customer for details.
	View and edit the properties of the selected Customer.
> Delete	Delete the selected Customer. This task is listed only if no Entitlements exist for the Customer.
> Disable / Enable	Disable or enable a Customer. Entitlements cannot be created for disabled Customers.

Tasks for Managing Contacts (for Company-type Customers)

For Company-type Customer, you can specify multiple Contacts and edit their details. The Contact Association pane appears at the bottom-right of the page.

New Contact	Create a Contact for a Company-type Customer. This task does not appear for Individual-type Customers. See Creating/Updating a Contact for a Company-type Customer.
> Disable / Enable	Disable or enable a Contact. Disabled Contacts cannot login to Sentinel EMS.
	View and edit the properties of the selected Contact. See Creating/Updating a Contact for a Company-type Customer.
> Delete	Delete the selected Contact. You cannot delete Contacts for which Entitlements exist.
> Set as Default	Mark the selected Contact as the default Contact for the Customer.