Per-customer actions

Hovering over an entry in the customer table displays the following icons in the Action column:

Edit—opens a new page with the form to edit the customer data. See Add or edit a customer.
Delete—deletes this customer
Sites—opens a pop-up window with a list of sites for this customer. See Customer sites.
User(s)—opens a pop-up window with a list of users for this customer. See Customer Users.
Reports—opens a pop-up window with a list of reports for this customer. See Reports.

When you select a customer name in the list, the system opens the customer portal for this customer (in a new tab).

Per-customer actions

Hovering over an entry in the customer table displays the following icons in the Action column:

Edit—opens a new page with the form to edit the customer data. See Add or edit a customer.

Delete—deletes this customer

Sites—opens a pop-up window with a list of sites for this customer. See Customer sites.

User(s)—opens a pop-up window with a list of users for this customer. See Customer Users.

Reports—opens a pop-up window with a list of reports for this customer. See Reports.

When you select a customer name in the list, the system opens the customer portal for this customer (in a new tab).