Customers 2.0

Overview

The Customers module manages Customers, Customer Sites, and Contracts to support work orders and ensure that SLAs are enforced and met. In Customers 2.0, the functionality remains the same but with improved user experience.

Key Navigation / Functional Changes

Type of Change	Field / Subject	Description
Enhancement	Navigation	Previously, Customers and Customer Sites were part of Admin. From this release, Customers is a module on its own with Customer Sites and Contracts as a child page.
Enhancement	Main Data grid	Optimized information on main data grids
Enhancement	Customers' Details	Improved side panel organization with sections and tabs.

Detailed Changes

This section describes the changes with accompanying screenshots between FSE 1.0 and FSE 2.0.

To see all the screens, go to Design: https://zpl.io/an49lvO.

Customers Main Page

Type of Change

Field / Subject

Description

Enhancement

Navigation

Previously, Customers and Customer Sites were part of Admin. From this release, Customers is a module on its own with Customer Sites and Contracts as a child page.

Enhancement

Data grid details

Previously, the main data grid shows the customer, contact person, email phone.

The main data grid now shows the customer, contact person, city, country and contact phone.

FSE 1.0	FSE 2.0

Edit a Customer (Side Panel)

Type of Change	Field / Subject	Description
Enhancement	Side panel Tabs & Row Actions	The side panel has now been split into these two tabs: Customer Information and Customer Sites.
Enhancement	Address	The Google integrated address is broken into separate fields. Web users can now view, sort, and filter technicians and contractors by different geographical attributes such as city, state, postal code and country.

FSE 1.0

FSE 2.0

Customer Information Tab

Customer Sites Tab