Customers
Every customer can have one or multiple sites
associated to them.
A customer can log on to MAXPRO® Cloud using the user name
and password that you have set.
To view the Customers
page, click 
and then select
Customers.
The following components are displayed on the screen.
|
Fields |
Description |
|
|
This enables the dealer to add accounts. |
|
Search |
Option to search for the desired customer. |
|
Site Name |
Displays the site names associated to the customer. |
|
Site Reference No |
Displays the site reference no of the site. |
|
No of Controllers |
Displays the number of controllers available in the site. |
|
Customers |
The list of customers associated with your account. |
|
|
Option to sort the customers |
Add Accounts
1. Click
and then select Customers.
The Customers page appears.
2. Click
Add a Customer at the top right
corner of the Customers page.
The Add New Customer page appears.
3. Enter the following details and then click ADD CUSTOMER.
|
Details |
Description |
|---|---|
|
Customer Name |
The name of your customer. |
|
Site Name |
The name of a Site which is associated to the customer. |
|
Primary Email |
The email details of the customer. |
|
Primary Phone |
The contact number of the customer. |
|
Site Reference No |
An unique number for the Site (optional). |
|
Country |
The country where the Site is located. |
|
Address |
The address of the Site. |
|
State |
The state where the Site is located. |
|
City |
The city where the Site is located. |
|
Zip Code |
The zip code of the Site location (Zip code will be used to resolve the Site location in Maps). |
|
|
Note: |
|
A Site is also created along with the customer. To add more Sites, see Sites . |
