In this overview, all customers of the service partner are displayed. Various filters allow selection according to certain criteria, e.g. only inactive customers or only customers of a certain license, etc. In addition, the customer data can be edited here (see customer management), as well as new customers can be created.
When clicking on the company name, a new screen appears with the customer details, divided into:
Master Data
License/Retention
Logo/Colors
Here the customer data can be added/changed.
In the upper left part of the customer overview, there is an icon with the text "Create customer". If you click on it, other screens will be displayed where you enter the information for creating a customer account.