Customer Overview

Explanations

Filter Criteria by default all filters are disabled

Customer:     selection of a specific customer

License:     selection of one or more license types 

Support access:     customers with or without support access (detailed explanations under Support access in the lower part of this description)

Activated:     activated or not activated customers

Locked/terminated:    locked or terminated customers

Live 6 M:     customers who have booked the option "Display live data for 6 months

Overview

Customer:     customer number of the customer

Company name:     name of the customer

User name:     name of the user with which the service partner can access the customer account

Activated:     Indicator whether the customer has been activated or deactivated

Date of activation:       the Date on which the customer was activated

Deactivated on:     Date on which the customer was deactivated

Locked/terminated:   indicator of whether the customer was locked or terminated. The spear/termination of a customer is done in several steps:

  Step 1: date of termination is set by the service partner, this is followed by an email to TACHOfresh accounting.

  Step 2: TACHOfresh Accounting confirms the cancellation in the system, and blocks e.g. the access by the customer.

License:     license activated for the customer

Speed block:     indication if the speed data should be downloaded for the customer

Live 6M:     specification if the customer has access to live data for up to 6 months

Preferred language:    preferred language for the display

Country:     indication of the country of this customer. Very important for parameter control, e.g. file extension, fines driving times, working times

Address:     Customer address

Phone:     phone number of the customer

Boxes:     number of boxes installed in vehicles of this customer

Vehicles:     number of active vehicles of this customer 

Drivers:     number of active drivers of this customer

Support access: a "Support" user is created as default for every new customer. This access is intended in particular for support from the service partner's support team. If the customer does not want the service partner to be able to use this access, for example, only the customer's administrator can delete this access. Only the customer's administrator can also set up the support user again. For further details on deleting or reinstalling, see  Support User.

Export Customer List

Taking into account the filter criteria, the customer overview can be exported to csv or xls.