Customer Master

The Customer Master Module is a fundamental feature within our product that empowers users to manage customer information effectively. This comprehensive documentation explains how to utilize the Customer Master Module to add new customers and map multiple customers to a primary customer in a multi-tenant environment.

Key Features of the Customer Master Module

The Customer Master Module encompasses the following key features:

Customer Addition: The module enables users to add new customers to the system, capturing essential information.

Multi-Tenant Mapping: Users can map multiple customers to a primary customer, facilitating efficient management in a multi-tenant setup.

Note:

  • The Customer Master module is available only in case of multi-tenant environment.

  • To access the admin user interface, type "\admin" after the base url. Enter the admin related credentials to access the admin user interface.

Accessing Customer Master

To access the Customer Master page, follow these steps:

  1. In the main menu, under Setup Application, click Customer Master. The Customer Master page opens.

    Column header descriptions

    COLUMN NAME

    DESCRIPTION

    Customer Code

    Displays the customer code.

    Name

    Displays the customer name.

    Address

    Displays the customer address.

    Email

    Displays the customer email id.

    Mobile No

    Displays the customer mobile number.

    Status

    Displays active/inactive status of the customer.

    Configuration

    Displays whether the customer configuration is completed or pending.

 

To add a customer, follow these steps:

In the top-right corner of the Customer Master page, click the Add button. The Add Customer Details window opens.

Fill-in the details based on the following field descriptions.

FIELD

DESCRIPTION

Customer Code*

Enter the unique code for the customer.

Name*

Enter the name of the customer.

Address*

Enter the address of the customer.

Email*

Enter the email id of the customer.

Mobile No

Specify the customer's mobile number.

Queue Name*

Select the designated queue server from the drop-down list.

Note

Currently only single queue server will be allocated.

Storage Path*

Enter the path where customer-related files are stored.

Upload License (*.lic)*

Click Select License File and browse to select the required DLL file to upload the license file.

Primary Customer

Enable the toggle switch to mark the customer as a primary customer.

Database Details

Server Name*

Enter the server details for the customer's database.

Instance UserName*

Provide the instance username for database connection.

Instance Password*

Set the instance password for database connection.

Database Name*

Specify the name of the database.

Master UserName*

Enter a master username to create the database on the server allocated. The purpose of master username is to create and configure settings.

Master Password*

Set the master password for database configuration.

Encryption Mode*

Select the encryption mode from the drop-down list.

Max Pool Size*

Define the maximum pool size for connection reuse.

Test Connection*

Click Start Connecting link to test the server connection.

If the connection fails, check the network availability and re-enter the required details.
* Mandatory fields

 

Note:

Once a customer is added, notifications about the customer and the virtual host being configured are sent. To view the notifications, see viewing notification details.

 

To edit a customer, follow these steps:

  1. On the Customer Master page, select the customer whose details you need to modify and click the Edit button to modify the details. The Edit Customer Details window opens.

  2. Modify the necessary details according to your requirements and then click Save.

 

Mapping customers to a primary customer

Once a primary customer has been designated using the Primary Customer toggle button during customer addition, the next step is to associate other customers with this primary customer. This mapping enhances customer management and facilitates streamlined operations.

To map customers, follow these steps:

  1. On the Customer Master page, select the primary customer (the customer which has icon next to the name).

  2. In the top-right corner of the page, click Manage Customer Mapping. The Manage Customers window opens.

  3. From the list of available customers, select the ones you want to associate with the primary customer and then click Save.

Upon successfully creating a primary customer and mapping other customers to it, a separate application is generated for the primary customer. This distinct application ensures effective management and separation of primary and mapped customers.

 

Accessing primary customer application

Note:

To access the partner user interface. Enter the the appropriate partner-related credentials.

 

Accessing menus

The menus in partner application can be accessed using icon, which is displayed on the top-left corner of page.

Application settings

The application-level settings can be accessed from the main menu under the Application Setup > Application Settings option.

 

Monitoring

Once the partner logs in with the partner related credentials. The Customer Overview page opens.

Note:

The data displayed for both Customer Overview and Customer Insights will be by default T-1.

Accessing customer overview

  1. In the main menu, under Monitoring, click Customer Overview. The Customer Overview page opens.

    Column header descriptions

    COLUMN NAME

    DESCRIPTION

    Customer Name

    Displays the name of the customer.

    Uploaded Document Count

    Displays the number of documents uploaded till date.

    Post Split Document Count

    Displays the number of documents created post split from uploaded documents.

    Page Count

    Displays the number of pages in the Post Split Document Count.

    Total Allocated Page Count

    As per the license, displays the total number of pages allocated to this customer.

    Consumed Page Count

    As per the license, displays the total number of pages consumed by the customer.

    Remaining Page Count

    As per the license, displays the total number of pages remaining for the customer.

    License Expiry Date

    Displays the date when the license of the customer will be expired.

You can also view the column descriptions by clicking the Column Description icon.

  1. Expand the customer name row by clicking icon, the details specific to the customer are displayed as shown below.

    Column header descriptions

    COLUMN NAME

    DESCRIPTION

    Customer Name

    Displays the name of the customer.

    Category

    Displays the category name.

    Project

    Displays the project name.

    Subtype

    Displays the subtype name which belongs to the project.

    Consumed Page Count

    Displays the consumed page count of the subtype.

    AHT Per Document

    Displays the average document processing time of the document.

  1. Click to export the report.

 

Accessing customer insights

  1. In the main menu, under Monitoring, click Customer Insights. The Customer Insights page opens.

    Column header descriptions

    COLUMN NAME

    DESCRIPTION

    Date

    Displays the date for which the Document and Page counts are displayed.

    Customer Name

    Displays the name of the customer.

    Document Upload Count

    Displays the number of documents uploaded on a particular date.

    Document Post Split Count

    Displays the number of documents created post split.

    Page Count

    Displays the number of pages in the split document.

  2. Select the customer name from the drop-down to view the records for a pre-defined duration or use the icon to specify the required duration and then click Apply.

    Following activities can be done on Customer Insights page once records are displayed.

    • Utilize the Search field to filter and find specific records within the displayed grid (Refer searching data).

    • Click the column chooser icon to manage the display of columns. You can check/uncheck the columns you want to include or exclude from the Customer Master page.

    • Click to export the report.

    • Click to view the column description.