The Customer menu is a built as a Customer Relationship Management (CRM) feature. It is often referred to as Customer360 in videos and other documentation. This article is an overview of the Customer360 unified CRM experience. From a single customer profile you quote, purchase, manage, run reports, set pricing and other activities related to managing the client.
Detailed instructions on how to use each feature is provided in other articles within the knowledge base. Use the search bar in the knowledge base to quickly locate an item to learn more.
Customer Listings
(1) Filters - type here to search by customer name or cloud account number
(2) Cloud Provider - select one or more options to filter Customer list by cloud vendor
(3) Expand and see Customer summary information by clicking the arrow next to a customer name. Double-click to open the customer profile. You see all settings and options available.
(4) Sort by column heading. Click the icon (
) next to a column heading name to sort in ascending or descending order
Account Details
(1) The left-hand list of menu options allows for easy navigation. Click on the menu names to expand
(2) Customer Overview data can be used to track payment information on your customer account
(3) Actuals display default KPI cards with data specific to the selected customer
(4) Activity Log contains real time updates on actions preformed on the account
(5) Alerts and Recent Changes located on the right-hand side of the page, display information related to actions and changes made under the customer
Unified Marketplace
Under the Products menu option are three options to support Marketplace purchases, management and quoting. We cover each feature here at a high level.
Manage Products
(1) Managed Products - click to expand view to see available features
(2) Products - list of products ordered by the customer
(3) Provider Insights - displays summary values of existing orders
(4) Products - lists each order placed under the customer by product type; use the > to expand and collapse the view
(5) Details and Manage - Click Details to see order information; click Manage to modify the number of licenses, assign licenses to users and purchase available add-ons for the product
Buy Products
Screen 1
(1) Buy Products - click to expand to Product Catalog
(2) Product Catalog Categories displays cloud vendors based on reseller authorization; pick a vendor to narrow the
(3) Tiles contain product, plans and applicable add-ons and pricing for each cloud vendor
(4) Filter to find specific products and/or plans quickly
Screen 2
(1) Plan Filters - these filters vary by cloud vendor; use these filters to find the exact product you want to buy
(2) The plan name, type and price display based on plan filters
(3) Select the plan you want to purchase by clicking on the shopping cart icon ( 
)
(4) Click Add ons to expand and see a list of available products; you can add to your cart from this view
(5) Products added to the Cart are captured in the shopping cart (top of page); the cart shows a count of the items added; when you're finished building the order, click the cart [ 
] to complete the purchase process
Quotes and Inquiries
The quote feature allows you to build a purchase option with pricing and email a formal document to your customer. The benefit of quoting is to quickly convert to an order.
(1) Quotes and Inquiries - Click to display the quote features
(2) Create Quote - Click to display the cloud vendor categories available
(3) Create Quote categories display as product tiles; to start a quote, select a category
(4) Toggle to the Drafts menu to view previously quotes created
Customer360 Menus
| Menu Reference | Description |
| Customer (listing) | Displays a list of customers setup in your account and cloud vendors authorized for transacting |
| Products (Managed Products) | Displays the details related to current and expired orders. You access the order details and perform life cycle management activities. |
| Products (Buy Products) | Order products and deploy solutions |
| Products (Quotes and Inquiries) | Create quotes |
| Customer Reports | Run reports related to selected customer |
| Customer Invoice | Display invoices generated in the platform for the selected customer |
| General (Customer Information) | View and manage customer address, admin contact details and set credit threshold alerts for SaaS-based orders |
| Custom Fields | Display custom fields you create in your ION account used in reports and dashboard filters |
| Customer options | Settings specific to the test drive feature of the platform |
| Cloud Billing (Cloud Providers) | Set pricebooks by cloud vendor |
| Cloud Accounts | View a list of all accounts, subscriptions, or projects. The Request and Add features are typically used for AWS only. Exceptions may apply. |
| Tax Profile | Use this feature if you plan to have the platform generate billing statements with tax calculations |
| Credits | Use the credit table to issue additional credits to a customer invoice generated in the platform |
| Charges and Discount | Create groupings for support charges, manage service fees, etc. by account or subscription |
| Detailed billing exports | Use this feature to export detailed consumption-based data to an external file (or storage container). Users can point other 3rd party applications to the files for data analytics |
| Marketplace (Purchased Products) |