Managing customers
Edit a customer’s details
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Navigate to the Customers page.
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Locate the customer you want to edit, and click Manage.
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Select the Details tab, and in the Details panel, click Edit Details.
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Update the customer’s details as needed based on the information provided in the following table.
Element Description Company Name
The name of the company.
Address 1, 2, 3
The street address of the company.
City
The city in which the company resides.
Postal Code
The company’s postal code.
State
The state or province in which the company resides.
Country
The country in which the company resides.
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Click Save.
Managing a customer’s services
Add a service
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Navigate to the Customers page.
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Locate the customer you want to add a service for, and click Manage.
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Select the Services tab, and locate the service you want to add.
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Select a monthly or annual billing cycle, and click Select.
You can change to an annual billing cycle at any time. However, an annual billing cycle cannot be changed to a monthly billing cycle after the service is added. -
Review your plan summary, and click Place Order.