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FUSION IoT Partner Knowledge Base

Partner Knowledge Base

Release Notes
FUSION IoT Partner Knowledge Base
Release Notes

The FUSION IoT Portal

  • Getting Started
    • Partner portal overview
    • Logging in
    • Search and filters
  • The Internet of Things
    • What is IoT?
    • IoT Glossary
  • Manage your account
    • Password management
    • Your profile page
    • Configure Dashboards
    • Manage Dashboards
  • Troubleshooting
    • Troubleshooting login issues
    • Troubleshooting error messages

SIM Management

  • SIM Overview
  • Interactive SIM assignment guide
  • View SIM information
  • Filter SIMs
  • SIM Overview Terms
  • SIM ordering and assignment
    • SIM order and assignment overview
    • Ordering SIMs
    • Creating Customer Services
    • Migrating SIMs to another Partner Service
    • Assigning SIMs to Customers
    • Activating SIMs
  • Managing SIMs
    • Manage SIM status
    • Assign SIM to an IMEI status change Alarm
    • Manage SIM Info Fields
    • Export SIMs
    • Export SIM CDRs
    • SIM status tab

Services Management

  • Generic services Overview
  • View Service Info
  • Create a Service note
  • View Service SIMs
  • Remove a Service
  • Edit a Service

Partners

  • Partner Overview
  • View Partner Info
  • View Assigned tariffs
  • View Partner CDRs
  • View Partner EDRs
  • View Partner Notification History
  • View Partner Users
  • View Customers
  • View Partner Journal

Customer Management

  • Customer Overview
  • Add a new Customer
  • Creating Customer Services
  • Edit Customers
  • Adding Customer Tags
  • View Customer Info
  • View Customer CDRs
  • View Customer EDRs
  • View Customer SIMs
  • View Customer Users
  • View Customer Notification History
  • Export Customers
  • Delete Customers

Notifications

  • Notifications Overview
  • Notification history
  • View notification details
  • Export Notification history

Users & Roles

  • User Management
    • View Users
    • Create a Customer user
    • Create a Partner user
    • Activate Users
    • Manage Users
    • User Logs
    • User Journal
  • Roles
    • Roles Introduction
    • View Roles
    • Manage User Roles
    • Partner Roles Matrix

Journal

  • Journal Overview
  • Export Journal
  • Home
  • Home
  • Customer Management
  • View Customer Info
View Categories

View Customer Info

What role/s can view this? All partner roles (with some differences).

The Info tab contains details about the selected customer. All roles can view this information, however roles with edit privileges will also see some additional information.

To view Customer information:

  1. Navigate to Customers
  2. Click Detail in the Actions column for the relevant customer
  3. View the Info tab

The portal displays the Customer information.

Note: For some roles the Info tab will be presented by default. Roles with edit privileges will need to select the Info tab.

Customer Info #

The customer info page presents information that was added when the customer was created as well as usage graphs.

Company infoThe Company Info contains information about your customer’s company including name and registration number.
TagsRoles that have edit privileges will see an option to add Tags which can help identify customers. See Customer Tags.
Addresses and ContactsContact information and any addresses that have been added will be listed here. There may be unique addresses for the Primary location, delivery and invoicing.
Usage graphsUsage graphs will present information about the SIM usage. You can navigate back through previous months.

How did you find this training?
Delete CustomersAdding Customer Tags
Table of Contents
  • Customer Info
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