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en:customer:installedbase

The Installed Base

You can expand the Installed Base of your customer to a further Configuration Item cy clicking on Add CI in the customer cockpit.

Consequently, a new window with a search mask will appear. Please enter the research criteria for the CI and then click on Search:

Afterwards, you will receive e.g. a list of CIs which correspond to (here: type- software).

Now, please select a CI which you want to assign to your customer of the hit list and click on Assign.

The selected CI was assigned to the Installed Base of your customer. The corresponding line is marked in red now (see figure below).

  • Click on Cancel if you want to cancel the assignment you carried yout
  • Click on Save if you want to save the assignment you carried out

Finally, click on on Cancel to return to the main menu. Your settings will be carried over as recently seen in the picture above.

In order to obtain a confirmation view go back to the customer cockpit of your customer via the main menu where you get to see the carried out settings.

In this example you can see that the assignment of the Configuration Item … was carried over and saved successfully.

en/customer/installedbase.txt · Last modified: 2010/05/07 10:23 (external edit)