Customers

Under global data, you can also define all the customers of your organization that can be accessed across the platform for all tenant users. 

1. Log in to the IENT Application.

2. Go to Settings > Global Data > Customers.

You will be able to view all your existing customers.

See here to explore how you can search, view, sort, and filter all the displayed records.

3. To add a customer, click on the + button in the top right corner, and add the following mandatory details and click Submit:

• Name

• Status

4. The new customer record gets listed in the Customers screen.
   

   

5. To download a list of customers, select the customers and then click on the kebab menu on the top right corner of the screen and select Download Options as needed:

• Download as PDF: Export all the selected records in the data table in PDF format.

• Download as CSV: Export all the selected records in the data table in CSV format.

5. To export customers to a specific tenant, select the customers and then click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.