You must be the Account Administrator to add clients and contacts, or the Account Administrator must have granted you rights to do so.
Note: The Clients functionality currently available in Manager Classic has an equivalent feature called Customers in the new version of Trackunit Manager.
We recommend you start using Customers as soon as possible to get access to the latest functionalities in Trackunit Manager. However, if you have set up clients in Manager Classic that are attached to Service Management and Alarms in Manager Classic, we recommend that you wait until those two feature are completely migrated over to Trackunit Manager to avoid disrupting your business processes.
If you are in doubt, contact your Trackunit representative.
Read more about the migration from Clients in Manager Classic to Customers in Trackunit Manager at the bottom of this article.
Add clients
Sign in to Trackunit Manager
Go to Manager Classic
Go to Settings
Go to Clients
Click Add above the Clients list
Fill in the relevant fields
Press Save to save and exit.
Add contacts
Sign in to Trackunit Manager
Go to Manager Classic
Go to Settings
Go to Clients
Select the client from the Clients list that you wish to add a contact to
Click Add above the Contacts list
Fill in the relevant fields
Press Save to save and exit.
FAQ about Migration of Clients in Manager Classic to Customer in Trackunit Manager
If I have existing Manager Classic Clients, what will I see when I open Customers in Trackunit Manager?
| Clients created in Manager Classic are automatically copied to Customers view in Trackunit Manager. |
Will I have to do anything to migrate Manager Classic Clients to Customers in Trackunit Manager? | No. Existing clients will exist as Customers in Trackunit Manager.
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Will the creation of new Clients in Manager Classic be disabled with the launch of Customers in Trackunit Manager?
| No. It will still be possible to create new Clients in Manager Classic. |
Will I be able to edit Clients created in Manager Classic in the Customers view in Trackunit Manager? | No. Clients created in Manager Classic will only be editable in Manager Classic. The changes that you make in Manager Classic will be synced to Customers in Trackunit Manager. |
Will Customers I created in Trackunit Manager be visible in Manager Classic Clients?
| No. Customers created in Trackunit Manager, will only be visible and usable in Trackunit Manager. |
How can Clients created in Manager Classic be removed from Customers view in Trackunit Manager?
| Individual clients need to be deleted in Manager Classic to be removed from Customers view in Trackunit Manager. |
How will the migration happen? | Sometime in the near feature it will be possible to migrate Clients from Manager Classic to a Customer in Trackunit Manager, so that the information can be editable in Trackunit Manager.
This will be introduced with a migration tool and you will be able to choose which Clients should be migrated to become Customers in Trackunit Manager and deleted in Manager Classic. Stay tuned for more information. |
What about classic API for clients? | All APIs still work. Any client creation/alteration/deletion will be synced to Trackunit Manager, in the same way as changes are done in Manager Classic. |
Will these new Customers have public API? | Yes. |
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