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How do I manage Customers in Trackunit Manager?
How do I manage Customers in Trackunit Manager?

Learn how to use Customers to consolidate your customer data in one overview

Updated over a week ago

You need to be an Admin or Fleet Admin to create new customers. Read more about user permission and roles here

Keep track of your assets and the customers who use them

Get a walkthrough of how you can register your customers and information surrounding them. In addition to that, establish customer-machine/asset mapping allowing a complete overview of asset allocation and ownership.

Note: This overview is to be used for customers who do not have access to Trackunit Manager, but still need to be notified about important asset events and for your own tracking of asset ownership. If you have customer relationship established with companies who do have a Trackunit Manager account, consolidation of this data will come in future product development.

How do I create a new customer?

Log into Trackunit Manager

  1. Navigate to the Customers app

  2. Press Create customer

  3. Follow the guided step by step flow

    • Start with inserting company metadata, such as name, address, and telephone number

      • At the end of the form, choose the type of relationship you have with this customer from a predefined selection of segments (for example, “Dealer”, or “Service provider”). If you don’t make a selection, the type will automatically default to “Other”

    • Next, create a list of contacts from the customer company, specifying the person’s name, email address and telephone number. This information can then be used to send notifications about asset events.

    • Lastly, review the information you have added

  4. Click Save

How do I manage assets assignments?

Log into Trackunit Manager

  1. Navigate to the Customers app

  2. Select any customer

  3. Navigate to Assets tab

    1. Assign assets:

      1. In the right top corner of the list, click Assign assets

      2. In the pop up dialog, select assets you want to assign to this customer

      3. Click Assign assets

    2. Unassign assets:

      1. Select the asset you want to un assign

      2. Click on Unassign on the action panel bellow

How do I edit customer information?

Log into Trackunit Manager

  1. Navigate to the Customers app

  2. Select any customer

  3. Choose the tab you want to edit information on: Details or Contact list

  4. Under Details:

    1. At the bottom of the form click Edit to allow changes for all fields

    2. When you are done, click save

    3. If you want to delete the customer, click Delete customer below the form

      1. This will also unassign any assigned assets and delete any contact assigned to the customer

  5. Under Contact list

    1. Select existing contact

      1. Click edit contacts on the action panel below

      2. Make the changes needed

      3. Click save

    2. Click Delete contacts on the action panel below

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