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
Navigate to the Customers app
Press Create customer
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
Click Save
How do I manage assets assignments?
Log into Trackunit Manager
Navigate to the Customers app
Select any customer
Navigate to Assets tab
Assign assets:
In the right top corner of the list, click Assign assets
In the pop up dialog, select assets you want to assign to this customer
Click Assign assets
Unassign assets:
Select the asset you want to un assign
Click on Unassign on the action panel bellow
How do I edit customer information?
Log into Trackunit Manager
Navigate to the Customers app
Select any customer
Choose the tab you want to edit information on: Details or Contact list
Under Details:
At the bottom of the form click Edit to allow changes for all fields
When you are done, click save
If you want to delete the customer, click Delete customer below the form
This will also unassign any assigned assets and delete any contact assigned to the customer
Under Contact list
Select existing contact
Click edit contacts on the action panel below
Make the changes needed
Click save
Click Delete contacts on the action panel below
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