---
title: "Customer List"
slug: "customer-list"
updated: 2026-03-02T06:25:09Z
published: 2026-03-02T06:25:09Z
canonical: "help.symphonysummitai.com/customer-list"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer List

SUYou can add new Customers to the application. You can also view and modify the existing Customer details.

To add Customers, perform the following steps:

1. Navigate to **Admin** > **Customers** > **Customer List**. The **Customer List** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Customer List(1).png) Figure: Customer List
2. Click **Add New** to configure Customer List.
3. Type in the new customer details. For more details, refer to the [Field Description](/apex/docs/customer-list#field-description).

#### Field Description

| **Field** | **Description** |
| --- | --- |
| Customer Name | Type in the name of the Customer. |
| E-mail ID | Type in the e-mail address of the customer. |
| Location | Select the customer location from the list. |
| Configure | - Customer: Select the option to configure a Customer. - Vendor : Select the option to configure a Vendor. |
4. Type in the other required details under the **General, Access, Incidents, Change Requests,** and **Additional Info** tabs. For more information about the fields under these tabs on the **Customer** page, see [Field Description](/apex/docs/customer-list#field-description).
5. Click **Submit**. A new customer is added.

#### Field Description

This section describes the fields on the **Customer** page.

**General**

You can provide the general information about the customer, such as organization, domain, designation, contact number, and so on under the **General** tab.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customer page.png)Figure: General

| **Fields** | **Description** |
| --- | --- |
| Parent Customer | Select the parent customer from the list. |
| Domain | Select the domain name for the customer. |
| Contact Person | Type in the contact person name for the customer. |
| Designation | Type in the designation of the specified contact person. |
| Contact Number | Type in the contact number of the customer. |
| Mobile Number | Type in the mobile number of the customer. |
| Country | Type in the country name of the customer. |
| State | Type in the state name of the customer. |
| City | Type in the city name of the customer. |
| Pin Code | Type in the pin code of the city that you specified. |
| Address | Type in the address of the customer. |
| Remarks | Type in the comments or notes about the customer, if any. |
| Active | By default, the status is set active. - If selected, the customer is active and is available on the other pages of the application. - If not selected, the customer becomes inactive. |
| Logo | Specify the customer's logo file path to upload the logo on the right top corner of the application page. Click **Browse** icon to choose an appropriate logo file. |
| Attachment | Specify any reference file path to add any reference material for the customer. Click **Browse** icon to choose an appropriate file to attach as the reference. |

**Access**

You can define Tenant access for the customer under the **Access** tab. From the **Available Tenants** list, select the Tenants that should be available to the Customer and click right arrow icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/right arrow(1).png) . The selected Tenants are added to the **Selected Tenants** list.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Access(1).png)Figure: Customer List

**Incident**

You can view the Incidents raised by the Customer for each Category under the **Incident** tab. The details will be visible after the Customer is configured and tickets created.

The following screen displays all the Incidents raised by the existing customer (Apex). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Incs.png)Figure: Incident

The following table describes the fields under the **INCIDENT** tab of the **Customer** page.

| **Fields** | **Description** |
| --- | --- |
| Category | Displays the configured Category of the Incident. |
| Select | Click the **Search** icon to view Incident details. |
| Incident ID | Displays the Incident ID. |
| Request Date | Displays the date and time the Incident is logged. |
| Description | Displays the description of the Incident. |
| Priority | Displays the Priority of the Incident. |
| Status | Displays the status of the Incident. |

**Change Records**

You can view the Change Records (CRs) raised by the customer under the **CHANGE RECORDS** tab.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/cr(3).png)Figure: Change Records

The following table describes the fields under the **CHANGE RECORDS** tab of the **Customer** page.

| **Fields** | **Description** |
| --- | --- |
| ID | Select the **View** icon to view the CR details. |
| Registration Time | Displays the registration date and time of the CR. |
| Description | Displays the description of the CR. |
| Status | Displays the status of the CR. |
| Category | Displays the Category of the CR. |
| Change Type | Displays the Change Type of the CR. |
| Owner Workgroup | Displays the Owner Workgroup of the CR. |
| Priority | Displays the Priority of the CR. |
| Deadline | Displays the deadline of the CR. |

**Contract**

You can add new contracts and edit the existing contracts under the **Contract** tab.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Customer Contract.png)Figure: Contract

The following table describes the fields under the **CONTRACT** tab of the **Customer** page.

| **Fields** | **Description** |
| --- | --- |
| Enable Contract Validation | If selected, the expired contracts are validated on the NEW INCIDENT or NEW SERVICE REQUEST page. |
| Contract Name | Type in the contract name. |
| Contract Type | Select the contract type from the drop-down list. |
| Start Date | Select the start date of the contract. |
| End Date | Select the end date of the contract. |
| PO Number | Type in the PO Number for the corresponding contract. |
| Post Expiry | - Block User to Raise Incident : Once the contract is expired, the user will not be able to raise Incidents. - Block User to Raise SR : Once the contract is expired, the user will not be able to raise Service Requests. - **Block User to Raise Incident and SR** : Once the contract is expired, the user will not be able to raise both Incidents and Service Requests. |
| Notification (In Days) | Specify the number of days before which you want to display notification, that the contract is about to expire. |
| Active | If selected, the contract becomes active. |
| Attachment | Attach any supporting documents, if required. |

Click **Edit** icon to update already created contracts and click **UPDATE**. The changes will be updated accordingly.

Specify the requited details and click **ADD**. Click **Submit** to create a new contract for the customer.

The Custom Tabs if defined for the Customer are also displayed in addition to the above tabs. For information about configuring Custom Tabs, see [Configuring Custom Tabs for Customers](/apex/docs/custom-tabs).

### Actions

This section explains all the icons displayed on the **Actions** panel of the **Customer List** page.

#### **Filters**

Click **Filters** to select the list of customers based on **Domain**, **Customer**, and **Location**. You can search for a customer using the **Customer Name** field. Click **Submit**.

#### **Show List**

Click **Show List** to display the **List** table showing all the Customers configured in the Apex application.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Customer List(1).png) Figure: Customer List

- To edit a Customer detail, click the **Customer Name**. Make appropriate changes and click **Submit**.
- To display the inactive Customer details, click the **Include Inactive** check box.