Create a Customer

Manage customer data, meter specifications, and historical archives. Ensure that all field service activities are linked to accurate consumer profiles and localized supply data.

Search existing customers

1. Navigate to Features > Core > Asset Management > Customer Search.

2. Enter search parameters.

3. Click Select.

Add a new customer

To define a new customer’s personal data, supply location, and technical meter details:

1. Click New Customer.

2. In the New customer tab, enter:

   • Code: The customer’s unique internal ID.

   • Facility type: The facility type for the customer.

   • Country: The customer’s country.

   • City: The customer’s city.

3. Click Save.

Manage customer archives and multimedia

After you save a customer’s information, manage documents and access historical archives.

Access the consumer archive

To access the timestamped history of all changes to the customer's profile:

1. In the Customers list, find a customer.

2. To the left, click the Three dots menu > View > Customer Archive.

3. To view four specialized tables, click Review history:

   • Consumer archive: Tracks changes to names, tax codes, and notes.

   • Addresses archive: Tracks changes to supply locations, floor details, and apartment details.

   • Contacts archive: Tracks phone and email updates.

   • Facility archive: Tracks hardware changes like serial numbers and meter brands.

Upload multimedia content

To associate photos, documents, or technical drawings directly with a customer profile:

1. For a customer, click the Three dots menu > View > Multimedia Contents.

2. Click the Upload file icon.

3. Select a document from your local machine.

4. Select the file type from the drop-down.

5. Click Load file.

6. To pull files from external storage integrated with the platform, click Query Document Management System.