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Customer Profile

Maintenance → Customer Profile shows your customer account's details and which optional features are enabled.

Accessing Customer Profile

In the sidebar, click Maintenance → Customer Profile.

Header Information

The top of the page shows your Customer ID, Customer name, Email, and Telephone. Click the pencil icon next to the telephone number to open Update Contact Info and change your email or telephone.

Features Tab

The Features tab lists every feature available in CustomerManager, along with whether it's currently enabled for your account:

  • All Features — every feature, enabled or not.
  • Features Enabled — only the ones currently active for your account.
  • Features Available — features not yet enabled, which you may be able to request from your tenant administrator.

Each feature shows its name and a short description. Use the search box to quickly find a specific feature by name or description.

A feature I need shows as 'Available' rather than 'Enabled'

This means it hasn't been turned on for your customer account yet. Contact your tenant administrator to request it — see also Roles & Permissions.