The Customer Dashboard lets you view, create, update, and edit your customer information.
Launch Aliquot: Log into Aliquot using the browser of your choice.
We recommend Chrome, Edge, or Safari for the best compatibility.
Customers: Navigate to the "Customers" section at the top of the screen.
Customer List
Click on Customer List
This shows you a list of all client customers
-Visually easy to see ID, Name, and number of Accounts
-Provides contact and address information
-Shows active status
-Edit, clone, or create customers here.
In-depth instructions can be found at Customer List - Admin.
Customer Controllers
Click on Customer Controllers
This displays the list of all customer controllers under the client.
Here, You can :
-Edit or create controllers here.
-Review relevant information, such as: connection type, component information, controller manufacturer, IP Address and Input Mappings
In-depth instructions can be found at View and Manage Controllers.
Customer Contacts
Click on Customer Contacts
This displays names, emails, and phone numbers of customer contacts
-You can change the customer contact list by selecting a different customer under "Filter Contacts"
-Search for specific contacts using the search box
-Create a new contact by clicking the Create Contact button
In-depth instructions can be found at Configuring Customer Contacts.
Customer Schedules
Click on Customer Schedules
Set schedules for reports to be done for systems
-You can Filter by Year, Month, Service Met, Manager and Service rep
-It displays Due Date, Last report date, Draft or Final Status and the % completion
To set up a schedule, click on a customer from the customer list.
-Set responsible parties
-Set service on months
-You can change system access
In-depth instructions can be found at Customer Review.