Using the Customers list

The Customers list displays basic information about customers in the project. From this list, you can add new customers and work with existing customers. See Using item lists.

To open the Customers list, click Administration and then click Customers.

Perform any of the following actions. The available actions depend on your Helix ALM and license server security permissions.

• To search for a customer in the list, enter a value in the Search field. Click to perform an advanced search. See Searching Users and Customers lists.

• To view customer information, click the customer's name. See Viewing users and customers.
• To edit customer information, click next to the customer and choose Edit. See Editing users and customers.
• To add a new customer, click Add. See Adding users and customers.
• To retrieve customers from the license server and add them to the project, click Retrieve Global Customers. See Retrieving global users and customers.
• To promote a local customer to a global customer, select the customer, click Actions, and choose Promote Customer. See Promoting users and customers.

• To change a customer to a user, select the customer, click Actions, and choose Change to User. See Changing customers to users.
• To inactivate a customer, select the customer, click Actions, and choose Inactivate Customer. See Inactivating and activating users and customers. To activate an inactive customer, select the customer, click Actions, and choose Activate Customer.
• To add a customer with the same basic information as another one, select the existing customer, click Actions, and choose Duplicate Customer. See Duplicating users and customers.

• To delete a customer, click next to the customer and choose Delete. See Deleting users and customers.
• To run reports that include information about customers, select the customers to report on, click , and then choose a report. Report names correspond to the available stylesheets, which determine the report content and formatting. See Report Stylesheets.
• To customize the list to display only information you need, you can rearrange columns, adjust column widths, and insert and remove columns. See Customizing item lists.