Customer Summary screen

Description of fields in the Customer Summary screen
Field	Description
Name	The customer name. Click to display the Customer Details screen.
Contact Name	The main contact for the customer.
Contact Email	The contact's email address.
Phone	The contact's phone number.
Status	The status of a newly created customer is Inactive. The status of a customer with a registered Sage ID account is Active. If you lock a customer in the portal, the status of the customer is Active (locked).
Actions	Icons to perform actions on the customer. Lock icon . For more information, see Locking a customer. Unlock icon . For more information, see Unlocking a customer. Delete icon . For more information, see Deleting a customer. More information icon . Expands to display the following icons: Audit icon . For more information, see Audits. Processes icon . For more information, see Viewing processes.
Developer	Indicates if this is a Developer customer. If selected, only free rate plans are available when creating a site.
Search	Displays the search box. Enter a keyword in the box and press Enter to display customers containing the keyword.

Name

The customer name. Click to display the Customer Details screen.

Contact Name

The main contact for the customer.

Contact Email

The contact's email address.

Phone

The contact's phone number.

Status

The status of a newly created customer is Inactive. The status of a customer with a registered Sage ID account is Active. If you lock a customer in the portal, the status of the customer is Active (locked).

Actions

Icons to perform actions on the customer.

Lock icon . For more information, see Locking a customer.
Unlock icon . For more information, see Unlocking a customer.
Delete icon . For more information, see Deleting a customer.
More information icon . Expands to display the following icons:
- Audit icon . For more information, see Audits.
- Processes icon . For more information, see Viewing processes.

Developer

Indicates if this is a Developer customer. If selected, only free rate plans are available when creating a site.

Search

Displays the search box. Enter a keyword in the box and press Enter to display customers containing the keyword.