The Customer Overview in MSPComplete is a handy bird's-eye view of a customer’s status. This page displays a summary of the customer’s components, usage metrics for their most-used services, a feed preview, details about active services, and an overall summary of service status for the customer. Note that the service and project data for the Customer Overview is collected continuously from the activity in the Delivery Center and on the Services page for the customer. Additional information about customers' computers is sent dynamically by the Device Management Agent and HealthCheck for Office 365.

This overview page is the first thing you see in the “customer context” when you select a customer under Recent Customers or on the All Customers page, both of which you access from the left navigation pane in the interface. From here, you can open the pages where you manage your customers’ services, projects, users, groups, endpoints, computers, gateways, resources, and webhooks.

Contents of this article:

• Customer summary, service data, and feed preview
  • Customer Summary
  • Top Services by Total Usage
  • Summary of Service Status
  • Feed Preview
  • Active Services
• Manage button

Customer Summary, Service Data, and Feed Preview

The summary, usage, status, and preview sections of the Customer Overview provide valuable real-time information about a customer’s current standing and service activity in MSPComplete – all at a glance.

To open the Customer Overview, complete these steps:

1. In the left navigation pane, select the appropriate workgroup and click All Customers.
2. Click the customer for which you want to view the Customer Overview.

Customer Summary

This section shows you how many users, groups, endpoints, and computers the customer comprises.

Top Services by Total Usage

This section contains a bar chart showing the top-performing services for the customer, and how many times each of those services has been run for the customer.

Service Status Summary

This section contains a bar chart showing the collective status of all the active services for the customer, rather than the status of individual services. Under each bar, you’ll see one of these three status types:

• Completed
• In Progress
• Not Started

Feed Preview

This section displays a preview, or subset, of the customer’s current feed notifications. If you see any feed items with a status of Critical or High, you might want to attend to those as soon as possible.

When you click the ellipsis (…) button to the right of each individual feed item or grouping of feed items in your personal feed or a customer feed, you’ll see a drop-down menu containing these four options:

1. Click View Details to open the Details pane and see more information and options for the feed item.
2. Click Dismiss to remove the feed item from the list of displayed items. Note that the feed item is not deleted; it is only no longer visible. To redisplay all dismissed feed items, perform these steps:
   1. Click the Feed tab in the customer context.
   2. Click the Filter button in the upper left.
   3. Click anywhere in the Dismissed field, and then click Show Dismissed.
   4. Click Filter at the bottom of the form.
3. Click Navigate to go to the relevant location or page in MSPComplete or MigrationWiz where you can see complete information about that service or project and make changes to it, if necessary.
4. Click Flag or the flag icon to set a visual reminder to follow up on that feed item. When you flag an item, the flag icon changes to blue-green. You can easily remove the flag from that item later.

Active Services

This section provides a graphical display of the services that are currently active for the customer. For each active service, you’ll see the information below:

• The name of the service
• The date and time when the service was last updated
• The total number of projects for the service
• The total number of items for the service
• The total number of devices for the service
• The progress status of the service: Not started, In progress, or Completed

Note that clicking one of the service tiles takes you either to the Delivery Center for the customer or to MigrationWiz (for migration and HealthCheck services).

Manage button

You’ll find the Manage button in the upper-right corner of the Customer Overview. The button’s drop-down menu contains shortcuts to pages where you can edit customer information, monitor background tasks, view webhooks, access Device Management, manage administrators, and invite other members of the workgroup to become administrators. This menu can save you time and effort.

To access the pages available from the Manage button, complete these steps:

1. In the left navigation pane, select the appropriate workgroup and click All Customers.
2. Click the customer that you want to manage.
3. Click Manage and then click one of the options in the drop-down menu.