Customer Profile

Customer Profile Overview

The Customer Profile is the hub of your organization’s information within the QuantityWare Portal. It provides an overview of various pieces of information we hold on your organization and provides links to the various customer data management screens that allow you to keep your systems, contacts, reminders and contract up to date.

If you have appropriate access, you can use the Customer Profile to set your organization’s BCS software level, which is used as a filter in the DataLounge so that only relevant software / CSPs / notes are presented to you.

Accessing the Customer Profile

You can access the Customer Profile as follows:

• Click “Customer” in the navigation menu
• Select “Customer Profile”

The Customer Profile will be displayed, as shown to the right:

Depending on your portal role, some of the above tabs may not be available. Each tab provides certain information / functionality:

• Customer – View the name and address that we have on record for your organization
• Agreements – View a summary of the current, previous and upcoming agreements / contracts you have with QuantityWare, including the start/expiries, scale, complexity, productive software and status
• Questionnaires – View a summary of any current and previous Usage Questionnaires submitted for your Customer (if applicable), and open each questionnaire to view all answers and results
• Systems – View (and edit) a list of all systems in your organization that have QuantityWare usage keys
• Contacts – View contact details of the people in your organization with roles on the QuantityWare portal
• Reminders – View a list of people in your organization who receive reminders from the Portal (and the days where reminders are sent), for agreement expiries, usage key expiries and invoices

Customer Name and Addresses

The Portal maintains two names & addresses for your organization:

• Legal name and addresses – used in contracts, contract addendums, and other legal documentation
• Payments / invoicing name and address – used for quotes and invoicing sent to your organization

These are displayed in on the Customer tab within the Customer Profile. By default, the Payments address details are set to match the Legal name and address.

Making Changes

You can request changes to the Legal and/or Payment name and address details we have for your organization.

Saving Changes

Once you have made all required changes to the name(s) and address(es) for your organization:

• Click “Request Changes” in the Action Bar

Your changes will be validated and, if there are no issues, a ticket will be automatically raised with the QuantityWare team requesting your changes.

After a few moments the page will refresh, and you’ll see a message to confirm that your request has been sent, along with a link to the Ticket itself (should you wish to add any further comments).

Additionally, you will receive an email to confirm that your ticket has been raised with the QuantityWare team. You can view the ticket at any time via the SupportCentre.

Request Processing

Whilst waiting for the request to be confirmed, the Customer Profile will show a read-only list of the existing, active details and the requested details:

In the example above, we performed the following request:

• Change the Payment Address as follows:
  • Change the Address Line 1 to Finance Department
  • Move the previous Address Line 1 (Zeiloch 1b) to Address Line 2

The QuantityWare team may have queries relating to your request. If they do, they will reply to your ticket and you’ll receive an email notification. You can reply to the ticket via the SupportCentre to respond to any queries. After any queries are resolved, the QuantityWare team will confirm the implementation of the request.

You’ll receive a confirmation email when the customer detail change request has been processed.

Canceling the Request

If you made an error in your original request, you can either add a comment to the ticket to explain the error and request a change or cancel the request before raising a new one. To cancel the request:

• Open your Customer Details Changes ticket (see SupportCentre for details on opening tickets)

The Customer Details Changes ticket will be displayed.

• Click “Cancel Request” in the Action Bar

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