Customer records

The current SmartgridX navigation adds a Customers entry when the device forest contains at least one customerFile node. Customer records are therefore portfolio assets, not merely address-book entries.

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The customer table shows organisational records and how many installations belong to each record. All example entries are anonymized.

Create a customer record

1. Open the owner-only Add page.
2. Choose a creatable customer-file or customer-record type when available.
3. Enter a clear customer name.
4. Create the virtual asset.
5. Link or organise the relevant installations beneath the intended customer structure.
6. Add contacts and role memberships separately.

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Opening a customer record exposes the installations and devices organised beneath that customer context.

What customer records are useful for

• grouping installations by customer responsibility;
• attaching customer-level contacts or documents;
• building configured customer-file dashboard routes;
• assigning scoped roles;
• giving reports and alarms a stable organisational context.