From 5700f795e4d2368fa438d70697c1e5ee3b4ffb83 Mon Sep 17 00:00:00 2001 From: Ivo Oskamp Date: Sun, 8 Feb 2026 13:02:24 +0100 Subject: [PATCH] Fix Managing Customers documentation based on actual UI Corrected documentation to match actual customer management interface: Customer Fields: - Only customer name and active status (no contact fields) - Customer name is not clickable - Edit and Delete buttons on right side (no "Actions" column) Edit Customer Dialog: - Modal dialog with customer name and active checkbox - Autotask mapping integrated in same dialog (not separate button) - Search Autotask companies field with Search button - Set mapping (blue), Refresh status (gray), Clear mapping (red) buttons - Current mapping display with sync status timestamp - Cancel and Save changes buttons New Customer Interface: - Simple form at top of page - Only name field and Active checkbox - Add button to create customer - Browse... button for CSV file selection - Import CSV and Export CSV buttons - Refresh all Autotask mappings button Added Screenshots: - edit-customer.png: Shows edit dialog with Autotask mapping interface - new-customers.png: Shows customer creation and CSV import/export controls Removed incorrect information about contact person, email, phone, notes fields. Co-Authored-By: Claude Sonnet 4.5 --- .../images/documentation/edit-customer.png | Bin 0 -> 13685 bytes .../images/documentation/new-customers.png | Bin 0 -> 8051 bytes .../customers-jobs/managing-customers.html | 186 ++++++++++++------ 3 files changed, 123 insertions(+), 63 deletions(-) create mode 100644 containers/backupchecks/src/static/images/documentation/edit-customer.png create mode 100644 containers/backupchecks/src/static/images/documentation/new-customers.png diff --git a/containers/backupchecks/src/static/images/documentation/edit-customer.png b/containers/backupchecks/src/static/images/documentation/edit-customer.png new file mode 100644 index 0000000000000000000000000000000000000000..088dd429a9961dd13608e54dc27ff97ee16eed1c GIT binary patch literal 13685 zcmc(GcU)7=wssH^8)8G0s$iu`6R80k`htQ2L25uiI#F7PgrHytLBLRjfcQ!g2rVEa zCSn5;ij7_sLJJT`C<#g64)1B-x!<|>+;i`Df8QVZ?Y(EuUNf`SnrA(;X7b4Dl9||M zsm%}wMC`)(GglxGp(O}po$|(Ypd?b*tQK5^g0GmJf|Rz(On`^=UZxjKA&~NfEqpf- z@Vx29dHY}pWZQ?epHKs$zylQS3^{u>#2Rru1nCy!2{8-u^b8F4MufQ7ZUmobPhB`; zY7_1<-M^Y_OV1jbg`QhuO=@n9yn4b>|7jTyXLE6F-?G4CAwgm)J`MhLPn_V|EU z*b2K6A$5T+v|m-X|3?3V1h%SfOU6<|12-|b&=B%6$8CHz#qTqk!(VY5hpy(@+sHwZ zZgl6kxqrU+<&o5Nf5?6vP;})Skl^`0x*2ksymjM)u(**XsqhoULk!`I8vkj=gx3sE zcAL?KhMaB<<(gFoM*PZsAphhp<_vrMfgC1;QGKKXI$sv0Gt*~-85yk>6N;MLDbibM@6<6HG%! 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  • View all customers and their backup job counts
  • Create new customer accounts
    • -
  • Edit customer information
    • +
  • Edit customer names and active status
  • Map customers to Autotask companies (if Autotask integration is enabled)
  • Activate or deactivate customer accounts
    • -
  • Export and import customer data
    • +
  • Export and import customer data via CSV
    • +
  • Delete customers

    • Accessing the Customers Page

    @@ -46,7 +47,7 @@ Name - Customer name (clickable to view/edit details) + Customer name Jobs @@ -61,8 +62,8 @@ Checkbox indicating whether the customer account is active - Actions - Edit, Delete, and Autotask mapping buttons + Edit / Delete + Edit and Delete buttons on the right side of each row @@ -74,21 +75,22 @@

    Creating a New Customer

    +

    The customer creation interface is located at the top of the Customers page.

    + +
    + New Customer Interface +
    Figure 1: New customer creation interface with CSV import/export and Autotask refresh options
    +
    +

    To create a new customer account:

    1. Navigate to the Customers page
      2. -
    2. Scroll down to the New Customer section
      3. -
    3. Fill in the following fields: -
        -
      • Customer Name: (Required) The name of the organization or client
        • -
      • Contact Person: (Optional) Primary contact name
        • -
      • Contact Email: (Optional) Contact email address
        • -
      • Contact Phone: (Optional) Contact phone number
        • -
      • Notes: (Optional) Additional information or notes about the customer
        • -
      -
      4. -
    4. Click Create Customer
      5. +
    5. At the top, locate the "New customer name" field
      6. +
    6. Enter the customer name (required)
      7. +
    7. Check the Active checkbox if you want the customer to be active immediately (checked by default)
      8. +
    8. Click the Add button

    The customer will be created and appear in the customer list immediately.

    @@ -105,16 +107,36 @@
    1. Navigate to the Customers page
    2. Find the customer in the list
      3. -
    3. Click the Edit button (pencil icon) in the Actions column
      4. -
    4. Modify the customer details in the edit form
      5. -
    5. Click Save to apply changes
      6. +
    6. Click the Edit button on the right side of the customer row
      7. +
    7. An "Edit customer" dialog will open
    -

    All customer fields (name, contact person, email, phone, notes) can be updated at any time.

    +
    + Edit Customer Dialog +
    Figure 2: Edit customer dialog showing customer name, active status, and Autotask mapping interface
    +
    + +

    Editable Fields

    + +

    In the Edit customer dialog, you can modify:

    + +
      +
    • Customer name: Change the customer's display name
      • +
    • Active: Toggle whether the customer is active or inactive
      • +
    • Autotask mapping: Link or unlink the customer to an Autotask company (see below)
      • +
    + +

    After making changes, click Save changes to apply them, or Cancel to discard.

    + +
    + 💡 Simple Customer Data:
    + BackupChecks keeps customer data simple - only name and active status. There are no separate fields for contact person, email, phone, or notes. The focus is on backup job management, not CRM functionality. +

    Activating and Deactivating Customers

    -

    Customers can be marked as active or inactive using the checkbox in the Active column.

    +

    Customers can be marked as active or inactive using the Active checkbox in the Edit customer dialog or directly in the customer list.

    Active Customers

    @@ -139,6 +161,77 @@ When you deactivate a customer, all their backup jobs immediately disappear from operational views (Daily Jobs, Run Checks, Jobs list). This is useful for decluttering the interface when a customer is no longer active. Jobs are not deleted and can be reactivated by marking the customer as active again. +

    Autotask Company Mapping

    + +

    If Autotask integration is enabled, you can map customers to Autotask companies directly from the Edit customer dialog. This allows BackupChecks to create tickets in the correct Autotask company.

    + +

    Viewing Current Mapping

    + +

    In the Edit customer dialog, the Autotask mapping section shows:

    + +
      +
    • Current mapping: The name of the linked Autotask company (if mapped)
      • +
    • Status: Sync status (e.g., "ok • Checked: 2026-02-07 00:06:15")
      • +
    + +

    Searching for Autotask Companies

    + +

    To map a customer to an Autotask company:

    + +
      +
    1. Open the Edit customer dialog
      2. +
    2. In the Autotask mapping section, use the "Search Autotask companies" field
      3. +
    3. Type the company name (or part of it)
      4. +
    4. Click the Search button
      5. +
    5. Results will appear below the search field
      6. +
    6. Click on a result to select it
      7. +
    7. Click the Set mapping button (blue) to apply the mapping
      8. +
    8. Click Save changes to save the customer with the new mapping
      9. +
    + +
    + 💡 Auto-Search Feature:
    + When you open the Edit customer dialog, BackupChecks automatically searches for Autotask companies matching the customer name. This speeds up the mapping process for most customers. +
    + +

    Refreshing Autotask Status

    + +

    If you want to verify the Autotask company mapping is still valid:

    + +
      +
    1. Open the Edit customer dialog
      2. +
    2. Click the Refresh status button (gray) in the Autotask mapping section
      3. +
    3. BackupChecks will query Autotask to verify the company still exists and update the status
      4. +
    + +

    Clearing Autotask Mapping

    + +

    To remove an Autotask company mapping:

    + +
      +
    1. Open the Edit customer dialog
      2. +
    2. Click the Clear mapping button (red) in the Autotask mapping section
      3. +
    3. The mapping will be removed (but not saved yet)
      4. +
    4. Click Save changes to confirm the removal
      5. +
    + +

    Existing tickets remain linked to the Autotask company, but new tickets will not be created until the customer is mapped again.

    + +

    Refreshing All Autotask Mappings

    + +

    To refresh the sync status of all customer Autotask mappings at once:

    + +
      +
    1. Navigate to the Customers page
      2. +
    2. At the top, click the Refresh all Autotask mappings button
      3. +
    3. BackupChecks will verify all mappings with Autotask and update their statuses
      4. +
    + +
    + 💡 Use Case:
    + Use this feature periodically to ensure all customer mappings are still valid, especially if Autotask companies have been renamed or deleted. +
    +

    Deleting Customers

    To delete a customer:

    @@ -146,7 +239,7 @@
    1. Navigate to the Customers page
    2. Find the customer you want to delete
      3. -
    3. Click the Delete button (trash icon)
      4. +
    4. Click the Delete button on the right side of the customer row
    5. Confirm the deletion in the dialog
    @@ -155,51 +248,18 @@ Deleting a customer is permanent and will also delete all associated backup jobs, runs, tickets, and remarks. This action cannot be undone. Consider deactivating the customer instead if you might need the data later. -

    Autotask Company Mapping

    - -

    If Autotask integration is enabled, you can map customers to Autotask companies. This allows BackupChecks to create tickets in the correct Autotask company.

    - -

    Mapping a Customer to Autotask

    - -
      -
    1. Navigate to the Customers page
      2. -
    2. Find the customer you want to map
      3. -
    3. Click the Link Autotask Company button
      4. -
    4. A modal dialog will open with a search box pre-filled with the customer name
      5. -
    5. Review the search results and select the matching Autotask company
      6. -
    6. Click Save Mapping
      7. -
    - -

    Once mapped, the Autotask company name will appear in the "Autotask Company" column, and any tickets created for this customer's backup jobs will be created in the linked Autotask company.

    - -
    - 💡 Auto-Search Feature:
    - When you open the Autotask mapping dialog, BackupChecks automatically searches for companies matching the customer name. This speeds up the mapping process for most customers. -
    - -

    Unmapping a Customer from Autotask

    - -

    To remove an Autotask company mapping:

    - -
      -
    1. Click the Unlink button next to the Autotask company name
      2. -
    2. Confirm the unmapping
      3. -
    - -

    Existing tickets remain linked to the Autotask company, but new tickets will not be created until the customer is mapped again.

    -

    Exporting Customer Data

    You can export all customer data to a CSV file for backup, reporting, or migration purposes.

    1. Navigate to the Customers page
      2. -
    2. Click the Export Customers button at the top of the page
      3. +
    3. At the top, click the Export CSV button
    4. A CSV file will be downloaded containing:
        -
      • Customer name, contact person, email, phone, notes
        • +
      • Customer name
      • Active status
        • -
      • Autotask company mapping (if applicable)
        • +
      • Autotask company mapping (company ID and name, if applicable)
    @@ -215,9 +275,9 @@
    1. Navigate to the Customers page
      2. -
    2. Click the Import Customers button
      3. -
    3. Select your CSV file (must match the export format)
      4. -
    4. Click Upload
      5. +
    5. At the top, click the Browse... button to select your CSV file
      6. +
    6. Select the CSV file (must match the export format)
      7. +
    7. Click the Import CSV button
    8. The system will:
      • Create new customers if they don't exist
        • @@ -258,7 +318,7 @@ 3 - (Optional) Map to Autotask company + (Optional) Map to Autotask company via Edit dialog Tickets can be created in Autotask for failed backups @@ -268,7 +328,7 @@ 5 - (If needed) Deactivate customer + (If needed) Deactivate customer via Edit dialog Jobs hidden from operational views