In My Business (https://mybusiness.docuware.com), you have been able to access many important functions for some time now, with which you can manage your customers and assign them various rights. For example, you can...
- Search, filter, sort, show, hide, or change the order of columns in your subscription list. The settings are saved for the next time, so you can always go back to the last view.
- Filter the subscriptions in the Partner Company column by location if your DocuWare ID is linked to multiple locations.
- Handle multiple selections.
- Learn more about a customer by clicking on a table row.
You can now also view the contract information in My Business. This means that in the future they will no longer be sent by email.
Contract alert and contract details
In addition, “Alarm View” is integrated into the subscription list by default. Clicking on the button of the same name will filter the list to show only subscriptions that meet one of the following criteria:
- The term of a contract ended within the last 60 days: a reactivation must be ordered immediately. Cloud systems are deleted 60-90 days after the expiration of the contract.
- A contract has been terminated within the last 60 days: Within these 60 days, the contract can be reactivated without charge.
- The current contract period ends within the next 120/90/60/30 days: an automatic renewal is pending.
Now, if you click on a customer in “My Company” within the subscriptions, you will be taken to a detailed view of the contract details.
Product overview and prices
In addition, a CSV file is also available for download in My Business under Products, which provides you with a complete overview of all customer subscriptions, including prices and products.
Please note that the list prices are only visible to contacts on the Administration team.
If you have any questions, please contact the Orders team at dworders@docuware.com.
