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Posted: 2020-12-16 02:21 AM
Hi,
I am using IT Advisor (9.1.0) for a couple of month now after upgrading from DCO.
In the windows client, if i edit the attribute of an equipement i have access to the customer properties where i could choose from the drop down list. But this list is, of course empty, because i haven't filled it.
Where can i manage the list of our customers ? Is it a feature related to a licence (change, capacity, ...) ? or i didn't find the menu in the application ?
Thanks for your help
Posted: 2020-12-16 02:40 AM
Hi Jerome,
Please see the following article it describes how to add customer via REST api (in ITA)
Kind regards,
Jef
Posted: 2020-12-16 02:40 AM
Hi Jerome,
Please see the following article it describes how to add customer via REST api (in ITA)
Kind regards,
Jef
Posted: 2020-12-17 03:24 AM
Hi Jef,
Thank you for the tip. I am surprised that there is no graphical tools to manage this particular aspect of the software.
I will try with the REST API to check if i can build a list of my customers.
Kind regards,
Jerome
Posted: 2020-12-17 03:37 AM
Hi Jerome,
You are welcome. This is basically Colo related feature - usually Colo owners have their own tools to manage their customers and wanted to import the data (to DCO/ITA) via web services.
Kind regards,
Jef
Posted: 2021-02-04 12:34 AM . Last Modified: 2021-02-04 10:14 PM
@Jerome_C wrote:Hi,
I am using IT Advisor (9.1.0) for a couple of month now after upgrading from DCO.
In the windows client, if i edit the attribute of an equipement i have access to the customer properties where i could choose from the drop down list. But this list is, of course empty, because i haven't filled it.
Where can i manage the list of our customers ? Is it a feature related to a licence (change, capacity, ...) ? or i didn't find the menu in the application ?
Thanks for your help
Thank you so much your site has nice content
Posted: 2021-02-04 04:31 AM
Hello Jeff.
To add customers to the customer drop-down you must use the REST api's built into your ITA server. This page had a description of the process.
A number of our customers who use this feature keep/store their customer information in an external system to which they integrate to ITA using the REST api's ,
The API is dynamic, so as soon as you add a customer it will appear in the desktop client.
Regards
Greg Sterling
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