Orders & Renewals Tab

On the Orders & Renewals tab, you can see orders, cloud contracts, and on-premise maintenance information for your customer.

Procedure
  1. From the sidebar, select Partner DashboardsCustomer Success > Customer Adoption tab.
  2. Select a customer name from one of the cards to go to the customer details page.
  3. Select the Orders & Renewals tab. It has these cards:
    • Orders card:
      See past, current, and future orders for your customer, their order number, product, quantity, duration (if it is a subscription).
    • Cloud Contracts card:
      Review all the cloud contracts that are up for renewal for the customer.
      Select any links under the Materials column for more information on the cloud contract materials.
    • On-Premise Maintenance card:
      See all your customer's on-premise maintenance orders (direct and indirect) for any renewal date.
  4. You can export the information on these cards to an .xlsx file on your computer.
  5. If you have questions, select the Get Assistance button on the top right to access Guided Partner Support for the Customer Success Dashboard.