Orders & Renewals Tab
On the Orders & Renewals tab, you can see orders, cloud contracts, and on-premise maintenance information for your customer.
Procedure
- From the sidebar, select Partner Dashboards > Customer Success > Customer Adoption tab.
- Select a customer name from one of the cards to go to the customer details page.
- 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.
- Orders card:
- You can export the information on these cards to an .xlsx file on your computer.
- If you have questions, select the Get Assistance button on the top right to access Guided Partner Support for the Customer Success Dashboard.