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Customer Sites Feature

Customer Sites allow you to track which releases are deployed to which customer environments.

Creating Customer Sites​

To create a new customer site:

  1. Navigate to Customer Sites
  2. Click "Create Customer Site"
  3. Fill in the customer site details:
    • Customer Name: Name of the customer
    • Country: Customer location
    • Site ID: Unique identifier for the site
    • Point of Contact: Primary contact person
    • Customer Type: Premium, Normal, or Free Tier
    • Description: Additional details about the customer site

Customer Site Types​

  • Premium: High-priority customer sites
  • Normal: Standard customer sites
  • Free Tier: Basic tier customer sites

Managing Customer Sites​

Viewing Customer Sites​

View all customer sites in a table format with:

  • Customer name
  • Country
  • Site ID
  • Point of contact
  • Customer type
  • Number of attached releases

Filtering Customer Sites​

Filter customer sites by:

  • Customer name
  • Country
  • Site ID
  • Point of contact
  • Customer type

Attaching Releases​

Attach releases to customer sites to track deployments:

  1. Navigate to a customer site
  2. Click "Manage Releases"
  3. Click "Attach Release"
  4. Select a release from the list
  5. The release is now attached to the customer site

Release Management per Site​

For each customer site, you can:

  • View all attached releases
  • See release status and versions
  • Track deployment dates
  • Add notes about deployments
  • Detach releases when needed

View Options​

Choose between two view modes:

  • List View: Table format for quick scanning
  • Grid View: Card-based view with detailed information

Exporting Release Data​

Export release data for a customer site in Release Planner format. This allows you to:

  • Share release plans with stakeholders
  • Integrate with other tools
  • Maintain documentation
  • Track release history

Learn more about Exporting Data →