Editions: Support Desk & Enterprise The Customers tab is where you can define who your customers are, what products and versions they are using, and attach important files and notes. The picture below displays a list of your customers. From here, you can define the specifics about each customer. To add a new customer, click the New Customer button and fill out the form. When clicked, the following form will appear: To add contacts to a customer record, click the contact tab. Here we have the option to add as many contacts as desired, and their individual information. It's important to note that you can add custom fields to the customer so that you can track information unique to your organization. See Custom Fields for more information on this. Knowing what products the customer is using is vital to service, sales and management teams. To see what products and versions have been associated with a customer, select the products tab. You can associate as many products and versions to your customer as needed. In some cases, your team may want to attach general documents that pertain to a specific customer, such as sales orders or system diagrams. You can add attachments by clicking the Add Attachment button. You can remove attachments by clicking the Trash icon located in the grid next to the file name. TeamSupport allows users to attach useful notes relating to each customer. Log a call, document remote support access or any other note you would like to attach. You can edit existing notes by clicking the Pencil icon. Delete a note by clicking the Trash icon. Follow the history of each customer by selecting the History tab. Here you can see every interaction made with a customer. You can see when things were done, by who, and a brief description of the action. Finally, you can see ALL tickets for a given customer. Each section allows you to export specific tickets making it easy to generate useful reports that fit your specific needs. |
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Customers |