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Customers - Overview
The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...
Stage-Status
Each stage of the change is assigned specific statuses throughout the change management process to indicate the progress of the change request. You can create and manage statuses for the change under Setup > Customization > Change Management > Stage ...
CAB Evaluation
The Change Advisory Board, also known as CAB, plays a crucial role in the change management process. While the change manager typically handles small changes, more complex changes with higher risks and impacts require the collective expertise of a ...
CAB
CAB (Change Advisory Board) is a designated group of users to assist the Change Manager in assessing, scheduling, and prioritizing changes. The CAB members can recommend or reject a change in the CAB Evaluation stage while only a Change Approver can ...