Advisory

Advisory

Add important advisory notes or best practices on handling the customer. The advisory notes of the customer will be shown to technicians in the request details page.

Idea
When a technician works on a customer's request, they can view the customer's advisory notes. This can help them gather some pointers or important notes to assist them in handling the customer better. 
  1. Go to the Customers module and open the details page of a customer.
  2. Go to the Advisory tab and click New Advisory.
Info
Alternatively,  you can add advisory by clicking Actions > Add Advisory on the customer details page.


 

  1. In the pop-up displayed, enter the advisory note.
  2. Choose to enable or disable Show Advisory on the request details page.
  3. Finally, click Save

 

 

 

Edit/Delete Advisory 

To edit advisory details,
  1. Go to the Advisory tab within a customer's details page.
  2. In the advisory list view, click on the advisory you wish to modify and click Edit.
  3. To delete an advisory, click on the advisory you wish to remove and click Delete.

  1. To delete advisories in bulk, select the advisories using the check boxes in the list view and click Delete.



    • Related Articles

    • 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 ...

    • Change Role

      Change roles define access permissions for users in the Change module. ServiceDesk Plus Cloud MSP contains default change roles that are built into the application. You can also create custom change roles. Role Required: SDAdmin Default Change Roles ...

    • 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 ...