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Configure Point of Contact and Account Manager
Role Required: SDAdmin Point of Contact and Account Manager are customer organization roles that can be assigned to requesters with login access to the application. The Point of Contact is a person who can, by default, view and monitor the customer's ...
Customer Template
Customize the customer template to capture all the customer details required. Customer templates cannot be created or disabled but only edited. Role Required: SDAdmin By default, the following sections are available in the customer template. Template ...
Email or SMS the Technician
ServiceDesk Plus MSP Cloud enables you to notify a technician through email or SMS. Role Required: Technicians Email the Technician Go to Requests and select the respective customer from the drop-down in the header. Click the subject link of the ...
Configure Sites
Organizations may operate multiple branches worldwide. These branches can be situated in either the same area or different regions. The various branches within a particular region are referred to as Sites in ServiceDesk Plus MSP Cloud. You set up ...
Import Data
ServiceDesk Plus MSP Cloud allows you to bulk import various types of records from your existing database or other applications. Bulk import is supported for the following types of records: Module Supported Record Types Records that can be imported ...