Related Articles
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 ...
Configure Organization details
ESM Directory The ESM Directory is an index of organization level configurations applicable to all service desk instances in the organization. From the ESM Directory, OrgAdmins can create new service desk instances for each department, assign owners ...
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 ...
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 ...