Customers
The 'Customers' tab allows staff to add/edit customers and configure various settings. Staff members can also view users, tickets assigned to the user, create new tickets, register guest users, write notes and view linked tickets.
The customer has two tabs:
- Details - Edit the details of the customer.
- Name: Enter the name of the new customer.
- Web Domain: Enter the registered domain name for the customer.
- Address: The address of the customer.
- Phone: The contact number of the customer.
- Website: The website of the customer.
- Settings - Configure the customer's settings.
- Account Manager: Select the staff member from the drop-down that will act as 'Account Manager' for this customer.
- Auto-Assignment: If enabled, tickets raised by the customer's users will be automatically assigned to the Account Manager. Please note the auto-assignment settings are configured under 'Ticket Filters' and 'Help Topics' in the Admin Panel of C1 Service Desk.
- Auto Add Members From Domain: Enter the domain name for which users that are added in 'User Directory' with the same domain name in the email field will be automatically added to the customer.
- Primary Contact: Select the primary contact(s) for this customer to whom all tickets raised by its users will be added as collaborator(s), that is, added as in the ticket mails.
- Automated Collaboration: Select persons to be added as CC in the ticket mails.
- Primary Contacts: If enabled, primary contacts selected above will be added as collaborator(s). They are added to the CC list in ticket mails.
- Customer Members: If enabled, all users in the customer are added as collaborators.