Customers

The Service Desk integration process involves the automatic import of customers from Remote Management & Monitoring (as well as Customer Sites and End-users, Staff Agents and Assets). Automatically importing this existing data saves time.

As well as being able to manage those imported customers, you can also add new customers to Service Desk when you need to. You can do this by performing a manual import or by creating them manually.

The Customer pages also allow you to perform the following:

• View/edit customer details including account info, contact details, associated tickets, branding etc.
• View/change the customer status so you can more effectively track the status of customers in the system
• Add/edit customer end users to the system so that they can raise tickets and access the knowledge base from the Self-serve User Portal
• Record customer prospects and sales opportunities for existing customers