Difference between revisions of "Customer"
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− | + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/customer-action/ Hornbill Document Library]. | |
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− | + | [[file:hornbill-document-library.png|Customer Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/customer-action/]] | |
+ | <!-- | ||
− | === | + | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> |
+ | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Customer Action Item | ||
+ | </div> | ||
+ | {|style="width: 100%" | ||
+ | |- valign="top" | ||
+ | |style="width:73%"| | ||
+ | ==Introduction== | ||
+ | The Customer Action allows a user to assign a customer to a request, or change who the customer of the request is. | ||
− | + | In many scenarios the customer will have been initially populated when the request was raised through progressive capture. | |
+ | |style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"| | ||
− | == | + | == Related Articles == |
+ | :* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]] | ||
+ | |} | ||
+ | [[File:CustomerActionBar.png|right|400px]] | ||
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− | === | + | ===Changing Customer=== |
− | + | Using the search subscriber option, you can elect to search both the co-workers and contact's to find the user which you wish to change the customer too, the default position is to search both. Once a user has been added, you can update the customer of the request using the '''Change Customer''' button. | |
− | + | * The timeline of the request will be updated to reflect the change in customer | |
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=== Visibility === | === Visibility === | ||
− | Decide if the | + | Decide if the customer action post on the timeline of the request will be customer facing or private to the team working on the request. |
+ | --> |
Revision as of 22:34, 11 January 2024
This document can now be found at its new location in the Hornbill Document Library.