Difference between revisions of "Service Manager Customers Plug-in"

From Hornbill
Jump to navigation Jump to search
Line 16: Line 16:
 
:* [[Contacts]]
 
:* [[Contacts]]
 
|}
 
|}
== Organisation Request List ==
+
== Organization Request List ==
When viewing the details of an organisation, a section titled ''Requests'' is available.  This lists shows all the active requests that have been raised against contacts that are associated to that organisation.
+
When viewing the details of an organization, a section titled ''Requests'' is available.  This lists shows all the active requests that have been raised against contacts that are associated to that organization.
 +
 
 +
:* '''Active Requests'''
 +
:: The list of requests includes requests that have the status of New, Open, On-hold, and Resolved.
 +
 
  
 
[[Category:Service Manager]]
 
[[Category:Service Manager]]

Revision as of 18:44, 21 March 2017

Home > Service Manager > Customers Plug-in

Introduction

The Customers option in Hornbill allows you to create and manage organisation and contact records. For Service Manager these are used when supporting people that are external to your business. When Service Manager is installed, users with access to Service Manager will have access to the Service Manager Customers Plug-in.

Related Articles

Organization Request List

When viewing the details of an organization, a section titled Requests is available. This lists shows all the active requests that have been raised against contacts that are associated to that organization.

  • Active Requests
The list of requests includes requests that have the status of New, Open, On-hold, and Resolved.