Difference between revisions of "Service Manager Customers Plug-in"
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:: The list of requests includes requests that have the status of New, Open, On-hold, and Resolved. | :: The list of requests includes requests that have the status of New, Open, On-hold, and Resolved. | ||
:* '''Contact Visibility''' | :* '''Contact Visibility''' | ||
| − | :: It is possible to allow selected contacts to have the ability to view | + | :: It is possible to allow selected contacts to have the ability to view this full list of requests for their organization. Service Manager users that have the application right''Manage Portal Settings'' within one of their associated roles will have an option to select from a list of contacts that have access to the customer portal. An example role that contains this right is the ''Service Desk Admin'' role. |
[[Category:Service Manager]] | [[Category:Service Manager]] | ||
Revision as of 19:30, 21 March 2017
Home > Service Manager > Customers Plug-in
IntroductionThe 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.
- Contact Visibility
- It is possible to allow selected contacts to have the ability to view this full list of requests for their organization. Service Manager users that have the application rightManage Portal Settings within one of their associated roles will have an option to select from a list of contacts that have access to the customer portal. An example role that contains this right is the Service Desk Admin role.