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Field | Description |
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Full Name | The first and last name of the contact |
Email (username) | The contacts Email address which is also their Username to log into the Customer Portal |
Title | The contacts Title at the company |
Phone and Mobie | Phone and Mobile number for the contact |
Fax | |
Location Name | The contacts Location Name (Selected from the Locations tab) |
Address | City | Zip | State | Country | Time Zone | Data will come from selected location |
Timezone | The timezone the contact is in. This will be important when using the help desk so we know what timezone the contact is in. |
Fax number for the contact |
Contact Method | This is the contacts preferred method of communication. The Drop-down options will be (Email, Phone, Email or Phone). This information needs to appear on the HelpDesk > Transactions > Tickets screen for this contact. |
Mobile | Mobile Phone number for the contact |
Location Name | The contacts Location Name (Selected from the Locations tab) |
Department | The contacts deparment |
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Department | The contact's department |
Email Distribution | Enables the email sending the selected transaction types |
Type | Used to determine the contact type, for CRM |
Notes | General Notes for the contact. |
User Portal Settings | Enable |
Portal Access | Enables/Disabled global access to the Customer Portal. This should be disabled by default. When it's disabled the " |
Customer Portal Permissions" tab, "Email Login" button and "Change Password" buttons should be hidden. When enabled those buttons and tab are visible. |
User Role | Selection of portal user roles |
Portal URL | Link to portal url |
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