The Your Company menu contains records that make up the various aspects of your business.
For services that are supporting the business infrastructure (ie ITSM or corporate FM) then you are not likely to have entries for Orgs or Contacts. Customers here will be your Users which are typically updated nightly via a sync with Active Directory. Organisation records are typically used when grouping customers that belong to the same organisation.
Contacts are the individuals you communicate with and can be set up independently or linked to a specific customer.
Products contains a master record list of the products that you work with and take care of. It is often used to help support business tasks like stock control.
Inventory/Assets is a detailed record list of the items that are covered by your support service and can reference the product list or be attributed those supported. For example, an individual user may be referenced to multiple assets that are all attributed to the same product.
The Service Portfolio is used to maintain the operational statuses of the services you offer. It provides the ability for customers/users, departments and organisations to subscribe to their required services, which can also be defined to include a subset of the assets.
Click the links below to learn more information:
- Customers, Users & Contacts
- Products & Assets
- Service Portfolio
- Knowledge Base
- Importing/Exporting Data
- Archiving & Deleting Records
Still haven’t found what you’re looking for? Contact firstname.lastname@example.org