Customers and organizations¶

Agents can open customer and organization information in dedicated programs.

Overview¶

This page explains how to use Customers and organizations and describes its main effects. Test changes in a test environment first whenever they may affect existing tickets, permissions, notifications, or automations.

Typical workflow¶

Use the customer overview. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.
View organizations. Use the available search, filter, and detail views. Clear or change filters if expected records do not appear.
Understand customer-user and ticket relationships. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.

Notes¶

Visible menu items and actions depend on the signed-in agent’s group and program permissions.
Deactivated entries are often retained for existing tickets and reports, but are no longer available for new assignments.
After making changes, test at least one realistic use case with a user in the affected role.