Adding Customer Information

the application setup customer information page is part of the application setup workspace use this page to add internal customers or external customers who have purchased a product or service from your company and require support this is one step of the application setup process for more information about this process, including how to access this page, refer to setting up the application docid\ izzwdgowqyqp2q ysgyxs refer to the following sections adding classification information docid\ p0kvb2e8vcq 5mdxw0tc adding segmentation information docid\ p0kvb2e8vcq 5mdxw0tc specifying the services provided docid\ p0kvb2e8vcq 5mdxw0tc adding classification information use this page to define the type of customers supported by your service organization the default service desk application configuration provides internal support for your employees and managers click classification the application displays the application setup customer classification page at this time, the only option is internal support click next to go to the next page adding segmentation information click segmentation the application displays the application setup customer segmentation page use this page to define how customers are organized within their classification customer service may be defined and governed by a service level agreement, which may vary between department the default configuration contains a list of departments common for most organizations, such as accounting, human resources, and sales and marketing to distinguish between customers in a different manner, or to support external customers, edit the customer segmentation select either every customer will get the same experience or customers will receive a different experience based on department/company if you select every customer will get the same experience , you do not need to specify anything else go to step 11 if you select customers will receive a different experience based on department/company and then select department , the select from the following departments section becomes active go to step 3 if you select customers will receive a different experience based on department/company and then select company , the select from the following companies section becomes active go to step 8 to customize a department for your organization, select from the following departments accounting administration client relations customer service executive facilities services human resources information services it janitorial services manufacturing marketing operations product integration product management professional services quality assurance receiving research & development sales shipping systems engineering technical support training to add a new department, do the following a click add department b in the add department section, enter a unique name for the new department, an optional description, and an optional code c click save & activate the application adds the department to the list and makes it active by default, each department is active and available for customization to deactivate a department, click deactivate next to the department name to modify a department name, click edit next to the department name go to step 11 to add a new company, do the following a click add company to customize a company for your organization b in the add company section, enter a unique name for the company c click save & activate the application adds the company to the list and makes it active by default, each company is active and available for customization to deactivate a company, click deactivate next to the company name to modify a company name, click edit next to the company name click next to save your settings and go to the next page specifying the services provided click services provided the application displays the application setup services provided page designate the services rendered by your organization the default configuration contains a list of services provided by an it department in a typical organization to provide services unique to your organization, edit this list to use the default service catalog, skip this section you can add services later refer to creating a request offering docid\ onsxnvvfibkmacs g1jh6 to add a service, do the following a click add service b in the add service section, enter a unique name for your service and a description c click save & activate the application adds the service to the list to modify a service description, click edit next to the service name click next to save your settings and go to the next page refer to setting up incident management docid\ mzi2nu028g3aztrr1faom