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Organisation Field


Prathmesh Patel
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Hi @Prathmesh Patel

Just to clarify when you say Customer are you referring to a Contact which you have created under an external organisation, or a Co-Worker, Basic User to which you have added them to a grouping of type Company?

In the Request list there are different columns for each of the above:

1. Organisation refers to externally supported organisation and contacts

2. Company usually refers to internally supported group which co-workers / basic users have been attributed too.

In my example below i have co-workers who are grouped under the Company - Ares Computer Services, and a Contact who works for Acme who are an external Organisation, and some other co-workers who are not linked to any Company grouping. 

Screen Shot 2017-04-04 at 09.58.39.png

In the admin tool, if your users are associated to the company grouping under Home > System > Organisational Data > Organisation and a group of Company then you should use the Company column in the request list.

Screen Shot 2017-04-04 at 10.01.22.png

Let me know if this helps, and sorry if there is confusion on the terminology used

Steve

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