Organisation Field

[Prathmesh Patel]

Hiya, 

We have entered the organisations our customers work for, but they are not pulled in when  a call is logged. Please see attached.

These have been entered into the Organisation tab when creating a new user - is this the correct place it will be picked up from?

 

[Steven Boardman]

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. 

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.

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

Steve