Customer - External Form

The MSP mApp® Solution introduces the Customer - External form to store pertinent information about Customers at companies that are served by an MSP.

Use the Customer - External form to record information about an external customer. The Customer - External form includes the following areas:

Default form: Displays important at-a-glance information, such as customer name, employee status, Company associated with the customer, and customer contact information.
Pages tabs: Dynamically displays a tabbed collection of related forms and records.
Form area: Displays the main form fields.
Actions list: Dynamically displays a list of actions that are available for the external Customer.

The following table describes the fields and other elements that make up the Customer - External form:


Field	Description
Default Form	Displays important at-a-glance information, such as Customer name, Employee status, the Company associated with the customer, and customer contact information.
Employee	Displays employee name.
Status	Statuses include: New Active Terminated
Company	Company associated with the Customer – External record. Populated from the Company Name related item picker.
Contact	Customer information. Populated from the Primary Phone and E-mail fields.
Pages Tabs	Dynamically displays a tabbed collection of related forms and records.
Overview	Contact input form.
Journals	Records Journal information.
Incidents	Any Incidents associated with the external customer.
Assets	Any CIs that have the current external customer as the Primary User.
Company	Summary form of the Company to which the external customer record is linked. This comes from the Company Name field on the Overview page.
Customer SLA	The Summary form for the SLA that the Customer - External record. This comes from the SLA Subscription field on the Overview page.
Form Area	Displays the main form fields.
First Name	Customer's first name.
Middle	Customer's middle initial.
Last Name	Customer's last name.
Title	Customer's title (example: Owner, Technician).
Approver	Determines whether this person is allowed to approve service requests that need approval.
Company Manager	Determines whether this person is allowed to see all tickets logged across the Company through the Company Management Dashboard in the Portal.
Primary Phone and Type	Main phone for the customer and a drop-down menu to indicate what type of phone it is.
Secondary Phone and Type	Alternate phone for the customer and a drop-down menu to indicate what type of phone it is.
E-mail	Customer's email address.
Secondary E-mail	Customer's alternate email address.
Company Name	The Company record for the Company that employs this customer.
SLA Subscription	Customer's SLA. This is initially populated based on the associated Company record's default SLA Subscription. This can be changed at the individual level.
Notes	Text box for notes about the Customer.
Site Name	Sites in this related item picker are restricted to those that are linked to the Company record. Note:Address, City, State/Provence, and Postal Code fields are populated based on the Site and Building records.
Building	Buildings are restricted based on the Site chosen.
Location ID	Can be a specific workstation, office number, and so on.
Actions List	Dynamically displays a list of actions that are available for the external Customer.
Create an Incident	Creates an incident record with the current Customer - External record set as the Customer.