Using the
Team and Workgroup Manager, create a Customer
Workgroup by defining the name, description, and email information about the
Workgroup (Info) and the customers in the Workgroup (Members).
If configured, record ownership rights (View, Add, Edit, Delete
rights) can be extended to managers, departments, and Teams/Workgroups, so
carefully consider the implications of these relationships.
To create a Customer Workgroup:
- Open the Team and Workgroup Manager.
- Select the
Customer workgroups option.
The Manager lists the existing Workgroups.
- Select
Create New to add a new workgroup to the list.
- Define general information for the Workgroup:
- Select the
Info tab.
- Provide a name for the Workgroup.
- Select the
Image button to open the
Image Manager, and then select an existing
image or import a new image to represent the item in the UI.
- Provide a description to use within
CSM
(this property can be searched in
CSM
Item Managers).
- Select an option to determine how emails are sent to the Workgroup
(when the Workgroup is chosen as the email recipient).
- Send to All Members Who Have a Valid E-mail
Address: Select this option to send emails to all of the addresses
for all customers in the Workgroup (based on the member list created in the
next step).
- Send to This Alias: Select this
option, and then provide the email alias (example: [email protected]) to
send emails to an already-defined email alias. This option is useful if a
company has created an email alias (example: Company Administrators) that
mirrors the membership Workgroup.
- Add customers to the new (or an existing) Workgroup:
- Select the Workgroup (if not already selected).
- Select the
Members tab.
- Select
Add to open the
Contact Manager.
- Select a customer from the list of contacts, and then select
OK.
- Repeat steps
c and
d above to add more customers.
If a customer you want to add is not in the
Contact Manager lists, select
New on the
Contact Manager toolbar, and then create a new
Customer Record, see
Create a Customer Record.
After adding the new customer to the
Contact Manager, follow the steps above to add
them to the Workgroup.
- Select
Save in the
Teams and Workgroups window.