The Managed Service Provider mApp® Solution introduces a Company Business Object that is used to manage records for Individual Companies, Parent Companies, and Child Companies.
Use the Company form to record and manage information about a company. The following sections make up the Company form:
- Default form: Displays important at-a-glance information, such as Company name, Company status, primary contact, support team, and account manager.
- 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 Company.
The following table describes the fields and other elements that make up the Company form:
|Default Form||Displays important at-a-glance information, such as Company name, Company status, primary contact, support team, and account manager.|
|Company Name||Populated from the Company Name field on the Overview form.|
|Company Status||Statuses include:
|Primary Contact||Populated from the Primary Contact Name field and Primary Contact Email field|
|Support||Populated from the Default Support Team drop-down list|
|Account Manager||The internal Customer responsible for managing the Company's account within MSP. Populated from the Account Manager related item picker.|
|Pages Tabs||Dynamically displays a tabbed collection of related forms and records.|
|Overview||Form entry view to enter company basics and use Action Menu.|
|Journals||Journal details and tracking.|
|Related CIs||Any configuration items that are assigned to this company.|
|Site||Locations specified to this company.|
|MSP Services||The Service Catalog areas that the MSP has contracted with this company to support.|
|MSP Support||The technicians (users) that are assigned to support this company from the Service Desk|
|Assigned SLAs||The SLAs associated with this company that the MSP has agreed to.|
|Form Area||Displays the main form fields.|
|Company Name||Name of the Company.|
|Company ID||ID of the Company. Used in filtering several areas, such as MSP Services.|
|Primary Contact Name||Name of the primary contact at the Company. The related item picker will use the Customer - External record to complete the information fields for the primary contact.|
|Primary Contact Phone||Populated from the related item picker for the Company's Primary Contact.|
|Primary Contact Email||Populated from the related item picker for the Company's Primary Contact.|
|Default SLA Subscription||Drop-down list is populated from the options available on the Assigned SLAs tab.|
|Company Phone||Company phone number.|
|Company Website||Company website.|
|Company Site||Company's location based on the Site Business Object related item picker. Address, City, State/Provence, and Postal Code are populated from the Site record.|
|Default Support Team||This team acts as the 'triage' for all incoming tickets from this Company. Tickets are auto-routed to this team from the CSM Portal submissions.|
|Account Manager||The Customer-Internal person who is responsible for managing this Company's account with the MSP organization (example, who handles their contract, customer success, and so on.)|
|Action List||Dynamically displays a list of actions that are available for the Company.|
|Assign to Me||Assigns the company Account Manager as the current User.|
|Create New Contact||Creates a new Customer - External record.|
|Remove a Service||Allows the user to individually remove assigned Service Catalog items.|
|Remove All Services||Allows the user to remove all assigned Service Catalog items.|
|Convert to Parent Company||Changes the current record to a Parent company and adds a new tab to the pages for Children Companies.|
|Link to Parent Company||Changes the current record to a Child company and adds a new tab to the pages for Parent Company.|
|Flag as At Risk||Changes the current company record to the Status of At Risk and allows for entry of an At Risk Reason.|