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:
|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.|
|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.|
|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.
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.|