The client related detailed profile, client categories and the different operations which can be perform on the client are available here.
Categories of clients
Ban: You are able to mark the client as banned by enabling the ban option.
Spam: You are able to mark the client as spammed by enabling the spam option.
Approve: You are able to mark the client as approve by enabling the approve option.
Various overview tabs of the client profile
Summary: This is to provide the overview of the summaries of the client tickets which are new, overdue or self assigned. And also if you have added the note for client you can view it in summary.
Profile: In profile tab you are able to update the client’s profile and company details.
Department access: Here you are able to allot the client to the particular department.
Contacts: In this tab the list of the contacts is available under the given client profile.
Tickets: The list of all the tickets owned by client is displayed here. You can also open the ticket from here by clicking on hash.
CI: The list of the CI (configuration Item) present with the client in this tab.
Operations on the client
Create ticket: Here you are can directly create the ticket for the client.
Add contact: In this option you can add the contacts under the client.
Reset password: Here you are able to reset the password for the client.
Delete: Used for client removal.
Pin: In client setting icon you can use the pin option to display the client in your pinned items in your home.
Merge client: When you use merge client you can merge the particular client with the other client.
Merge as contact: If you want to merge the client as a contact for the other client this option performs that task.
Add note: Here you can add the note for the client.
Send email: Using this option you are able to send various emails to the client from the dropdown options like registration email.
Login as client: Here you are able to login as client.