Introduction
In Naverisk, a client is a central hub for managing information about a customer, whether they are an existing customer or a potential lead. It serves as a comprehensive record where you can store and organize a wide range of data.
Key Information: Within a client record, you can save essential details like contacts, associated devices, and assets.
Billing information: It also allows you to track specific service agreements and manage any related support tickets.
Define Client-Specific Settings: Configure preferences like time zone, date and time formats, and agent update mechanisms for each client.
Organizational Structure: You can create a hierarchical client tree with sub-clients to organize customers based on their location, device types, or any other preferred method, making it easy to navigate and manage complex customer relationships.
1.0 Create a Client
Go to Navigate to Settings > Clients & Licensing
Click on the New Client button
Once you have filled in the required details of the Client and selected Save, you will then be presented with the Clients Primary point of Contact.
Once you have completed these fields, Naverisk will create a Person under People, this will enable you to assign a Ticket to an Owner which will then populate the 'To' field when you want to email out through the Ticketing Console.
You have now created your first Client Site!
Extra configuration can be accomplished on your newly created Client. In Clients & Licensing, choose your New Client and select the green Edit arrow on the right-hand side.
You will then be provided with the screen as below: