A company is the name of the business of the customer. Each customer is linked to its business by the administrator. This is helpful to identify the name of the business from where the tickets have been created and assigned in neetoDesk.
In order to link a customer to a business, the first step is to create a new company which can done in the following way:
Follow the steps mentioned below :
Go to
Settings > Companies.
Click on
Add Company
button.Enter the
Company Name
,Description
andDomain.
Click on
Save Changes
button, the new company will be added successfully.
Adding a company name to a customer
Go to
Customers.
Click on
Action
button of a customer and selectEdit
.Select company name from the dropdown.
Click on
Save Changes
button, the new company will be tagged to the customer successfully.