Customer

Customer Tab

When a 'Contact' is set with a 'Type' of 'Customer' the 'Customer' tab will be made available and become required. There are two required fields in the 'Customer' tab, 'Customer Number' and the 'Billing Group'. The Customer Number will import from your Shibboleth or LDAP feed. Additional information related to the Customer can be added here.

The 'Default GLA' can be set to always associate the Customer with a given GLA.

The 'Default SLA for Orders' will automatically set the SLA whenever the Customer makes an Order.

The 'Default SLA for Incidents' will set the SLA for when the Customer reports an Incident.

The 'Allow Coordinator Bill Email' flag allows Coordinators to opt out of the Coordinator emails sent using the Coordinator email processes like on the Bills grid.

Contacts and Billing Groups

When creating a new Contact, Billing Group is not defaulted, however, the Contact will inherit the Billing Group associated Department Billing Group value. When first landing on the Customer Tab of the New Contact Form, Billing Group is marked as Required.

Customer Tab example

Once the Department value is selected, Billing Group no longer becomes required. This indicates no Billing Group needs to be selected, unless a different value is desired. No value is need because the Contact will automatically inherit the Billing Group of the selected Department.

Customer Tab example

.How to Default a Billing Group value for new Contacts v2020.3

.How to Default a Billing Group value for new Contacts v2.1.4.7

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