(2024.2) Workers/Contacts - Customer Tab
- David Engblom
Customer
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.