Use Projects for Service Desks and service teams
Available service desks/teams are defined as Projects.
Incoming requests and tasks can then be related to customer Contracts and service locations through additional two additional fields provided by the module. This is optional, and is defined on a per project basis.
- Project has new field “Use Analytic Account?”, with options “Yes” and “Required”
- Task has new fields “Analytic Account/Contract” and “Location”, visible or required depending on the Project’s setting
- Analytic Account has a new field “Contact”, where you can set it’s location/address (a Partner). It will be picked as the default locations when the Analytic Account is selected in a Task or Issue.
(Icon image credits to Everaldo Coelho, Crystal icon set)
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