Manage Customers

In LBE Helpdesk, Customers are the top level of a hierarchy:

• Customers
  • Departments
    • Contacts

How you use this structure depends on your own business.

If you are using LBE Helpdesk for internal support you might set up a single customer, with multiple departments and multiple contacts. If you wished to further subdivide your business, you might e.g. set up each Division as a separate Customer.

If you are using LBE Helpdesk to support external customers then you will normally set up multiple Customers.

To see the list of Customers, open the Customer Information folder in the tree view at the left of the main window then click the Customers icon. This will display the default view for Customers:

This shows the default Customer supplied when you first use the helpdesk.

New Customer
To create a new Customer do one of the following:

• File Menu, New Customer
• Press the F4 key
• Right click on the customer and select New Customer

This will display the Customer window where you can add the new Customer information. NB When you create a new Customer, the system will automatically create a new Department and Contact record for you.

Edit Customer
To edit a Customer do one of the following:

" File Menu, Edit Customer
" Press the F5 key
" Right click on the Customer and select Edit Customer
" Double click the Customer

This will display the Customer window where you can amend the Customer information.

Delete Customer
To delete a Customer do one of the following:

• File Menu, Delete Customer
• Press the F6 key
• Right click on the customer and select Delete Customer

NB Deleting a Customer will also delete all Departments, Contacts, Assets, Jobs and Operator Activity information that relate to this Customer. This action cannot be undone.

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