Group Customers

[Jeff Kreitman]

Can i group customers in Service Desk.   Prefer to be able to group customers by office or team (i.e. Finance, HR, etc).  Would organization be a way to group customers. Also, are there any reports to display groupings. 

[Jack Brickey · Accepted solution]

Hi Jeff, yes that is precisely what Organizations is to be used for.

[Jack Brickey]

Reporting on orgs is limited unfortunately. Regarding limiting notifications - disable “organization added” under project settings > customer notifications.

[Andres Cuñarro · Accepted solution]

Like Jack says, with Organizations. You have to be carefull to involve the Organization only when all the users should be notified.
Users that belong to the Enterprise Organization are notified in every Reply to client.

You can add an Organization from the Client page. There is a button at the right top.

[Jeff Kreitman]

Are there any reports based on Organization (i.e. breakdown of tickets per Org)

[Jeff Kreitman]

Can you change to make sure that the entire organization is not notified?  We would like to only notify originator only.