How do I set up customers in Service Desk?

[Heidi Fry]

How do I set up each of our clients in Service Desk?   We need to be able put in Client name, address, version of the software, when implemented, contract information, etc. along with who is "approved" to call in - their name, phone number, email, etc.

Also we have Clients with multiple sites so we put in a "Parent Client" with child sites.  Those sites have separate addresses, renewal dates, etc.

One more thing - we flag clients that are not current on their Support renewal.  Is there a way to do that as well?

[Angélica Luz]

Hi Heidi,

Currently, the only information that we have from customers is their name and email.
We have a feature request suggesting the implementation of the ability to add additional information about customers:

- https://jira.atlassian.com/browse/JSDCLOUD-5693

Please, vote and watch the features to receive updates.

Related to flag clients, also there is no option to add this information on their profiles, what can be done is to add a label on the ticket for your agents to see that the customer is not on the support renewal.

Regards,
Angélica