Adressbuch – Firmen - CDESK
 

ADDRESS BOOK – COMPANIES

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List of Companies

The list of companies can be found in Address Book->Companies. If this item is not present in the menu, check the permission settings for the user. The user must have permissions to access both the companies and the Address Book module itself.

Permissions to access the Address Book module can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book. Permissions to access Companies can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies.

The header of the List of Companies window informs about the number of displayed records out of the total; there is a button to add a company, search using the advanced filter and a button to export to XLS.

The following is a list of companies enabled in the CDESK system. To view all companies, uncheck the filter by clicking  ×  

At the end of each record line there is a context menu , for further operations with the record – to edit and to delete.

List of companies
List of companies

Add a New Company

There are two options for creating a new customer card in the system:

  1. Click the +Add, button at the top of the List of Companies window
  2. In any form requiring a company/customer/supplier name, click the + button next to the company selection box
Button to add new companies via the list of companies
Button to add new companies via the list of companies
Button to add a company via the form requesting the company name
Button to add a company via the form requesting the company name

If the buttons for adding a company are not displayed, check if you have permission to create records. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Records.

Clicking on any of the add record buttons will open a form window for filling in general information about the company. Items marked are required.

Form for adding a new company
Form for adding a new company

Legal form of the company – selection of options offered can be narrowed down if necessary by disabling unused legal forms in Global Settings->Address Book->Companies.

Company types – select a company type. By default, the list includes Customer and Supplier options. Additional options can only be added and removed by a user with appropriate permissions, under Global Settings->Address Book->Companies->Company Types. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address book->Companies->Field Access->Company Type.

By marking the Customer field only, the company being created will only be offered on forms requiring the customer to be listed, not when the supplier needs to be listed. Checking only the Supplier option works alike. Checking both options, the company will be offered among both customers and suppliers. The company type marked with the Requests flag is enabled to add requests.

Company / Name – enter the name of the company. The company will be displayed under this name in all linked modules.

Shortened name (Customer Name) – an abbreviation of the company name for when being displayed in listings, for example in subject lines of email notifications.

General Email Address – a field for a general contact of the company to which no email notifications are sent.

General Phone Number – enter a phone number in case the assigned assignee needs to contact the company by phone. SMS notifications will not be sent to this phone number.

Address – fields for entering address data.

Notes – text field for entering additional information about the company. This text is displayed in the request tooltip next to the company name.

Business ID – text field for entering the identification number of the organization.

Tax ID – text field for entering the tax identification number.

VAT Number – text field for entering the VAT identification number. To verify the validity of the number, click the Confirm button.

Once you have completed the form, click the  Save button to finish adding the company. Click Cancel to close the window without saving the record. Once saved, the created company record will open for Editing, where additional information about the company can be added.

Edit the Company

To edit, double-click on the record in the list of companies, or select it from the context menu  Edit.

Edit the form about the company
Edit the form about the company

This opens the company record divided into the following tabs:

Only a user with appropriate permissions can edit companies. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address book->Companies->Records. If you do not have permission to edit companies, the edit button will not appear in the context menu.

General Information

Compared to the basic form for adding a company, the menu of options is wider by:

Company Information

Alias – an alternative company name by which to filter.

Status on – the company is offered when selecting the customer name; off – the company is not offered in any form. It will be searchable only in the list of customers, when selecting the all statuses or off filters.

Completion of basic information about the company
Completion of basic information about the company
Company type

Company type can be selected when adding a company. The selected company type can be changed after saving. A company can also belong to more than one type. You can only change the company type with the appropriate permission. Permissions can be set in Users and groups->Users->choose a user->Permissions tab->Address Book->Companies->Access to fields->Company Type.

Edit the company type
Edit the company type
Company Category

Here you can select categories, according to which it is easier to filter companies matching the selected criteria. Additionally, it is possible to determine, for example, whether the company is a contract customer, whether it falls under a certain region, etc. Adding categories and editing the list of categories can be done by a user with appropriate permissions in Global Settings-> Address Book-> Companies-> Categories. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Field Access->Company Category.

Examples of company categories
Examples of company categories
Company Groups

Choose the company group. Company groups are used to sort companies. They can be used to filter items in the list of companies and requests. Company groups can be created by a user with appropriate permissions in Global Settings->Address Book->Companies in the Groups of Companies section. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Company->Field access->Company group.

Examples of company groups
Examples of company groups
 
Adress

Once saved, you can edit the data entered when registering the company. The form is extended with additional fields and settings:

Record general contacts – by setting the switch to on position , the following fields become available for records: general phone number, fax and website.

GPS coordinates – a field for entering the latitude and longitude of the company. The information is used for search using the GPS system.

Add address data
Add address data
Invoice Information

Currency for issued documents – the default option – Default currency, global settings – can be changed to a different currency, which for the selected company will be offered automatically in all forms where this information is required. The list of allowed currencies can be edited with appropriate permissions in Global Settings->Billing.

Language for issued accounting documents – select a language for created invoices.

Invoice due date – the number of days for the invoice due date.

Date of taxable transaction – determines the date on which the service was supplied.

Registered for VAT Yes / No / Unspecified – information whether the company is a VAT payer.

Delivery address – is different from the head office address – by toggling the switch to the on position , the rows for entering the delivery address will appear.

Billing address – is different from the head office address – by toggling the switch to the on position , the rows for entering the billing address will appear.

Edit the billing data
Edit the billing data
Bank Accounts

List of client’s bank accounts. The list of accounts can be added by clicking the +Add an account button, or the account can be deleted by clicking on  x . The banking institutions you select in the Bank column need to be predefined in Global Settings->Billing. Only a user with appropriate permissions can add and edit bank accounts of companies. Permissions can be sets in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Field Access->Bank Accounts.

Bank accounts assigned to the company
Bank accounts assigned to the company
Company Settings

Language for email communication – language selection for all email notifications from CDESK.

Content of the mail notification – set how mail notifications will be created. The following options are available:

  • By global notification settings – contents of notifications will be customized according to the settings in Global settings->Notifications->Basic Settings.
  • Full text of notifications – notifications will contain all parameters regardless of the settings in Global Settings->Notifications->Basic Settings.
Company settings
Company settings
Additional Properties

In addition to the properties predefined in Global Settings->Address Book->Companies, it is possible to add additional properties to the saved record by clicking on +Add properties. Additional properties added via a specific company’s form are not transferred to other companies‘ records. For more information on adding and defining new additional properties, see the Additional Properties article.

Additional properties in the company form
Additional properties in the company form

Additional properties can only be seen and added by a user with proper permissions. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Field Access->Additional Properties.

Additional properties added via Global Settings->Address Book can be included in the export of records and also as a column in the list of companies

Contacts

The Contacts tab becomes available after saving the company data. If the tab does not appear, make sure you have permission to access contacts. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Contacts.

The tab displays all contacts, customer accounts assigned to the selected company with options for adding contacts and for exporting an existing list.

Contacts assigned to the company
Contacts assigned to the company
Add a Contact

Use the +Add a contact button to add contacts. Click to open a window with a form. The meaning of individual fields is described in Contacts.

Button for adding contacts
Button for adding contacts
Form for adding contacts
Form for adding contacts
Add a Customer Account

The +Add a customer account button is used to give customers access to some CDESK functions.

Button for adding customer contacts
Button for adding customer contacts

Click this button to open a window with options to select:

  • Select an existing account – once selected, the code list of existing customer accounts will open. Click Next to open the account form to edit fields. Their meaning is described in the Users and Groups text. To save the changes, click the Save button.
Select from existing customer accounts
Select from existing customer accounts
  • Create a new account – Click to open the form to add a new account. How to create a user/customer account is covered in Users and Groups.
Form for creating a new customer account
Form for creating a new customer account
Export of Contacts Added to the Company

In the bottom left corner of the list of contacts, there is an XLS button that you can use to export the list in XLS format. The Export Tasks button can be enabled/disabled to users in Permissions. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Contacts->Export.

Button to export contacts assigned to the company
Button to export contacts assigned to the company

Click to open a new window in which you can select the columns to export. If you want to export all columns, no need to select them individually. Click on <  to select them all. The order of the columns in this list also determines their order in the export. If you wish to have columns in the default order, click the  icon and the columns are sorted.

After selecting the columns, create an export using the Export button located in the bottom left corner of the window. Select Cancel to return to the list of tasks without creating an export.

Select columns for the export of contacts assigned to the company
Select columns for the export of contacts assigned to the company
XLS report of contacts assigned to the company
XLS report of contacts assigned to the company
Places

The Places tab will only become available after the company has been saved. The tab is only displayed if you have created and enabled the Places main group in the CMDB Configuration Database. For instructions on how to create a main group, see CI Main Groups.

The Places tab contains a list of locations assigned to the customer. In the module forms where locations are entered, it is possible to filter the records according to whether they contain/do not contain locations. These can be tasks or requests, for example

List of places assigned to the company
List of places assigned to the company
Add a Place to the Company

Places are added to the company using the +Add a place button at the top of the tab. Once clicked, a form will open to enter the parameters of the location. The meaning of fields is described in the text for main groups.

Form for entering a new place
Form for entering a new place
CDESK Settings

The CDESK settings tab will only appear after the company has been saved and only if the Requests module is enabled. If the tab still does not appear, check appropriate permissions. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Access to Tabs->CDESK Settings.

CDESK settings tab
CDESK settings tab

This tab lists service areas of the request for the selected company and also allows customization. The default option is to use Global Settings, i.e. the service areas defined in Global Settings->Requests->Types and Service Areas. Selecting the Custom Settings option allows for the selected company to:

  • choose a different combination of request service areas than defined in the global settings, including assignees assigned to the service areas and notifications
  • disable service areas if they are enabled in the global settings – by disabling the service area option → for the selected company it will not be possible to select service areas in requests
  • enable service areas if they are disabled in global settings – by enabling the service area / 2nd level option
  • modify the obligation to select the service area / 2nd level

If the Custom Settings are to be based on the Global Settings with only minor variation, use the Fill in according to the Global Settings button to modify them.

The method for setting up the request service areas is described in more detail in the article on Global Settings of Requests. Using the custom settings of service areas, a custom SLA is created and assigned to the customer which inherits the settings of the current Global SLA (more in the SLA section below).

Custom CDESK settings for the company
Custom CDESK settings for the company
Assignees

The Assignees tab is only displayed after the company has been saved.  

On the tab, you can assign Assignees to a company who are responsible for dealing with the company’s tasks, such as requests. The assignment means that the assignee is technically in charge of the given customer – he will be the default assignee for the customer’s requests and will start receiving email notifications from CM monitoring (if enabled) regarding the customer.

Assignees tab
Assignees tab

The tab is divided into two columns. On the left, there are assigned Assignees, and on the right, all available Assignees. Above both lists there are search bars for easier user search. To assign the selected user from the right column to a company, click on the < icon located at the beginning of the row.

Add a new assignee for the company
Add a new assignee for the company

In order to select an assignee from the company’s records, the assignee must be assigned. An assignee is assigned if the switch in the Assigned column is on . Next to it, there is a switch to block mail notifications from CM (if enabled). Notifications are blocked if the switch is on . If you need to unbind the assignee to a company, click the > icon located in each row of assigned Assignees. When clicked, the assignee is added to the list on the right.

Button to unbind the assignee from the company
Button to unbind the assignee from the company

In the same way, you can assign an assignee to a company via the Users and Groups->Users->choose a user->Companies tab.

SLA

The SLA tab is only displayed after the company has been saved. If the tab is not displayed, check permissions. They can be set in Users and Groups->Users->Choose a user->Permissions tab->Address Book->Companies->Access to Tabs->SLA.

SLA tab
SLA tab

On the SLA tab you can set the SLA for the company, based on which the deadlines will be calculated in all forms where the company will be selected. This can be for example requests.

View TTO/TTAS deadlines – by toggling the switch to the on position , the countdown timer is activated until the request deadlines are met: time to own (TTO), response time (RT), time to alternative solution (TTAS), time to resolve (Time to Resolve). At the same time, it will make available in the requests the fields with the time of assignment (TTO) and the time of alternative solution (TTAS), if they are enabled in Global Settings->Requests->Basic Settings->Request Deadlines.

The SLA used now – the default SLA is the so-called Global SLA. Each company can also be assigned a user-defined SLA that can be selected from the list of existing SLAs. The SLA cannot be changed if the company uses custom settings on the CDESK Settings tab. Details of the selected SLA can be viewed using the SLA Detail button. Working with SLAs is described in more detail in a separate article dedicated to SLAs.

Evaluation of Failures

The Evaluation of Failures tab is displayed after the company is saved and only if you have Custom Monitor software installed. The tab lists types of failures that Custom Monitor monitors.

SLA tab
Evaluation of Failures tab

In each row there are switches for settings of the failure evaluation. These settings are:

Evaluation – if the switch is on , C-Monitor will register the failure.

Notifications – if the switch is on , customer will be notified of the outage via email notification.

Settings – in this column you can configure parameters of the request that will be created in case of failure registration. The request will be created only if the switch in the Create a request column is in the on position . For the procedure on how to configure a request to report a failure, see the section How to create a request in case of failure registration.

Create a request – if the switch is on , a request will be automatically created in CDESK when a failure is registered.

How to create a request in case of failure registration

If you need CDESK to create a request when a failure is detected, enable the switch  in the Create a Request column. Set the request parameters in the Settings column. Click on the  icon to open the form for request configuration.

Button to set request parameters
Button to set request parameters
Form for configuring parameters of the request that is created in case of a failure
Form for configuring parameters of the request that is created in case of a failure

Mandatory items are marked with the symbol. The obligation to fill in these items does not depend on the settings in Global Settings->Requests.

Level of the failure from which the request is generated – the code list offers following options to choose from: Warning / Alarm / Critical alarm.

Request type – offers a choice of request types, defined in Global Settings->Requests-> Types and Areas of Service, where it is also possible to specify which types to offer.

Service area – selection of the service area defined in Global Settings->Requests-> Types and Areas of Service.

Service area of the 2nd level – select the 2nd level of the service area defined in Global Settings->Requests->Types and Areas of Service.

Priority – request priorities are defined in Global Settings->Requests->Requests.

Assignee – select the request assignee.

Assignee after missed response – select an assignee that takes over the request after the previous assignee missed the response.

Responsible person – a user who will be informed of changes in the request as well as of overdue deadlines, although they are not in charge of resolving the request.

Save your settings using the OK button in the bottom left corner. Click Cancel to close the form without saving the changes you have made.

History

The History tab will only become available after the company has been saved. If the tab still does not appear, please check if you have the necessary permissions. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Access to Tabs->History.

The tab is divided into two sections Company and Requests. Click on the Company button to display information about the date and time the company was registered and other changes made to the company form.

History of the company
History of the company

Use the Requests button to view the list of all requests made on the company. Records are only displayed if you have permission to access requests. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Requests->Records. 

List of requests made on the company
List of requests made on the company

Search the List of Companies

In the list of companies, you can use the search field to search full-text by:

  • Company / Name
  • Street and number
  • City
  • Country
  • Short name
  • ZIP
  • Business ID
  • Tax ID
  • VAT Number
Search field in the list of companies
Search field in the list of companies

Below the full-text search, there is a field to configure the advanced filter. The following conditions can be inserted into the advanced filter:

·         Any column ·         City
·         Tax ID ·         ZIP
·         E-mail ·         Company group
·         VAT Number ·         Company / Name
·         Business ID ·         Status
·         Company category ·         Type of company
·         Country ·         Street and number

Additional properties have not yet been included in the advanced filter.

Advanced filter in the list of companies
Advanced filter in the list of companies

For a more detailed description of the search tool, as well as procedures on how to save and submit a custom filter, see Search and advanced filters.

Export Records

In the bottom left corner of the list of companies you can find the XLS button that can be used to export the list in XLS format. The export button can be made available/unavailable to selected users in Permissions. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Export.

Button to export companies
Button to export companies

Click on the button to open a new window in which you can select columns to export. If you want to export all columns, no need to select them individually. Click on <  to select them all. The order of the columns in this list also determines their order in the export. If you wish to have the columns in the default order, click  and the columns will be sorted.

After selecting the columns, create an export using the Export button located in the bottom left corner of the window. Select Cancel to return to the list of tasks without creating an export.

Select columns for the company export
Select columns for the company export
XLS report of companies
XLS report of companies

Deletion of the Company

There are two ways to delete a company record. The first way is directly through the list of companies. Once the record is found, click on the context menu   in the right corner of the row and select Delete. It is not possible to delete a company that is assigned an active record.

Deletion of a company via the context menu
Deletion of a company via the context menu

The second option is to open the company form. To delete the record, use the Delete button located in the bottom right corner of the form.

Deletion of a company via the form
Deletion of a company via the form

Only a user with permissions to delete customers can delete records. Permissions can be set in Users and Groups->Users->choose a user->Permissions tab->Address Book->Companies->Records. A user who does not have permission to delete records does not see the delete buttons.

If there are open requests or deals registered on the company, the record cannot be deleted. Records are not removed from the database after deletion, they are only moved to the archive.