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Contacts

This chapter describes the individual windows where you can manage the contact information of people and organizations in Service Desk Console. These windows are available under the commands People and Organization from the main menu View.

People

Contact information of people saved in Service Desk. Included are email addresses and phone numbers. All people are displayed who are not deleted or hidden in menus.

Organization

Contact information of organizations saved in Service Desk. Included is basic information, such as emails, phone numbers, addresses, company and VAT IDs. The system displays only organizations that have not been deleted.

The View Employees Command

This will display all employees in the People window who are assigned to the same organization.

  1. Select an organization.
  2. Select View employees from the context menu
  3. A temporary tab opens in the People window, named after the selected organization.
Note:

All temporary tabs will be hidden once the People window has been closed.

Permissions for Actions in Contact Windows

Windows Command Authorized Groups Further Limitations
People New person Contact administrators, Administrators
Organization New Organization Contact administrators, Administrators
People, Organizations Edit Contact administrators, Administrators  
People Delete Contact administrators, Administrators People who are members of the Administrators group can only be deleted by members of this group.
Organization Delete Contact administrators, Administrators An organization assigned to a person in the Administrators group can only be deleted by members of this group.
Note:

The Delete commands will mark the the respective people/organizations as deleted.
Tips:

Deleted items can be displayed by selecting View – Deleted items from the main menu.
Deleted items can be restored by selecting Restore deleted from the context menu or Edit – Restore deleted from the main menu.

 

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