Help Desk Application Setup
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Set Up Customers' Places of Work
Purpose: To classify users and customers into locations which can be subsets of regions so that reporting can be done as subsets of the entire organization.
Define Location Information. Every customer profile contains location information. Location is a "slang" name for identifying a place that quickly describes a customer's work location. An example might be San Jose Office. Location is also a key field for performing searches of customers "by location." Defining the locations during set-up allows consistency in the customer profiles and facilitates a consistent location drop down menu.
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