Client Management In Help Desk Software
With Vision Helpdesk’s client management feature – you can manage clients or end-users, their organisations and sub contacts at central place. Track tickets submitted by clients and check historical records of clients.
Don’t miss a single bit of customer info
Client Summary
A complete overview of customer profile, their tickets, invoices, credit and more..
Sub Contact
Customers can add more sub-contacts users under their account.
Invoices
View customer invoices at one place
Import and Export Clients
Import and export clients using CSV
Quick search clients
Global quick search option to search clients with their name and email address
Department Access
Restrict clients to post tickets to certain departments
Organization
Group users with their organization
Ticket History
View customers all existing tickets at one place.
Social Media Sign-on
Customers can use their Facebook, Twitter or Linkedin to sign in to client portal
Client Approval
Approve or disapprove clients when they register to client portal
