Company

A company in NeetoDesk represents a customer's business. It groups together everyone from that organization (one company can have many customers), so agents can see all tickets, notes, and history for an account in one place. This is useful when you work business-to-business and a single client has multiple people contacting support.

You can create a company with just a name; the description and domain fields are optional. Adding a domain automatically links customers with matching email addresses.

To store other details about each company, such as its tax number, add company fields. If you make a company field required, it must be filled in whenever a company is added or edited.

Creating a company

1. Go to Admin Panel > Companies.

2. Click on Add new Company.

3. Enter the Company name.

4. Optionally, fill in Description and add one or more domains under Domains (for example, example.com).

5. Fill in the fields under Company fields, if your workspace has any. Required fields are marked with an asterisk (*).

6. Click Save changes.

Linking customers automatically with a domain

If you added one or more domains to the company, NeetoDesk shows a confirmation dialog right after you save.

• For every future customer, anyone with an email ending in one of those domains is assigned to this company automatically.

• If matching customers already exist, NeetoDesk shows how many were found and lets you decide. Click "Yes, add them" to attach all of them to the company at once, or close the dialog to leave them unchanged.

You can reopen a company later, change its domains, and you will be prompted again whenever new matching customers exist.

Linking a customer to a company manually

You don't need a domain to link a customer. You can also pick a company directly from the customer profile.

1. Go to Customers.

2. Click the Action button next to a customer and select Edit.

3. From the Select Company (optional) dropdown, choose the company.

4. Click Save changes.

Adding company fields

1. Go to Admin Panel > Company fields.

2. Click Add new field.

3. Enter the Field name and choose the Field type.

4. To make the field required, select Required when adding or editing a company.

5. Click Save changes.

The new field shows under Company fields when you add or edit a company. The values you fill in show on the right side of each company's page, under Company fields.