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.
Creating a company
Go to Admin Panel > Companies.
Click on Add new Company.
Enter the Company name. This is the only required field.
Optionally, fill in Description and add one or more domains under Domains (for example, example.com).
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.
Go to Customers.
Click the Action button next to a customer and select Edit.
From the Select Company (optional) dropdown, choose the company.
Click Save changes.