Client Management

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.

Client Management - Help Desk Software

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

Vision HelpdeskClient Management