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
A complete overview of customer profile, their tickets, invoices, credit and more..
Customers can add more sub-contacts users under their account.
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
Restrict clients to post tickets to certain departments
Group users with their organization
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
Approve or disapprove clients when they register to client portal