Business Relations
The option ‘Business Relations’ allows the user of the platform to have a database with all those clients whom the organization provides services implied inside the scope.
In the initial screen you can see the list with the clients stored. The options which facilitate the software are the following ones:
Add: It allows you to create a new client.
Remove: It allows you to remove an existent client. You have to select the line of the client and click on the button ‘Remove’
Import Data: GlobalSUITE enables to import databases of clients in CSV format. The necessary data are Code, VAT identification number, corporate name, City, Province, Country, and Comment. These data are the same which are specified in the form. Once prepared the file, you have to select through the option ‘Examine’ and indicate the form of separation.
Register in the Customer Portal: It allows you to send an e-mail with the access credential to the Customer Portal (you have to select the company previously)
Download: It enables to download the list of clients in an editable format (.xlsx) or in PDF
Show: It allows you to filter the list of clients, there are the following options:
Show All: It shows all the customers stored in the platform.
Available: It shows the list of those customers that are identified as 'available'.
Unavailable: It shows the list of those customers that are identified as 'unavailable'.
Once you have acceded to the file, the program allows you to define the following fields of each one of the clients:
General Data: Client Code, VAT Identification number, corporate name, Address, City, Postal Code, Province and Country.
Status: It allows you to identify if the customer is active or inactive for the company management
Services: It allows you to identify the services of the catalog which provide to the client. For this reason you have to select the service in the drop down and click on the button ‘Add’. In case you want to remove an associated service, you have to select the desired row or rows and click on the button ‘Remove’.
Comment: The text field allows you to indicate any additional point related with the client.
Contact Data/Spokesmen: It allows you to identify all the people of the organization that are in charge of the relation with the client such as to identify the spokesman of the client. To insert a new client is enough clicking on the button ‘Add’ and it will generate a row which we cab define the following fields:
Name: It identifies the name &/or surname of the contact
Charge: It identifies the charge which holds the contact in the organization.
Telephone: It can indicate its number of contact
E-mail: It allows you to indicate the personal e-mail of the contact. When you will be registered in the Customer Portal, this will be the e-mail where the access credential will be sent.
Comment: The text field allows you to indicate any additional point related with the contact.
User: It shows the user assigned automatically to the client for acceding to the Customer Portal.
Asset: It allows you to rectrict the access to one or several users to the Customer Portal (in case they have registered previously) selecting the Button 'Register in the Customer Portal'
You have to select the row and click on the button ‘Register in the Customer Portal’ for the client will have access to the Customer Portal.
In case the contact wants to accede to the Portal and you have forgotten the access password, you can restore it from the button ‘Restore password’. After this action the user will receive an e-mail with the new credentials of access.
Email Groups: It allows you to generate Email Groups based on the spokemen defined in the previous field. For this you have to click on the button called 'Add Group' which generates a new entry on the table. You must select the spokemen in the dropdown and click on the button 'Add'. In case you want to remove one spokeman you have to select the row or rows and click on the button 'Remove'.
Para ello se pulsar sobre el botón 'Añadir Grupo' lo cual genera una nueva entrada en la tabla. Los interclocutores se ha de seleccionar en el desplegable y pulsar el botón 'Añadir'. En caso de querer eliminar un interlocutor se ha de seleccioanr la fila o filas deseadas y pulsar sobre el botón 'Eliminar'.
Contracts: This field enables to upload any file related with the client management, as can be the contractual agreement or the confidentiality clauses, etc.
Service Requests: This point shows those service requests registered in the section ‘Management/Service Requests’ that has as origin of the selected client. To show the ticket you have to click on on the link of the column ‘Name’.
Incidents & Problems: The field ‘Incidents & Problems’ shows those events registered in the section ‘Management/Incidents & Problems’ that has as origin of the selected client. To show the ticket, you have to click on the link of the column ‘Name’.
RFC’s: This point shows those change requests registered in the section ‘Management/Changes & Deliveries’ that has as origin of the selected client. To show the ticket, you have to click on the link of the column ‘Name’.
Claims: The field ‘Claims’ shows those non-conformities with the service provided which they are registered in the section ‘Management/Claims’ and they have the selected client as origin. To show the ticket you have to click on the link of the column ‘Name’.