Customer Relationships
- administrator
- customer
- customer relationships
Configuration > Users > Customer Relationships
Related Guides:
Details
| Field | Type | Description |
| Sequence | Integer | Sets the order the values will appear in lists and dropdowns. |
| Name | Free Text | Name of the Customer Relationship |
| Popup Note | Memo | This is the message box where you can input the note that relates to the customers this relationship is added to (This input is free Text - no images, attachments or formatting). |
| Show as a modal screen | Checkbox | This will make the popup note appear in a modal window, making it more obvious to the agent when they open a ticket belonging to the customer |