organizations.rst

Organizations

Tickets track communication between individuals, but oftentimes, your company’s real client is another company (or organization). Customers can be grouped into organizations to monitor their activity as a whole.

Organization Profiles

Use the ticket pane to manage organization profiles.

Click the 👪 tab in the ticket pane to see the organization’s profile.

To edit the organization’s profile, use the organization submenu:

Click the Organization ▾ heading to access additional actions.

The edit organization dialog.

Organization Stats

With organizations, you can answer questions like:

• “How many tickets has this company had to file in the last 12 months?”
• “How many tickets does this company have open right now?”
• “How old is the oldest open ticket from this company?”

Click the 🏢 button in the ticket pane to see a detailed breakdown of the organization’s stats.