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Customer - Customer Info - Departments tab

Service Billing > Customers > Customer Info > Departments tab

Departments can be defined within an organization, customer record or vendor record. Example: IT, Sales or Accounting. All staff members are defined by the department they belong to. You can define multi-level hierarchies of departments by identifying a parent department for a department. You can reassign a staff member to any other department within the same organization, customer record, or vendor record.

Actions

  • New - Adds a new department.
    • Name - The name of the department.
    • Parent Group - Parent department. Optional.
  • Rename - Renames a selected department.
  • Move - Moves all staff and sub-departments from a source department to a target department. The move can be to a target department in the same organization or a different organization. The source department is deleted after the move. Cannot be used on the last department in a source organization.

    Note: If you want to re-create the same department with the same contents at the target location, create the new department at the new location before the move, then select it when you perform the move.

  • Delete - Deletes a selected department. A department must be empty of staff members to delete it. Staff members can be moved using the Staff tab.