The Set-up Types page defines records that classify your organizations. For example, you might define an organization as a division
within your enterprise, or classify organizations regionally or by revenue. Alternatively, you might classify organizations as a prospect
, preferred customer
, or business partner
. It depends on your business requirements.
Service Desk
Set-up Types can be optionally used to automatically associate a ticket with a policy in the Service Desk module.
General tab
Click New to display the Add Organization Types window, or click a row in the middle panel, then click Edit to display the Change Organization Types window. Enter the following attributes: