Clients and Sites

HelpMaster is a powerful workflow and call logging system that can automate and streamline client support, software bug tracking, IT helpdesk, sales automation and general office management.  Before any call can be logged however, you will need to first have a list of clients.

What is a client?

1. A client is a person - a human being that you provide a service to
2. Every client has a unique “Client ID”.  This is usually a combination of their first and last names, however it can be anything you want, including numbers
3. A client may belong to a site.  See below for a definition of Site
4. A client can have multiple contact phone numbers, web sites, email addresses and physical addresses
5. A client can inherit the physical address details of the site that they belong to
6. A client may have one or more Assets associated with them
7. A client is the primary contact for a job that is logged
8. A client is able to log their own job via the HelpMaster Web Portal
9. A client can have an “alert” associated with them.  Whenever a job is logged for this client, this alert will be displayed

What is a site?

1. A site is a building, a company, a workgroup or similar collection of clients, either physical or logical
2. A site may contain other sites.  For example, Site A may contain Site B, C and D.  Site D may contain Site E etc
3. A site can have multiple contact phone numbers, web sites, email addresses and physical addresses

Evaluation tasks

1. Create a new site
2. Create a new client
3. Link the new client to the new site
4. Inherit the site address details for the client
5. Add an “alert” to a client