Site Overview

Site Overview

A Site is the physical location, an office or building where clients are located. Sites can be created into a hierarchical list that can be multiple levels deep. Once sites have been created, they can be linked to clients and staff.

Icons used throughout HelpMaster


Site

Site Hierarchy


Relationship with other HelpMaster entities

  • Clients can be linked to sites

  • Assets can be linked to sites

  • Sites can be linked to other sites to form a hierarchy of sites

  • Sites can be linked directly to jobs, or by association via the primary client

The Sites screen is accessed via the Sites icon on the Master toolbar, the Sites option in the Go menu located on the Standard toolbar or by holding down the Ctrl key while entering S.

Details recorded about a site include:

  • Contact - Name, business and postal address, phone numbers, fax, email and web addresses
  • GeneralĀ  - Business hours, time difference, holidays and multiple contact details
  • Notes - Any extra details required
  • Links - Clients, helpdesk jobs and assets attached to the site
  • Custom - Include any of your user defined fields
  • Control Sets - Any Controls sets that are defined for sites, or explicitly added

See Also

Site Administration

Linking other entities to a Site

Field Chooser

Clients

Clients Overview