Sites Overview
Definition
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 are not directly linked to jobs. Their association with a job is
via a client
About Sites
The Sites screens are 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.
- General - 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.
See also
Creating a new Site
Modifying a Site
Deleting a Site
Linking
other entities to a Site
Field chooser
Clients
Clients Overview