#DOES TYPESTATUS WORK FOR SMS MESSAGE HOW TO#
#DOES TYPESTATUS WORK FOR SMS MESSAGE SOFTWARE#
#DOES TYPESTATUS WORK FOR SMS MESSAGE PROFESSIONAL#

Create Customers with the ability to include Multiple Contacts and Multiple Locations with Customizable Tags for each contact Type, Status and Source.

The Customer Page is broken up into 3 clear sections so that all related information is available on the one page: Contact Details, Communications and Activity.įeatures of the powerful new CRM include: Formitize have been working away in the background to deliver a solution that is super smart using many automated features, but just as importantly, is super easy to use. So many customer management solutions are either too basic and don’t have any smart functionality, or are way too complicated to even set up, let alone use. Clients told us they love Formitize but if we could add a CRM module, they wouldn’t need to use anything else – so we have!” Matt Burge, CEO at Formitize said, “We received so many requests for a CRM solution, we finally gave in. Select the checkbox next to each asset type you want to delete.Due to huge customer demand, a fully integrated Customer Relationship Management (CRM) module is being added to the Formitize solution to automate customer communications, invoicing and a whole lot more and it goes live 31st January 2017! When your In the following example, four asset types are deleted. If there is no expiration date, leave this field blank

In the Expiration row, enter the amount of time until this lease type expires.

In the Lease Name field, enter a name to identify the lease. Use the Lease Classes tab to create and apply lease types-from one year to five years-and reflect the appropriate warranty length or type for a particular asset class. If there is no expiration, leave the field blank. In the Warranty Name field, enter the name used to identify the warranty. Use the Warranty Types tab to create and apply warranty classes (from one year to five years) and reflect the appropriate warranty length or type for a particular asset class. Select the Retired check box if your custom selection is retired. Web Help Desk includes predefined status types to get you started. A status type describes the current use of an asset, such as Deployed (for equipment in use) or In Storage (for equipment in storage and not in use). Use the Asset Status Types tab to define the available status options for each asset. Select Specific to display a panel that allows you to select which customer fields should be attributed to the targeted asset type. Select All to designate all asset custom fields under the targeted asset type. In the Custom Fields row, select which of your custom fields should be attributed to the type you are creating. In the Name field, enter a name for the custom type.

In the Types screen, click the Asset Types tab.

In the toolbar, click Setup > Assets > Types.

Use the Asset Type tab to represent any type of classification you choose, such as Software, Hardware, Owned, and Leased.

You can also set up assets to notify a technician whenever an asset lease or warranty is about to expire. However, if you have undefined Asset types, you can manually define them in the Setup > Assets > Types screen.Īssets can be associated with clients so techs can easily identify the items for which support is requested. When an asset needs attention (for example, repaired, replaced, or serviced), Web Help Desk, techs can add the asset to a ticket and assign the ticket to the appropriate people within your organization.Īsset type, status, warranty, and lease information are usually included data imports.

#DOES TYPESTATUS WORK FOR SMS MESSAGE SOFTWARE#

View All Application Management Productsĭefine asset type, status, warranty, and lease informationĪssets are equipment and software that are deployed within your organization.View All IT Service Management Products.Customer Success with the SolarWinds Support Community.Installing Server & Application Monitor.

#DOES TYPESTATUS WORK FOR SMS MESSAGE HOW TO#

How to Install NPM and Other Orion Platform Products.Upgrading From the Orion Platform 2016.1 to 2019.4.Upgrading Your Orion Platform Deployment Using Microsoft Azure.Upgrading Isn't as Daunting as You May Think.

#DOES TYPESTATUS WORK FOR SMS MESSAGE PROFESSIONAL#

SolarWinds Certified Professional Program.

Does typestatus work for sms message