Tracking Customer Services Across Companies
U
Ultraviolet Vicuna
Hi:)
I missing a simple way to maintain a centralized service catalog and associate services with companies in hudu
I've attached a mockup to illustrate the idea. :)
For example, I would like to have service tags such as:
- Microsoft 365 Backup
- Microsoft 365 liceses
- Signatur software
- VMware
- Patch Management
- Awernes training etc
Displayed directly on a company record. This would give us a quick overview of which services a customer currently have.
The second, and most important, requirement is the ability to view all customers associated with a specific service. For example, if there is an issue, maintenance task, or configuration change related to a service, I would like to be able to open that service and immediately see every customer using it.
In other words, I'm looking for a many-to-many relationship between companies and services, where:
A company can have multiple services.
A service can be assigned to multiple companies.
It is easy to see all customers assigned to a specific service.
I've tried using tags, but it doesn't quite accomplish what I'm trying to achieve.
/Kim
Photo Viewer
View photos in a modal