{"id":82441,"date":"2021-03-29T20:01:13","date_gmt":"2021-03-29T20:01:13","guid":{"rendered":"https:\/\/onedesk.com\/videos\/erstellen-und-verwalten-von-kunden-in-onedesk\/"},"modified":"2022-06-17T16:45:18","modified_gmt":"2022-06-17T16:45:18","slug":"erstellen-und-verwalten-von-kunden-in-onedesk","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/de\/videos\/erstellen-und-verwalten-von-kunden-in-onedesk\/","title":{"rendered":"07. Kunden erstellen und verwalten"},"content":{"rendered":"<p><strong><a href=\"https:\/\/onedesk.com\/videos\/onedesk-getting-started-customer-organizations\/\">Aktualisiertes Video<\/a><\/strong><\/p>\n<h2><strong>Abschrift:<\/strong><\/h2>\n<p>Um Kunden zu Ihrem OneDesk-Konto hinzuzuf\u00fcgen, w\u00e4hlen Sie einfach die Anwendung &#8220;Kunden&#8221; in der linken Leiste aus. Hier sehen Sie eine Liste Ihrer Kunden, die von den Kundenorganisationen organisiert wurde. Um neue Kunden hinzuzuf\u00fcgen, klicken Sie auf &#8220;Hinzuf\u00fcgen&#8221;&gt; Kunde &#8216;und f\u00fcllen Sie das Formular aus.<\/p>\n<p>Erforderlich ist eine E-Mail-Adresse. Sie k\u00f6nnen auch Ihre Kontakte von Google, Microsoft oder Yahoo! einbringen. F\u00fcllen Sie dieses Formular aus und klicken Sie dann auf &#8220;Einladung erstellen und senden&#8221; oder &#8220;Erstellen&#8221;. Wenn Sie eine Einladung erstellen und senden, wird eine E-Mail an den Kunden gesendet, in der er aufgefordert wird, sich Ihrer Organisation anzuschlie\u00dfen und ein Kennwort zu erstellen. Wenn Sie nur auf Erstellen klicken, wird keine E-Mail gesendet.<\/p>\n<p>Wie Sie sehen, wurde der Kunde hinzugef\u00fcgt und befindet sich nicht in einer Kundenorganisation. Ich kann sie in eine Kundenorganisation einf\u00fcgen, indem ich sie einfach per Drag &amp; Drop in die Kundenorganisation ziehe.<\/p>\n<p>Um eine neue Kundenorganisation zu erstellen, kann ich auf &#8220;Kundenorganisation&#8221; klicken und dieses Formular ausf\u00fcllen. Alles, was ben\u00f6tigt wird, ist ein Name f\u00fcr ihre Kundenorganisation.<\/p>\n<p>Sie k\u00f6nnen Ihre Kunden auch durch Importieren einbeziehen. Klicken Sie auf &#8220;Werkzeuge&#8221;&gt; import &#8216;, und was Sie hier tun m\u00fcssen, ist eine CSV-Datei einzubringen, die mindestens E-Mail, Vorname und Nachname enth\u00e4lt. Sobald Sie diese Datei angeh\u00e4ngt haben, k\u00f6nnen Sie die Spalten in Ihrer Datei mit Eigenschaften in OneDesk zuordnen und anschlie\u00dfend importieren.<\/p>\n<p>Wenn Sie nun auch vorhaben, einige Tickets zu importieren und m\u00f6chten, dass sie Ihren Kundendatens\u00e4tzen zugeordnet werden, ist es wichtig, dass Sie zuerst die Kundendatens\u00e4tze importieren. Auf diese Weise k\u00f6nnen Sie Ihre Tickets beim Importieren automatisch den vorhandenen Kundendatens\u00e4tzen zuordnen.<\/p>\n<p>Kunden k\u00f6nnen auch Mitglieder verschiedener Projekte sein. Um zu sehen, welcher Kunde Mitglied in welchem Projekt ist, k\u00f6nnen Sie Ihre Liste nach unten filtern, indem Sie hier das Projekt ausw\u00e4hlen. Wenn ich zum Beispiel diese Beispielversion ausw\u00e4hlen w\u00fcrde, w\u00fcrde ich sehen, dass ich keine Kundenmitglieder in diesem Projekt habe. Ich teile dieses Projekt nicht mit Kunden.<\/p>\n<p>Um jedoch alle meine Kundendatens\u00e4tze anzuzeigen, gehe ich einfach auf die Ebene &#8220;Alle Projekte&#8221;.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aktualisiertes Video Abschrift: Um Kunden zu Ihrem OneDesk-Konto hinzuzuf\u00fcgen, w\u00e4hlen Sie einfach die Anwendung &#8220;Kunden&#8221; in der linken Leiste aus. Hier sehen Sie eine Liste Ihrer Kunden, die von den Kundenorganisationen organisiert wurde. Um neue Kunden hinzuzuf\u00fcgen, klicken Sie auf &#8220;Hinzuf\u00fcgen&#8221;&gt; Kunde &#8216;und f\u00fcllen Sie das Formular aus. Erforderlich ist eine E-Mail-Adresse. Sie k\u00f6nnen auch [&hellip;]<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","_crdt_document":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"aiovg_categories":[9539],"aiovg_tags":[],"class_list":["post-82441","aiovg_videos","type-aiovg_videos","status-publish","has-post-thumbnail","hentry","aiovg_categories-1-erste-schritte"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - 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