{"id":69976,"date":"2021-03-15T14:39:10","date_gmt":"2021-03-15T14:39:10","guid":{"rendered":"https:\/\/onedesk.com\/videos\/creation-et-gestion-de-clients-in-onedesk\/"},"modified":"2022-06-17T16:44:59","modified_gmt":"2022-06-17T16:44:59","slug":"creation-et-gestion-de-clients-in-onedesk","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/fr\/vid\u00e9os\/creation-et-gestion-de-clients-in-onedesk\/","title":{"rendered":"07. Cr\u00e9ation et gestion des clients"},"content":{"rendered":"<p><strong><a href=\"https:\/\/onedesk.com\/videos\/onedesk-getting-started-customer-organizations\/\">Vid\u00e9o mise \u00e0 jour<\/a><\/strong><\/p>\n<h2><strong>Transcription:<\/strong><\/h2>\n<p>Pour ajouter des clients \u00e0 votre compte OneDesk, s\u00e9lectionnez simplement l&#8217;application \u00abclients\u00bb qui se trouve dans la barre de gauche. Ici, vous verrez une liste de vos clients organis\u00e9e par les organisations de clients. Pour ajouter de nouveaux clients, cliquez sur &#8216;ajouter&gt; Client \u00bbet remplissez le formulaire.<\/p>\n<p>Ce qu&#8217;il faut, c&#8217;est une adresse e-mail. Vous pouvez \u00e9galement choisir d&#8217;importer vos contacts de Google, Microsoft ou Yahoo !. Remplissez ce formulaire, puis cliquez sur \u00abCr\u00e9er et envoyer une invitation\u00bb ou \u00abCr\u00e9er\u00bb. Si vous cr\u00e9ez et envoyez une invitation, un e-mail sera envoy\u00e9 au client pour l&#8217;inviter \u00e0 rejoindre votre organisation et \u00e0 cr\u00e9er un mot de passe. Si vous cliquez simplement sur cr\u00e9er, aucun e-mail ne sera envoy\u00e9.<\/p>\n<p>Comme vous pouvez le voir, le client a \u00e9t\u00e9 ajout\u00e9 et il ne fait pas partie d&#8217;une organisation cliente. Je peux les mettre dans une organisation client simplement en les faisant glisser et en les d\u00e9posant pour \u00eatre dans l&#8217;organisation client.<\/p>\n<p>Pour cr\u00e9er une nouvelle organisation client, je peux cliquer sur ajouter, \u00abOrganisation client\u00bb et remplir ce formulaire. Tout ce qui est requis est un nom pour leur organisation client.<\/p>\n<p>Vous pouvez \u00e9galement attirer vos clients en important. Cliquez sur &#8216;outils&gt; import &#8216;, et ce que vous devrez faire ici est d&#8217;apporter un fichier CSV qui contient au moins l&#8217;email, le pr\u00e9nom et le nom de famille. Une fois que vous avez joint ce fichier, vous pourrez mapper les colonnes de votre fichier avec des propri\u00e9t\u00e9s dans OneDesk et apr\u00e8s cela, elles seront import\u00e9es.<\/p>\n<p>D\u00e9sormais, si vous pr\u00e9voyez \u00e9galement d&#8217;importer des tickets et que vous souhaitez qu&#8217;ils soient mapp\u00e9s \u00e0 vos enregistrements clients, il est important que vous importiez d&#8217;abord les enregistrements clients. De cette fa\u00e7on, lorsque vous importez vos tickets, vous pouvez les mapper automatiquement aux enregistrements clients existants.<\/p>\n<p>Les clients peuvent \u00e9galement \u00eatre membres de diff\u00e9rents projets. Pour voir quel client est membre de quel projet, vous pouvez filtrer votre liste en s\u00e9lectionnant le projet ici. Ainsi, par exemple, si je devais choisir cet exemple de version, je verrais que je n&#8217;ai aucun membre client dans ce projet. Je ne partage ce projet avec aucun client.<\/p>\n<p>Mais pour voir tous mes enregistrements clients, je monte simplement au niveau \u00abTous les projets\u00bb.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Vid\u00e9o mise \u00e0 jour Transcription: Pour ajouter des clients \u00e0 votre compte OneDesk, s\u00e9lectionnez simplement l&#8217;application \u00abclients\u00bb qui se trouve dans la barre de gauche. Ici, vous verrez une liste de vos clients organis\u00e9e par les organisations de clients. Pour ajouter de nouveaux clients, cliquez sur &#8216;ajouter&gt; Client \u00bbet remplissez le formulaire. Ce qu&#8217;il faut, [&hellip;]<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","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":[9420],"aiovg_tags":[],"class_list":["post-69976","aiovg_videos","type-aiovg_videos","status-publish","has-post-thumbnail","hentry","aiovg_categories-1-premiers-pas"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.3) - 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