{"id":100935,"date":"2021-05-25T19:43:39","date_gmt":"2021-05-25T19:43:39","guid":{"rendered":"https:\/\/onedesk.com\/videos\/aanmaken-en-beheren-klanten-in-een-bureau\/"},"modified":"2022-06-17T16:44:41","modified_gmt":"2022-06-17T16:44:41","slug":"aanmaken-en-beheren-klanten-in-een-bureau","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/nl\/videos\/aanmaken-en-beheren-klanten-in-een-bureau\/","title":{"rendered":"07. Klanten aanmaken en beheren"},"content":{"rendered":"<p><strong><a href=\"https:\/\/onedesk.com\/videos\/onedesk-getting-started-customer-organizations\/\">Bijgewerkte video<\/a><\/strong><\/p>\n<h2><strong>Vertaling:<\/strong><\/h2>\n<p>Om klanten aan uw OneDesk-account toe te voegen, selecteert u eenvoudig de &#8216;klanten&#8217;-applicatie in de linkerbalk. Hier ziet u een lijst met uw klanten, georganiseerd door de organisaties van de klanten. Om nieuwe klanten toe te voegen, klikt u op &#8216;toevoegen&gt; Klant &#8216;, en vul het formulier in.<\/p>\n<p>Wat vereist is, is een e-mailadres. U kunt er ook voor kiezen om uw contacten van Google, Microsoft of Yahoo! binnen te halen. Vul dit formulier in en klik vervolgens op &#8216;Uitnodiging maken en verzenden&#8217; of &#8216;Maken&#8217;. Als u een uitnodiging aanmaakt en verstuurt, gaat er een e-mail naar de klant met een uitnodiging om lid te worden van uw organisatie en een wachtwoord aan te maken. Als u gewoon op aanmaken klikt, wordt er geen e-mail verzonden.<\/p>\n<p>Zoals u kunt zien, is de klant toegevoegd en bevindt deze zich niet in een klantorganisatie. Ik kan ze in een klantorganisatie plaatsen door ze simpelweg te slepen en neer te zetten in de klantorganisatie.<\/p>\n<p>Om een nieuwe klantorganisatie aan te maken, klik ik op toevoegen, &#8216;Klantorganisatie&#8217;, en vul ik dit formulier in. Het enige dat nodig is, is een naam voor hun klantorganisatie.<\/p>\n<p>U kunt uw klanten ook binnenhalen door te importeren. Klik op &#8216;tools&gt; import &#8216;, en wat u hier moet doen, is een CSV-bestand binnenbrengen dat ten minste e-mail, voornaam en achternaam bevat. Nadat u dat bestand hebt bijgevoegd, kunt u de kolommen in uw bestand toewijzen aan eigenschappen in OneDesk en daarna worden die ge\u00efmporteerd.<\/p>\n<p>Als u nu ook van plan bent enkele tickets te importeren en u wilt dat ze worden toegewezen aan uw klantrecords, is het belangrijk dat u eerst de klantrecords importeert. Op die manier kunt u uw tickets automatisch koppelen aan de bestaande klantrecords.<\/p>\n<p>Klanten kunnen ook lid zijn van verschillende projecten. Om te zien welke klant lid is van welk project, kunt u uw lijst filteren door hier het project te selecteren. Dus als ik bijvoorbeeld voor deze voorbeeldrelease zou kiezen, zou ik zien dat ik geen klantleden heb in dit project. Ik deel dit project niet met klanten.<\/p>\n<p>Maar om al mijn klantrecords te zien, ga ik gewoon naar het niveau &#8216;Alle projecten&#8217;.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bijgewerkte video Vertaling: Om klanten aan uw OneDesk-account toe te voegen, selecteert u eenvoudig de &#8216;klanten&#8217;-applicatie in de linkerbalk. Hier ziet u een lijst met uw klanten, georganiseerd door de organisaties van de klanten. Om nieuwe klanten toe te voegen, klikt u op &#8216;toevoegen&gt; Klant &#8216;, en vul het formulier in. Wat vereist is, is [&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":[9691],"aiovg_tags":[],"class_list":["post-100935","aiovg_videos","type-aiovg_videos","status-publish","hentry","aiovg_categories-1-aan-de-slag"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.5) - 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