{"id":100936,"date":"2021-05-25T19:43:39","date_gmt":"2021-05-25T19:43:39","guid":{"rendered":"https:\/\/onedesk.com\/videos\/skape-og-administrere-kunder-i-onedesk\/"},"modified":"2022-06-17T16:46:30","modified_gmt":"2022-06-17T16:46:30","slug":"skape-og-administrere-kunder-i-onedesk","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/no\/videoer\/skape-og-administrere-kunder-i-onedesk\/","title":{"rendered":"07. Opprette og administrere kunder"},"content":{"rendered":"

Oppdatert video<\/a><\/strong><\/p>\n

Transkripsjon:<\/strong><\/h2>\n

For \u00e5 legge til kunder i OneDesk-kontoen din, velger du bare ‘kundenes applikasjon som du finner i venstre linje. Her ser du en liste over kundene dine organisert av kundenes organisasjoner. For \u00e5 legge til nye kunder, klikk ‘legg til> Kunden ‘, og fyll ut skjemaet.<\/p>\n

Det som kreves er en e-postadresse. Du kan ogs\u00e5 velge \u00e5 hente inn kontaktene dine fra Google, Microsoft eller Yahoo !. Fyll ut dette skjemaet, og klikk deretter ‘Opprett og send invitasjon’ eller ‘Opprett’. Hvis du oppretter og sender invitasjon, vil en e-post g\u00e5 ut til kunden som inviterer dem til \u00e5 bli med i organisasjonen din og opprette et passord. Hvis du bare klikker p\u00e5 opprett, blir ingen e-post sendt.<\/p>\n

Som du kan se, er kunden lagt til, og de er ikke i en kundeorganisasjon. Jeg kan plassere dem i en kundeorganisasjon ved \u00e5 dra og slippe dem for \u00e5 v\u00e6re i kundeorganisasjonen.<\/p>\n

For \u00e5 opprette en ny kundeorganisasjon, kan jeg klikke p\u00e5 Legg til, ‘Kundeorganisasjon’, og fylle ut dette skjemaet. Alt som kreves er et navn p\u00e5 deres kundeorganisasjon.<\/p>\n

Du kan ogs\u00e5 hente inn kundene dine ved \u00e5 importere. Klikk p\u00e5 ‘verkt\u00f8y> importere ‘, og det du m\u00e5 gj\u00f8re her er \u00e5 hente inn en CSV-fil som inneholder minst e-post, fornavn og etternavn. N\u00e5r du har lagt ved den filen, vil du kunne kartlegge kolonnene i filen din med egenskaper i OneDesk, og deretter importeres den.<\/p>\n

N\u00e5, hvis du ogs\u00e5 planlegger \u00e5 importere noen billetter, og du vil at de skal tilordnes kundene, er det viktig at du f\u00f8rst importerer kundene. P\u00e5 den m\u00e5ten n\u00e5r du importerer billettene dine, kan du automatisk kartlegge dem til eksisterende kundeposter.<\/p>\n

Kunder kan ogs\u00e5 v\u00e6re medlemmer av forskjellige prosjekter. For \u00e5 se hvilken kunde som er medlem av hvilket prosjekt, kan du filtrere ned listen din ved \u00e5 velge prosjektet her. S\u00e5 hvis jeg for eksempel valgte denne pr\u00f8veutgivelsen, ville jeg se at jeg ikke har noen kundemedlemmer i dette prosjektet. Jeg deler ikke dette prosjektet med noen kunder.<\/p>\n

Men for \u00e5 se alle kundene mine, g\u00e5r jeg ganske enkelt opp til ‘Alle prosjekter’ niv\u00e5et.<\/p>\n","protected":false},"excerpt":{"rendered":"

Oppdatert video Transkripsjon: For \u00e5 legge til kunder i OneDesk-kontoen din, velger du bare ‘kundenes applikasjon som du finner i venstre linje. Her ser du en liste over kundene dine organisert av kundenes organisasjoner. For \u00e5 legge til nye kunder, klikk ‘legg til> Kunden ‘, og fyll ut skjemaet. Det som kreves er en e-postadresse. […]<\/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 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