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Documentation Upload/Link specific to Company

Related products:Freshdesk
  • October 22, 2011
  • 4 replies
  • 39 views

When you have to support multiple facets for a company, you have to keep access to documents somewhere.

 

Example: Company ABC is a small healthcare company and experiences outages during earthquakes and hurricanes.

 

They expect your personnel to intercede on their behalf to support them with different products, services or functions. For each of these you might have to keep supporting documentation.

 

The NOTES section of COMPANY/CONTACT makes it difficult to locate the information. It would be nice to go to the Company and have a list of supporting documentation that the customer might also have "read only" access to. Perhaps an area between the Copany SLA and Creating a NEW CONTACT there would be a simple document list (with an option to upload or delete documents). This would be a good placeholder for very specific customer information, that is not SLA specific.

 

The customer might have a specific proedure for adding/deleting user accounts on a file server, or a specific escalation chain, etc. There should be a way to create this specific to a Company, and wouldn't necessarily fall under Solutions or Forums as it could contain sensitive information. In our case we might have a specific policy on hurricane or earthquake or other emergency procedures for repair or service related things. You might be enabled to speak with the utility company on their behalf, but have to store the proper information (Account Name, Contact Numbers, Account Information, Service Address, etc.). This is not something that would be covered under the SLA policy, because SLA's are about tickets and followup times.

 

Of course, the documents can be specific to what your company does for theirs, but I am sure this would be useful to a lot uf FD'ers.

 

4 replies

  • Community Debut
  • December 30, 2011

Any traction on this? This is essential, integration with google docs maybe?


  • Contributor
  • December 31, 2011

Hi Ian


We didnt take up this integration, but look like a major requirement from users. I will see How soon we can bring this feature into Freshdesk and update users.

 

regards

vijay


  • Community Debut
  • May 27, 2014

Hi Vijay,


Looks like this request is two years old.  Would I be better off creating a new topic for this, or should i just 'like' this one and bring it back to the queue?


Thank you,


Mike Busso


aravind.sundararajan
Skilled Expert
Forum|alt.badge.img+12

Hello,


With the new notes feature on Freshdesk Mint, you'd now be able to store files related to companies. For more information, please read additional context with notes.



Cheers!