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ACCORD5 Company Forums » Trellis Desk » Peer-to-Peer Support

categorizing clients

  • Started 5 years ago by nolaLM
  • 1 post in this topic
  1. User has not uploaded an avatar


    when a client submits an email, how can you categorize if an organization has different departments.

    for example: Main Parent Company
    Department 1
    Department 2
    Department 3

    When I open Trellis admin account I want to know which department the client belongs to.

    Posted 5 years ago #

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