On DeskDay we called MSP's offices as Locations and Customer's offices as Sites. An HQ named location will be added as default location when an MSP created and an HQ site will be added as default site when a customer is created. MSP's can add their branches or sub offices if they have any manually.
How to Add locations or sub offices for MSPs
To add a location's details, you can navigate through the side navigation bar and follow these steps:
Step 1: Go to the side navigation bar and choose the "Control Center" option.
Step 2: Choose the "Locations" option from My Company section
Step 3: Once you have selected "Location," click on the "Locations" button located on the upper right-hand side of the screen.
Step 4: Fill out all the required fields according to your preferences
Step 5: Once you have entered all the necessary information, click on the "Save" button to save the data.
Congratulations! You have successfully added your location to the application.
Location details
Location Name - Fill in the name of the sub office site as location name.
Description - Provide a brief description to specify the location.
Contact Person - Provide the point of contact name for that location.
Contact Number - Fill in the contact number of the point of contact.
Email ID - Enter the email address of the point of contact.
Country - Select the country where the location is situated from the drop-down menu.
State - Choose the state or province of the location from the drop-down menu.
City - Select the city of the location from the drop-down menu.
Street - Enter the name of the street where the location is located.
Zip-code - Fill in the zip code of the location.
Time Zone - Select the time zone of the location from the drop-down menu.
How to add a new site for a customer.
To add new sites for a customer, follow these steps:
Step 1) Access the customer module on main navigation bar and click the section customers.
Step 2) Open the customer details for whom you want to add a site.
Step 3) Look for the "sites" tab. Click on it.
Step 4) In the upper-right corner of the sites window, click on the "sites +" button.
Step 5)A new window will pop up. After you have filled in the information, click on "Save" to save the changes.
That's it! You have successfully added a new site for your customer.
Details to be filled in to add a new site.
Site Name: Enter the site name or location of the site where the customer branch is located.
Contact person same as primary contact: If the contact person for the site is the same as the primary contact for the customer, check this box. Contact person, Email, and Contact number fields will be automatically filled in.
Contact person: Enter the name of the person who is the point of contact for the site.
Email: Enter the email address of the contact person.
Contact Number: Enter the phone number of the contact person.
Country: Select the country where the site is located from the drop-down menu.
State: Select the state where the site is located from the drop-down menu.
City: Select the city where the site is located from the drop-down menu.
Street: Enter the name of the street where the site is located.
Zip code: Enter the zip code for the site location.
By filling in all the above fields, you can successfully add a new site to the system.
