DeskDay

Jobin Johny

Jebin Joice

Basil Mathai

Efficiently oversee customers and end-users with ease, functioning as a lightweight CRM

Customers and End users

Comprehensive customer profile management and advanced service customization, meticulously designed to elevate customer satisfaction and optimize operational efficiency for MSPs.

Customers

Adding a new customer

Adding End-users via Single Sign-On (SSO)

Adding bulk number of users inside a customer

Adding a user manually for a customer

Managing customers

Getting/Updating details of customers

Managing Customer Hub

Search for a user of a customer

Delete a user or multiple users from customer account

Make a customer inactive or active on DeskDay

Delete customers

Search for specific customer from customers list

General

Add new user group for a customer

Search for a user group of a customer

Delete user group for a customer

Edit user group of a customer

User Groups

Adding a new site for a customer

Updating site details of a customer

Search for a site of a customer

Deleting a site for a customer

Sites

Add a new vendor for a customer

Update a vendor details for a customer

Search for a vendor of a customer

Delete a vendor for a customer

Vendors

Add Notes for a Customer

Edit Notes Added for a customer

Search for notes added for a customer

Delete notes added for a customer

Notes

Add documents for a customer

Edit description for a document added for a customer

Search for a document added for a customer

Delete a document added for a customer

Documents

Updating Default SLA for a customer

How to set the billing address of a customer

How to add default Billing Template for a Customer

How to add default invoice contacts for sending invoices of a customer

Updating default contract for a customer

Billing and Contracts

Update notification settings of customer users

Settings

Users

How to add End-users both manually and via Single Sign-On (SSO)?

Adding bulk number of users

How to add users via sending mail

Add a new user manually

Getting/Updating details of users

Adding/Updating user manager details

Search for a user from user table

Make a user inactive or active on DeskDay

Delete users from user table

Managing users table

User Hub

Add notes for a user

Edit Notes added for a user

Search for notes added for a user

Delete notes added for a user

Add documents for a user

Edit description for documents added for a user

Search for a document added for a user

Delete/Download a document of a user

Update security settings of a user

Contact us: support@deskday.ai

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English