Set-up Types

NAVIGATION  System > Orgs/Groups/Depts/Staff > Set-up Types

The Set-up Types page defines records that classify your organizations. For example, you might define an organization as a division within your enterprise, or classify organizations regionally or by revenue. Alternatively, you might classify organizations as a prospect, preferred customer, or business partner. It depends on your business requirements.

Service Desk

Set-up Types can be optionally used to automatically associate a ticket with a policy in the Service Desk module.

General tab

Click New to display the Add Organization Types window, or click a row in the middle panel, then click Edit to display the Change Organization Types window. Enter the following attributes:

• ID - The record identifier. Can't be changed once you save it.
• Description - A brief description of this ID.

Click Rename to rename an Org Type. Click Delete to delete an Org Type.