Customers
The Customers section is used to add, edit and delete customers. Customers can be linked to Work.
1. Add Customer
How do I add Customers in the Dusk FSM? To add Customers, from the left menu, Customers are located under Operations->Customers. The icon is an Archiv...
2. Edit Customer Details
How do I Edit a Customer in the Dusk FSM? To edit the customer details, click on Customers on the left sidebar menu, which can be found under Operatio...
3. Delete Customer
How do I delete a Customer in the Dusk FSM? Deleting customers can only be performed by your staff with the Edit Customers permission enabled. This ca...
4. Customers creating their own Work
How do my Customers create work requests in the Dusk FSM? Customers or any authorised external party can create work in your Dusk FSM instance. Once t...
5. How to Create Customer Service Level Agreements
How do I create Customer Service Level Agreements in the Dusk FSM? To create a customer Service Level Agreement, first setup the SLA's in the Admin->...
Customer Addresses
What does the Customer Addresses tab do in the Dusk FSM? The Customer Addresses tab is used to maintain all addresses for that Customer. These could i...
Customer Tips and Tricks
What does the Customer Tips and Tricks tab do? The Customer Tips and Tricks tab can be used for storing helpful information that your office and field...
Getting Started with the Customer Menu in the Dusk FSM
How can I quickly access and manage all customer information in Dusk FSM? To quickly access and manage all customer information in the Dusk FSM, navig...