Taskfire: managing vendors

SECURITY  Taskfire Administrator

NAVIGATION   > Manage > Vendors

Even though we are the service provider that makes this Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. available to you, we are not the only vendor you can use it with. If you set up other vendors you work with on a regular basis, such as utilities, the cable company, or your landlord, you can create tickets for issues they are involved with and use email to escalate them if necessary. This will allow you to track all your internal help desk issues in one place.

Best Practice: add a separate request type and queue for each vendor you set up. Refer to Taskfire: managing request types and Taskfire: managing ticket queues.

How to...

  1. Go to > Manage > Vendors.
  2. Click New Vendor A company that provides goods and services to your company..
  3. Enter the following information:
Field Description
Name and address information Enter the name and address of the new vendor you want to transfer tickets to.
Escalation Email Address Enter the address that will be used when you transfer a ticket to this vendor.
Active The new vendor is active by default. Clear to inactivate the vendor.
Shared with Sub-Organizations Previously: Subsidiary. Your Client Portal instance may be configured to use one fo the following terms instead: Sub-Account, Sub-Business Unit, Sub-Client, Sub-Company, Sub-Customer, Sub-Site. Your sub-organizations may have the same phone or electricity company but different landlords. Check if the vendor is available to your sub-organization locations.
Contact A person associated with a company. Information Enter the name, email(s), and phone number(s) of your vendor contact.
Services Provided Specify the services this vendor provides to your organization Your Client Portal instance may be configured to use one fo the following terms instead: Account, Business Unit, Client, Company, Customer, Site..
Notes Enter any additional notes.
  1. Click Save and Close.

You can transfer a ticket manually, or you can set up auto-escalation settings to automatically transfer certain issues to the vendor. For more information, refer to: