Is it mandatory to have a department?
Its is not mandatory to have a department in helpdesk. Moreover helpdesk creates a default department as General. You can setup mail server settings for this default department or create your own department.
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How to make certain fields mandatory or non mandatory in CRM?
You can make certain fields mandatory or non mandatory in CRM by following the steps given below: Click Setup > Customization > Layouts. In the Edit Page Layout page, select the desired Module. The fields corresponding to the module are displayed. ...
What are the mandatory fields while importing data?
While importing data, all the mandatory fields in CRM (for the record type) needs to be mentioned in the import file. For example, if Lead Name and Company details are mandatory to add a lead in CRM, you need to have these details mentioned in the ...
What are the mandatory fields while importing data?
While importing data, all the mandatory fields in CRM (for the record type) needs to be mentioned in the import file. For example, if Lead Name and Companydetails are mandatory to add a lead in CRM, you need to have these details mentioned in the ...
What is a Department?
Departments can be various divisions in your organization. For example, Sales, Support, IT, HR, Admin, Finance can be configured as separate departments.
Associate User to Department
Click on the "Settings". In the "Users" section, click an user’s name to view his/her details. Click "Edit" at the top right, to view and edit an user's details. Scroll down to the "My Departments" section and choose from your department list which ...