BMS-IT Glue Integration | What modules can I see in the IT Glue side panel?

Question

What modules can I see in the IT Glue side panel?

Answer

IT Glue side panel is available for Service Desk and CRM. Below are the details.

  1. Service Desk > Tickets > after opening a specific ticket.
  2. Service Desk > Hardware assets > after opening a specific asset.
  3. CRM > Accounts > after opening a specific account.

    Note: This will only have the Organization tab, with the ability to view quick notes and important contacts in its IT Glue side panel.

  4. CRM > Contacts > after opening a specific contact.

Note: Organization, Contact, and Location are the tabs that will be featured for this module.

 

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