Companies Overview

Companies represent organizations associated with customers, contacts, and service records in the Helpdesk.

Company records

A company record provides an organizational context for the people and support requests connected to that organization.

Companies and contacts

Multiple contacts can be related to the same company.

This allows agents to understand which people belong to an organization and review relevant company context.

Companies and tickets

Company relationships help group support activity and provide a broader view beyond an individual requester.

Why company data matters

Accurate company information supports:

• customer context
• contact organization
• ticket history
• reporting
• account-level service analysis

Search for an existing company before creating a new one to prevent duplicate organizational records.