Configure your clients

The client module provides a comprehensive overview of all existing clients within the product or application. It offers the ability to add new client records and effectively track and manage client.

What details are required to add a client?

As client details added here are used only for tracking Production/Support tickets for now, Client Name and Client Code are sufficient.

What should be added as Client Code?

Client code is a key to mark the defect as Production Defect. The system allows to categorize clients as either internal or external, determining which defects qualify as production defects.

Clients with client codes as 0 are regarded as Internal clients and those with Client code as 1 are regarded as External clients. Only defects from External clients would qualify as Production Defects

Additional tips:

External Clients: These clients are the primary focus businesses. They are the customers who purchase products or services from the company.

Internal Clients: These clients are individuals or departments within the organisation that rely on the work or output of your department/team.

Where do these Client names show up?

Clients added within this module are accessible as options in the client field of the Defect module. When creating defects from the Support ticketing system, users can select the appropriate client from the provided dropdown list.

Note: Adding Client details to defect, allows us to better categorise the defects client wise.