Callers
by Andrew Stevens
Top Right Image

Overview

The most important people that can be recorded in Vivantio are the customers and they are referred to as CALLERS (people who can make or raise calls (TICKETS)). It is possible for CALLERS to raise TICKETS by sending an email, making a request directly to a USER and by using the Vivantio self-service portal.

It is possible to populate CALLER data automatically from Active Directory. If this facility is to be used a review of what is recorded in Active Directory is recommended; a CALLER cannot automatically be linked to a CLIENT or LOCATION if that information is not recorded in Active Directory. Interfacing Vivantio to Active Directory is discussed in more detail in the Technical Considerations section.

Please note: it is very straight forward to change the label of CALLERS in the admin area, to rename Caller to Customer, Contact or Associate for instance. It is recommended to avoid using User as this means something else in Vivantio.

 

Guidance

Clients Enabled

CLIENTS, LOCATIONS and CALLERS represent real things, people and concepts within Vivantio, as defined in the following diagram. With the CLIENTS area enabled there are a set of specific relationships that can exists:
A CLIENT can have any number of CALLERS associated with it however a CALLER must and can only belong to one CLIENT

A CALLER cannot be moved from one CLIENT to another

A CLIENT can have any number of LOCATIONS associated with it however a LOCATION must and can only belong to one CLIENT

A LOCATION cannot be moved from one CLIENT to another

A LOCATION can have any number of CALLERS associated with it however a CALLER can be associated to only one LOCATION (or no LOCATION at all)

Within a CLIENT, a CALLER can be moved from one LOCATION to another

Clients Disabled

With the CLIENTS area disabled the relationships between CALLERS and other objects become simpler. Please note that LOCATIONS can be renamed, potentially using LOCATIONS to record Departments or other organizational units.

A LOCATION can have any number of CALLERS associated with it however a CALLER can be associated to only one LOCATION (or no LOCATION at all)

A CALLER can be moved from one LOCATION to another. Historic TICKETS will retain the LOCATION specified at the time of creation

 

 

 

Reviewed: 28 March 2023