Link a ServiceNav Company to a Company’s external ticketing system

Linking a ServiceNav company to the equivalent company with an existing ticketing system is a prerequisite for opening tickets from ServiceNav.

Prerequisites: Integration with your external ticketing system is in place

Modify the Company

Go to the “Organization” menu to select the company to link to and click on “Edit”

 

A “CRM Link” field is displayed. Enter the name of the company (and /or site according to the integration) in the field, to enable searching of the external ticketing system, and ‘Apply’.

 

UK ServiceNav Product Development Manager; my priority is to be needful of the particular requirements of all ‘English-speaking’ markets where ServiceNav is sold. I have over 20 years experience of the IT monitoring field - covering a wide variety of products and technologies.