After you have created a Customer in RedTeam, it is important to add a Customer Facility to be used in your Projects. Facilities are any business, department, division, or project location specified by the customer. Under the Facility profile, you may view the Customer information, contacts, and stats on the current Projects, as well as their statuses. You can manage access to specific Customer Facilities for each of your employees on RedTeam. You can also manage negotiated rates, service locations, and occupants for each Facility.
Add a new Customer Facility
In RedTeam, Customer organizations may be subdivided into what is referred to as a Facility.A Facility might be a business unit, department, division, etc. Its purpose in RedTeam is to facilitate business development and service delivery, including the tracking of business opportunities, grouping customer contacts, memorializing negotiated pricing agreements and referencing project history.
In other words, the Facility is used to retain institutional knowledge about the Customer relationship, and to quickly empower your Employees with Customer information and requirements. When adding any new Customer, RedTeam will automatically create a default Facility with the same name as the Customer. This default name may be changed if desired, and additional Facilities may be added whenever needed.
Steps:
1. Under the Companies menu, click "Customers"
2. Locate and click the name of the Customer whose profile you wish to view
2. Click the Facilities tab at the bottom of the customer profile
3. Click "Add New Facility"
4. Fill in the required fields
5. Click "Save"
2. Edit a Customer Facility
In RedTeam, Customer organizations may be subdivided into what is referred to throughout the system as a Facility.
A Facility might be a business unit, department, division, but it is usually a physical location where Work is performed (i.e. Project). Its purpose in RedTeam is to facilitate business development and service delivery, including the tracking of business opportunities, grouping customer contacts, memorializing negotiated pricing agreements, and referencing project history.
In other words, the Facility is used to retain institutional knowledge about the Customer relationship, and to quickly empower your Employees with Customer information and requirements.
When adding any new Customer, RedTeam will automatically create the default Facility with the same name as the Customer. This default name may be changed as appropriate, and additional Facilities may be added whenever needed.
Steps:
From the Companies menu, click "Customers"
Search for and locate the Customer, then look for and click the Facilities tab at the bottom of the Customer profile
3. From the Facilities tab, select the Facility you wish to Edit
4. You can now Edit facilities details for the Customer Facility by filling out the profile template and clicking "Save"
