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clients [2023/04/29 02:46] – initial wrongecho | clients [2024/08/29 16:13] (current) – external edit 127.0.0.1 | ||
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====== Clients ====== | ====== Clients ====== | ||
- | Each customer that you provide IT services for is considered to be a client within ITFlow. | + | Each customer that you provide IT services for is considered to be a client within ITFlow. This is the first order of business in creating and populating your clients into your ITFlow installation. |
+ | |||
+ | **Instructions in creating your first client record** | ||
+ | - From the sidebar, select " | ||
+ | - In the " | ||
+ | - A pop up window will appear with 5 tabs. Do fill the fields up accordingly. | ||
+ | - Do note that the " | ||
{{:: | {{:: | ||
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The client portal is located at /portal and allows clients to open and track tickets. Authentication to the client portal is performed using the contact' | The client portal is located at /portal and allows clients to open and track tickets. Authentication to the client portal is performed using the contact' | ||
- | For more details on client portal authentication, | + | For more details on client portal authentication, |
+ | |||
+ | |||
+ | ---- | ||
===== API ===== | ===== API ===== | ||
''/ | ''/ | ||
+ | |||
+ | ==== Read ==== | ||
+ | Retrieve client information - ''/ | ||
+ | |||
+ | * Default / No params - Returns all clients | ||
+ | * client_id - Specific client ID from the ITFlow database | ||
+ | * client_name - Lookup by client name | ||
+ | |||
+ | Invoke-RestMethod -Uri " | ||
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+ | [...] |