Client Change Name Process

Mary Nicole Quirabu
2019-10-18 04:22
  1. Client informs the HD that they have or will change their business name
  2. [Help Desk] Create Mantis
  3. [Help Desk] Update the client’s name in Logmein, Hamachi, Teamviewer lists
  4. [Help Desk] Update client base
    1. Mantis will be automatically updated
    2. MSCS will be automatically updated
  5. [Help Desk] Provide Mantis to the SysOps team
  6. [SysOps] change server name in config.xml
  7. [SysOps] check if there are changes for administrator.cirms
  8. [Help Desk] Inform the accounting and externals departments (if change 2303)
    1. Externals will apply for new PTU (if necessary)
    2. Accounting will update their documents
  9. [Help Desk] Inform the salesman so they can update their records
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