We have a 30 day trial of WHD running that will record calls both for our internal IT services and for the services we manage for our clients.
We have 2 sales people in customer services that take calls from clients and will be logging calls on their behalf. Until we're happy with how we have WHD set up we don't want clients to have direct access, or to get email updates . I'd like the two sales people to be able to log calls for any client. However as we have nearly 300 client "company" entries set up in WHD it neither lends itself to them having a login per company nor for us to have a custom drop down field in the tickets with all the client company names in for them to choose from. I want to avoid having to purchase additional tech licenses for this or it may not be cost effective to use this product.
Does anyone have anything implemented that works for a situation like this?