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Link KB entries to Customer

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    Link KB entries to Customer

    This is a feature request -

    It would be nice to be able to link KB entries to customers. When looking at an account you could have a Knowledge Base Tab and see all KB articles that have been put together for that customer. We use the Knowledge Base to keep track of installation procedures for products specific to each customer location. We also have a lot of other items that are very specific to each customer location. Trying to find them in the vast KB pool is difficult. Any suggestions appreciated....


    Also would be nice to limit customers to only see KB articles pertaining to their company via the web portal as well.

    Keynon

    Re: Link KB entries to Customer

    All is clear. Thank you for posting this.

    Comment


      Re: Link KB entries to Customer

      This would be a great feature! I would love the ability to apply different KB articles to different customers!

      Comment


        Re: Link KB entries to Customer

        + 1. This would be a great feature (especially now with the improved web interface).

        The option of tagging a KB article as:

        a) "Public" for all Accounts to view;
        b) "Private" and linking it to specific Account

        Mark

        Comment


          Re: Link KB entries to Customer

          Update from RangerMSP Team:

          New in version 14 - You can now publish a Knowledge Article for a specific Account and also find articles linked to an Account. This way articles related to specific Accounts will now only be shared with them, while generic public articles can still be shared with all Accounts.

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