So far is seems the easiest way to add customers to a service is to go to the customer screen, open the customer, and add them to the service.
The other is to do it through the service and add customers through the search box.
Is there an easier way? I only have 133 customers to add but the current options I see are a bit tedious.
You can upload a CSV file, this support article explains how: https://support.logmeininc.com/gotoassist-service-desk/help/manage-customers-g2asd020005.
From the document you linked:
If I'm understanding this correctly, uploading a CSV with the intent of updating existing customers to add them to a new service doesn't work as the existing customers will be skipped. I'm not certain if updating via CSV is a solution. Please correct me if I'm wrong.
@Sandro Summa As soon as you select the local CSV file, before you upload you should be able to select the services for those clients, and then upload the list. Sending a notification email is also an option at this time.
Thank you. That's correct.
But we have to return to the original questione, because uploading the *.csv doesn't help in assigning new services to existing users, because the upload skips the users that are already presents.
So: "How is it possibile to assign new created services to existing customers (all or some of them)?"
This would be very useful, we have close on 200 customers and have a new service to add everyone to. Also, we have at least 2 more support teams requesting services for them, who aren't ready yet to implement yet, but will also need to have all existing customers added to them as well.
All I can say is thank goodness we only have circa 200 customers - what about businesses with 1000's...?