Business management feature
A lightweight service desk: customers, suppliers and staff raise support tickets; a staff member picks one up and holds a conversation with the requester right on the ticket, then closes it with a solution that becomes reusable know-how.
A familiar issue-tracker experience, in miniature.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Services feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A ticket is one issue or request. You fill in: Subject and a Description (the initial request). The requester: a Customer or Supplier (if they are on file), or just a contact name / email for anyone else, classified by Requester type (Customer / Supplier / Employee / Other).
See the fields and stepsConnected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
A lightweight service desk: customers, suppliers and staff raise support tickets; a staff member picks one up and holds a conversation with the requester right on the ticket, then closes it with a solution that becomes reusable know-how. A familiar issue-tracker experience, in miniature.
It connects with Logistics, Professional Services, how printing works.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
