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Physical and organizational groups

  • 23 September 2020
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Userlevel 4
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Hi,

Can anyone please explain why will we use physical and organizational service groups in FSM what is the purpose of these groups.

I know how creating groups and applying in person, place records please explain where these groups reflect.

 

Thanks

Ramya 

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Best answer by ChristineLaVoi 23 September 2020, 16:06

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Userlevel 5
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These fields were created for reporting and querying of data so you would be able to look at data within different break downs within the FSM application. Your organization may have a hierarchy that is broken out regionally (physical location)  by country, state, region, team and organizationally (sales, service, marketing / org chart). The fields allow you to look at data both ways.

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