Hi:)
I missing a simple way to maintain a centralized service catalog and associate services with companies in hudu
I've attached a mockup to illustrate the idea. :)
For example, I would like to have service tags such as:
  • Microsoft 365 Backup
  • Microsoft 365 liceses
  • Signatur software
  • VMware
  • Patch Management
  • Awernes training etc
Displayed directly on a company record. This would give us a quick overview of which services a customer currently have.
The second, and most important, requirement is the ability to view all customers associated with a specific service. For example, if there is an issue, maintenance task, or configuration change related to a service, I would like to be able to open that service and immediately see every customer using it.
In other words, I'm looking for a many-to-many relationship between companies and services, where:
A company can have multiple services.
A service can be assigned to multiple companies.
It is easy to see all customers assigned to a specific service.
I've tried using tags, but it doesn't quite accomplish what I'm trying to achieve.
/Kim

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