Confidentiality of Vendor Information

Confidentiality of Vendor Information


Customers should not know anything about our vendors. If you have to mention that a vendor is working on an issue call them the "back end,” "the engineers" or "back-end support”.  If they want to know just say our vendor information is proprietary and we don't discuss it.

Similarly, when filling out time entries in AutoTask (some of which the customer may see), it's best to keep references to our vendors generic. For example, instead of writing "added the credentials to IT Glue," it's preferable to say, "documented the credentials," or "added the credentials to our documenation." 





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