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Attachments
Attachments are used to add additional information in the form of images or files. The attachments added to an account can be specific to a portal or common for all portals. You can perform various attachment-related actions from the account ...
Live Chat
You can resolve minor issues without raising a request using live chat in the self-service portal. You can also initiate chat conversations with support reps to know details about existing requests. To initiate a chat conversation, Click in the ...
attachment-settings
Attachment Settings Attachment settings allow you to manage the files that users add as attachments in various modules. Role Required: SDAdmin. Go to Admin > General Settings > Attachment Settings and configure the fields as explained below: Fields ...
Adding an Account
To add a new account: 1. Go to the Accounts tab and then click New. 2. Now, provide necessary account details as required. The default account fields available are as follows. Field Description Account Name Give account a unique name. This is a ...
Tracking Requests
You can track the progress of all your requests under the Requests tab. Request List View The request list view gives an overview of all the requests along with their properties and SLA violations at a single glance. You can view requests based on a ...