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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 ...
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 ...
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 ...
Introduction
Resolving a request may involve additional work such as splitting the request into smaller activities, establishing dependencies, collaborating with other support reps, etc. Some of the extended functionalities are: Notes Attachments Tasks Reminders ...
Adding a sub-account
To create a new sub-account: 1. Go to the Accounts tab and then click the desired account name. 2. In the account details page, go to the sub-accounts section and then click Add New. 3. Now, provide necessary sub-account details as required. The ...