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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 ...
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 ...
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 ...