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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 ...
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 ...
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 ...
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 ...