Header Quick Links

Header Quick Links

Introduction

Header quick links is a set of actions that are grouped into a horizontal bar below the header pane for quick and easy access. 

 


 

The following quick link options are available.

  • Quick Create

  • New Request/Request Catalog

  • Quick Actions

  • Recent Items

  • Scribble Pad

  • System Notifications

 

Quick Create

 

This option is used to create a request with a minimum set of information.  

    1. To quick-create a request, click the quick create icon and provide contact name, account name, request title, and description (optional).

    2. Finally, click Save. 

 

 

For more detailed information on creating a request, click here.  

New Request/Request Catalog

If only default request template is available:

    1. Click New Request to go to request creation form.

    2. Provide necessary details and click Submit Request. 

If multiple request templates are available: 

    1. Click Request Catalog and select the request template to go to request creation form.

    2. Provide necessary details and click Submit Request. 

For more detailed information on creating a request, click here.

 

Quick Actions

 

This option allows you to perform various actions from different modules.

 

 

 

Recent Items

 

This option provides a list of recently visited records in different modules.

 

 

Scribble Pad

 

Scribble pad is a quick-and-easy option to take notes. To access it, click the scribble pad icon.

 

 

System Notifications

 

Application related notifications such as availability of updates, patches etc are populated under system notification. To access it click, system notification icon.

    • Related Articles

    • Accessing the Application

      SupportCenter Plus provides a common login page for all users. A valid login credential is required to access the application. After a successful login, the user will be directed to the help desk or self-service portal depending on the role. Users ...
    • Report Settings

      To update custom request settings, Click Reports in the application header. Click Custom Settings. The report settings dialog box pops up. If you wish to customize the Tabular column size, specify the size of the small text, large text, number size ...
    • Customer Portal Settings

      To set up a customer portal:  1. Go to Admin>>Users>>Customer Portal Settings (if only one portal is configured) or go to Global Settings>> Customer Portal Settings (if multiple portals are configured). 2. Click New portal and then provide portal ...
    • Dashboard

      The dashboard provides quick-insights into various real-time information represented graphically.   A typical dashboard:   Widgets The default dashboard tabs are Helpdesk, Customers, and All Portals. The default widgets in each tab are as follows.   ...
    • Introduction

      You can create and maintain a knowledge base of articles for both support reps and contacts. Follow the links below to learn more. Creating Solution Creating Topics and Topic Groups Solution Approval Manage Solutions