The global search in the header pane allows you to search different types of records using various parameters. Depending on the current page, the global search changes the input record type. For example, if the current page is the request list view, ...
SupportCenter Plus allows you to import solutions in bulk from an XLS file. To import solutions: 1. Click Solutions. 2. Select Import Solution from the Actions drop-down menu. 3. In the import wizard, click Choose File, select the XLS file and ...
Accessing the Records
List View This is the default way to access records including requests, tasks, solutions, accounts, contracts, bills, contacts, and products. In this view, all records of similar types are listed in a table format. List view allows you to search ...
Creating a Solution
To create a new solution: 1. Go to the Solutions tab and then click New. 2. Now, provide the necessary details as required. The default solution fields are as follows. Field Description Title To give solution a title. This is a mandatory field. ...
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 ...