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Nella Home Page vengono visualizzati i Ticket a seconda delle seguenti condizioni:
CONFIGURAZIONE STANDARD SENZA FLAG "Permetti visualizzazione ticket di altri utenti dalla home page dei Ticket " NON ATTIVO IN SETUP 1)Flag " Non assegnato " e " Visualizza tutti i ticket delle mie aree " non attivi: Visualizzo i Ticket con stato diverso da Chiuso o Archiviato , i miei Ticket (operatore con cui si è loggato) e ,se ci sono [...]
This is the manual in English!
For a complete list of all the pages available val in the list pages "' Searches for the manual" '
Index Introduction Admin - first run - SETUP Company Groups Offices Protocol Configuration Options - company profile Menu Configurations Options Areas Logos Companies evaluation Currencies Progressive companies Progressive contacts Address types Default titles Links Maintenance Management rules Wizard WebGate Sales Taxes Payments Progressive quotes Deliveries Banks Progressive [...]
The Ticket
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Menu. Through this section lets you manage the ticket, or customer requests, reports after-sales and whatever ' another. To create a new ticket click on "New ticket" ( New ticket ). To view tickets that have not yet been assigned to a user click on "Unassigned". You can filter tickets according to many parameters in the section titled "Filter" sidebar: select the desired conditions, after which the [...]
Portal ticket
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You can allow customers access to an external Tustena, section to address /ticket/ticketouter.aspx, allowing them to insert new ticket and check the status of tickets included previously. Where farm ( New company ) is selected in the entry "May insert ticket" and a password is assigned to the customer, this can access its own section ticket by typing [...]
Displays ticket outside
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Click on the code of a ticket you can view the situation: Together with opening and state information (shown in the "General information" pane) you can view the changes to the ticket historian: green background corresponds to an action, and the icon in the upper right indicates where an [...]
New ticket
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By clicking on "New ticket" you can insert a ticket: Fill in the various fields in a more timely manner bearing in mind that: You [...]
Configuration ticket
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In the menu above, you can set the following options: Colleague to catalog: If this box is selected you must select an item from the catalog ( Products ) for each open ticket and specify the serial number, in order to facilitate the identification of the problem. Knowledge base link: this option lets you make so that you can connect the ticket to an argument of the knowledge base. Colleague KB to default titles: selecting this box default titles are [...]
New ticket outside
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By clicking on "New ticket" customer can inject a ticket in your system completely autonomously. The customer simply type the subject of the ticket, select the area of competence [...]
[...] the box "no contact" serves as a reminder if a contact must not be contacted; If the box "can insert ticket" ( TICKET ) is selected the contact will be able to insert ticket to address [...]
Type of ticket
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In this section you can set the types of tickets. To create a new typology is simply type the title in the identically named box, and then click . You can make changes to a type in a manner all similar clicking on . To delete an intervention area select box in the last column, and then click . You cannot delete items that have already been used for ticket. [...]
Displays topic
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By [...]
Displays opportunities
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Displays database
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Card ticket
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You [...]
Ticket report
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[...] commercial type ( set ( User Info )) which will be assigned the holding; If the box "can insert ticket" ( Portal ticket ) is selected [...]
[...]
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In this section, you can restore or make directly relating to the ticket actions. Type object description of the action carried out, the type of activity, and what action, if any, later, by selecting the operator will be assigned (click and to search for the desired user). Where the action is the sending of an e-mail can be sent directly from this tab: Select "Send email"; type the address to send it in the box "E-mail"; to attach any file click :, opens the following box: Select the clicking folder, type the any key research [...]
Update ticket
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By clicking on the code of a ticket [...]
[...] the headings "use default titles in...", while the allocation of import licences to activities and/or ticket you can choose between those included in this section rather than type choice. Type the code and the title into the corresponding boxes, select is active, and is selectable when creating activity and/or ticket, [...]
[...] thereby maximise the degree of customization tabs Companies fields
Contacts , Lead , Activities , Ticket , Catalog , Park machines . Here you can enter additional fields to further customize holdings; tabs to insert a new additional field click the button and fill in the table in the appropriate manner: Field: name of the add-in field.
Order: order will appear in the list.
Type: you can select the type of additional field among the following: Text - in the field you can write freely (eg. the Secretary of the holder name) Numeric - in the field you can enter [...]
[...] numbering companies will continue from the value inserted. Day: If the box is selected in the code displays the day of the month in which the company [...]
[...] opportunities in a single page click on "All records". The list shows the results of searches. For Displays opportunities click on the title of the opportunity. [...]
[...] numbering contacts will continue from the value inserted.
Day If the box is selected in the code displays the day of the month in which the contact [...]
[...] you can navigate between months clicking ≤ (previous) and ≥ (next); clicking on a day in the summary displays the reminder for that day. The summary lists [...]
[...] numbering estimates will continue from the value inserted. Day: If the box is selected in the code displays the day of the month in which the budget was [...]
[...] functions: save e-mail - save and back to new page blank - clears content message preview - displays a preview of the message cut - cut selected [...]
[...] definition that restricts in part the potential hidden strokes from the ease of use of this program. This manual was born from the desire to make explicit [...]
[...] It is therefore fundamental configure Tustena appropriately before taking usage. This section of the manual aims to explain step by step the path that [...]
[...] data ( New database ). By clicking on the title of a database, you can display it and/or modify it ( Displays database ). By clicking you can modify the [...]
[...] type "Lookup" an appropriate key, and then click . To view a question click on the name of the same ( Displays topic ). To view the questions to a particular [...]