Watch video tutorials that teach you how to install,
configure and work with Personal Helpdesk system and how
to get the most out of your Outlook using the
advanced issue tracking and automation options.
Installation & Configuration(8.56 mins) Perform an installation of
Personal Helpdesk, configure
callers, problems, asset and custom fields drop down lists.
Import contacts from GAL/address books.
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here
Working with
Support Cases(20.13 mins)
Get familiar with the Personal Helpdesk UI, ribbons etc in Outlook, generate support cases
from emails, understand how to use the support case form and
conversation threading in Outlook, learn the many ways of responding to
the caller from the form. Try out free text search in the support cases
folders, use Outlook views to organize and structure cases in an
intuitive and informative way.
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here
Automation & Advanced
Features (9.31 mins)
Configure Personal Helpdesk to monitor email folders and mailboxes to
generate support cases automatically from incoming emails, Automatic
assignment of problem categories and SLA, Specify a
dedicated account to be used by Personal Helpdesk for all Outgoing emails,
Maintain schedules for due dates, Enforcing Service Level Agreements.
Note: If this YouTube video does not work, try out one that is hosted on our site
here
Generate
Reports and Statistics
(18.10 mins) Generate summarized and aggregated reports on
different time interval, analyze timesheets data in multi-dimensional view with OLAP
Statistics and Reporting tool, export to Excel, PDF, XML or HTML and extract business intelligence.
Note: If this YouTube video does not work, try out one that is hosted on our site
here
Customer Web Service site
(16 mins) Setup and configure an ASP.NET
website for Customer Web Service in IIS Web Server, publish KB articles
to the web, allow end-users to submit support requests directly to
Personal
Helpdesk using a web form, and track status of support cases.
Note: If this YouTube video does not work, try out one that is hosted on our site
here
