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Tutorial videos
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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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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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.


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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.


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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.


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