SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Interface Overview

As SupportCalls is tightly integrated into Microsoft Outlook, you will find many new interfaces specific to SupportCalls in the form of toolbars, drop-down menus, ribbons, forms etc plugged in to the usual Outlook explorers and inspectors windows. These make it considerably easy to create support request from emails, send SMS, make call or import contacts.

Menus
The SupportCalls menu serves as the gateway for launching most of the functionalities and tools available in SupportCalls with Outlook. It is available in all Outlook explorers that are opened at that point of the time.
 
New Case - Create a new empty support request in the 'Ongoing Cases' folder
New Knowledge Base - Create a new empty knowledge base in the 'KB' folder
Contact Manager - Launch the contact manager dialog to quick scan through SupportCalls internal list of callers and technicians and make a contact (email, sms, or a call)
Search cases - Launch the advanced search manager dialog to query for both ongoing and resolved cases without needing to open the respective folders
Statistics - Launch the statistics OLAP tool to analyze support cases data and extract mission critical help desk information and intelligence. More
Export to database - Launch the export manager tool to push cases from exchange folders (via Outlook) to database such as Access, MSSQL, MySQL or Oracle.
Archive Cases - Launch the archive manager tool to push resolved cases from exchange folders (via Outlook) to a PST file.
Demo Cases - Get a quick test run of SupportCalls by populating demo settings data, cases and knowledge base articles
Settings - Access to the administrative tools via submenu
Navigate To - Shortcuts to SupportCalls folders in single-click
My Cases - Only show the active cases assigned to the current user
Help Topics - launch the help documentation on SupportCalls System
Check Updates - Check if there is any new update available
License - Launch the registration dialog box
Visit home page - Takes you to the product home page of SupportCalls with Outlook.
About SupportCalls - Show the About dialog box
Shutdown - Shutdown only the SupportCalls addin in Outlook
     

 

Toolbars
SupportCalls displays a toolbar on the Outlook explorer window depending on the items content of the current active folder. This enables SupportCalls to target functionality specific to each Outlook item such as mails, posts, appointments, tasks and contacts.
 
Mail and Post Items toolbar
 
 

Calendar/Task Items toolbar

 
Contact items toolbar
 


 

Shortcuts
Menu Item   What does it do?
Ongoing Cases Folder - Navigation shortcut to SupportCalls Ongoing Cases public folder or shared mailbox folder
Resolved Cases Folder - Navigation shortcut to SupportCalls Resolved Cases public folder or shared mailbox folder
Knowledge Base Folder - Navigation shortcut to SupportCalls Knowledge Base public folder or shared mailbox folder
Email History Folder - Navigation shortcut to SupportCalls Email History public folder or shared mailbox folder
     

 

Outlook 2007 specific interface

 

Ribbon toolbars
Contacts
 
Mails

 

Appointments and Tasks

 

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