SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Custom Fields (aka My Fields)

You can use the custom fields available in the outlook form to feed additional information on the caller, case or on the problem itself. Four (4) fields are available and the titles can be edited to get the proper meaningful label that signifies the information the fields store. The first three fields take a line of text as data, whereas the fourth field takes a drop-down list from which a value can be selected. Optionally, the fields can be made mandatory, so that without filled, the support request case cannot be closed. If a field is marked mandatory, it would appear red in color when viewed in the outlook form.

The first custom field entitled as 'Associate ID' in the form above. The red color on the label signifies that its mandatory field i.e., the case cannot be marked complete or closed unless this field is filled. (text field)
The second custom field entitled as 'Associate Name' in the form above. (text field)
 
The third custom field entitled as 'Associate Phone' in the form above. (text field)
 
The last custom field entitled as 'Category'. This is the only custom field that supports a customizable drop-down list.

 

Copyright © 2009 AssistMyTeam. All rights reserved.

www.assistmyteam.net