SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Common Tasks

Technicians can also perform various other tasks in the support request form - print, reply to the caller with a knowledge base or a predefined answer, publish the case to files or to a knowledge base, mark support request as resolved etc.

Save any changes made to the form and exit the inspector window.
 
Publish/save the support request case to:
  1. Knowledge base article
  2. HTML Web page using the Print template
  3. MSG Outlook message using the print template
  4. RTF Rich text format using the print template
  5. TXT plain text

Mark the current support request as complete. This closes the case and is moved to the 'Resolved cases' folder. Notification about closed case is sent to caller, if enabled.
 
Enable 'edit mode' for the problem description field. By default, the HTML description field is locked.
 
Select a predefined answer and insert into the problem description field. A dialog pops up and allows you to browse through the available predefined answers by problem category and type.
 
Select a KB item and insert into the problem description field. A dialog pops up and allows you to browse through the available KBs by problem category and type.
 
Select a predefined answer and insert into a new email (generated using the 'Email to Caller' template) and reply to the caller.


Select a KB and insert into a new email (generated using the 'Email to Caller' template) and reply to the caller.


Generate a new knowledge base out of the current support request case. The generated knowledge base will be stored under the 'KB' folder.
 
Print the current case using a template.

 

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