In this article, I need to show how you can use Plumsail HelpDesk for SharePoint Online in your association as a correspondence channel among you and your clients.
To begin with, you should introduce Plumsail HelpDesk on another or existing site and arrange email sending to your mail server, so all messages sent to a specific location for example helpdesk@contoso.com will naturally show up in SharePoint as tickets and remarks:
Go to helpdesk settings and duplicate the location under the Email settings tab. Next, arrange sending from your essential helpdesk email to this auto-created address and indicate your essential helpdesk email address in the 'Answer to address' case. That is it.
Presently all conversation identifying with a specific email message together with connections is spared in a HelpDesk ticket and you can answer to your clients straightforwardly from SharePoint:
On the correct side of this structure you can discover and deal with the ticket's properties: Requester, Assigned To, Cc, Status, Priority, Due Date, Category and Tags. Whenever required, including another field is as straightforward as adding another segment to the SharePoint Tickets list and putting it on the structure with the assistance of Plumsail Forms Designer, constrained version of which is accessible in Plumsail HelpDesk out-of-the-container.
On the second tab of the focal piece of the structure you can discover the rundown of changes identifying with the ticket: when and what has been changed and who transformed it.
As should be obvious, all that you have to determine a solicitation is found inside the single page. Presently let me show how passes are arranged in our framework and how specialists process approaching solicitations.
Here is the Home page, you can explore it by tapping the fitting catch in the menu on the left side:
As should be obvious there are keen channels at the highest point of this page:
My tickets: shows all passes relegated to the present client.
Mentioned by me: shows tickets made by the present client. This area is significant on the off chance that you use Helpdesk as an interior ticketing administration.
My late: shows 'My passes' with Due Date more noteworthy than the present date.
Gathering tickets: shows tickets appointed to SharePoint bunches which the present client has a place with.
Unassigned: shows tickets that have not been appointed at this point.
New: shows 'My passes' that have been changed by the client or different operators.
You can make your own perspectives yet for most cases this is sufficient to rapidly discover whatever you may require. As should be obvious in the screen capture, the main ticket is featured. It implies that it requires your consideration: another remark has been included or another specialist has refreshed its properties. When you open it, it will be set apart as perused naturally. Or on the other hand you can choose it and imprint as read physically through the fitting lace button in the HelpDesk tab.
No comments:
Post a Comment