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DOakes
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Member since ‎Jun 22, 2023
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DOakes on February 24, 2025
Choose different View Layout Types in Helpdesk
I am an admin/supervisor not a customer service agent. I really, really, really like the tabular view in Helpdesk when you first open from the menu item and it shows the current Open Orders. You can see at a glance things like status, categor read more
Reply Idea Tickets
2 upvotes
1 Reply
DOakes
Participant
February 24, 2025
Reply to How Do you get back to the Summary View in Help Desk
Thank you for replying but that's not really the answer, especially if you've looked at a couple of different views. I just don't understand why it's...read more
Solved
DOakes on February 20, 2025
How Do you get back to the Summary View in Help Desk
When I open the Helpdesk, my initial view is All Open and looks like a table view like this After looking at a few tickets and then clicking "All Open" so I can see the tabular layout again, the only view I get looks like this ... read more
Reply Discussion Tickets
1 upvote
4 Replies
DOakes
Participant
March 26, 2024
Reply to Capturing data; workflow approvals and creating a document to eSign
Hi James Regarding the starting point for the process I'm looking at. I need my users to create a form describing the product the customer wants, th...read more
DOakes
Participant
March 26, 2024
Reply to Capturing data; workflow approvals and creating a document to eSign
I know it's been a few months but are you available to discuss/demo how it would work in GlueTrail ? Thanks
Solved
DOakes on November 24, 2023
Capturing data; workflow approvals and creating a document to eSign
Hi everyone The task I'm wanting to do relates to when a customer wants to order a custom made item from us, we need to capture the detail; internally approve and then create an agreement and send to the customer for eSignature. Now, I can do thi read more
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