Difference between revisions of "Experimenting with ServiceDesk"

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==Using the Email Channel==
==Using the Email Channel==
To experiment with the email channel:
# If you allow cases to be created by email:
#* Send a message to the support email address configured
#: (Don't worry if you don't have a record in the [[Contacts]] object. As a system [[User]], you are automatically a "known contact".)
# If you don't allow cases to be created by email:
#* Return to the agent console
#* Create a case, listing yourself as the customer
#* Add a Note to the message
# Check your email for the note
# Respond to the note
# Go back to the case to see that the note has been added.


==Using the Support Portal==
==Using the Support Portal==

Revision as of 00:17, 8 December 2012

Here,you'll experiment with a variety of ServiceDesk capabilities.

Using the Email Channel

To experiment with the email channel:

  1. If you allow cases to be created by email:
    • Send a message to the support email address configured
    (Don't worry if you don't have a record in the Contacts object. As a system User, you are automatically a "known contact".)
  2. If you don't allow cases to be created by email:
    • Return to the agent console
    • Create a case, listing yourself as the customer
    • Add a Note to the message
  3. Check your email for the note
  4. Respond to the note
  5. Go back to the case to see that the note has been added.

Using the Support Portal