22 January 2018

Filters FAQ: better understanding your environment

 

Even if you are only working in TOPdesk with a few operators, you've most likely heard of filters. With filters, you are able to organize and restrict which cards are visible to operators. Filters can be a bit tricky to understand at first but are quite logical when you know how they work.  To help you on your way to know the ins and outs of filters, here are some of the most Frequently Asked Questions.

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7 December 2017

5 tips for designing your Self-Service Portal

 

On the Service Management blog, you'll often read about how a great service portal ensures users can help themselves. You'll find out how to design a more user-friendly Self-Service Portal and the steps you should take before starting to make sure you build a great Self-Service Portal. Since this blog is about tips and tricks, I thought I would share 5 more practical things you can think about when designing and customizing your Self-Service Portal.

 

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24 November 2017

Can I have your attention? Working with attentions in cards

 

Are you looking for a way to show a bit of extra information about a caller? Use attentions to give your operators a simple heads up while they are working on a card, like when the caller is available or if they have particular needs.

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6 October 2017

Personalize your email templates with insertion fields

 

Email actions have come a long way, and recently they made the jump from the settings management to the web interface. What has not changed is the ‘[] insert field/list’ button. Have you always wondered what it is for? Or do you get intimidated by all the options in the pop up? In this post, I’ll guide you through the jungle of insertion options.

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30 August 2017

Shortcuts to the answers you need

 

When you have a question, you usually call TOPdesk Support. Support will help you find the answer to your question or listen to feedback. Sometimes you are redirected to where you can receive a better answer. So what if you could skip the redirect and take the quickest route to your answer? Keep reading to learn about the different options for finding the answer you need.

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28 July 2017

Keeping track of card changes: investigating a card's history

 

When there is more than one person working on a card, you want to keep track of changes. When an action is added to a card it is often clear who edited the card. But what about other changes? There are a couple of places where you can look for information about the card’s history.

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27 June 2017

Set up flexible opening hours per call

 

Do you strive to provide perfect services? Don’t leave your customer stranded in front of a closed door. Record the opening hours of your service desk on a service window card in TOPdesk. This way, you create a service window in which calls are processed. When you indicate a duration in a call, TOPdesk takes this service window into account when determining the target date.

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13 June 2017

Find your answers via the extranet

 

The knowledge base on TOPdesk Extranet has lots of knowledge items about the frequent topics. In fact, we add new items every day. Here you can find answers to:

  • technical questions
  • functional questions
  • set-up questions

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