サービス¶ プロジェクト プロジェクト管理 設定 Scheduling activities Top bar Custom top bar buttons Project dashboard Using the project dashboard Totals smart buttons マイルストン 収益性 予算 Project updates Project profitability 収益 原価 Task management Task stages and statuses Task stages Creating task stages Editing task stages Task statuses Task creation Manual task creation Task configuration Creating tasks from an email alias Creating tasks from a website form Recurring tasks 設定 Set up task recurrence Edit or stop task recurrence サブタスク Creating sub-tasks Task dependencies Set task dependencies Remove dependencies タイムシート 概要 Create Timesheets upon Time Off Validation 計画 設定 役割 Property fields and roles 従業員 Working hours Planning roles マテリアル Shift templates Planning shifts Create a shift Open shifts and auto planning Switching shifts and unassignment Switching shifts Unassignment フィールドサービス Creating field service tasks Manual task creation Task creation from a sales order Task creation from a helpdesk ticket プロダクト管理 プロダクトカタログ User default warehouse 設定 For your profile For all users Use in field service tasks Planning an itinerary Displaying your itinerary on a map ワークシート 設定 Create a worksheet template Add a worksheet template to a field service task Use worksheets on site ヘルプデスク Create a Helpdesk team Visibility & Assignment Determine team visibility Follow all team's tickets Automatically assign new tickets Merge tickets Convert tickets to opportunities 概要 ステージ Create or modify stages Add email and SMS templates to stages Fold a stage Temporarily fold a stage Assign stages to a team Receiving tickets Enable channel options to submit tickets Eメールエイリアス Webチャット Live Chat channel configuration オペレータータブ オプションタブ Channel Rules tab Widget tab Create a support ticket from a live chat session ウェブサイトフォーム Website ticket form customization Prioritizing tickets ヘルプセンター 設定 ナレッジ Enable Knowledge on a Helpdesk team Search articles from a Helpdesk ticket Share an article to the Help Center Solve tickets with a clipboard box Add clipboard boxes to articles Use clipboard boxes in tickets コミュニティフォーラム Enable forums on a Helpdesk team Create a forum post from a Helpdesk ticket Create a Helpdesk ticket from a forum post Eラーニング Enable eLearning courses on a Helpdesk team Create an eLearning course Add content to an eLearning course Publish an eLearning course Publish eLearning course contents from the back-end Service level agreements (SLA) Create a new SLA policy Define the criteria for an SLA policy Establish a target for an SLA policy Meet SLA deadlines Analyze SLA performance ピボットビュー グラフビュー Cohort view レポーティング Available reports チケット分析 SLAステータス分析 顧客評価 使用ケース Assessing performance based on customer priority Monitoring SLA compliance over time Customer ratings Enable customer ratings on Helpdesk teams Set a ratings request email template on a stage 詳細 After-Sales services Set up after-sales services Issue refund with credit note Generate coupons from a ticket プロダクト返却 Send products for repair from a ticket Create field service task from a ticket Close tickets Manually close solved tickets Automatically close inactive tickets Allow customers to close their own tickets Track and bill time Configure track and bill time features Enable track and bill time on a helpdesk team Configure service products Invoice prepaid support services Create a sales order with prepaid product Create and send an invoice for prepaid services Create helpdesk ticket for prepaid services Track hours on helpdesk ticket Invoice post-paid support services Create a sales order with a time-tracked product Create a helpdesk ticket for time-tracked services Track support hours on a ticket Create an invoice for hours tracked on a ticket Edit on GitHub
