服務介紹¶ 專案 Project management 配置 Visibility and collaboration Inviting external users Scheduling activities Top bar Custom top bar buttons Project dashboard Using the project dashboard Totals smart buttons 里程碑 盈利能力 預算 Project updates Project profitability 收入 費用 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 配置 Set up task recurrence Edit or stop task recurrence 子任務 Creating sub-tasks Task dependencies Set task dependencies Remove dependencies 工時表 Timesheet billing rates and leaderboard Billing rate indicators 配置 Using the billing rate indicators Billing rate leaderboard 配置 Using the billing rate leaderboard Leaderboard tips Create Timesheets upon Time Off Validation 計劃 配置 角色 Property fields and roles 員工 Working hours Planning roles 材料 Shift templates Planning shifts Create a shift Open shifts and auto planning Switching shifts and unassignment Switching shifts Unassignment 外勤服務 Creating field service tasks Manual task creation Task creation from a sales order Task creation from a helpdesk ticket Product management Product catalog User default warehouse 配置 For your profile For all users Use in field service tasks Planning an itinerary Displaying your itinerary on a map 工作表 配置 Create a worksheet template Add a worksheet template to a field service task Use worksheets on site 技術支援 Create a Helpdesk team Visibility & Assignment Determine team visibility Follow all team’s tickets Automatically assign new tickets Assign tickets based on workload Assign tickets based on expertise Merge tickets Convert tickets to opportunities 概覽 階段 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 郵箱別名 線上客服 Live Chat channel configuration Operators tab 選項分頁 Channel Rules tab Widget tab Create a support ticket from a live chat session 網站表格 Website ticket form customization Prioritizing tickets 支援中心 配置 知識庫 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 社群討論區 Enable forums on a Helpdesk team Create a forum post from a Helpdesk ticket Create a Helpdesk ticket from a forum post 網上學習 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 樞紐分析檢視模式 圖表檢視模式 群集檢視模式 報表 Available reports 支援請求分析 SLA狀態分析 客戶評級 使用例子 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 進階 After-Sales services Set up after-sales services Issue refund with credit note Generate coupons from a ticket 歸還產品 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
