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Overview
Description
Product
The consolidated "Ask a Question" page now supports customer custom fields.
To enable them, click Go To-> Setup-> Question/Answer->Details and make sure "Show" is selected in Custom Fields drop down list located in the Customer Info....
GovQA
Can I allow attachments for a service request?
Click on the Go To-> Setup-> Service Request-> Service Request Type->Check box to allow attachments....
GovQA
What are the check boxes used for on the forward function?
When clicking into a question or an answer along with the option to forward that information you can now choose which attachments you would like to forward with the email....
GovQA
Do I have ability to sort the state drop down list values when a customer is creating a new account?
Click on Go To-> Setup -> Customers -> Details-> Edit State/Province Values....
GovQA
Can I edit the list of request issue source options?
Click on Go To-> Setup-> Service Request-> Request Origin, from there you can add new items to the list, as well as change any of the existing ones in the list....
GovQA
The consolidated "Ask a Question" page now supports customer custom fields.
To enable them, click Go To-> Setup-> Question/Answer->Details and make sure "Show" is selected in Custom Fields drop down list located in the Customer Info....
GovQA
How do I map service request locations?
On your quick pane you can select all requests, and once all the requests pull up, you then select "map request"....
GovQA
What other search options are available for customers?
Search (on quick pane), Choose Search for: Customers, Click Advanced Search, Field drop down menu, choose Custom field to search on....
GovQA
How do I add a new status to a service request type?
Click on Go To-> Setup->Service Request->Service Request Type, click the pencil on any Service Request, then click the "status sets" tab to see the new button....
GovQA
What is the "link builder" under tools used for?
You can use the link builder to generate links from different pages on the portal side. ...
GovQA
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Total Requests Managed
Citizens:
30,259,244
Students:
3,845,109
Customers:
34,410,647
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