Usage
CRMdesk allows maintaining an unlimited amount of products and product areas to which customers can refer in their questions. A product may have no areas or as many of them as needed. An area can belong to one product only. Thus, for example, if several of your products have the “Interface” area, you need to create it under each product separately.
Path
Setup tab – Support Desk Setup – Products
Procedure
When you access the products customizing area, an overview of all maintained products appears. Products’ titles are shown in bold and product areas are listed below each product title.
To add a new product, press the Add Product button below the product list on the overview screen.
To add a new area to a product, press the Add Area button located next to the title of the product to which you want to add the area.
To delete or change the title of a product or an area within a product, click the corresponding title in the product/area list. When the product/area detail page appears, press the Delete Product or Delete Area button to delete the item, or make the necessary corrections and press the Submit button to save your changes.
Tips
It may happen that customers ask questions that do not refer to a specific product/area. Also in some cases a customer doesn’t know exactly, for instance, to which product area his/her question belongs. You may want to add “General” product to handle such situations.
Next: Custom Fields Settings