Definitions
For quick deployment and easy usage, Support Desk has a simple, intuitive interface comprising the following elements:
Main Menu – six tabs in the upper part of the screen. These tabs are always visible and provide quick access to all application areas by a single mouse click.
Second Menu – links to application sub-areas and functions located below the main menu. This menu subdivides each application area into smaller ones for better usability and convenience.
Filter – a group of fields above a list header used to quickly restrict the number of items in the list according to flexible search criteria.
List – a table containing brief information of an entity’s elements (e.g. questions or customers) with links to each record’s details. Some lists allow you to process groups of selected records simultaneously.
Detail Page – a page that contains all the data of an entity’s element (e.g. a customer or a user). The data is presented in fields.
Page Content Area – an area within a detail page labeled with a sub-header. Page content areas help to categorize the information about a certain entity’s element.
Field – the smallest data item describing an attribute of an entity’s element (e.g. question creation date). Each field has a label and can be either editable or read-only. Some editable fields are labeled in bold; it means that they require an entry. CRMdesk supports two types of fields:
- Text Fields – used to enter information by typing characters into the available area. Basically, text fields can hold any string value. Example: customer’s name in a customer record.
- Picklists – have pre-defined set of possible values of which only one can be selected as actual. Example: question assignee.
