Category: PFIM V5

Service Desk Dashboard Reports

We have created the Dashboard Reports to enable data extraction for further analysis and manipulation. This can be found under Dashboards > Service Desk > Reports The grid shows customers where service desk cases where raised this can be expanded to show all cases included in the selected filters. You can update the data by […]

Service Desk Dashboard

The Service Desk dashboard is based on sites containing Service Desk case. This can be found under Dashboards > Service Desk By selecting the filter on the bottom right you can access the filter options. The filters enable you to choose the dataset to work with in the Service Desk Dashboards. Defaults:sets From date to […]

Service Desk Configurations

The Service Desk Dashboard has many customisable features. To get to Service Desk Configuration go to Configuration > Service Desk. You can then select the tab you need. Area Area is designed to assist organisations to separate workload across the Area’s for which they are responsible. The Areas are fully customisable and have a sort […]

Login

Login requires that you have a valid username and password. The Username is not Case Sensitive however the password is Case Sensitive and must comply with the following rules: If you have forgotten your username or password you can request your username and password using your username or E-Mail address, which will be sent to […]

Menu

Overview The menu is expandable and collapsible on the left hand side.The items on the menu will vary based on the access you have been granted.Starting with Customers, Suppliers, Contacts, Service Desk, Inventory, General Ledger, Dashboards, Reporting, Communication, Configuration, Point of Sale and Sign Out. Customers Customers can be searched for on Code or Name […]

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