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 […]
Category: PFIM V5
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 […]
Profile
Personal Profile Resend Welcome Resend Welcome Message. This will resend your welcome message using your current preferred communication method of E-Mail or SMS Sign Out Sign Out
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 […]