A customer recently asks: My business is centered around Quickbooks. We have a virtual team of 7 to 8 people located in various part of the country, not all of them having access to Quickbooks. How do I pick a record from Quickbooks, and assign tasks to my team?
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Remember the FAQ for the FAQ Builder, and by the FAQ Builder ? Well what do you know, the cheesy blog title award is back: this time it is a screenshot walkthrough for the screenshot walkthrough wizard. Knowledge Article: http://helpdesk.ebsuite.com/supportfaqd.jsp?id=2883 We now have a tool for you to build a KB… Continue reading... We have recently updated EBSuite with the ability to index and search additional MS Office document formats. Namely Office 97 formats ( .DOCX, .XLSX, .PPTX ), in addition to previously already supported formats ( .DOC, .XLS, .PPT, .PDF, and .TXT ). So from now on, when you create a knowledge article, and if you… Continue reading... Please follow this link to see the FAQ. It’s sort of a ‘see it in action’: it is built by our new FAQ builder tool, and, you guessed it, for our new FAQ builder tool. It should be quite self-explanatory. You can now easily combine multiple Q&As in the same KB article… Continue reading... If you enable your support portal, you can allow your customers to read through KB articles. They can browse by categories or folders, and they can search for a specific topic. We’ve recently added the following feature: track how many times visitors are searching by keyword, and what keyword(s) they are searching for. There… Continue reading... If your Support Team decides to formalize the authoring process for Knowledge Articles by Enabling or Enforcing A Review Process, you may also want to allow the Review Team to “Claim a Submitted Article” while the team member completes a thorough review. Recall that the Article Review Process may be For better control of your Knowledge Article publishing you may want to Enable the Article Review Process. The Article Review Process sets up a workflow process where new Knowledge Articles must be submitted for Review to designated Reviewers who will be alerted when new Articles have been submitted. If the Review Process is Enabled… Continue reading... Of course, everyDAY is Help Your Customer Day, so EBSuite wants to help. The EBSuite Support Module (contact Sales if you do not have the Module License) includes a Customer Support Portal within which you can reference tons of Customer Support Documentation. The Portal can include links to Knowledge Articles, Documents, Videos, web Form… Continue reading... When creating Knowledge Articles for the EBSuite Knowledge repositiory, you can assign a “weight” to each article to insure the article will first on the list when offering the information to your customers. The weight assignment strategy you use in your organization is yours to define. EBSuite gives you a profile on the Article… Continue reading... |
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