Support Settings Overview

Article sections

    Introduction

    The configurable options and parameters that define how support operations are structured, managed, and delivered within an organization. These settings play a crucial role in determining the workflow, processes, and customer experience within the support system.

    By configuring these support settings effectively, organizations can optimize their support operations, streamline workflows, ensure consistent service delivery, and enhance customer satisfaction.

    Stage Workflow

    Stage name Description
    Active The support setting is currently in use and valid
    Inactive Support setting is temporarily not in use or awaiting further approval
    Deleted Support setting has been permanently removed or discontinued.

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Support Setting App.

    Details

    This section contains the details about the Support setting configuration

    Field name Description
    Setting Support setting name is displayed. The configurable options and parameters that define how support operations are structured, managed, and delivered within an organization
    Tag Category Tag category name of the support setting. It is a way to categorize and organize different data or objects within the system. Tags can be applied to various categories such as products, customers, vendors, transactions, projects, or any other data entities that need to be classified or grouped for analysis or reporting purposes.
    Tag Name of the Tag is displayed. Tag enables grouping of different entities within a system which can be defined by each organization based on the analytic reports required. (Ex: Zone wise grouping of customers)
    Tag Group Displays the tag group name. It is the name or label assigned to the tag group, which represents its purpose or the type of tags it contains
    Apps Displays apps name that are included in the support setting.
    Organization Type Displays organization type as walk-in, partnership or corporation etc.

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.

    Field name Description
    Comments User can write short notes or comments about the Support Setting
    Audit
    Created Date Date when the Support Setting is created
    Created By Name of the person who created the Support Setting
    Last Updated Date Last stage changed of the Support Setting
    Last Updated By Name of the person who last updated the stage
    Status Displays the current status of the Support Setting
    Time-Line This widget tracks all the activities within the app.

    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.

    1. Support Settings Masters
    in Support Settings
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