Setting Customer Service Options

Use the Customer Service Options tab to set the default options for the customer service features, like Tickets. Customer Service Options allow you to set options like date and time stamp settings and time tracking options.

To set customer service options:

  1. On the Tools menu, click Options.
  2. Click the Customer Service tab.
  3. Under Time Tracking, perform the following:
    1. If you are required to track your time when processing new issue, select Automatically Punch In to a new Ticket.
    2. If you are required to track your time when processing and resolving existing issues, type the number of minutes in thePrompt to Punch In to an existing Ticket text box.
    3. Select Display Ticket Activity on Punch Out to automatically display the Edit Ticket Activity dialog box for you to enter activity information when punching out of a ticket.
    4. Select Display Ticket Activity on completion of Calendar Activity (WIndows version only) to automatically display the Edit Ticket Activity dialog box for you to enter the activity information for a completed calendar activity.
      Note: This option only applies to the Windows Client.
  4. Click (Save).
Parent topic: Configuration
Related topics