Webinars » Live Training Series » Tickets, Triggers & Treats, Oh My!

Tickets, Triggers & Treats, Oh My!

•  Fa-BOO-lous First Response Timestamp Triggers
•  Enchanting Formula for Time to First Response
•  Devilish 24-Hour New Unattended Ticket Triggers
•  Haunting Special Processes: Add Account Manager

Presenter: Dave Donnelly (Professional Services Engagement Manager)
Host: Siobhan Collie… Read More

•  Fa-BOO-lous First Response Timestamp Triggers
•  Enchanting Formula for Time to First Response
•  Devilish 24-Hour New Unattended Ticket Triggers
•  Haunting Special Processes: Add Account Manager

Presenter: Dave Donnelly (Professional Services Engagement Manager)
Host: Siobhan Collie (Professional Services Specialist)

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Client Portal | Customize & Configure | Intermediate

Client Portal | Customize & Configure | Intermediate

•  Customize the look of the Client Portal
•  Invite and impersonate your clients
•  Set up global, project and company level…

Webinars
Best Practices for Better Invoicing

Best Practices for Better Invoicing

• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…

Webinars
Survival to Recovery: Taking Control Again

Survival to Recovery: Taking Control Again

This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…

Webinars
Best Practices for Scheduling & Resourcing

Best Practices for Scheduling & Resourcing

• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…

Webinars
Best Practices for Email Capture & Requests

Best Practices for Email Capture & Requests

• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…

Webinars
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