Navigating the Helpdesk

The Helpdesk uses a consistent navigation structure so you can move quickly between modules and records.

Main navigation

Use the primary navigation to open the modules available to you.

Depending on your permissions, these may include:

• Tickets
• Contacts
• Companies
• Activities
• Knowledge Base
• Analytics
• Administration and Settings

Opening records

Select a record from a list to open its detailed view.

Use the browser Back function or application navigation to return to the previous list when appropriate.

Lists and views

Many modules support multiple views and filters.

You may be able to:

• switch between saved views;
• sort records;
• apply filters;
• manage visible columns;
• search within a module;
• select multiple records for bulk actions.

Settings

Administrative options are available only to authorized users.

If a menu or setting is not visible, your account may not have permission to access it.