Support - Manuals

Installation is done by remote session. Our staff will work with your staff on installation. Our Quick Start Service offers further configuration and training options.

General Information

End User Quick Card

Administrator (Application Administrator Workspace)

User/Group Access and Permissions

Email Capture and History

Editing SharePoint Pages

Modules

Asset Tracking

Service Level Agreements

Mobile Access

Modifying Mobile Views

 

How to use Web Parts to customize items (tickets, accounts, contacts, assets) and lists in our programs

Updating Infowise Web Parts

CCS Calculated Tables
Used to show ticket data in Dashboards and Reports
Quick Launch Hider
Used to hide the Quick Launch for select groups of users
User Property Field
Sets which properties from Active Directory are pulled into the ticket
Smart List Pro
Sets tabs and tab permissions on list items, such as tickets
Smart Alert Pro
Set Advanced alerts and reminders on Lists and Items
Smart Action Pro
Set up Actions that take place when ticket is saved
Smart Print Pro
Sets up printing from tickets and other list items
Associated Tasks Field
Associates tasks with a ticket
Color Field
Allows list items to show up in different colors in list view according to criteria you set
Connected Field
Pulls in information from other lists as well as allows cascading lists
List Search
Used to search and filter on list items
PivotPoint
Used in dashboards and reports
Zone Tabs
Sets up tabs in list view to better sort the list items
Charts webpart
Create charts on dashboard or other workspaces