tips + tricks

Sorting overviews
Version: Enterprise 4 & Professional 4 You can sort lists in overviews by clicking at the top of columns. Most users already know this; however, you can take this sorting a step further. Imagine, for example, that you want to sort incidents; firstly, according to the clients site and then within each site, according to the caller. This can be done as follows: First click at the top of the Caller column. The overview will now be sorted according to the caller; Then click on the top of the Site column. The overview will now be sorted firstly by site, and secondly by caller. The incidents will now be grouped alphabetically according to site. Within each site group, the incidents will be listed alphabetically according to the name of the caller. This is one way to adjust the layout of your overviews to your own preferences. You can also, for example, sort incidents according to the type of call, and within that group, according to status. You will then be able to see all requests, malfunctions and user queries grouped separately, with each group being sorted by status.

Quickly edit multiple cards

Version: Enterprise 4 & Professional 4 On some occasions, you may wish to be able to adjust several cards at once. For example, if a large delivery of laptops has arrived, you would need to update the CMDB by adding serial numbers to the hardware cards. To speed up the process and save a few clicks, you can do the following: Open an overview of the cards that you want to adjust; Open the first card by holding down the CTRL key and double-clicking on the card; the card will open in an editable mode; Change the necessary data; Instead of saving, go directly to the next card; TOPdesk will ask you if you want to save the card. Click on Yes or press Enter; The next card will open immediately in the editable mode, so that you can quickly move on. This trick can be used in many different situations. You can add a new email address to a series of Person cards, for example. Or, if you have purchased a new module such as Change management, you can add the Change manager role to a series of Operator cards. As of TOPdesk version 4.1, many cards are being created in Mango, the framework developed by TOPdesk. These cards open in the editable mode by default, enabling you to work faster. In the long run, the intention is to create all TOPdesk cards in Mango; until then, you can use this trick to save time.

TOPdesk UK limited t +44 (0)20 8846 8516 e info@topdesk.co.uk w www.topdesk.co.uk

TOPdesk Netherlands t +31 (0)15 270 09 00 e info@topdesk.nl w www.topdesk.nl

TOPdesk Deutschland GmbH t +49 (0)631 624 00 0 e info@topdesk.de w www.topdesk.de

TOPdesk Belgium t +32 (0)3 292 32 90 e info@topdesk.be w www.topdesk.be

TOPdesk Canada Corporation t +1 416 800 2118 e info@topdesk.ca w www.topdesk.ca

Copyright 2008 TOPdesk UK Limited. Although this magazine has been produced with the utmost care and attention, the writers cannot be held responsible in any way for any damages that may occur due to errors and / or deficiencies in this publication.