32 KLANT IN BEELD

tips + tricks
Using HTML tags in comments in the Self Service Desk
From TOPdesk 5.2 onwards you can use a number of HTML tags to format the comment text for calls and reservations in the Self Service Desk. This makes it easier to present instructions or other information to your callers in a clear way. In addition to text formatting, it is now also possible to create a table or add an image, for instance. 1. Under Settings, go to the Module Settings for the Self Service Desk. 2. Select Call Management or Reservations Management. 3. On the General tab you can adjust the text in the comments field for a number of languages. * > You will now see the comments with HTML formatting when you create a new call or reservation in the Self Service Desk. * Permitted HTML tags: a, b, blockquote, br, caption, cite, code, col, colgroup, dd, dl, dt, em, h1, h2, h3, h4, h5, h6, i, img, li, ol, p, pre, q, small, strike, strong, sub, sup, table, tbody, td, tfoot, th, thread, tr, u, ul. Please note: advanced HTML features are not supported and are therefore removed when saved. Uploading files using drag and drop is possible in all TOPdesk modules that have a progress trail. It is also possible to click on Upload a file in all internet browsers; doing so lets you navigate to your files. Moreover, it is now possible to upload documents or screenshots using drag and drop in all browsers except Internet Explorer. This lets you move several documents from your desktop or a folder to the Action field in TOPdesk. The files are uploaded once you release them in the Action field.

Uploading files using drag and drop

From TOPdesk 5.2 onwards it is possible to upload files in the Operators Section before you save the card. You can do this using the Upload a file button in the progress trail. After clicking on this, you can immediately select one or more files. It is no longer necessary to first save the card before you can add files.

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