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11 Topics and 22 Replies Web Portal, client self-service and remote access  11  22  Discussion board for any issues regarding the HelpMaster Web Portal
RE: Job Templates get a n...
by  Rod Weir
11/15/2018 10:28 AM
11 22
RE: Job Templates get a n...
by  Rod Weir
11/15/2018 10:28 AM
32 Topics and 88 Replies Email Manager  32  88  Email response management changes the way you do business. The Email Manager has many options - discuss them here.
RE: Emails marked as "rea...
by  Rod Weir
4/10/2018 11:23 AM
32 88
RE: Emails marked as "rea...
by  Rod Weir
4/10/2018 11:23 AM
10 Topics and 11 Replies Priority Manager and Triggered Events  10  11  Share your escalations, SLAs, workflows and other automations you've made with the Priority Manager and/or the Triggered Events
RE: Triggered Events on A...
by  Josh B
11/4/2016 1:59 PM
10 11
RE: Triggered Events on A...
by  Josh B
11/4/2016 1:59 PM
12 Topics and 26 Replies Active Directory  12  26  Discussion of the HelpMaster Active Directory module. Synchronize users and provide single-point logon for HelpMaster
12 26
7 Topics and 4 Replies Workflow and Process  7  4  Discuss workflow and process design.
Copy and Paste workflow
by  Rod Weir
12/2/2019 10:42 AM
7 4
Copy and Paste workflow
by  Rod Weir
12/2/2019 10:42 AM
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5 Replies and 11830 Views Automating Workflow with Action Templates  11830  5 Started by  Michael Cleaver
(Topic has multiple pages1 2 )
I'm trying to get my head around automating workflow using Action Templates. Consider a routine job that requires actions A, B and C to be completed in order to&160;finish the job. I would create a Job Template and link actions A, B and C as 'Actions To Do', thus building the required workflow into the job itself (having of course created Action Templates for A, B and C). If a staff member forgets about action C, the application warns (or prevents) the job being closed due to incomplete Actions...
5 11830
by  ItroJump to last post
6/25/2013 11:01 PM
0 Replies and 6313 Views Unassigned skillgroup assignment - A bucket of tickets, or a diffusion of responsibility?  6313  0 Started by  Rod Weir HelpMaster supports a flexible job assignment process.  Jobs can either be assigned either to an individual, or to the "Unassigned" queue for a given skillgroup.   Think of jobs that are assigned to a skillgroups&39; "Unassigned" queue become like a "Bucket of jobs", a pool perhaps  Anyone that belongs to that skilgroup has the ability to pick a job, and re-assign it to themself and take ownership of it. One of the dangers of a "Bucket of ...
0 6313
4/9/2013 5:53 PM
6 Replies and 14084 Views Knowledge Base Article Creation - Starting Out  14084  6 Started by  Joanne Crang
(Topic has multiple pages1 2 )
Hi, We don&39;t currently use the Knowledge Base feature but I have decided that it is about time we do!  Does anyone have any useful tips on getting it right from the start so that the information presented is consistent; easy to use; find etc. I don&39;t want to create hundreds of articles only to find that I should have categorised them differently; called them different names or presented the information differently. Any tips or reference articles to read would be great! Thanks ...
6 14084
by  Joanne CrangJump to last post
4/9/2013 12:59 AM
0 Replies and 5439 Views 32bit Edition of HelpMaster Desktop Crashes When Installed on a 64bit Version of Windows  5439  0 Started by  Dennis Odri We have just published a new HelpMaster Knowledge Base article dealing with this issue. Please follow this link to the article...
0 5439
10/30/2012 9:17 PM
3 Replies and 8430 Views Emailing behaviour changed in v12.8.24 & v12.8.31...  8430  3 Started by  Dennis Odri   In an attempt to reduce emailing errors due to Outlook/Exchange Address Book recipient resolution, we inadvertently disabled auto resolution in HelpMaster v12.8.24 on a global scale. Unfortunately this has had some unexpected results for users, primarily that the &39;From:&39; address specified in HelpMaster isn&39;t being honoured.   Due to the changes, HelpMaster now only uses the default Outlook mailbox in the Outlook profile as the &39;From:&39; address. Most users probab...
3 8430
by  Dennis OdriJump to last post
9/26/2012 8:07 PM
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New version - HelpMaster v24 now available! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpr...-f...

New version - HelpMaster v23 now available! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpro.com...

March 2023 v22.7 maintenance release now available by Rod Weir in Announcements with 0 replies A maintenance release for v22.7 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

July 2022 release now available - New version released! by Rod Weir in Announcements with 0 replies A new feature release of HelpMaster is now available!  v22.7.22 For a list of the major new features of v22, see the new documentation site ht...

June 2022 v22.2 maintenance release now available by Rod Weir in Announcements with 0 replies A maintenance release for v22.2 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

RE: Use PowerBI for HelpMaster dashboards by Rod Weir in Reports and reporting Hi SR, Thanks for the post. Yes, the PowerBI reports for HelpMaster have been well received. Download the latest version, from here. https://www...

RE: Use PowerBI for HelpMaster dashboards by Scenic_Rim_IT in Reports and reporting Hi Rod - just wondering how PowerBI reports are going? Any chance you have a beta/pre-release version we can help test for you?...

New version - HelpMaster v24 now available! by Rod Weir in Announcements A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpr...-f...

New version - HelpMaster v23 now available! by Rod Weir in Announcements A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpro.com...

March 2023 v22.7 maintenance release now available by Rod Weir in Announcements A maintenance release for v22.7 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

July 2022 release now available - New version released! by Rod Weir in Announcements A new feature release of HelpMaster is now available!  v22.7.22 For a list of the major new features of v22, see the new documentation site ht...

June 2022 v22.2 maintenance release now available by Rod Weir in Announcements A maintenance release for v22.2 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

February 2022 release now available - New version released! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v22, see the new documentation site https://docs.helpma...

November 2021 release now available - New Major Version! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v22, see the new documentation site https://docs.helpma...

May 2021 release now available - New Major Version! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v21, see the new documentation site https://docs.helpma...