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Using HelpMaster
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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
RE: Validation message : ...
by  Anne Savoie
4/21/2016 9:42 PM
12 26
RE: Validation message : ...
by  Anne Savoie
4/21/2016 9:42 PM
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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0 Replies and 5731 Views Facebook scan to import client avatars  5731  0 Started by  Scott Ward If you go to Facebook and enter some ones email address in the search bar it does a scan and returns the public Facebook name and profile picture. I tried a little test app the other day, that does a scan of my email address and returns my Facebook profile picture which can be added to my HelpMaster client record. We could try creating an addin that looked at all our HelpMaster clients and tried their work email address and also their home address (if this is a field recorded in Help...
0 5731
9/3/2012 7:08 PM
8 Replies and 9014 Views Action log style - which one do you use?  9014  8 Started by  Rod Weir
(Topic has multiple pages1 2 )
 Which style do you use Check under User menu > General  
8 9014
by  Scott WardJump to last post
9/3/2012 6:45 PM
1 Replies and 7508 Views Actioning a job with multiple clients - flagging a job  7508  1 Started by  Rod Weir Received via tech support When completing an action you may not realise that the job has multiple clients.  How would you recommend flagging a job as having multiple clients I thought about having something perhaps in priority manager which adds on some text to the job title to indicate this thanks      
1 7508
by  Rod WeirJump to last post
6/4/2012 4:52 PM
0 Replies and 6247 Views Job Status code naming convention  6247  0 Started by  Rod Weir The following was taken from the old HelpMaster discussion board.  The information is still relevant, so I thought I&39;d post it here. From 2005... Here at PRD Software, our job status codes are divided into 2 categories, depending on whether the onus, or responsibility of the next action to be performed on a job lies with the helpdesk (us), or our clients (you). This also forms part of the naming convention for the status code. This makes it very easy to determine which state each jo...
0 6247
5/16/2012 8:55 PM
0 Replies and 5419 Views Drag 'n drop Outlook email to create a new job  5419  0 Started by  Rod Weir Logging a new job via drag &39;n drop email Microsoft Outlook users have a quick and convenient way to create / log a new job. Simply drag and email from anywhere in Outlook onto the job drop-zone for email and the details of the email will be imported into the job. The original email is not moved or affected in any way.
0 5419
5/9/2012 9:41 PM
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Forums Discuss HelpMaster Using HelpMaster
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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...