Apptivo Help Desk

Help Desk app manages all problems or issues that your customer incurs. You are able to document the details of their customer problem. Sometimes customers feature requests are also logged here for developing future product or service enhancements.

SLA – Service level agreement
Service level agreement is a service contract where the service is formally defined. You can define your own SLA’s by customizing help desk settings. SLA also allows you create events for the customer cases. This also helps employee to follow up customers with workflow rules.


New features:
Quick Create
Entering data in the creation page
Add Message Templates
Custom Views
Newsfeed (Related Activities)
Easy navigation to recent cases
Access Left panel views
Add SLA
Associate Help Desk with Other Records,
Capture cases from Email
Generate reports to keep track of records.


Help Desk
Create Help desk:
Help desk is used to organize and prioritize tickets from the customers and they are easy to create, customize and deploy.

Entering data in the creation page
Create cases when your customers are coming up their queries or enhancement request. Enter and explain the detail about the customers and cases.

Add Message Templates
Apptivo proffers the Email Templates to send one email to multiple customers. In make use of email template rather than having to type the same content every time a new customer signs up.

Custom View
This allows you to select the preferred fields for viewing cases information. You can customize the views by web.

News Feed
In Apptivo, News feed helps you to keep track of all changes done in the records as well as email send, notes added, et al.

Easy Navigation to Recent Case
Apptivo saves time to accessing the records by making a easy movement between records.

Add SLA
SLA is an agreement that defines the level of service that can be expected to the customer. You can create escalation criteria with the procedure. SLAs are applied automatically to tickets that match the defined parameters.

Capture Cases from Email
Apptivo enables you to handle all your incoming cases using email and you can assign, escalate and close easily.



Associate with Other Records
In this App, you can associate with other records such us add a new notes, tasks, Events, attachments, and documents. Here, you can view completed events, tasks, documents, attachments for the particular employee.