服务门户¶ 工程项目 任务管理 通过项目的任务创建电子邮件别名 设置传入电子邮件服务器 在项目中配置电子邮件别名 Recurring tasks 配置 Set up task recurrence Edit or stop task recurrence 项目管理 配置 Scheduling activities 工时计件 概述 在下班验证时创建时间表 现场服务 外勤服务 From a sales order From helpdesk tickets 配置帮助台团队 现场服务物料 配置 For your profile For all users Use in field service tasks 售后服务 概述 快速开始 Create Helpdesk teams Assignment & Visibility Determine to whom the team will be visible Automatically assign new tickets Create or modify kanban stages Add email and SMS templates to stages Assign stages to a team Fold a stage 服务级别协议（SLA） Create a new SLA policy Define the criteria for an SLA policy Establish a target for an SLA policy Meeting SLA deadlines Analyzing SLA performance Using the Pivot view Using the Graph view Using the Cohort view 服务工单处理 Enable channel options to submit tickets 电子邮箱别名 网站表单 Customize the website ticket form 在线客服 Customize the live chat channel Add operators Modify channel options Create channel rules Use the live chat widget Create a support ticket from a live chat session Prioritizing tickets 报表中心 Available reports 工单分析 SLA状态分析 客户点评 View and filter options Pivot view Graph view Save and share a favorite search 帮助中心 知识库 Enable Knowledge on a Helpdesk team Search articles from a Helpdesk ticket Share articles to the help center Solve tickets with templates Add templates to articles Use templates in tickets 社区论坛 Enable forums on a Helpdesk team Set up a forum Karma gains and karma related rights Create a forum post from a Helpdesk ticket 在线网课 Enable eLearning courses on a Helpdesk team Create an eLearning course Add content to an eLearning course Publish an eLearning course Publish eLearning course contents from the back-end 客户评分 Enable customer ratings on a Helpdesk team Set a ratings request email template on a stage Publish ratings on the customer portal Manually hide individual ratings 高级 售后管理 Set up the after-sales services Issue a refund with a credit note Generate coupons from a ticket Facilitate a product return with a reverse transfer Send products for repair from a ticket Create a field service task from a ticket 服务结单 Manually close solved tickets Automatically close inactive tickets Allow customers to close their own tickets 工时跟踪与收款 Configure track and bill time features Enable track and bill time on a helpdesk team Configure service products Invoice prepaid support services Create a sales order with prepaid product Create and send an invoice for prepaid services Create helpdesk ticket for prepaid services Track hours on helpdesk ticket Invoice post-paid support services Create a sales order with a time-tracked product Create a helpdesk ticket for time-tracked services Track support hours on a ticket Create an invoice for hours tracked on a ticket
