Field Definitions

Top Row

  • “New Ticket Button” – Click this button to open a new ticket
  • “Quick Search Bar” – You can search by keyword or ticket number and a list of matching tickets will be displayed in the pulldown. Clicking on one of the tickets will open it up into a new tab. For more advanced searching you can also use the Search button on the left.
  • “Chat Status” – This shows whether the logged in user is available to chat with a customer. Toggle this button between Online and Offline.
  • “Office Status” – This allows each user the option to notify others of your office availability. This is generally used to let people know if you are out of the office on a business trip or vacation. There is also a message box where users can write a brief note about what they are working on, or any other message they would like displayed next to their name in the User list. For example, if you are on a sales trip you could choose “Busy” as the status and type “On sales trip to see Client XYZ” in the text box. You can also use this as a generic status box to update what you are working on. You may use Ticket Automation to take action on a ticket based on the status of the assigned user.
  • “Help” – Contains help tools including: Documentation (redirects to our help site), Chat with us (initiates a chat with TeamSupport Staff), and Support Portal (signs you in to the TeamSupport Customer Hub where you can submit and manage your tickets, and browse our Knowledge Base).
  • “Sign Out” – Logs the user out of TeamSupport and returns to the login page.

Bottom Row

  • “Current navigation” – shows which section on the left hand navigation you have currently selected
  • “Opened Tickets, Customers, and Reports” – To make it easy to multi-task, each time you open a Ticket, Customer, or Report, a new tab will open along the top of the screen. You can drag and drop these tabs to rearrange. You can also hover over them and click the X to close the tab. There are also browser notifications for updates that may take place by another users while you have a ticket “loaded”. You will not receive browser notifications for all tickets that are opened in a tab – only those which you have accessed since your last browser load/refresh.

What’s Next?

Click here to explore the left hand navigation.

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