Fieldcode Manual
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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to partners
- How to manage parts
- How to show tickets on Map
- How to use the ticket clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer from the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- How to lock/unlock engineers
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
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- How to manage parts
- How to assign/unassign tickets to partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
- How to edit ticket details
- How to cancel a ticket
- How to use the Remove Pending button
- How to report a ticket
- How to create intervention infos
- How to create intervention reports
- How to cancel an appointment
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Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- How to create & edit automated actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit custom forms
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to move stuck tickets via Ticket Workflow Monitoring
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FMA
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- Fieldcode App (FMA)
- How to download the Fieldcode App
- How to login to Fieldcode
- How to configure multiple accounts
- How to enable/disable notifications
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
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FMA 1
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Customer Portal
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Customer Portal
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A solution that seamlessly enriches customer touchpoints, channels swift resolution, and provides flexibility while helping you nurture customer relationships and provide outstanding support. A customer support platform that keeps customers always informed!
Build trust and confidence through transparency. Customers can access status updates, service experts when needed, and the power to self-serve. All relevant updates are sent automatically to customers by email, SMS, or mobile app to ensure a unified customer experience.
Customer Portal Guide
Please open the below links in a new tab (middle-mouse-click) if you want to work on this guide step-by-step.
1 - What is the Customer Portal? ->
2 - Ticket Progress Statuses ->
3 - How to activate the Customer Portal functionality
4 - First Activation Option: Customer Portal end user link
5 - Second Activation Option: Customer Portal end user link with Appointment Booking Option
6 - Customization of the Customer Portal end user email
7 - Customization of the Customer Portal end user experience
8 - Customization of the Customer Portal Basic behavior
9 - Customization of the Customer Portal Content
10 - Customization of Appointment Booking Options
For end users - How to track tickets inside the Customer Portal
For end users - How to book appointments via the Customer Portal
For end users - How to change appointments via the Customer Portal
For end users - How to leave ticket feedback
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