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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 use the Ticket Clipboard tab
- 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/from partners
- How to manage parts
- How to show tickets on Map
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer
- How to schedule tickets
- How to publish/unpublish tickets
- 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/from 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
- How to clone tickets
- How to edit private notes
- How to add & remove skills
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Admin Panel
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- How to connect with ServiceNow
- How to create test tickets
- What are aliases?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
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- What is the Process menu?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
- How to create & edit projects
- How to create & edit custom forms
- How to create & edit lists
- How to customize the Customer Portal
- 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 value sets
- How to create & edit SLA Profiles
- How to repair tickets with Ticket Workflow Monitoring
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Fieldcode FMA app
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- Fieldcode FMA app
- How to download the Fieldcode FMA app
- How to login
- 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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Customer Portal
What is the Partner Portal
Please contact support@fieldcode.com via email if you need the Partner Portal configured for your business.
This topic covers the configuration of the Partner Portal only roughly, as the Support Team is currently still required for a fully completed configuration.
The Partner Portal offers technicians the ability to receive, complete and report tickets in a broader accessible mobile view instead of relying on an app (FMA) to complete tickets. With the Partner Portal, technicians can view and complete tickets without the extra need for an additional app. All the Account Partner has to do is activate this feature (with the help of the support). Tickets can then be opened on any browser via a link that directs to the responsive Partner Portal page.
How to use the Partner Portal
You can enable the Partner Portal functionality by toggling the Partner Portal toggle inside Partner Accounts to the right.
The Partner Portal is thought out for Account Partners that want to receive their tickets via email and do the reporting via the Partner Portal.
A few steps are necessary to use the Partner Portal successfully. The steps are as follows:
- The Account Partner has to enable the “Assign tickets via Partner Portal” on his side on the Account Partner page inside the Admin Panel.
- For now: The admin has to configure an automated action that creates the Partner Portal link (Enterprise Feature!).
- The option to publish tickets will be disabled for the Account Partner using the “Assign tickets via Partner Portal” toggle.
- The engineer that will work on the Partner ticket will be able to access the Partner Portal via a dedicated mobile web page.
The engineer can check ticket details and report the ticket via this dedicated mobile web page.
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