Webinars Live Training Series Tickets, Triggers & Treats, Oh My!

Tickets, Triggers & Treats, Oh My!

•  Fa-BOO-lous First Response Timestamp Triggers
•  Enchanting Formula for Time to First Response
•  Devilish 24-Hour New Unattended Ticket Triggers
•  Haunting Special Processes: Add Account Manager

Presenter: Dave Donnelly (Professional Services Engagement Manager)
Host: 
Siobhan Collie (Professional Services Specialist)

Client Portal | Customize & Configure | Intermediate

Client Portal | Customize & Configure |…

•  Customize the look of the Client Portal
•  Invite and…

Best Practices for Better Invoicing

Best Practices for Better Invoicing

• Customize Invoice Template styling and Custom Fields
• Show Work…

Survival to Recovery: Taking Control Again

Survival to Recovery: Taking Control Again

This has been a year where most businesses have been…

Best Practices for Scheduling & Resourcing

Best Practices for Scheduling & Resourcing

• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…

Best Practices for Email Capture & Requests

Best Practices for Email Capture & Requests

• Email Capture Rules and Integration Settings
• Request Inbox…

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