Best Practice: add a homepage link to your portal
Choosing DeskDirector as your main weapon of mass customer success can become even more powerful,...
This is a collection of onboarding resources, knowledge base articles and best practice tips specifically designed to help you set up your portal as quickly as possible.
It's by no means comprehensive and it's not designed to replace our thorough library of KB. Rather, it should help you focus on what needs your immediate attention as opposed to everything else that you can achieve with our awesome solution at a later date.
The Fundamentals are the best way to be sure your Portal is client ready. With these pieces in place you will have the perfect platform to launch Learning Center, Self Help, Approvals, DD Tech, Chat & Broadcast, Notebook Publishing... all the DeskDirector goodness.
Collection of practical Knowledge Base articles with all you need to know on Forms and Request Types, from brief introductions to in depth how tos.
Branding, emails, avatars, setting logos and more. You can do all this at a global level and you can also customize for specific clients.
This article will help you streamline all tickets coming through from the DD Portal and help your team to improve help-desk efficiency.
Publishing OneNote notebooks allows you to share relevant content within the Portal. Combine it up with Custom Menus and Menu Items.
Request types represent your service catalogue that helps your customers to select an option that is the most relevant to their needs.