Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Help Dialog
Configure the Case Portal to your needs
On the Navigation bar of the Case Portal, you can display a ‘Help’ section which is visible by clicking the question mark icon.
This section can be used to point the user to other resources that might provide useful information outside of the portal. For example, one option might be to add a URL to your Knowledge Base or an email/telephone number that they can use to reach you directly, rather than raising a Case via the portal.
Under the Help Dialog section, you can configure what is shown to the portal user. Click “Add New” for each section that you would like to add then provide the following information:
- Title: In the example show above this is the “Visit our Website” text
- Help Text: In the example show above this is the “Find more information on our website” text
- Button URL: In the example above, the button URL directs the user to the Workbooks website when the button is clicked
- Button Text: In the example above, this is configured to say “Visit our Website”
TIP: In the button URL you could include a “mailto:{YOUR_EMAIL}” link which would open a new email in the user’s default email client with the email address you specified in the link. Alternatively, provide a callto:{YOUR_NUMBER} link so that the user can call you directly from their computer using a soft phone application if they have one installed.