In TOPdesk, you can make selections of your data to create an overview of relevant information. Selections can give an insight into your service management processes, so you can find opportunities for improvement and make informed decisions. Part II of the Selection tutorials contain the following videos:
How to use the Archived Values
This video explains how you can use archived values. Sometimes you may want to report on archived cards or drop-down values. For example, you may wish to report on calls that have been archived because the operator no longer works at your company.
How to save a Selection
This video explains how you can save a selection in TOPdesk. When you save your selection for later use, make sure you define how and by whom it may be used.
How to display a Selection on your Dashboard
This video explains how you can display a selection on your TOPdesk dashboard. When you use a selection frequently, you can make it easily accessible by adding it to the ‘selections, reports and shortcuts’ widget on your dashboard.
This video explains the difference between using fields and using links in selections. When making a selection you can choose from the fields or make use of links. Say you want to make a selection on calls that have an operator with an hourly rate over 50 euros, but the hourly rate is only stored on the operator card. In this case, you can use the link function to select a field from linked card.
