The settings are the engine of the TOPdesk service machine. Here you can add and change fields and options in person, operator, or asset cards, determine which functionalities to use in your modules, manage imports, e-mails, and much, much more. The settings tutorials are focused on the most important settings that can be used to customize TOPdesk to your organization’s preferences. Part I of the settings tutorials contain the following videos:
How to create Categories and Subcategories:
This video explains how you can create categories and subcategories in TOPdesk. In TOPdesk, you can use categorizations to classify data. This categorization comprises a tree structure featuring categories and subcategories. By using categorization, you can automatically assign calls to a specific operator, display standard solutions, or create reports.
How to edit a Dropdown Menu:
This video explains how you can add, archive, delete or adjust a value in a dropdown list in TOPdesk. TOPdesk uses many dropdown lists to make registering and processing calls quick, easy, and consistent. In the Functional Settings, dropdown lists can be edited by adding, standardizing, sorting, archiving, or removing values.
How to Edit Fields:
This video explains how you can edit fields in TOPdesk. In TOPdesk, you can customize fields to serve your organizations service management goals. For example, you can rename the labels of certain fields to match the language of your organization and its TOPdesk users. You can also display the fields that are relevant to you and hide the ones you don’t need, as well as determine whether a field is required or optional for the user.
