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Tips for Call / Incident Management

Now you know how to register and handle a call within TOPdesk. Next step is to learn some tips and tricks within this module of TOPdesk.

  • How to edit a card with the caller card

    This video explains how to use the caller card function. Let's say you get a phone call at the service desk, and you're unsure if this is a new issue or an existing one. The caller card provides an overview of the caller, including lists of associated calls, change requests, etc. This information, along with other features of the caller card, helps to reduce the number of redundant calls.

  • How to copy a card

    Sometimes it can be useful to copy an existing call into a new one. This video explains you how this works within TOPdesk. 
  • How to use default texts

    As an operator within TOPdesk, it can happen that you often use the same kind of texts. For example an service desk employee who tries to contact a caller by phone, but that person is not available. It is possible to make use of default texts. This video explains you how.

  • How to print a call/overview of calls

    This video explains you how you can print a call, for example for an operator or a supplier.

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