Perform Other Actions
Here are other actions you can perform using the Action Bar.
Action |
Description |
---|---|
Log a Call |
Lets you log inbound or outbound call notes manually, if your organization doesn't have an integration to a telephony system, and you're using a desk phone. |
Search Knowledge |
Searches the knowledge database and displays the results in a new browser tab that includes the Title and Reference Number. |
Find Similar Service Requests |
Searches the application for similar service requests based on the key attributes of the service request you're currently working on. The results are displayed in a new browser tab. Note:
The Action Bar displays the Find Similar Service Requests action in the suggested actions even when you enter these synonyms for find: search, show, detect, obtain, and match. |
Resolve Service Request |
Lets you resolve a service request. Note:
The Action Bar displays the Resolve Service Request action in the suggested actions even when you enter these synonyms for resolve: close, complete. |
Copy Service Request |
Lets you copy an existing service request to quickly create a new service request, when most of the information is the same. Note:
The Action Bar displays the Copy Service Request action in the suggested actions even when you enter these synonyms for copy: clone, duplicate. |
Delete Service Request |
Lets you delete a service request, if you've the required permissions. |