Portal users can manage the available support topics using Customer Request Settings. In addition, to different customer requests configurations.

Step 2: By default, the Customer Request Topics tab is opened and all available topics are displayed

Filter Customer Request Topics

Step 1: To filter the topics, use the Topic and/or the Description fields to fill in your search criteria, then click the Search button

Create Customer Request Topics

Step 1: To add a new Customer Request Topic, click on the New button and fill in fields displayed within the popup window

1. Topic: New topic title

2. Description: Description of the new topic 

3. Available to all inboxes and User Types: Yes (default); which means all topics will be sent to Portal team

Note: Please contact the Avertra team if you would like to add additional inboxes or user types

4. Rank: Ranks the new topic in the topic dropdown list of the support request

5. Click the Save button to save your new topic

Manage Customer Request Topics

Step 1: To Edit, Duplicate or Delete any of the existing topics, select the record then click on the applicable button

Customer Request Configuration

Step 1:  From the Customer Request Configuration tab, you can choose whether you want to show a display name instead of the support email and insert the name in the applicable field as shown below:

Districts