Helpdesk Pilot

New Updates on All Trial instances

by Mohan — 21 Jun 12

Here is a list of some of the new features, enhancements and fixes that we have pushed out to all our Helpdesk Pilot trial accounts. Don’t have an account yet? Create a free trial now.

 

Enhancements

  1. Improved ordering of values in dropdown and multi choice custom fields on display and while editing them.
  2. Improved ordering of items in the Knowledge base drop down in the add update area.
  3. Removed “Next ticket” link for performance reasons in instances.
  4. Updated Reply-To header in staff notification to use the email address of the parent category for categories using another category’s SMTP settings.
  5. Better control on new ticket form button to avoid duplicate ticket creation.
  6. Added rich text editor to Move ticket and Mass reply pages.
  7. Improved mail parser.
  8. Removed email address from {{all_replies}} tag in notification templates.
  9. Keyboard support for client lookup functionality in staff new ticket form.
  10. Better handling of S3 attachments, where inline attachments used to ‘expire’ and not be visible in the ticket messages.
  11. Better validation of Add holidays form in Work Schedules.
  12. Can now unassign tickets from the ticket box itself.

Bug Fixes

  1. Fixed bug where email address in From/Reply-To headers were being sent as ‘<None>’ in customer notifications for categories using another category’s SMTP settings or default SMTP settings and without an explicit ‘From’ address.
  2. Fixed bug where Smart rules were not working on tickets which were moved from one category to another.
  3. API bug fix, for staff update action.
  4. API bug fix, for accepting due date in ‘YYYY-MM-DD’ format.
  5. Fixed bug where some pie charts were not showing any data.
  6. Fixed bug where dependent multi choice custom fields were showing up before the parent value was chosen in the add contact and customer panel my settings sections.
  7. Fixed bug where full access contact group members were unable to add updates to tickets raised by the other group members.

Stay tuned for exciting new updates in the coming weeks!

Helpdesk Pilot — 1 comment

New updates on all Trial instances

by Swarna Rethas — 18 Feb 12

We are happy to inform that all Heldpesk Pilot trial instances have now been updated to the latest version of the application. The updates have been mentioned below.

Enhancements

1. Quick Private note message posted text corrected
2. Better handling of URLs for selective managerial role permissions
3. Removed reset and cancel buttons in update custom fields section
4. More prominent "clear search" text on search action
5. Search on My Queue now loads search results under All filter
6. Due date display fix
7. Fixed issue where when there is no name for a contact, it's not possible to go to the contact detail page
8. Allow time spent to be editable by allowing negative value input
9. Security enhancements

Bug Fixes

1. IE fixes for embed code
2. Fixed bug where export of reports was not showing the correct ticket assigned value
3. Fixed bug where newly added staff was not being picked as a valid choice in the private note alert query set
4. Fixed bug where import contacts link was available to non admins in an instance

New Features

1. Forward ticket
2. HTML notifications
3. Rich text notification templates
4. Ability to restore default notification templates
5. Move ticket from ticket detail page
6. Migration support for Helpdesk Pilot 4.4.5 customers to move to Helpdesk Pilot 5
7. Related tickets now supports full ticket ID search with or without '#'

For any questions, contact sales@helpdeskpilot.com.

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Looking ahead to 2012

by Vikram Bhaskar — 23 Dec 11

It’s that time of the year again, when we look at the calendar and count down the last few days of the year, eagerly looking forward to ushering in a new one. There’s an enticing feeling that comes about, when you know a new year is upon you and that it’s the right time to wipe the slate clean and start afresh.

2011 for us, was a big year.

We launched the fifth major release of Helpdesk Pilot this year, marking V5 as the most significant update to the product ever. It wasn’t just an update, but a new avatar of our help desk management software, as we rebuilt the product on a new architecture with significant new features and capabilities over it.

We’ve been receiving great feedback from all our users and it’s helped us in channeling our development roadmap for the next year. During 2011, we were able to consistently roll out new features and enhancements on a monthly basis, which has progressively improved the capabilities that Helpdesk Pilot has to offer.

Support teams can manage their performance goals as a part of their service offering, create and maintain work orders, cater to tickets efficiently whilst out on the field, and more.

Our Enterprise Edition has been a winner in numerous large scale help desk deployments across the USA & Europe, both for its feature packed status as well as its affordability. As more and more businesses look to trim costs but continue to maintain, and excel, in core areas such as support services, Helpdesk Pilot remains a powerful product to help them achieve that.

We can’t wait to bring more powerful capabilities your way, to empower your support services even more. It’s been a great year so far and we’re sure 2012’s going to be even better.

Thanks for supporting us and being a part of this growth. From all of us at Tenmiles, here’s wishing you a Merry Christmas and a rocking new year!

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Perform ticket-level actions when replying to end users via email

by Vikram Bhaskar — 07 Dec 11

Till now, 2 way email integration has allowed for staff responses to be added on a ticket, by merely replying to the notifications that staff members receive via email. This is beneficial for staff members or help desk agents in the field, when it may be difficult for them to actually make use of the web interface, to stay updated of new tickets and respond where needed.

With email being directed to their mobile devices, staff responses via email ensure that:

– the ticket within Helpdesk Pilot is appended with the update

and

– the response is sent to the end user, as an email

Helpdesk Pilot is now even more mobile-device friendly, as staff can now perform ticket level actions when replying to end users, via email. These actions include changing a ticket’s status, priority or the assignee (staff member to whom the ticket is assigned).

Be it via a Blackberry, iPhone, Android or any other mobile device capable of receiving and sending emails, staff members need to make use of a simple set of tags to perform these actions:

@@set [action]@@

where [action] could consist of a combination of status, priority or assignee changes.

Let’s have a look at how a ticket’s status can be changed, through this example.

John Doe sends in a request and Pulkit Sankhla (from the Helpdesk Pilot Team) is notified of this ticket via his iPhone, since he’s currently on the move.

Photo_1-1

If Pulkit had accessed this ticket via his staff interface, this is how the ticket would have been displayed, in it’s current NEW status:

Screen_shot_2011-12-07_at_12

Now, Pulkit’s keen on responding to John as early as possible, so he taps Reply on his iPhone and begins the response with the action tag:

Photo_2-1

The tag has to be inserted in the first line of the response, following which the rest of the message can be typed out. Pulkit then sends the response, which gets routed through Helpdesk Pilot and then onto the customer. Helpdesk Pilot will strip the first line of the response, thereby removing the action tag and ensuring that the customer receives only the actual message.

If we now look at the ticket display, within the staff interface, we can see that the reply has been appended (after removing the action tag from the message body) and the status changed to OPEN.

In such a way, the tag used can be extended to include status, priority and assignee, as required. For more details on how these tags can be used, please visit the Notifications page within your admin’s Manage section, or simply get in touch with us.

The ability to perform ticket level actions via email offers more capabilities to field agents and makes for more efficient ticket management, when on the move. Leave a comment and let us know what you think of it!

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Create, manage and report on SLAs within your help desk

by Vikram Bhaskar — 11 Oct 11

Our latest feature addition is SLA Management*, available exclusively on the Enterprise Edition.

Individual SLAs, each with its own specific set of conditions and objectives can be created and linked to individual work schedules, ensuring that your SLA timelines are calculated over relevant working hours.

Single or multiple work schedules can be defined to cover the working hours of your help desk as well as a relevant timezone. This is extremely useful if you provide support across international regions (and, therefore, timezones).

Screen_shot2

An SLA can then be created with:

1. an objective

2. a set of conditions that determine on which tickets, end users, etc, the SLA is applicable on

3. a goal percentage

4. a relevant work schedule

Screen_shot1

Tickets that breach the SLA will be marked with a red exclamation mark; visually, this serves as a clear and immediate indication that a specific action is called for, as an SLA has been breached.

For a broader perspective, an SLA Performance Report is now available along with each report that you create. SLA metrics and stats on goal objectives will be clearly indicated and in the event that a breach has occured, the relevant tickets that caused the breach will be displayed.

With this feature, Helpdesk Pilot now allows you to cater to in-house and end-user specific SLAs as part of your support services.

SLA Management is available for evaluation on our free, full featured trial. Sign up now! 

(*SLA Management is a feature provided exclusively on the Enterprise Edition of Helpdesk Pilot)

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Provide your techs in the field with printed service requests

by Vikram Bhaskar — 03 Oct 11

As part of your support offering to customers, it may be necessary for your techs to personally visit the customer’s premises, look into the request and resolve it. In such cases, your techs need to have prior information on the customer and the ticket he/she raised.

Within Helpdesk Pilot, the ticket is displayed with relevant customer and ticket specific information as well as the communication exchanged between the customer and your support staff, in a conversational view.

This format looks great when viewed on your support staff’s 17″ LCD screen, but techs in the field need a simple template to work with.

Helpdesk Pilot has a print-friendly ticket view that extracts all the details on a ticket and displays it in the following tabular format, well spaced for easy viewing:

Each ticket can then be printed in A4 format and handed over to your techs in the field, for use during their daily support calls.

Going one step further, the print view can be exported in a PDF format and used as a more concise, digital version of the original ticket. Many organizations now outfit their techs with tablets (such as the iPad) in a move to be more environmentally friendly.

Therefore, techs can easily download their assigned set of service requests and refer to them whilst in the field, doing away with the need for actual paper based printouts.

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Get a quick overview of the benefits that Helpdesk Pilot has to offer

by Vikram Bhaskar — 23 Sep 11

On the lookout for a help desk management software and pressed for time?

We’ve put together a short presentation that highlights the key features that Helpdesk Pilot provides, along with an indication on how they could potentially fit in line with your workflows.

A minute or two is all you need to browse through this overview, for a detailed insight on Helpdesk Pilot.

Helpdesk_Pilot.pdf

If you have any specific queries with regards to requirements that you’d like to implement, feel free to get in touch with us. We’d love to chat and learn more of your needs.

 

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The Power of Helpdesk Pilot on the cloud

by Vikram Bhaskar — 14 Aug 11

Helpdesk Pilot is offered as a deployable software, that you can install and manage on your server. This is the favoured route for many businesses that prefer to have their applications managed in-house rather than have it hosted by the service provider.

If, however, you prefer a hosted help desk solution, then we invite you to consider HappyFox. 

HappyFox is essentially Helpdesk Pilot on the cloud and offers the same level of functionalities, in a hosted format. Both these products share a common development roadmap, with similar feature sets that are rolled out on a regular basis. 

Our objective is to offer two delivery channels for our help desk management software, to cater to the individual needs of your business. Whether it’s Helpdesk Pilot or HappyFox, you’re assured of a trusted and feature rich application managing your help desk operations.

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Tip of the week – Creating a customized welcome page for your help desk

by Vikram Bhaskar — 21 Jul 11

A while back, we highlighted how your help desk can be branded with your corporate logo and name. This gives your end users a familiar feeling when they visit the help desk for their support needs, but we thought that it may be worthwhile to go a step further.

You can now include customized content on the welcome page, to convey any additional information to your end users.  

The highlighted area of the screenshot below indicates the content section that can be customized:

Screen_shot_2011-07-21_at_3

To add your customized content, navigate to the General Settings page (within the Manage tab of your Admin interface). In addition to normal text, the HTML enabled editor allows you to make use of HTML tags to build your desired content.

Perhaps an indication of your help desk’s operating hours and timelines for support responses? With a link to contact a Customer Support Manager for any critical issues?

Or maybe a more personalized guideline on how they can use the help desk to submit their requests and/or browse the Knowledge Base?

So go ahead and speak out through your help desk. Yet another step in ensuring that your help desk reflects your corporate image as much as possible.

We have a few customers who’ve put some creative thought in the messages they wish to convey and we’ll be covering some of them on the blog, shortly.

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Creating a self-service help desk using the Knowledge Base

by Vikram Bhaskar — 18 Jul 11

“Knowledge Base : A special kind of database for knowledge management, providing the means for the computerized collection, organization, and retrieval of knowledge” – Wikipedia

The latest feature addition to Helpdesk Pilot allows you to achieve this, by creating and managing an online repository of information that your end users can access. 

The Knowledge Base is a standard feature across all editions of Helpdesk Pilot and integrates seamlessly to provide your end users with a self-service help desk. 

Kb

Once end users visit your help desk, they can choose to :

  1. Create a new ticket
  2. Log in to their account to view past tickets and responses
  3. Access most viewed articles
  4. Search & browse the Knowledge Base for relevant technical assistance

Let’s delve a bit deeper into that last point.

Search & Browse the Knowledge Base

The basic crux of any support request is the need for some form of assistance, which is typically sought once a support request is submitted. However, the presence of a Knowledge Base serves as a powerful online reference medium for your end users to consult. By categorizing various aspects of your support services into identifiable sections on the Knowledge Base, your end users can intuitively locate articles that are relevant to the type of issue they’re facing.

Screen_shot_2011-07-18_at_3

Resourceful Articles

Effective technical documentation and support oriented articles can be built using a rich text editor, that allows you to make use of multiple media sources.

Insert images and video to create step by step troubleshooting guides. If you’re well versed in HTML, make use of the HTML editor to build a more customized article pulling in references from other web sources.

Kbarticle

The Knowledge Base is available on our full featured trial, which you can sign up for here. (If you already have an active trial, log into your admin interface and click on the Knowledge Base tab to get started)

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