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Tabs

Niamh Ferns Updated by Niamh Ferns

Tabs Overview

Service Agents' experience in the DeskDirector TECH Portal can be customised further using custom tabs. This feature adds usable tabs with endless possibilities (much like how query parameters are used).

The settings for this can be accessed from your Admin Portal under TECH Portal > Custom Tabs . You will be greeted by two options for main tabs and ticket tabs.

Main Tabs vs Ticket Tabs

Main Tabs

Main tabs appear on the top-level tabs in TECH Portal. Click on Manage Main Tabs to view existing main tabs or create a new one. You are limited to only 5 custom tabs per DeskDirector instance.

To create a new main tab, click on Create in the upper corner of the main tab list. You can add pretty much any link you want as a main tab for the Tech Portal. For a more dynamic experience, the [memberid] token can be used for the main tabs as a query parameter in the URL

Ticket Tabs

Ticket tabs, in comparison, function in the context of the open ticket in TECH Portal. Click on "Manage Ticket Tabs" to view existing ticket tabs or to create a new one. You are only limited to 5 ticket tabs per DeskDirector instance.

To create a new main tab, click on Create in the upper corner of the ticket tab list. Several tokens can be used for ticket tabs within the query parameter for the URL you add.

The screenshot above shows a sample Ticket Tab, using the [ticketnumber] token and referencing a ConnectWise URL. This makes Ticket Tabs much more flexible and can be used in multiple ways, which will benefit and help agents with relevant content and information when they're working on their tickets.

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