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Perform High-level Workspace Administration

Workspace Administrators can set options on a per workspace basis. You can create custom workspace fields, add users to a workspace, etc. Running the Workspace Setup Wizard configures most of the quick start features but you can make additional customizations by selecting Administration | Workspace from the FootPrints Toolbar. This topic lists some of the options you might want to configure soon after installation.

Basic Workspace Options

Most of these basic workspace options were configured if you ran the Workspace Setup Wizard during installation. You can change values for options already configured or set up additional options.

Configure workspace appearance
Define the Priority field
Enable and define time-tracking
Configure workspace and agent schedules for availability
Configure email:
Validate email addresses
Define Mail Preferences for incoming and outgoing email, including basic notification rules and templates
Configure the CRM Bridge add–on module
Configure Address Books:
Disable the Address Book
Hide Address Book Fields
Miscellaneous:
Create a Splash Screen for agents and/or customers
Enable/disable Global Issues
Define Subtask Closure Procedure

Saved Searches

Custom searches can be defined to create queues for different service levels, problem types, overdue issues, etc. If shared with the other members in the workspace, these searches are available from the homepage “Display” option.

Continue with Configure Fields.htm.

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