How to use Forums in Vision Helpdesk?
We have provided the Forums feature where you can share and carry out certain organized discussions on the topic or issue which is raised in form of comments and likes with everyone using this software. Forum icon is available on header menu in launcher icon.
- Procedure of creating the Forums:
The three significant attributes of the forums that should be created are:
1) Category.
2) Forum.
3) Topic.
Category:
Creating Well-defined category will help the users to find the exact information they seek and will avoid confusion in presence of large forum topics list.
Steps for creating category (Start by selecting Add option>>category)
Step 1: Select the domain for which you want to create category.
Step 2(mandatory field): Enter the title which is not repeated for the category you are creating.
Step 3: Enter the display order and description for your category.
Step 4: Select the access public or private
Forum:
Here you can create the name and description of the forums according to its category.
Steps for creating Forums: (Start by selecting Add option>>Forum)
Step 1: Select the domain for which you want to create the forum.
Step 2: Select the category which is suitable for the forum you are creating.
Step 3: You can choose the option visible to for who can see the forum you are creating.
Step 4: Post topic is for if you create the forum you can choose who can post the topic.
Step 5(mandatory field): Enter the title which is not repeated for the Forum you are creating.
Step 6: Enter the display order and description for your Forum.
Step 7: Select the access public or private
Topics:
The different topics for discussion can be raised by adding topics in the forum.
Steps for creating Topics: (Start by selecting Add option>>Topics)
Step 1: Select the domain for which you want to create the Topic.
Step 2: Select the category which is suitable for the topic you are creating.
Step 3: Select the Forum which is suitable for the topic you are creating.
Step 5(mandatory field): Enter the title which is not repeated for the Forum you are creating.
Step 6: Write the post related to the topic you are creating and add the post.
Note:
Mark as sticky:
It is the option available for keeping the topic at the top in the listings.
Attachment:
Here you are able to attach various files related to your post
Update:
You can update topics by selecting them from the listings
Operation on Topic:
By clicking on the setting Icon you are able to update various operations regarding the topics. For example you can follow or unfollow the post.
Filters available:
All activity:
Here you are able to view all activity occurring in the forum.
All categories:
You can overview all categories of the forum in this filter type.
My topics activity:
If you are author of the topics then you can overview all the topics posted by you
Waiting for approval:
The number of topics and comments from the client or staff which is lineup still for approval from admin can be overviewed.
Note:
The permission for the auto approval for the topic and comments can set from Setting>>Modules>>Forums>>Auto approve topics and comments.
Spam:
The topics which are spammed can be overviewed here.
You can change the permissions regarding forums by:
1) Settings>>Client Portal.
2) Setting>>Team>>Default.
3) Settings>>Module>>Forum.
