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Vision Helpdesk Forum

Megha N Apr-1st, 2019 10:30 0 0

Forum Module

Forums module using where your staff and clients can have an organized discussion. It helps clients to share issues, experiences and create discussion over certain topics. Clients can also interact with each other and help solve common issues.

Forums are useful to get client feedback which helps you to improve the product and services. Also, your client can add topics and comments which your staff can moderate from manage portal. Staff can approve or disapprove clients comment and topics.

You can add general forums which will be visible to all the visitors of your website also you can restrict the forum access based on clients. Your visitors/clients can see the forums on client portal as below.

You can also disable or enable forum module from manage portal.

Manage portal >> Admin settings >> System >> Module >> Forums

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 select the status for that forum whether it is Planned, In progress, Implemented etc.

Step 4(mandatory field): You can add title for the forum you are creating.

Step 5: You can add description of the forum you are creating.

Step 6: You can choose the option visible to for who can see the forum you are creating.

Step 7: Post topic is for if you create the forum you can choose who can post the topic.

Step 8: You can select yes if you want to show the modified topic on top.

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:Add the URL related to the topic you are creating.

Step 7: 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

Filters available:

All activity:

Here you are able to view all the new topics added in the forum.

Reply:

You can overview the reply on the forum here.

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.

Forums:

Here you can see all the forums categories which you have added to the forums module.
You can edit, delete or add forum categories using the dropdown.

You can edit,delete and add topic to the forum from this dropdown-

You can see the topics added to the forums over here -

You can change the permissions regarding forums from:

1) Settings>>Client Portal.

2) Setting>>Team>>Default.

3) Settings>>Module>>Forum.


Forum Module

Forums module using which your staff and clients can have an organized discussion. It helps clients to share issues, experiences and create discussion over certain topics. Clients can also interact with each other and help solve common issues.

Forums are useful to get client feedback which helps you to improve the product and services. Also, your client can add topics and comments which your staff can moderate from manage portal. Staff can approve or disapprove clients comment and topics.

You can add general forums which will be visible to all the visitors of your website also you can restrict the forum access based on clients.

You can also disable or enable this module.

You can change the permissions regarding forums from:

1) Settings>>Client Portal.

2) Setting>>Team>>Default.

3) Settings>>Module>>Forum.

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