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Sorting all Self-Service Records

1. To sort the self-service records, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the upper/lower arrow on the right of any of the name columns in order to sort the list.

 

 

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Searching & Filtering Self-Service Records

1. To search a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then start typing below the name columns in the list in order to filter the list based on your criteria.

 

 

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Deleting a Self-Service Record

1. To delete a self-service record, you have to be first on your Admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the Delete button ( ) on the right of the wanted self-service record.

6. Once pressed, the self-service record will be deleted, so think twice before taking this kind of action.

 

 

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Editing a Self-Service Record

1. To edit a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the Edit button ( ) on the right of the wanted self-service record.

6. Here you can modify the wanted fields. After modifying the fields, press on the Update button in order for the changes to take effect.

 

 

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Viewing a Self-Service Record

1. To view a self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to view details from a self-service record.

4. Then press on the List button on the right side of the menu in order to see all self-service records.

5. Then press on the View button ( ) on the right of the wanted self-service record.

 

6. From here, you can either go back to the list by pressing the Back button or go to the edit section by pressing the Edit button.

 

 

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Adding a New Self-Service Record

1. To add a new self-service record, you have to be first on your admin account.

2. Press on the Integration tab ( ) from the left side of the page.

3. Then press on the Self-service tab ( ) from below in order to add a new self-service record.

4. Then press on the Add button on the right side of the menu in order to add a new self-service record.

5. Here you will have to fill in the required fields in order to add a self-service record.

6. After filling in the fields, you can either press on the: 

  • Back button – this will return you to the list of self-service records.
  • Save & exit button – this will create a record based on the completed form and return you to the list of self-service records.
  • Save & new button – this will create a record based on the completed form and show a new form to create a new self-service record.

 

 

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