A new feature for our 2021 R1 and R2 releases is a button called NEW.

This can be found at the top on the right-hand side of the Naverisk Windows

This is a quick option section tool allowing you to choose the options as shown below.

General

Ticket

This will take you to the New Ticket window


See Article for more information http://kb.naverisk.com/en/articles/4468296-ticket-management


Device

Opens the New Device Window to download agents

Client File
Opens the window to allow you to store client files(documents) under the client’s tab

See Article for more information http://kb.naverisk.com/en/articles/4089417-using-the-clients-page

Contact
Opens the Window to create new contacts within clients

See Article for more information http://kb.naverisk.com/en/articles/4089417-using-the-clients-page

Scheduled Job
Opens the window allowing you to create scheduled,

See Article for more information http://kb.naverisk.com/en/articles/2866054-automation-via-scheduled-jobs


Project
Opens the window with ability create a project with multiple tickets.

See Article for more information http://kb.naverisk.com/en/articles/2823532-project-management

Automation Rule
Opens window to automate service desk tasked based on incoming tickets

See Article for more information http://kb.naverisk.com/en/articles/2823263-automation-rules

Document
Opens window to create information\documents within your clients

See Article for more information http://kb.naverisk.com/en/articles/2803205-documents

Settings

Agreement

Window allows you to create agreements for your clients

See Article for more information http://kb.naverisk.com/en/?q=agreements

Naverisk User

Create new users for your MSP or for Clients to access

See Article for more information http://kb.naverisk.com/en/articles/4471708-client-users-groups

Client

Create new Clients

See Article for more information http://kb.naverisk.com/en/articles/4471708-client-users-groups

User Group

Create a user Group,

See Article for more information http://kb.naverisk.com/en/articles/4471708-client-users-groups

Script

Create a new script for deployment or to run processes

See Article for more information http://kb.naverisk.com/en

/articles/4471572-applying-scripts

Service

Opens the create new Service Window

See Article for more information http://kb.naverisk.com/en/articles/4718286-service-catalogue

Device Role

Opens the Window to create new Device roles for your client and client devices.

Make note to do this under the client you wish to create the device role for. It remembers the last client you were accessing. By default, it will be using the last client

See Article for more information http://kb.naverisk.com/en/articles/2811283-device-roles

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