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
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