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The NEW Button

Updated over 2 weeks ago

Introduction

The New button, located in the quick access section, allows Naverisk users to quickly create a wide variety of items. This includes tickets, devices, agreements, clients, contacts, scheduled jobs, and automation rules.

General

Ticket

This will take you to the New Ticket window



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

Contact
Opens the Window to create new contacts within clients

Scheduled Job
Opens the window allowing you to create scheduled,


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

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

Client

Create new Clients

User Group

Create a user Group,

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

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

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