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Service Lines Screen
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Video Library
General Overview
What's New in Builder v2021.1?
An Introduction to Builder
Using the Service Matrix Screen
Configuring Cases
Case Overview
Creating a Case from Scratch
Case Conditionality
Configuring Tickets
Setting Up Ticketing
Testing Your Ticket
Adding Ticket Categories
Integration with ABBYY FlexiCapture
Setting Up Emails
Setting Up Email Routes
Configuring Email Routing Rules
Email Template Configuration
Creating a New Email Template
Comparing & Merging Email Templates
Creating Custom Data and Custom Cards for a Case
Schedules
Creating a Schedule Structure
Creating a Schedule
Linking a Schedule to a Case
Frequency-based Triggers
What are Frequency-based Triggers
Creating Frequency-based Triggers
Due Date Flavours
Overview of Due Dates
Ticket Due Date Methods
Case & Action Due Date Methods
Advanced Options for Due Date Settings
Allocation Flavours
Setting Allocation Rules & Queues
Setting Primary & Secondary Allocations
Creating Queues and Setting Queue Methods
User Management
Overview of User Management
User Groups and Permissions
Working Calendar Management
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Service Lines Screen
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Outline
General Overview
What's New in Builder v2021.1?
An Introduction to Builder
Using the Service Matrix Screen
Configuring Cases
Case Overview
Creating a Case from Scratch
Case Conditionality
Configuring Tickets
Setting Up Ticketing
Testing Your Ticket
Adding Ticket Categories
Integration with ABBYY FlexiCapture
Setting Up Emails
Setting Up Email Routes
Configuring Email Routing Rules
Email Template Configuration
Creating a New Email Template
Comparing & Merging Email Templates
Creating Custom Data and Custom Cards for a Case
Schedules
Creating a Schedule Structure
Creating a Schedule
Linking a Schedule to a Case
Frequency-based Triggers
What are Frequency-based Triggers
Creating Frequency-based Triggers
Due Date Flavours
Overview of Due Dates
Ticket Due Date Methods
Case & Action Due Date Methods
Advanced Options for Due Date Settings
Allocation Flavours
Setting Allocation Rules & Queues
Setting Primary & Secondary Allocations
Creating Queues and Setting Queue Methods
User Management
Overview of User Management
User Groups and Permissions
Working Calendar Management