Tabs

Niamh Ferns Updated by Niamh Ferns

Tabs Overview

Service Agents' experience in the DeskDirector Tech Portal can be customized further using custom tabs. This feature adds usable tabs with endless possibilities (much like how query parameters are used).

Configuration for this can be accessed from your Admin Portal under TECH Portal > Custom Tabs . You will be greeted by two options in the page - main tabs and ticket tabs.

Main Tabs vs Ticket Tabs

Main Tabs

Main tabs appear at the "top level" tabs in Tech or Staff Hud. Click on "Manage Main Tabs" to view existing main tabs or create a new one. You are only limited to 5 custom tabs per DeskDirector instance.

To create a new main tab, click on Create in the upper-corner of the main tab list. You can add pretty much any link you want as a main tab for the Tech Portal. For a more dynamic experience, the [memberid] token can be used for the main tabs as a query parameter for the URL

Ticket Tabs

Ticket tabs on the other hand function in the context of the open ticket in Tech or Staff Hud. Click on "Manage Ticket Tabs" to view existing ticket tabs or to create a new one. You are only limited to 5 tickets tabs per DeskDirector instance.

To create a new main tab, click on Create in the upper-corner of the ticket tab list. There are several tokens that can be used for ticket tabs as query parameter to the URL you will be opening for the tab.

The screenshot above shows a sample Ticket Tab, using the [ticketnumber] token and referencing a ConnectWise URL. This makes Ticket Tabs much more flexible and can be used in multiple ways which will benefit and help the tech in the specific ticket he is handling.

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