SysAid CSS Quick Guide: Basic Setup
Basic Setup
/ Self Service Portal/
Advanced Setup
/ Test Run
Updated on October 2008
| Step 2: Change your settings |
| Step 3: Review/change your CSS settings |
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Go to  Preference  CSS Settings General Settings (Tab)
The settings you determine here will influence various functionalities in your SysAid CSS, such as automatic emails sent to you, your co-workers and your customers, according to different situations.
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| Step 4: Set up Categories |
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Go to Preference CSS Settings Categories (Tab)
Here you can create your own categories to fit the services you provide.
For more details about setting up categories, please go to SysAid CSS User Guide
Chapter 5: Support Services - An Overview. |
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| Step 5: Import/Create your contacts & accounts |
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From the main menu go to  Contacts , or to  Accounts
You may export your contacts from outlook (or any other software) to a CSV file and then easily import them into SysAid CSS.
Another option is to enter them manually.
For a more detailed explanation please check the SysAid CSS User Guide
Chapter 3: Setting Up and Managing Contacts |
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| Step 6: Start using SysAid Customer Service and Support |
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From the main menu go to  CSS
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This will be the main page that is used to give support to your customers. |
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