How to Create a Task from a Newly Added Ticket in the Service Desk?
Admin Borg implements this feature by which an enterprise or organization raises their query by opening a ticket to resolve it. Click on Service Desk -> Go to the side menu bar -> click on Open New Ticket -> Fill the Details -> click on Create button - > on the right side top corner + plus is there -> click on Subject from the table --> Backend Team Collaboration and then Fill the details and click on Create Task. …
How to search Customer in AMC contract in Service Desk?
BorgDesk enabled the enterprise to view the list of customers for the AMC contract in the Service Desk Click on Service Desk -> Go to the side menu bar > click on Manage AMC > click on Select Customer Filter > Select Customer from given List > Click on Search Button …
How can I register for online Training and workshops on the kpsingh.co.in website?
Register for online Training and workshops on the kpsingh.co.in website easily by following these steps…
How to Manage, Edit / Update, Download and Print Quote as PI from Sales CRM?
Mange, Download, Edit / Update and Print Quote as PI by following these steps…
How to Generate Project Quote (Quote as PI) from Sales CRM in Borg Desk Workplace ERP?
Generate Quote as PI easily by following these steps…
Outstanding Payment Followup : How to followup & recover outstanding receivables from clients ?
Borg Desk ERP starts sending follow-ups mails to clients of dues are not cleared on or before due date mentioned in the Invoice. Reminder Interval can be set to repeat the same as per requirement. Borg Desk facilitates ERP Admin of a company to set frequency of reminders like Daily, Every 3 Days, Every 7 days, Every 15 Days etc.. Reminder's Type : WhatsApp Reminders, SMS Reminders & Email Reminders…
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