Helpdesk
The Helpdesk section in the Nettware platform serves as a centralised hub for tracking all communication between your business and its clients or vendors. It ensures full visibility into every message, email, or notification sent from the platform.
What's in the Helpdesk?
Every email or text message sent to a client or vendor through Nettware is automatically logged in the Helpdesk.
This includes communication related to Sales Invoices, Purchase Orders, Quotations, Work Orders and other document types
Viewing Helpdesk Entries per Document
For any document (e.g., an invoice or work order), you can view its communication history by opening the document and navigating to the Helpdesk tab.
This provides quick access to all related to the document communication without leaving the document screen.
Viewing Helpdesk Entries per Client
To see all Helpdesk communications for a specific client:
Go to Contacts > Client, select the client profile
Click on the Helpdesk tab
This view aggregates all interactions across multiple documents and channels, offering a complete communication timeline with that contact.
Tip: Use the Helpdesk to verify message delivery, review past correspondence, or maintain a clear audit trail of client/vendor interactions.