Getting started quickly
After completing the Setup Wizard, you will have the basics of a complete FootPrints workspace, including fields, email notification, an Address Book, and some other options. You can start using FootPrints right away, or you may want to do some additional configuration. While there are many configuration options in FootPrints, you will probably want to do the following before going into initial production:
- Add Agent and Customer Users to the system
- Populate the Address Book with contact data for your end users
- Configure Other Workspace Options
- Create Escalation and Auto Assignment Rules
- Create Search queues
- Create Reports
- Learn more about the different kinds of Issues
- Learn about the Knowledge Base
The following options are initially configured by the Setup Wizard, but you may want to make some additions or changes:
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