How should I use Views?

How you use the Data Views is entirely up to you. However we can make some recommendations:

Have a "My Jobs " window
Open a new window for e.g. "Jobs-Summary" and create a new view. Filter this view and select "Open Jobs assigned to me" from the drop down list.

Have a Contacts window
Open a new Contacts window from the main window's tree view. Create a new view and remove any columns that you don't need. Set the Quick find drop-down at the top of the data view window to "Surname". Then, when a user contacts you, ask for their surname and type this into the "Quick find" box - the data view will scroll directly to that Contact. If you then press F3, you will create a new Job for this Contact.

Leave these windows open
If you leave these windows open when you exit the Helpdesk, the next time you run it they will be loaded automatically, with the view you used last time.

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