Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Chat with a Service Desk Agent
If the virtual agent is not enabled, you can obtain live support from a Service Desk agent by using Service Manager Service Portal chat:
- Click the chat button on the lower right corner of the Service Manager Service Portal. A chat window opens.
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Fill in all mandatory fields, and then click Start Chat. The chat window automatically displays the number of people who are already in the queue. If no agent is available or it is out of the chat service hour, click Submit a Request in the chat window to submit a support request.
Tip If you have submitted a ticket before the chat, you can specify the ticket from the Previous Support Ticket ID drop-down list.
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When a Service Desk agent joins the chat, you can type messages to state your issue and chat with the Service Desk agent. The Service Desk agent may guide you through troubleshooting, suggest possible resolutions, or create an Incident record in Service Manager to handle your question.
Note If you refresh the Service Manager Service Portal webpage or re-login to the Service Portal, the chat window retains its status as before.
After the chat is completed, you can close the chat and rate the agent. If further work is needed to resolve your issue, the agent might notify you by e-mail when this work is completed, as appropriate.
To end a chat:
- Click the close button on the chat window.
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The system prompts you to select a reason to end the chat. Select a reason in the drop-down menu, and then click End the Chat.
You will no longer receive messages from this chat. After you end the current chat, the system broadcasts a message to the Service Desk agent to identify that you have ended the chat. Your closure reason is also displayed to the Service Desk agent.