Everyone has probably heard the expression that your employees are your most valuable asset. It’s easy to make that argument when you stop and try to quantify the value of the knowledge about your business and its products a few long term employees have. A great way to document and share that experience with other employees and customers using
Are Knowledge Base Articles difficult to create?
With a few minutes of setup, your users can start documenting complex procedures or solutions to frequently asked questions by your customers.
- Define your templates – set up an outline of the information you are looking to capture
- Set up subjects – ties in to your CRM Subject Tree to better organize your content
- Start creating – choose a template and subject, then add your content
How do I use the Knowledge Base?
Found in the Service area, the Articles section lists all of the available records. From here you can quickly change between views, and sort based on the available columns. However to truly search the available material, navigate to Search Tools in the ribbon at the top of the window and you will unlock advanced options like full-text and keyword search.
By, Jason Lattimer, Software Developer, Avastone Technologies LLC,