Lena (Team Lead DACH)
- Total activity 16
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Activity overview
Latest activity by Lena (Team Lead DACH)-
Lena (Team Lead DACH) created an article,
Investment Portfolio Data Gathering Process Overview
This knowledge article outlines the standard operational process for gathering, verifying, and compiling core investment portfolio metrics and exposures on a routine (quarterly/YTD) basis. 1. Dat...
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Lena (Team Lead DACH) created an article,
How to: Portfolio Requests
Review Request Split ticket into subtickets and assign to relevant teams (Compliance, Tax, ..)Request Approval Update RM before sending out info to client
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Lena (Team Lead DACH) created an article,
How do I publish my content in other languages?
If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...
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Lena (Team Lead DACH) created an article,
What are these sections and articles doing here?
This FAQ is a section in the General category of your help center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...
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Lena (Team Lead DACH) created an article,
How do I customize my Help Center?
You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...
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Lena (Team Lead DACH) created an article,
How can agents leverage knowledge to help customers?
You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...
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Lena (Team Lead DACH) created a post,
What is the community?
The Help Center community consists of posts and comments organized by topic. Posts might include tips, feature requests, or questions. Comments might include observations, clarifications, praise, o...
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Lena (Team Lead DACH) created a post,
How do I get around the community?
You can use search to find answers. You can also browse topics and posts using views and filters. See Getting around the community.
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Lena (Team Lead DACH) created a post,
Feature a post
Community Managers and moderators can get traction for certain posts by featuring them in a topic in your Help Center community. Learn more
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Lena (Team Lead DACH) created a post,
I'd like a way for users to submit feature requests
You can add a topic like this one in your community. End users can add feature requests and describe their use cases. Other users can comment on the requests and vote for them. Product managers can...