Getting Started

Getting Around SBS

The first thing you need to know when using Sky Blue Support is how to get around. The best way to get around is using the toolbar as shown below.

Each major function of Sky Blue Support can be accessed from the tool bar. The main functions are Calls, Customers, Knowledge Base, Reports and Stats. These major functions can also be accessed via the file menu and their shortcut keys.

Ctrl+1 = Call List, Ctrl+2 = Customer List, Ctrl+3 = Knowledge Base, Ctrl+4 = Reports, Ctrl+5 = Stats

Creating a Customer

Once you know your way around, you are then ready to begin. We begin by first creating a customer by clicking on customer list via the toolbar or by holding down Ctrl+2. In the customer list screen there is a button called ‘New Customer’, click on this to load the ‘New Customer’ screen.
Fill in the details for the new customer (i.e. Address, Phone, Email, Contacts, etc..) and click ‘Save & Close’. You should now see the new customer in the ‘Customer List’ screen. For more information on adding a customer please click here Add Customer

Creating a Call

Now you have created a customer you can now create a call for it. You can create a call for a customer from the customer list screen or from customer screen. To create a call from the customer list screen, highlight the customer you wish to create a call for and click on the ‘Create Call’ button in the Customer list toolbar. Fill in the call details by adding call heading and call description and click ‘Save & Close’ when finished. For more information on adding a call please click here Add Call

Customer List

The customer list displays all customers and can be used to find a specific customer when creating a call. You can also use the list to sort customers via customer groups. For more information using the customer list please click here Customer List

Call List

The call list displays only open calls and can also be used to find a specific call. You can also filter call by different call groups and analysts. For more information using the customer list please click here Call List