diff --git a/.changeset/service-index-where-to-find-things-navigation.md b/.changeset/service-index-where-to-find-things-navigation.md new file mode 100644 index 000000000..5951ad354 --- /dev/null +++ b/.changeset/service-index-where-to-find-things-navigation.md @@ -0,0 +1,13 @@ +--- +'hotcrm': patch +--- + +Write the service overview page's *Where to find things* list to the app's real +navigation. The **Service** group in `src/apps/crm.app.ts` holds three items — +Cases, Knowledge and **Service Overview** — so the list now names Knowledge +(it was missing), gives the dashboard entry its actual sidebar label instead of +"Service Dashboard", sends readers looking for Tasks to **My Tasks** / +**All Tasks** under **My Work**, and records that no *Service Board* exists: +the kanban is the `case_workflow` view labelled **Service Workflow**, reached +from the **Workflow** tab in the case list, not from the sidebar. All three +locales updated. diff --git a/content/docs/service/index.mdx b/content/docs/service/index.mdx index d616b5577..dc97648ba 100644 --- a/content/docs/service/index.mdx +++ b/content/docs/service/index.mdx @@ -59,12 +59,16 @@ See [Analytics › Dashboards](/docs/analytics/dashboards) and [Reports](/docs/a ## Where to find things -In the Enterprise CRM app, the **Service** group contains: +In the Enterprise CRM app, the **Service** group contains three items: -- **Cases** -- **Tasks** -- **Service Board** — kanban-style case workflow -- **Service Dashboard** +- **Cases** — the case list. +- **Knowledge** — the knowledge articles the Copilot reads from (`crm_knowledge_article`). +- **Service Overview** — the service dashboard. That is its sidebar label; no sidebar item is called *Service Dashboard*. + +Two names people look for under **Service** are not there: + +- **Tasks** — `crm_task` reaches the sidebar as **My Tasks** and **All Tasks**, both under the **My Work** group, not under Service. +- **Service Board** — nothing in this app carries that name. The kanban is the view `case_workflow`, labelled **Service Workflow**, and it is not a sidebar item at all: you reach it from the **Workflow** tab in the case list's view switcher. ## Start here diff --git a/content/docs/service/index.zh-Hans.mdx b/content/docs/service/index.zh-Hans.mdx index 2e00fc2d8..1a22bbdc9 100644 --- a/content/docs/service/index.zh-Hans.mdx +++ b/content/docs/service/index.zh-Hans.mdx @@ -59,12 +59,16 @@ New ──► In Progress ──► Waiting on Customer ──► Resolved ─ ## 在哪里找到这些内容 -在 Enterprise CRM 应用中,**服务**分组包含: +在 Enterprise CRM 应用中,**服务**分组包含三项: -- **工单** -- **任务** -- **服务看板**——看板式工单工作流 -- **服务仪表盘** +- **工单**(Cases)——工单列表。 +- **知识**(Knowledge)——Copilot 读取的知识文章(`crm_knowledge_article`)。 +- **服务概览**(Service Overview)——服务仪表盘。侧边栏上的 label 就是这个;没有任何侧边栏条目叫 *Service Dashboard*。 + +有两个名字,人们会到**服务**分组下面找,但它们不在这里: + +- **任务**——`crm_task` 在侧边栏上是 **My Tasks**(我的任务)与 **All Tasks**(全部任务)两项,都挂在**我的工作**分组下,不在**服务**分组里。 +- **服务看板**——本应用里不存在叫这个名字的东西。看板是视图 `case_workflow`,label 为 **Service Workflow**,而且它根本不是侧边栏条目:要从工单列表视图切换器里的 **Workflow** 页签进入。 ## 从这里开始 diff --git a/content/docs/service/index.zh-Hant.mdx b/content/docs/service/index.zh-Hant.mdx index b573a49ba..15a6b39b3 100644 --- a/content/docs/service/index.zh-Hant.mdx +++ b/content/docs/service/index.zh-Hant.mdx @@ -59,12 +59,16 @@ New ──► In Progress ──► Waiting on Customer ──► Resolved ─ ## 在哪裡找到這些內容 -在 Enterprise CRM 應用中,**服務**分組包含: +在 Enterprise CRM 應用中,**服務**分組包含三項: -- **工單** -- **任務** -- **服務看板**——看板式工單工作流 -- **服務儀表板** +- **工單**(Cases)——工單清單。 +- **知識**(Knowledge)——Copilot 讀取的知識文章(`crm_knowledge_article`)。 +- **服務概覽**(Service Overview)——服務儀表板。側邊欄上的 label 就是這個;沒有任何側邊欄條目叫 *Service Dashboard*。 + +有兩個名字,人們會到**服務**分組下面找,但它們不在這裡: + +- **任務**——`crm_task` 在側邊欄上是 **My Tasks**(我的任務)與 **All Tasks**(全部任務)兩項,都掛在**我的工作**分組下,不在**服務**分組裡。 +- **服務看板**——本應用裡不存在叫這個名字的東西。看板是視圖 `case_workflow`,label 為 **Service Workflow**,而且它根本不是側邊欄條目:要從工單清單視圖切換器裡的 **Workflow** 頁籤進入。 ## 從這裡開始