• Auto Close Tickets

    16-09-2020 05:38:39
    The CRM offers you the ability to auto close inactive tickets for a certain time.This option is located in Setup->Settings->Cron Job->Tickets, you can enter time number of ...
  • Setup Ticket Form

    16-09-2020 05:43:53
    Embeddable ticket form in the CRM is a predefined form for tickets is a feature where you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the sy...
  • By default access to tickets to none staff members will be disallowed. If you need want to allow access go to Setup->Settings->Tickets and set...
  • Ticket Services

    16-09-2020 05:45:24
    Ticket services is a feature in the CRM that allows your customer to select to what service/product this ticket is related when opening a new ticket. Eq...
  • Ticket priorities and ticket statuses are stored in database, however with the CRM you have the ability to translate them based on their ID. Note that changing the name from the admin area wont affect how will be shown to the custom...
  • Private staff notes

    16-09-2020 05:50:23
    To add private ticket note open the ticket and click on the Notes tab from on top.Ticket notes are only visible to staff members so they can collaborate together if multiple assistance is requi...
  • Allowed file extensions

    16-09-2020 05:50:50
    For the support feature allowed file extensions are separated from the global system allowed file extensions. To configure the support ticket file extensions navigate to Setup->Settings->Tickets-> All...
  • Maximum ticket attachments

    16-09-2020 05:51:14
    Go to Setup -> Settings -> Tickets -> Maximum ticket attachments to adjust maximum tickets attachments....
  • Knowledge Base Link

    16-09-2020 05:52:43
    When replying or opening ticket click on the button Insert knowledge base link. A popup modal will be opened you only need to click on the plus icon to insert into the reply field, the link will be in...
  • Predefined Replies

    16-09-2020 05:53:43
    Setup some predefined replies that you are using very often so you wont need anymore to type it again and again. Go to Setup -> Support -> Predefined Replies. When r...
  • You can change the ticket status without making the reply. Open the ticket you want to change the status and on the top right side select the desired status.Status will be updated automatically after change you don't need to...
  • Statuses

    16-09-2020 05:56:22
    You can easily customise ticket status by going to Setup->Support -> Ticket statuses The CRM comes with general predefined statuses which you cant delete them because they are around the application. ...
  • Priorities

    16-09-2020 05:57:05
    You can easily customise ticket priorities by going to Setup-> Support -> Ticket priority Tickets priority are feature in the CRM to easily answer and check the tickets by priorities. Some customers will a...
  • Ticket Email Templates

    16-09-2020 06:00:25
    You can easily customise all ticket email templates by going to Setup -> Email Templates -> Tickets Here is a list for all ticket email templates: New Ticket Opened (Opened by sta...
  • Open Ticket from Admin Area

    16-09-2020 06:03:20
    To open new ticket click on the sidebar menu item Support -> New Ticket Select assignee. (Default is you and also you can set it to none) Select customer Select departme...
  • Email Piping is a feature in the CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure onl...
  • Departments

    16-09-2020 06:10:46
    You can setup support departments by going to Setup-> Support -> Departments. NOTE: If you want to receive ticket emails you need...