Knowledge Base Link

Knowledge Base Link

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 inserted where your cursor currently is pointed in the reply area edit.

knowledge base

If Setup -> Settings -> Customers -> Use Knowledge Base is set to No you wont be able to use this option.
    • Related Articles

    • Disabling Knowledge Base

      Customers area In case you don’t need the knowledge base on the customers are there is an option to disable the knowledge base feature. To disable you need to navigate to Setup->Settings->Customers and set Use Knowledge Base to No. Staff Members If ...
    • New Knowledge Base Article

      To create new knowledge base article from the main menu click on the item Knowledge Base->Articles then a new window will be opened and click on the top left button New Article. Subject Group – Assign article to a specific group. Eq Hosting, Domains ...
    • New Knowledge Base Group

      To create new knowledge base article from the main menu click on the item Knowledge Base->Groups then a new window will be opened and click on the top left button New Group. Group Name – Give this group a name eq Domains, Hosting etc… Color – Color ...
    • Link Estimate To Project

      Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown) ...
    • Add Items/Products

      Create new item To create new items from the main admin menu navigate to Sales->Items and click on the top left button New Item. Description – Give the item short description of item heading. Long Description – Item long description for more detailed ...