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 required.
By default access to tickets to none staff members will be disalowed. If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES
To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer Select customer Billing Type – there are 3 billing types for the projects. ...
Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info There is 3 types of how the invoice items will be ...
Email Piping is a feature in our CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure only 1 method (cPanel Forwarders or IMAP) depends on your requirements. On your mail server ...
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 ...