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Perfex 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 ...
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The embeddable ticket form in Perfex CRM is a predefined contact/support form introduced in version 1.8.0. You ca...
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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...
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Ticket services is a feature in Perfex CRM that allows your customer to select which service/product this ticket is related to when opening a new ticket, for e...
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Ticket priorities and ticket statuses are stored in the database, however, with Perfex CRM you have the ability to translate them based on their ID.
Note that changing the name from the admin area won’t ...
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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 requir...
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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->Support-> All...
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Go to Setup -> Settings -> Tickets -> Maximum ticket attachments to adjust maximum tickets attachments....
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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...
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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 dont need to save...
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You can easily customize ticket status by going to Setup->Support -> Ticket statuses
Perfex come with general predefined statuses which you cant delete them becuase they are around the application. You ...
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You can easely customize ticket priorities by going to Setup-> Support -> Ticket priority
Tickets priority are feature in Perfex CRM to easily anwser and check the tickets by priorities.
Some cus...
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You can easily customize all ticket email templates by going to Setup -> Email Templates -> Tickets
Here is a list for all ticket email templates:
New Ticke...
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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 departm...
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Email Piping is a feature in Perfex CRM to auto open or to ticket from email.
You can’t use both methods for auto importing tickets. You need...
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To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department.
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