Configure Insightly Integration with HappyFox
Insightly CRM provides a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. Integrating Insightly with HappyFox allows your agents to: * View Insightly contact information in HappyFox ticket-detail and new-ticket form. * Push HappyFox ticket info…
Enable integration with Pipedrive
HappyFox integration with Pipedrive lets you access relevant information about the customer from HappyFox interface, and also allows you to push tickets as a activity against the contact or the organization in Pipedrive. > Available to **Mighty** and above pricing plans. Pipedrive information is shown for the corres…
May 1, 2014-Release Notes (Minor)
The following changes were rolled out to all HappyFox accounts on May 1, 2014. * Facebook Integration: In the event of HappyFox receiving inappropriate responses from Facebook, the integration will be unlinked and an email will be sent to the account admin informing that they have to check their Facebook credential…
April 2014 - Release notes
Features: * NEW: Ticket Life cycle report - Time distribution of tickets across various statuses based on work schedules. Offered via Excel/CSV export * NEW: Embed Support Widget, with options to show new ticket form with custom fields * NEW: Custom JS script on Support Center - Add any custom JS code to your H…
December 2013- Release notes
**New Features** * ALL NEW! Integration with Salesforce CRM * ALL NEW! Integration with Infusionsoft CRM * ALL NEW! Due date based advanced search * ALL NEW! Scheduled reports (available only on Mighty plan) * Support for inline images in KB articles * Related KB articles and Forum posts while creating ne…
Enable Azure Active Directory SSO for your HappyFox account
With Microsoft Azure AD Single Sign-on, you can allow your agents and customers to log in to the respective HappyFox panels (Agent Portal and Customer Portal) with their Azure credentials. Available plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus **Note**: * The Administrator in Azure needs to …
November 2016 - Release notes
Enhancements: 1. Option to exclude certain statuses while calculating the agent's current tickets load for auto assignment based on active staff. 2. Allow agents with Manage-Staff access, to make agents available/unavailable from the Manage >> Staff page. 3. For agents involved in Auto assignment based on activ…
August 2014 Release Notes
**New features** * OKTA integration * Insightly CRM integration * Contact group - Category association **Enhancements** * Support for inline images in Staff New Ticket Form * New Forum Post notification * Due Date template tag - now available for staff notifications (except move, merge notification) *…
February 2013 - Release notes
**New features** * Auto Assignment feature - assign tickets based on round robin assignment * Advanced search with custom fields based search * New tags - last_customer_reply and last_staff_reply in notification templates * Freshbooks integration * Invoices sent for all HappyFox customers on subscription …
