The "Clone" option in Happyfox Service Desk can be utilized in various scenarios, including: * Replicating a ticket and assigning it to different agents, saving time and effort. * Duplicating the details of an existing ticket to customize it based on your specific needs. Ticket Clone is now available for all Serv…
When a support agent moves a service desk ticket to completed status and the requester responds to the same ticket via the support portal or through email , the response can be handled in three ways: * Option 1 : Keep the ticket closed and add the new update to it. * Option 2 : Automatically reopen the ticke…
Required Permission Manage All Forms * This is a team level role. * Navigate to Roles and Permissions > Role type: Team > Managerial tab > Forms section to enable this permission. How to customise the create release form? Follow the steps below to customise the create problem form. * Navigate to Main menu >…
Below are the list of general notifications that are available by default in a Service Desk account 1. Forgot password - Requester This email is sent to the requester when forgot password action is initiated by the requester. 2. Forgot password - Agent This email is sent to the agent when forgot password is i…
Required Permission Manage All Forms * This is a team level role. * Navigate to Roles and Permissions > Role type: Team > Managerial tab > Forms section to enable this permission. How to customise the create change form? Follow the steps below to customise the change create form. * Navigate to Main menu > M…
This article explains the different sections of the account settings page and guide you through the process of making necessary configurations. You can tailor your service desk to align with your organisation's settings and branding requirements by customsing the Service Desk settings. Basic Settings tab 1. Navig…
Follow the steps explained below to customize the email notification templates, * Navigate to Main Menu > Manage > Ticket Settings section > Notifications > any ticket type tab * Click on any of the notifications to Edit . * Here the list of all the teams in service desk will be displayed along with the coun…
Activity tab * The complete audit log of the incident will be available here * All the conversations, replies, private notes, automation messages, actions and updates with respect to the incident will be recorded and updated in this tab.
The card view provides a simple as well as quick view on the various properties of a Service Request in a simple card format. Following are the details that will be available in the card 1. Service Request ID The auto generated ID of the Service Request. E.g. #SR0000213. Starting with # followed by SR and …
Tags are a powerful way of labelling and grouping tickets. The ticket tags can also be used as conditions to create queues or filters, automation workflows and generating reports. Required Permission Manage All Tags * Only users with this permission will be able to access this module to create, edit, rename, m…