How to use Visualization Templates?
What are Visualization templates? Visualization templates are pre-built visualizations curated for certain use cases. You can make use of them to quickly create visualizations. Choose the template of your choice from the list and drag it to your page. The visualization would get loaded based on the data in your ac…
Using a Visualization template in your report:
Visualization templates are pre-built visualizations for various scenarios, which when dragged into your report will get populated for your dataset, making report creation faster and easier. There are hundreds of visualization templates available in HappyFox BI template library, which can be used to build your rep…
How to create and use a Report Template?
A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required. Creating a Report template: * Create a report . * Click on the edit symbol next to the report name in the menu. * Click on ‘Save as report template’. * Add a name for the report…
Creating and Using Ticket Templates
Ticket Templates in HappyFox can greatly ease the process of creating tickets for agents. This feature will be really useful for customer requests that are frequent and similar. Using templates created for specific kind of customer requests, agents can quickly create tickets, thereby saving considerable time. Availab…
Edit notification email templates
You can customize the email that is sent as a notification by modifying the email templates. Plan: Available for all plans. To edit the template, * Navigate to Manage >> Notifications >> respective notifications tab Note: Only agents with “ Manage Notifications ” permission can view this option. * Click on the…
