Archiving values in dropdown and multi-select ticket custom fields
Agents can now archive a specific value in a dropdown or multiselect ticket custom fields. This is particularly useful when they want to retain the value in existing tickets while restricting its use in the future. The archived value can be unarchived at a later time if needed, making it available. Available Plans…
How to integrate your HappyFox Workflows account with Salesforce account?
Integrating HappyFox Workflows account with Salesforce account: Integration of the HappyFox Workflows account with the Salesforce account will establish the connection for HappyFox Workflows to communicate with your Salesforce account. Thus allowing automation of steps within your Salesforce account. Steps to I…
How to update labels in a visualization?
All the appearance-related changes like updating the labels, axis names, positioning can be done using the visualization settings. Steps to be followed: * Click the ‘edit’ icon on the top right of the visualization. * ‘Edit visualization’ page opens , n avigate to 'Visualization settings' under the 'S…
How to delete a report or a page?
A report or a page can be deleted altogether by following these steps, To delete a report: * Click on the edit icon next to the report name in the menu bar * In the ‘Edit reports’ window, click the ‘Delete’ button to delete the report To delete a page: * Click on the edit icon next to the page name …
Configure Harvest Integration with HappyFox
Harvest is a web-based time tracking software designed for businesses and individuals who need to track their time and manage projects. Harvest offers a range of features, including the ability to track time through multiple devices and platforms like HappyFox help desk. The integration between Harvest and the Agent…
How to integrate HappyFox BI with Salesforce account?
Integrating your HappyFox BI account to Salesforce account: Integrating your Happyfox BI account to the Salesforce account will establish the connection for HappyFox BI to pull data from your Salesforce account. You can then build meaningful and interactive dashboards on top of your Salesforce data within HappyFox…
How to create a new report in Happyfox BI?
A report is a collection of pages . Any number of pages can be added to a report. Grouping of pages into reports makes sharing easier within and outside the organization. Reports help organize your pages and visualizations. How to create a new Report? * Log in to your HappyFox BI account and click the menu b…
Adding private notes for agent replies via email
HappyFox help desk administrators can now define how incoming messages are added to a ticket when an agent replies to an email. The administrator can choose whether to set it to an email reply or a private note. This feature is being introduced to address scenarios in which agents with the permission to reply to t…
How to invite clients to your Happyfox BI account?
You can easily share the reports created within HappyFox BI with your Client groups. Access permissions are set at the report level, so you can decide the reports/pages your clients can view. Multiple clients can be added to your HappyFox BI account. A client can only view the reports. He/She cannot edit or add a …
How to add users to your Happyfox BI account?
You can easily share the reports created within HappyFox BI using the Invite User feature. Users can edit as well as add a new visualization to your account. A client on the other hand can only view the reports. Adding Users: * Navigate to Manage --> User Management * Click on the " Add " button next to …
