You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from category tag

How to delete a category?

**Deleting a category would remove the category from the helpdesk and will no longer show up in the ticket forms for both agents and contacts. ** **Note: To delete a category you need to have “Manage Categories” permission. ** **Follow the below steps to delete a category. ** 1. **Go to Main menu >> Categories. *…

How to create a category?

1. **Go to Manage >> Categories as shown below ** **Note: You need to have “Manage Categories” permission to view this option under the main menu. ** **![][1]** 1. **Click on the “+” icon to start creating a category. ** 2. **Create a category form explained: ** **![][2]** 1. **Name: Enter the name of th…

Changing Ticket Subject through Email Replies

Agents and Contacts can change the ticket's subject through the replies they compose from their mail system. The changes made to the ticket subject are reflected in HappyFox across all areas. > There is a **category level setting** governing this feature. Agents can toggle this feature ON/OFF for the different catego…

Reports: Inflow

The Inflow report is all about how tickets are created in your helpdesk. This report breaks down ticket creation by category and channel so that you can monitor their respective ticket-count for the selectable period in the past. More importantly, you can also use this report to observe inflow trends and understand wh…

How to add image in category signature?

HappyFox allows you to add images in signature for better illustration. Available Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus If you haven't set up a signature to append in your updates to customers, [Click here][1] to know how to do it. To add an image in Signature you'd have to use H…

How to remove your account URL from outgoing email information?

Have you noticed your outgoing emails/updates to your customers, include your HappyFox account's URL along with your category's email address? If yes, you're probably wondering how to get rid of it. This is the one we're talking about: ![][1] It also shows up here: ![][2] This information will only be displayed i…

What are Public and Private categories?

Categories configured in HappyFox can be of two types - Public and Private. Public categories are categories that are visible to both the staff members and the end users and Private categories are visible only to the staff members. You can set the availability of the category under Manage >> Categories. ![][1] Mark…

Difference between General Outgoing Email and Category Outgoing Email Settings

If you've begun using HappyFox for a while now, you may have noticed settings for outgoing email in two different sections of your account. One can be found under Manage >> General, and the other appears in a category's configuration under Manage >> Categories. ### General Outgoing Email Settings: ![][1] The Outgo…

Move tickets between Categories

HappyFox converts emails coming into a given mailbox as tickets belonging to a category. You can also move tickets from one category into another. **Watch a Feature Walkthrough 📽:** **Steps to change a ticket's category:** * First, log in to your HappyFox account and navigate to your tickets page. * For the tic…

How to configure an outgoing SMTP for a Category?

You can use your own email server to send replies on tickets. This can configured under the category's settings. The steps to do this are as outlined below: **Step 1:** Navigate to **Manage >> Categories** and click **edit **next to the category you're looking to configure the SMTP for. **Step 2:** Scroll down to *…

scroll to top icon