• To open new ticket click on the sidebar menu item Support -> New Ticket Select assignee. (Default is you and also you can set it to none) Select customer Select Department Select desired priorit...
  • Email Templates

    28/06/2023 5:35 AM
    You can easely customize all ticket email templates by going to Setup -> Email Templates -> Tickets Here is a list for all ticket email templates: New Ticket Opened (Opened by st...
  • Priorities

    28/06/2023 5:36 AM
    You can easily customize ticket priorities by going to Setup-> Support -> Ticket priority Tickets priority are a feature in Pixie CRM to easily answer and check the tickets by priorities. Some customers wi...
  • Statuses

    28/06/2023 5:37 AM
    You can easily customize ticket status by going to Setup->Support -> Ticket statuses Pixie CRM comes with general predefined statuses which you cant delete becuase they are around the application. You c...
  • You can change the ticket status without making the reply. Open the ticket you want to change the status and on the top right side select the desired status.Status will be updated automatically after change you dont need to save...
  • Predefined Replies

    28/06/2023 5:38 AM
    Setup some predefined replies that you are using very often so you wont need anymore to type it again and again. Go to Setup -> Support -> Predefined Replies. When r...
  • Knowledge Base Link

    28/06/2023 5:39 AM
    When replying or opening ticket click on the button Insert knowledge base link. A popup modal will be opened you only need to click on the plus icon to insert into the reply field, the link will be in...
  • Maximum Ticket Attachments

    28/06/2023 5:39 AM
    Go to Setup -> Settings -> Tickets -> Maximum ticket attachments to adjust maximum tickets attachments...
  • Allowed File Extensions

    28/06/2023 5:40 AM
    For the support feature allowed file extensions are separated from the global system allowed file extensions. To configure the support ticket file extensions navigate to Setup->Settings->Tickets-> All...
  • Private Staff Notes

    28/06/2023 5:40 AM
    To add private ticket note open the ticket and click on the Notes tab from on top.Ticket notes are only visible to staff members so they can collaborate together if multiple assistance is required....
  • Ticket priorities and ticket statuses are stored in database, however with Pixie CRM you have the ability to translate them based on their ID. Note that changing the name from the admin area wont affect how will be shown to the cust...
  • Support Ticket Services

    28/06/2023 5:43 AM
    Ticket services is feature in Pixie CRM that allows you customer to select to what service/product this ticket is related when opening new ticket. Eq....