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Support Articles Getting Started

Support Portal & Branding(8)

  • Removing the Trakdesk branding from your helpdesk
  • Working with Announcements
  • Setting up your business hours
  • Working with multiple brands and products
  • Setting up a custom SSL certificate for your custom domain
  • Customize your Helpdesk Support Portal to reflect your brand
View all 8 articles

Managing your support team(6)

  • Understanding the EasyPass feature in trakdesk
  • Understanding full time and part time agents
  • Converting a customer to an agent account
  • Automatic ticket assignment with round robin
  • Restricting your agents access with roles and permissions
  • Keeping your agents organized in groups

Email and Notifications(5)

  • Sending emails using your own SMTP server
  • Setting up SPF for Trakdesk to send emails on behalf of your custom domain
  • Configuring DKIM for your support email addresses
  • Setting up and configuring your support email accounts
  • Managing your email notifications

Getting things done faster(4)

  • Split a message into a new support ticket
  • Getting things done faster with macros
  • Getting things done faster with canned responses
  • Understanding and using email commands

Managing your support tickets(7)

  • Connecting your helpdesk to your twitter accounts
  • Linking multiple tickets together to create a parent / child relationship
  • Merging multiple tickets into a single ticket
  • Using canned responses when replying to tickets
  • Executing macros on tickets
  • Performing bulk actions on multiple tickets
View all 7 articles

Managing your SLA Policies(2)

  • Enabling SLA violations for specific ticket statuses
  • Setting up SLA violations so nothing slips through the cracks

Importing data to your helpdesk(1)

  • Adding customers to your helpdesk

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