• Email Routing

  In this article, Email Routing will be covered. In this article, we will add a Routing Rule. Go to Settings - Support Routing Click Add Routing Rule. Add Routing Rule Insert your Rule Name. Choose the Request Source: For the Public Section routing tutorial, click here. For email piping roSome readers

• Knowledgebase

  You can use the knowledgebase in Clientexec to create a list of important information as well as answers to frequently asked questions. You can access this feature at Support Knowledge Base. Categories: Before you can start adding articles you will need to create some categories to use. To do this: At the top of the Knowledge Base page in the admin area, next to the All Categories dropdown, click on the + button. (https://storage.crisp.chat/users/helpdesk/websitFew readers

• Support Settings

  General The General Support Settings can be found at Settings Support GeneralFew readers

• Using an external support system

  How do I change the Submit Ticket button to go to my external helpdesk and not CE one? Navigate to clientexec/templates/common/views/home/indexpublic/main.phtml On line 32 Change the a href= line below to point to your external helpdesk Navigate to clientexec/templates/common/views/home/indexpublic/dashboard.phtml and remove the code between lines 48-53Few readers

• Adding a Support Department

  To add a support department, where your clients can submit tickets to in Clientexec, can be done with the following steps: in the Clientexec admin area go to Settings Support Departments click the Add Department button In the popup box enter the name of the Support Department in the name input, then select which Staff group(s) and Staff member(s) youFew readers

• Creating Public Section Rule

  Creating Public Section rules in Clientexec.Few readers

• How do I add the support widget on my website?

  Adding the Clientexec support widget to your website.Few readers

• Integrating Crisp Chat With Clientexec

  Add Crisp Chat to your website and talk to your customers in real-time. The chatbox is customizable and multilingual to adapt to your store. To integrate with Clientexec: Go to Settings Plugins Snapins. In the dropdown, select Crisp LiveChat. Set Enabled To Yes. For Viewable by all customers you have the option to select if all customers can view Crisp or you can go and edit which customer groups can view Crisp. Enter yourFew readers

• How To Create A Ticket From Support Email Address

  Are you looking to have a Support Ticket open in your Clientexec for emails sent to a specific email address? This can be done in the Clientexec admin at Settings Support Routing. More information on Email Routing can be found here.Few readers

• Using SMTP For Clientexec Emails

  Clientexec comes with the ability to send emails without any additional configuration using PHP mail(). However, you may set up CE to use SMTP for system emails. Configure SMTP To configure SMTP: Go to Settings Company Mail Configuration. In the Mail Type dropdown select SMTP. In the following input fields, specify the SMTP settings that you got from your hosting or email provider.Few readers

• Understanding Staff Roles

  Staff Roles in Clientexec allow you to assign how much access in the admin area each member of your staff has. To view, edit and create new staff roles navigate to Settings Users Staff Management. Now, lets take a look at the existing Staff Roles: Super Admin - Staff members of this role have full access to the Clientexec admin area. Support Staff -Few readers

• Support ticket overview

  You'll be able to click on the arrow next to any ticket and see a quick view of the support ticket. Of course you can always click on the support link to view and respond to the support ticket. When replying to a support ticket, the default status is "Waiting on Customer" - but if you want to change that status to something else when you reply, have your reply ready and then click the arrow next to SubFew readers

• Setting up custom filters

  With Clientexec, you can create and use custom ticket filters for yourself, or your whole staff. To start, go to the ticket view and select Ticket Search. In this example, we want to create a filter that will private so just I can view my tickets. So you'll want to select that it's assigned to you, and then make sure to create a filter that the status is NOT closed so it will include all other statusesFew readers

• Send An Email To A Client

  Sometimes you might want to send one of your Clients an email. To do this you would go to the Clients profile in your Admin area. In the top left of the Admin area you will see your Client details, click on the icon that looks like an envelope. In the email popup you can confirm the from email as well as enter the subject. From the dropdown you are able to select a Welcome emailFew readers