Support Tickets

  • Email Piping / Auto Importing Tickets

    Email Piping is a feature in Perfex CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing ticke...
  • Setup Ticket Form

    Embeddable ticket form in CRM is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically ope...
  • Ticket Services

    Ticket services is a feature in CRM that allows your customer to select to what service/product this ticket is related when opening a new ticket. Eq. Product/Service...
  • Departments

    To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department name – Enter...
  • Auto Close Tickets

    CRM offers you the ability to auto close inactive tickets for a certain time. This option is located in Setup->Settings->Cron Job->Tickets, you can enter time number of hours...
  • Ticket Email Templates

    You can easily customize all ticket email templates by going to Setup -> Email Templates -> Tickets Here is a list for all ticket email templates: New Ticket Opened (Op...
  • Allowed file extensions

    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->Suppor...