• 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 tickets. You need to configure on...
  • Setup Ticket Form

    2022-05-19 7:29 PM
    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 open a ticket in the system. Yo...
  • Ticket Services

    2022-05-19 7:30 PM
    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 1 Product/Service...
  • Departments

    2022-05-19 7:30 PM
    To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department name – Enter department name...
  • Auto Close Tickets

    2022-05-19 7:31 PM
    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 that must be passed fr...
  • Ticket Email Templates

    2022-05-19 7:31 PM
    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 (Opened by staff, sent to custo...
  • Allowed file extensions

    2022-05-19 7:32 PM
    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->Support-> Allowed file extensio...