Appearance settings

You can hide or display the SharePoint out of the box quick launch bar, customize HelpDesk navigation and select the Heldpesk text editor for ticket replies.

Note

If you are using Plumsail HelpDesk with version older than 2.1.1, please follow this link to learn about Appearance settings for your version of HelpDesk.

Navigate to Settings tab using the left navbar:

Settings button in the HelpDesk left navigation menu

Then click on the Appearance button. Now you can see the quick launch display setting, the text editor version and a list of HelpDesk navigation elements.

Appearance settings page with navigation options and editor selection

Top menu customization

The HelpDesk top menu is a set of links to different ticket views. You can customize it by adding a new button that links to a ticket view or an external website. You can also drag the existing links to change their order.

To add a new item to top navigation, click New menu item.

Creating a new top menu item

You will see a dialog box where you need to provide a title for the new item and select a ticket view. If you choose a link instead of a view, provide a URL.

Dialog for creating a new HelpDesk top menu item

Don’t forget to save a new item. After adding this new element you can drag it to change the links’ order

Reordering HelpDesk top menu items by dragging

If you have trouble deleting the item, open your browser’s console, enter localStorage.clear(), and then refresh the page.

Editor settings

Starting from version 2.1.18 we added a possibility to select the Heldpesk text editor for ticket replies.

Editor settings in the HelpDesk Appearance page

There are 2 available options: Light and Rich.

Light editor is a new lightweight text editor for ticket replies.

Light editor for HelpDesk ticket replies

Rich editor is the old one, before 2.1.18 version of the Helpdesk.

Rich text editor for HelpDesk ticket replies

How to change home page

You can change the default Home page in the Appearance settings. Specify the new URL in the field and click save button.

Changing the default HelpDesk home page URL