Getting Started
HelpDesk Installation
Quick HelpDesk configuration
License Installation
YouTube Channel
Community forum
Configuration guide
Email settings
Triggers — Helpdesk On-Premises
Web widget
Customize forms
Scheduling of tasks and reminders
SLA policy
Localization
Appearance settings
Color theme
Statuses customization
Reports customization
How to change home page
Upgrade HelpDesk
Uninstall HelpDesk
User guide
Home
Ticket management
Knowledge base
All tickets
Contacts
Reports
Ticket merging
Ticket splitting
General
Version history
Licensing details
Support plans
How to
Email notifications
Automations
SLA
Ticket management
Custom forms, charts and views
Advanced
Documentation
›
Table of contents — Plumsail HelpDesk On-Premises
Table of contents — Plumsail HelpDesk On-Premises
Getting Started
HelpDesk Installation
Quick HelpDesk configuration
License Installation
YouTube Channel
Community forum
Configuration guide
Email settings
Triggers — Helpdesk On-Premises
Web widget
Customize forms
Scheduling of tasks and reminders
SLA policy
Localization
Appearance settings
Color theme
Statuses customization
Reports customization
How to change home page
Upgrade HelpDesk
Uninstall HelpDesk
User guide
Home
Ticket management
Knowledge base
All tickets
Contacts
Reports
Ticket merging
Ticket splitting
General
Version history
Licensing details
Support plans
How to
Email notifications
Update email message template
Add new email notifications
Automations
Assign ticket to first agent who replies
Assign ticket to multiple agents
Assign ticket to specific person
Assign ticket based on forwarding address
Edit ticket’s properties from mailbox
Start a workflow with a trigger
Close tickets if customer hasn't replied
SLA
Escalate ticket if an agent didn’t reply in time
Notify agent or manager when SLA is failed
Create cascading SLAs
Ticket management
Detect agent collision
Export tickets to Excel
Add quick actions to the context menu of tickets in SharePoint HelpDesk
Custom forms, charts and views
Add a new column to tickets list and form
Create a new view
Create a new chart
Advanced
Asset management
Track time spent to solve the ticket
Find the internal name of SharePoint column
Restrict requesters to see only tickets created by them