Customizing CRMdesk

CRMdesk supports advanced customization to better suite your business. This chapter is a step-by-step deployment guide, which covers all of the CRMdesk setup and customizing features in the following sections:

• Personal Setup – explains all necessary personal settings.

• General Setup – explains general organizational settings, report customization, security and subscription preferences.

• Customer Desk Setup – explains how to adjust the appearance of the “front office” application.

• Support Desk Setup – explains how to create new categories (products and product areas), add custom form fields, modify question statuses and Knowledge Base access levels.

• Customer Registration Settings – explains different ways of managing customers’ access to your CRMdesk system.

• Workflow Settings – explains the workflow architecture of CRMdesk and the steps required to establish efficient automatic question processing.

• Integration – describes possibilities of CRMdesk integration with third-party clients.

• Backup – allows the user to create a backup copy of the whole system, its settings or the Knowledge Base.

Next: Personal Setup