Table of Contents

• Welcome
• Getting Started
  • Registering
  • First-Time Login
• Customizing CRMdesk
  • Personal Setup
    • Basic CRMdesk Elements
    • Personal Profile
    • Response Templates Management
  • General Setup
    • Preferences
    • Reports
    • Subscription
    • Security
  • Customer Desk Setup
    • Appearance
    • Settings & Layout
    • Customer Registration Settings
  • Support Desk Setup
    • Products/Areas Setup
    • Custom Fields Settings
    • Question Status Settings
    • Knowledge Base Access Levels
  • Workflow Settings
    • User Management
    • Roles Management
    • Notifications Configuration
    • Workflow Automation
      • Assign Rules Maintenance
      • Escalation Rules Maintenance
      • Mail Rules Maintenance
  • Integration
    • Email Interface Setup
    • Web-Query (Data Export)
    • Third-Party Software Integration Settings
  • Backup
• Using Support Desk
  • Interface Elements
  • Knowledge Base Management
    • Management
    • Feedback
    • Statistics
  • Questions Management
    • Workflow
    • Creating Questions
    • Accessing Questions
    • Mass Processing
    • Replying to Questions
    • Adding Notes to Questions
    • Editing Questions
    • Moving Questions
    • Linking Questions
    • Reassigning Questions
    • Closing Questions
    • Reopening Questions
    • Deleting Questions
  • Customers Management
    • Creating Customer Accounts
    • Changing Customer Accounts
    • Adding Notes
    • Assigning Access Levels
    • Deleting Customer Accounts
    • Merging Customer Accounts
    • Sending Newsletters
    • News History
  • Reporting
    • Dashboard
    • Report Center