Tickets & Knowledge Base - Grow CRM - A Self Hosted CRM & Project Management Software https://growcrm.io Grow CRM is the #1 software for managing your clients, projects, tasks, leads, invoices and much more. Its is a self-hosted CRM, so you pay once and use it forever. Sun, 29 Nov 2020 08:21:23 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.1 https://growcrm.io/wp-content/uploads/2020/08/favicon.ico Tickets & Knowledge Base - Grow CRM - A Self Hosted CRM & Project Management Software https://growcrm.io 32 32 1. Knowledge base overview https://growcrm.io/documentation/1-knowledge-base-overview/ Sat, 01 Aug 2020 13:56:16 +0000 https://growcrm.io/?post_type=epkb_post_type_1&p=2042 The knowledge base feature allows you to create help and informational articles for both your clients and your team members. You can create frequently asked questions, step by step instructions, help documentation, etc. You manage your knowledgebase categories via the settings dashboard and your manage your articles via the dashboard front end. The best place […]

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]]> The knowledge base feature allows you to create help and informational articles for both your clients and your team members.

You can create frequently asked questions, step by step instructions, help documentation, etc.

You manage your knowledgebase categories via the settings dashboard and your manage your articles via the dashboard front end.

The best place to start is the knowledge base page.

:: Main Menu > Knowledge Base

Overview

From this page, your users are able to:
  • (1) Search the knowledge base.
  • (3) Open a support ticket for more help.
  • (4) View articles in a particular category.

Category Listing

From this page, your users are able to do the following:
  • (1) View a list of all the available articles.
  • (2) View a list of all the categories.
  • (3) Search the articles in this category.
From this page, you are able to do the following:
  • (4) Create new articles for this category.
  • (5) Edit/managed all articles.

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]]> 1. Tickets Overview https://growcrm.io/documentation/1-tickets-overview/ Sun, 26 Jul 2020 13:31:08 +0000 https://growcrm.io/?post_type=epkb_post_type_1&p=2011 The support tickets feature enables you to boost your customer satisfaction by providing them with speedy assistance. Your customers are able to open new support tickets and your team can work together to resolve customer issues. You can create multiple departments (e.g. Sales, Support, etc). This is done via the settings section of the dashboard. […]

The post 1. Tickets Overview first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

]]> The support tickets feature enables you to boost your customer satisfaction by providing them with speedy assistance. Your customers are able to open new support tickets and your team can work together to resolve customer issues.

You can create multiple departments (e.g. Sales, Support, etc). This is done via the settings section of the dashboard.

The best place to start is the Tickets page.

:: Main Menu > Support

Managing Tickets

From this page, you are able to view and do the following:
  • (1) Open a new ticket.
  • (2) Filter tickets, using a detailed filter panel. You can filter tickets by dates, statuses, etc.
  • (3) Toggle the quick stats panel.
  • (4) Search your tickets, using the free text search box.
  • (5) Delete a ticket.
  • (6) Edit a ticket.
  • (7) View a ticket.

Create A Support Ticket

  • (1) Ticket subject.
  • (2) Ticket message.
  • (3) Attach multiple files.
  • (4) & (5) These are not visible on the client-side of the dashboard.

Reply A Support Ticket

The image below shows the support ticket view. You are able to reply, change departments, change the priority, and attach files.

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