Feature Configurations

Send emails with Office 365

Emails sent from DeskDirector to your customer can be setup to use an Office 365 email account. This article guides you through the setup process. 1. Go to the Email Setting tab in the DeskDirector A…

Andy Chen
Updated 1 month ago by Andy Chen

Adding Media to Play When First Launching the Client

When users first log in to the DeskDirector Portal, you can show them a piece of media of your choosing. This can be a video, website, article, anything that has a url and can be embed. You can set t…

Updated 1 year ago

The Flag feature (CW Only)

This page will take you through the steps in setting up the Flag feature for your clients.. 1. Enable Flag permissions for your clients. Under Client Security, you need to set up Flag for clients, so…

Updated 1 year ago

SMTP / Email Settings

SMTP Settings control the emails that are sent out from DeskDirector. This is not limited to approval emails, but also for passwordless and password reset emails. If this is not set the approval syst…

Updated 2 months ago

"Ensure VIP ticket's priority" Feature

You are probably familiar with our VIP feature. Contacts marked as VIPs inside Deskdirector log tickets with the escalated VIP priority that you set under the General configurations tab. However, not…

Updated 1 year ago

Setting Up and Using the VIP Priority

DeskDirector's VIP system is a great way for you to make sure those important people at your clients' companies get the fastest response and best service you can offer. This article describes how to…

Updated 1 year ago

Filtering companies in Company Configs

One of the most daunting parts of working in the admin console is going to your Company configs and seeing a long list of companies - most of which are not even relevant to your portal. By applying a…

Updated 1 year ago

FastTrack in DeskDirector

The FastTrack feature allows your clients to escalate tickets, and mark their importance so your team gets to them as soon as possible (or as per your SLAs). In order to set up the FastTrack function…

Updated 2 months ago

Change Ticket Status when Customer Adds Note

This feature allows your tickets to be updated to a specific status when a client replies within DD Portal. In majority of cases, this is set to your primary Client Responded status. Admin Console. G…

Aaron Corney
Updated 2 months ago by Aaron Corney