Instance & Account Queries

Setting up your custom domain

Custom Domain is only available if you have purchased the Custom Domain Add-on for DeskDirector, are a Dynamics Plan customer or are on an Enterprise plan. If you are unsure, reach out to support tea…

Edcel Ceniza
Updated 6 months ago by Edcel Ceniza

3000 Contact Limit FAQs

One of the most common questions that we get at DeskDirector is what exactly is the 3000 contact limit. Is it a limit on the number of companies in your PSA? Is it a limit on the number of contacts i…

Edcel Ceniza
Updated 9 months ago by Edcel Ceniza

Finding out what server your DeskDirector instance is on.

Depending on your location, we would have built your instance on one of the following systems. Please note, any DNS records you setup should be CNAME records pointing to your instanc…

Edcel Ceniza
Updated 10 months ago by Edcel Ceniza

Administration Guide

While this knowledge base is a quickest way to find articles to any issues you currently have, you should be using our Onboarding Center for the successful portal implementation. Here's traditional m…

Updated 10 months ago

How search works in DeskDirector products

In all products DeskDirector has created, we use full-text search for all list interface. Different to traditional contains or start with approach, full-text search provide flexibility that tradition…

Jason He
Updated 9 months ago by Jason He

Adding and removing features from your DD Portal Advantage plan

This is an old guide for an old DeskDirector plan. This may or may not apply to your current plan. DD Portal Advantage is where you take your customer service to the next level. With DD Portal Advant…

Updated 9 months ago