Portal

Tickets

author avatar
2 articles by 1 author

Quotes & Invoices

Branding & Customization

author avatar
6 articles by 1 author

New Features and UI Designs

author avatar author avatar
3 articles by 2 authors

Authentication

Permissions Configuration

author avatar
4 articles by 1 author

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 2 weeks 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 2 weeks 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 2 weeks 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 2 weeks 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 weeks ago

Contact Creation Rule

DD Admin Console > General Configuration > Features > Contact Creation Rule. DeskDirector has mechanism to automatically create contacts. This provides our customers an easier onboarding option. To a…

Jason He
Updated 2 months ago by Jason He

Customer Closed Tickets.

Customers have the ability to mark their tickets as closed from within DD Portal. Configuration. This can be found on the Admin Console in the following location: SYSTEM > GENERAL CONFIGURATION > FEA…

Aaron Corney
Updated 10 months ago by Aaron Corney

Switching Accounts

Portal users can change which account they are logged into from the top-right hand side of the screen: If they have other accounts in your system, they will be shown a dropdown where they can select…

Andrew Lahikainen
Updated 2 weeks ago by Andrew Lahikainen

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 weeks ago by Aaron Corney

Contact