Difference between General Outgoing Email and Category Outgoing Email Settings
If you've begun using HappyFox for a while now, you may have noticed settings for outgoing email in two different sections of your account. One can be found under Manage >> Account Settings Settings >> Email & Ticketing Settings and the other appears in a category's configuration under Manage >> Categories. General…
How to create a category?
* Go to Manage >> Categories as shown below Note: You need to have “Manage Categories” permission to view this option under the main menu. * Click on the “+” icon to start creating a category. * Create a category form explained: * Name : Enter the name of the category here * Prefix : This wi…
How to configure an outgoing SMTP for a Category?
You can use your own email server to send replies on tickets. This can configured under the category's settings. Note: If your HappyFox account has Channels, please refer this article for the same steps: The steps to do this are as outlined below: Step 1: Navigate to Manage >> Categories and click edi…
How to add image in category signature?
HappyFox allows you to add images in signature for better illustration. Available Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus If you haven't set up a signature to append in your updates to customers, Click here to know how to do it. To add an image in Signature you'd have to use HTML source ed…
How to remove your account URL from outgoing email information?
Have you noticed your outgoing emails/updates to your customers, include your HappyFox account's URL along with your category's email address? If yes, you're probably wondering how to get rid of it. This is the one we're talking about: It also shows up here: This information will only be displayed in the Gma…
How to configure an Office 365 SMTP Relay Connector
HappyFox allows sending outgoing emails through your own mail server's SMTP. However, when using Office 365, you may have to configure an SMTP relay on your mail server's end for it work correctly. Follow the below steps to set this up: Step 1 : Log in to your Office 365 tenant, open the Exchange Admin center …
Reports: Inflow
The Inflow report is all about how tickets are created in your help-desk. This report breaks down ticket creation by category (including categories that have been deleted) and channel so that you can monitor their respective ticket-count for the selectable period in the past. More importantly, you can also use this r…
Move tickets between Categories
HappyFox converts emails coming into a given mailbox as tickets belonging to a category. You can also move tickets from one category into another. Watch a Feature Walkthrough 📽: Steps to change a ticket's category: * First, log in to your HappyFox account and navigate to your tickets page. * For the ticket you…
Configure Email Categories
HappyFox Categories are mailboxes that allow different departments or groups to handle relevant tickets using one HappyFox Help Desk instance. Each category can be assigned an email ID to which your contacts would directly send their email requests. The incoming emails get converted into tickets automatically and pla…
