Showing search results for support

  • Setup Support Ticket Form

    03-07-2023 8:30 PM
    Imagine you have 5 websites, you can embed the form in all 5 websites and in this case all the form submits will be created as a ticket in your Pixie AI-Based CRM installation, in this case all your staff members/sales agents will...
  • Create Staff Member

    03-07-2023 8:33 PM
    To create new staff member/agent in your Pixie CRM installation navigate to Setup->Staff and click on the button New Staff Member Not Staff Member Firstname Lastname Ema...
  • Setup Web To Lead Form

    03-07-2023 8:44 PM
    To create new web to lead form, from the main admin menu navigate to Setup->Leads->Web To Lead...
  • Email Piping is a feature in Pixie CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You...
  • Setup cPanel Cron Job

    03-07-2023 8:57 PM
    Setup cPanel Cron Job Login to your cPanel and navigate to Cron jobs Add the follow...
  • Departments

    03-07-2023 9:00 PM
    To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department n...
  • How to enable Google 2FA Authentication: STEP#1- Log in to your CRM Admin Panel. (your clients can create this security layer as well, through the same procedure but from their respective client's accounts....
  • New Customer

    28-06-2023 5:14 AM
    Login to the dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the custo...
  • You can read more about this feature on the following knowledge base article: Leads email integration is powerful Pixie CRM feature who allow you to integrate leads from your email address. You can set up email forwarder...
  • To open new ticket click on the sidebar menu item Support -> New Ticket Select assignee. (Default is you and also you can set it to none) Select customer Select Department Select desired priorit...
  • Priorities

    28-06-2023 5:36 AM
    You can easily customize ticket priorities by going to Setup-> Support -> Ticket priority Tickets priority are a feature in Pixie CRM to easily answer and check the tickets by priorities. Some customers wi...
  • Statuses

    28-06-2023 5:37 AM
    You can easily customize ticket status by going to Setup->Support -> Ticket statuses Pixie CRM comes with general predefined statuses which you cant delete becuase they are around the application. You c...
  • Predefined Replies

    28-06-2023 5:38 AM
    Setup some predefined replies that you are using very often so you wont need anymore to type it again and again. Go to Setup -> Support -> Predefined Replies. When r...
  • Allowed File Extensions

    28-06-2023 5:40 AM
    For the support feature allowed file extensions are separated from the global system allowed file extensions. To configure the support ticket file extensions navigate to Setup->Settings->Tickets-> All...
  • Support Ticket Services

    28-06-2023 5:43 AM
    Ticket services is feature in Pixie CRM that allows you customer to select to what service/product this ticket is related when opening new ticket. Eq....
  • Mollie

    28-06-2023 6:11 AM
    Offer your customers the payment methods Creditcard, SOFORT Banking, iDEAL, Bancontact, Bank transfer, SEPA Direct Debit, PayPal, Bitcoin, PODIUM Cadeaukaart, paysafecard or Belfius Direct Net. Mollie is known for reliability, transparency....
  • Authorize.Net

    28-06-2023 6:12 AM
    Pixie CRM currently support 2 integrations for Authorize.net. AIM – Advanced Integration Method (An SSL certificate is required to ensure your customer credit card deta...
  • Features Doc

    28-06-2023 7:59 PM
    Module Features Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overvie...
  • Inventory Mapping

    29-06-2023 7:39 AM
    Inventory mapping setup in Pixie CRM (Customer Relationship Management) refers to the configuration and integration of the CRM system with the inventory management processes of an organization. It involves establishing a structured framework that...
  • Reconciliation

    29-06-2023 7:44 AM
    In Pixie CRM (Customer Relationship Management) systems for accountants, reconciliation refers to the process of comparing and matching financial data between the CRM system and other financial records, such as the general ledger or bank statement...
  • Business Overview Reports

    29-06-2023 7:47 AM
    The Business Overview Reports module in Pixie CRM (Customer Relationship Management) for accountants provides a comprehensive view of key financial and operational metrics, enabling accountants to analyze and monitor the overall performance of the...
  • Bookkeeping reports

    29-06-2023 7:48 AM
    Bookkeeping reports in Pixie CRM (Customer Relationship Management) for accountants refer to the specific reports and functionalities within the CRM system that facilitate bookkeeping tasks and provide insights into the financial transactions and...
  • Sales tax reports

    29-06-2023 7:50 AM
    Sales tax reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that facilitate the tracking, calculation, and reporting of sales taxes. These reports help accountant...
  • Sales and Customers reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that provide insights and analysis related to sales activities and customer interactions. Th...
  • Budgets Reports

    29-06-2023 7:55 AM
    Budgets Reports in Pixie CRM (Customer Relationship Management) provide functionalities and insights related to budget management and analysis. These reports allow organizations to track and analyze their financial performance against established...
  • Accounting software designed specifically for Certified Public Accountants (CPAs) can bring numerous benefits to accounting firms. These software solutions are tailored to meet the unique needs and challenges faced by accounting professionals, and...
  • Pixie AI-based Customer Relationship Management (CRM) systems offer several benefits to service providers. These software solutions combine the power of cloud computing and artificial intelligence to streamline and enhance customer relationship ma...
  • The basic core features of a Customer Relationship Management (Pixie CRM) system typically include: Contact Management: Pixie CRM systems allow businesses to store and manage customer contact information in a centralized database....
  • A client portal in a Pixie Customer Relationship Management (CRM) system offers several benefits to businesses. It is a secure online platform that allows businesses to provide their clients with self-service access to relevant information, tools,...