In the Insight CRM Customer Support Add-on, Admins can easily manage all Support Settings from the Admin panel. They can configure ticket options, departments, priorities, and email notifications. This flexibility ensures smoother workflows, better team coordination, and faster customer responses, enhancing overall support quality and business efficiency.

 

How to Add a Macro

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Macro from the left menu, and a new window will appear.

• If you click the Add New button, an entry form will appear.

• Fill in the following details:

  • Title: Write the desired title in the respective field.

  • Description: Provide the relevant description in the description field.

• Once all the fields are completed, click the Save button to save the information.

 

 

 

 

How to Edit a Macro

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Again, navigate to Support Settings from the left menu, and the sub-menu will appear.

• Finally, click the Macro from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will open with the options to Edit and Delete.

• Click the Edit a new entry form will appear.

• Fill in the following details:

• Title: Write the desired title in the respective field.

• Description: Provide the relevant description in the description field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.