Knowledge Base Categories
You can group your knowledge base articles into categories to help your customers find the information they are looking for.
For example you could have categories such as:
- Frequently Asked Questions
- Product Information
Knowledge Base Articles
Create help articles to display on your customer support portal.
Product Categories Overview
To group your products in to categories go to "Setup > Product Categories". Click on the + Product Category button to add one.
To get help with something that isn't in the knowledge base, click on the speech bubble at the bottom wight of any page and then click the tickets tab. Completing this form will automatically open a support ticket so we can track and answer your ...
Customer Support Portal
The Enterprise package also comes with your own customer support portal. To set this up, go to "Setup > Company Settings" and click the edit button on one of your companies. Enter something in the "Subdomain" field. For example, if you entered ...
Your dashboard is the first page you see when you login. At the top there are 4 dials. You can change the view to either the current month or your financial year. Each dial has 2 values, forecast and actual. Revenue The first dial is your revenue. ...