Contact and Contact Group Overview
Contact Contact is nothing but a customer record. The contact module is where we maintain all the customers’ information organized in one place. There is
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Email forwarding and verification in BoldDesk
Email forwarding is a feature that allows you to automatically forward all incoming emails in one account to another. Using this feature, you can convert
BoldDesk Marketplace
The marketplace lists the supported third-party integrations in the BoldDesk. From the available apps, you can filter by category or search by its name. When
Managing Installed Apps
The supported third-party integrations can be installed from the marketplace page. The installed apps can be managed from this page. The supported operations are as
Create a BoldDesk account
Welcome to BoldDesk. To begin using BoldDesk, you should create an account. BoldDesk is offering a 15-day free trial without requiring a credit card. You
Set up your BoldDesk site
Once you have created a BoldDesk account, you need to set up your BoldDesk instance. Several customizations and settings are available in the Admin Center
Get started with BoldDesk
Welcome to BoldDesk BoldDesk is a HelpDesk Software that helps you raise tickets and clear your issues. Before getting started, make sure you have set
Replying to a Ticket
Agents can reply to a customer using the Reply option or the shortcut key “R” on the ticket details page. By clicking Reply, the Text
Working with Ticket Views/ Saved Filters
The two filters available to filter the tickets on the ticket list page for agents are: Basic filters – Supports limited system fields for filtering.
Adding Private Notes to a Ticket
Private/internal notes can be added to a ticket by an agent. These notes are not visible in the customer portal, and email notifications are not
