Follow the below steps to configure Department:

1. Adding Department   Please goto CRM system Left Menu >> Admin >> Department >> Add New Department. Click Here for help. Note: There must be at least one department added in CRM system to run it properly 2. Department Configuration   In order to send/receive department emails, a department must be configured properly. Department email, password, POP server etc. should be given correcly. You can also test the connection as well as by sending test email on that department. Click Here for more help. Note: There must be at least a User attached to department. 3. Allow Department for CHAT, TICKET etc.   While adding / updating the department, you can allow the department as ACTIVE for chat, ticket, forms etc. Click Here for help.

Follow the below steps to to add / manage User(s):

1. Add User   Please goto CRM system Left Menu >> Admin >> Users >> Add New User. Click Here for help.   Provide user information in given form. Login Name (user name), Password, Confirm Password, Email, First Name, Last Name, Privilege and Attaching Department(s) are compulsory fields. Press Save & Next button to save the information. If saved successfully, then it will take you to Add/Edit User Email You can Edit existing user email as well as you can add more emails for that specific user. Click Here for help While adding / editing user email, configure the email properly by providing password, SMTP server, Auth Type etc. You can send a test email to ensure correct configuration settings. 2. Attach User(s) to Department(s) :   To attach a user with the department, goto to CRM system Left Menu >> Admin >> Department >> Configure Department

Groups allow you to manage all your customers in an organized way. You can customize groups according to your business.

1. Add Group   Please goto CRM system Left Menu >> Admin >> Groups. Click Here for help.   Specify Group name. Select the group options as radio button or check-box and save Group information. 2. Manage Group(s)   You can Edit, add child-groups and delete any group. But one thing to keep in mind that It will not allow you to delete any group if there is one or more contacts (customers) attached to that group.

Follow the steps to manage the products:

1. Add Product   Please goto CRM system Left Menu >> Admin >> Products >> Add New Product. Click Here for help.   Provide Product information in given form. Product Name, Select Department, Select Group and Download Email Body are the compulsory fields. Auto Followup can be set by choosing followup package. You also need to configure download form. 2. Manage Product(s)   In order to manage products, navigate to CRM system Left Menu >> Admin >> Products >> Manage Products. Click Here for help.   Click any icon in front of each product to view, edit, disable Products.

Please goto CRM system Left Menu >> Admin >> Live Chat >> Chat Departments. Click Here for help.

There will be shown the list of all departments associated to OR not associated with Live Chat. Add any department to Live Chat OR remove from Live Chat by clicking the icon in front of each department.

Follow the steps to configure Advanced CRM Ticketing system. Click Here for help.

1. Allow Department for Ticketing   First of all, enable / check at least one department for Ticketing. NOTE: There must be at least one department already added. Navigate to CRM system Left Menu >> Admin >> Department >> View All Departments, and click on Edit icon in front of each department. Now check the check-boxes given in "Mark Department for" field as per your requirements and save the information. Click Here to view the snapshot. 2. Attach User to Department   Make sure that there must be at least one user attached to the department, which is enabled for Ticketing. Click Here to view how to attach user to the department(s). 3. Ticketing Scenarios   There are two ticketing scenarios. Click Here for snapshot and help about how to change the scenario.   a. Service Based Ticketing[ Not available in Basic Version ] b. Web Based Ticketing

Click Here to view how to set preferences.

1. Display Settings   It allows to set the display settings of CRM system like Allow paging, Record per page etc. 2. Email Settings   Configure From email address, used to mail reports etc. 3. Change Password   Change the password by providing Old password and specifying new password. 4. Regional Settings   Select your Time Zone, Date Format and Time Format to be used in CRM system.