When clicking the appropriate department there is an option to set a #hashtag that will relate tickets to that department. For instance, if you have a computer support department you can set a hashtag like #computer.
When a user includes that hashtag anywhere in the subject or body of the email our system will look for that hashtag and automatically assign the ticket to that department.
The email portal part of SeamlessDesk is where you can set whether you want the user's to be able to submit tickets in through email. You will need to setup IMAP and SMTP so that we can access your mailbox to retrieve your emails.
How To Setup IMAP With The Email Portal To Allow Users To Send Emails As Tickets
The way the email portal works and how SeamlessDesk interacts with this portal is that we connect to your mailbox through IMAP and retrieve your emails straight from your mailbox. Unlike other types of similar software which require you to forward your mail or have a custom email we give you the control of your own mailbox.
Let's help you get starting setting up your Email Portal
First of all, you will want to enable the IMAP feature by checking "Use my own IMAP server mailbox to allow users to reply to tickets through email in addition to the website."
Next is your sender's address. This is the email address you want your clients to send an email to when submitting a ticket.
Next will be all your IMAP settings which is what is going to allow us to connect to your mailbox. Our settings are based on a Google Apps account so yours might vary depending on your email provider.
Once you have all these settings in place you can test your new configuration to make sure before you go live by clicking the button "Test IMAP Connection"
If your settings are correct you will receive a message letting you know, otherwise, if there is an error it will let you know that as well. Once you save the settings your email portal is live and you may now start receive tickets through email.
Why Do I Keep Getting An Email Telling My SeamlessDesk Can't Access My Mailbox?
There can be several reasons why this is happening so let's go step by step and make sure you are set up correctly
Make sure your username and password are correct - Sometimes these credentials change and you may forget to update them in SeamlessDesk.
Make sure you disable Auto Fill from your browser before saving your settings - Since you are entering an email and password into this page Auto Fill will recognize this as a field that needs to be filled with a saved email and password. Most likely it will use your main account for SeamlessDesk. If you go to the IMAP settings and hit save with the Auto Filled credentials it will save incorrectly and it will not work.
IMAP security - Most mailbox's use SSL for IMAP and sometimes do not use the default port number of 993. Check with your email provider and enter in your IMAP settings they provide you with exactly as shown.
Check your username - Usually, the username of an IMAP account is your full email address. Make sure you are using the correct email.
After all, this if you are still experiencing issues you can submit a ticket to our support staff and they can help you out.