Google configuration is moved into a separate config tab in Setup->Settings->Google, this will allow a clear overview of all related Google config an...

To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that...

In this article, we will cover some country-specific available configurations in 2Desk, feel free to apply them in your 2Desk installation if they fit your needs. ...

This option is for real-time notifications, which means that you won’t need to refresh the page in case there is a notification. ...

To create new staff member/agent in your 2Desk dashboard navigate to Setup->Staff and click on the button New Staff Member ...

Currently, the Dropbox file chooser is available for the following features in 2Desk: ...

Veuillez remplir le « FORMULAIRE » pour activer le Système Email ...

Please fill out the “FORM” to activate your Email System ...

What is departmental email? A departmental email account or mailbox, also kn...

Qu'est-ce que le courrier électronique départemental ? ...

Very common issue is when the system is sending a lot of emails, eq when a new comment on task, or task status is changed, the system will send an email to task creator, task fo...

You will need to configure SMTP settings for 2Desk CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email fro...

To set up email templates navigate to Setup -> Email templates and change the content according to your needs....

Custom fields is feature in 2Desk that allows you to add field based on your needs. With this ability Perfex can fit easily for your company requirements. Follow the steps to ad...