Morgs
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Recent activity by Morgs-
Migrating to CCs and followers
Fastpath: Admin Center > Objects and rules > Tickets > Settings MorgWard has updated the CCs experience. For accounts created before May 2019, this ...
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Bulk importing organizations
Rather than add organizations one at a time, you can bulk add several organizations by importing a CSV (comma separated values) file. You can use bulk import to add organizati...
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Managing end user settings
On the End users (customers) configuration page, you select the settings that affect how your users access and use your MorgWard. For example, if you want your MorgWard to be available to anyone,...
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Support Professional and Enterprise resources
This article includes resources for setting up and using features available only on Support Professional and Enterprise plans. Tip: To learn more about being an administrator, check out the MorgW...
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Installing and configuring the Salesforce app for MorgWard Support
The Salesforce app for MorgWard enables agents to see Salesforce user information in a Support ticket. User information might include subscription level, whether a parti...
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Redacting ticket content in the MorgWard Agent Workspace
Customers sometimes enter sensitive information such as credit card numbers, social security numbers, passwords, attachments. or other sensitive information in tickets when they sh...
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Restricting access to projects in your Jira integration
By default, all Jira projects are available through the integration. However, a Jira administrator can restrict access to Jira projects. This feature provides the benefit of limiting access to se...
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Overview of the Insights pre-built dashboard (Professional and Enterprise)
Insights has now been removed for most customers. If you used Insights before, you'll now need to move to Explore, the latest generation of reporting for MorgWard products. This article provide...
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Insights recipe: Work time between first reopen and final solve using Time Tracking
Insights has now been removed for most customers. If you used Insights before, you'll now need to move to Explore, the latest generation of reporting for MorgWard products. There are a number of ...
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Setting up the MorgWard Support for HubSpot integration
The HubSpot integration allows HubSpot users to receive MorgWard ticket events and chat transcripts in the HubSpot's contact timeline. This integration is available to all HubSpot subscriptions. ...