Help Topics
PDF
Introduction
Getting Started
General Information
PDF
What Is SmarterTrack?
What Is SmarterTrack Communicator?
SmarterTrack Edition Explanation
Competitor Comparison
How SmarterTrack Works
Browser Requirements
Using the SmarterTrack Mobile Interface
Using SmarterTrack with SmarterNotify
Copyright
Concepts
PDF
SmarterTrack Philosophy
Company Organization
Business Solutions
Types of Users
Understanding Active Groups
Understanding Tickets
Understanding Live Chats
Understanding Who's On
Understanding the Knowledge Base
Understanding Multi-language Support
Defining Workflow and SLAs
Understanding Single Sign-On
Installation and Deployment
PDF
Browsers
System Requirements
Installation
Running as an IIS Site
Setting Up the Database
Activating SmarterTrack
Upgrading SmarterTrack
Failover
External Providers
Automation with Web Services
Integrations
PDF
WHMCS Module
Interface Diagrams
PDF
Tickets
Live Chat
Call Logs
SmarterTrack Communicator
Tasks
Knowledge Base
Canned Replies
News
Reports
Who's On
Settings
Help for Users & Administrators
PDF
Logging in to SmarterTrack
Active Groups
Dashboards
Tickets
PDF
Tickets Overview
Active Ticket Groups
Viewing Tickets
Replying to Tickets
Transferring Tickets
Scheduling Tickets for Follow-up
Creating New Tickets
Tickets in Queue
Deleting Tickets
Searching Tickets
Managing the Spool
Live Chat
PDF
Live Chat Overview
Active Chats Groups
Viewing Live Chats
Transferring Live Chats
Live Chats in Queue
Deleting Live Chats
Searching for Live Chats
Instant Messenger Overview
Viewing Instant Messenger Conversations
Joining Instant Messenger Conversations
Deleting Instant Messenger Converstaions
Chat Rooms
Call Logs
PDF
Call Logs Overview
Creating New Call Logs
Viewing Call Logs
Transferring Call Logs
Deleting Call Logs
Searching Call Log
Tasks
PDF
Tasks Overview
Creating New Tasks
Viewing Tasks
Transferring Tasks
Deleting Tasks
Searching Tasks
Knowledge Base
PDF
Knowledge Base Overview
Creating New Articles
Viewing Articles
Deleting Articles
Searching Articles
Managing Knowledge Base Folders
Moderating Knowledge Base Comments
Moderating Knowledge Base Ratings
Canned Replies
PDF
Canned Replies Overview
Creating New Canned Replies
Viewing Canned Replies
Deleting Canned Replies
Searching Canned Replies
Managing Canned Reply Folders
News
PDF
News Overview
Creating News Items
Viewing News Items
Deleting News Items
Searching News Items
Who's On
PDF
Who's On Overview
Viewing a Visitor's Who's On Summary
Chatting with Visitors
Reports
PDF
Overview
Summary Reports
PDF
Audit Reports
Call Log Reports
Canned Reply Reports
Cost Reports
Knowledge Base Reports
Live Chat Reports
News Reports
Survey Reports
Ticket Reports
Time Log Reports
Trend Reports
PDF
Call Log Trend Reports
Canned Reply Trend Reports
Cost Trend Reports
Knowledge Base Trend Reports
Live Chat Trend Reports
News Trend Reports
Survey Trend Reports
Ticket Trend Reports
Time Log Trend Reports
Survey Results
Events
PDF
Events Overview
Creating New Events
Call Log Events
Chat Room Events
Live Chat Events
KB Events
POP Events
SMTP Events
Survey Events
Task Events
Ticket Events
Who's On Events
Settings
PDF
My Settings
PDF
Preferences
Notification Profiles
System Settings
PDF
General Settings
Notification Profiles
External Providers
Log Settings
Setup
PDF
Database Settings
Clustering
Optimization
Business Hours
Master Categories
Surveys
Email Settings
Email Templates
VoIP Accounts
Organization
PDF
Brands
Departments
Groups
Employees and End Users
Roles
Portal
PDF
Portal Settings
Knowledge Base
Custom Links
Sitemap
Social Networking
Tickets
PDF
Ticket Settings
Signatures
Rebalance Rules
Quality Control
Ticket Distribution Methods
Live Chats
PDF
Live Chat Settings
Live Chat Links
Chat Rooms
Live Chat Distribution Methods
Time Logs
PDF
Time Log Categories
Who's On
PDF
Who's On Settings
Who's On Filters
Broadcast Messages
Globalization
PDF
Supported Languages
Translatable Strings
Custom Fields
PDF
Field Definitions
Search Definitions
Templates
Activation
PDF
Licensing
Self Diagnostic
EULA