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Productivity Tips & Tricks

Following these tips and tricks will increase customer service productivity and improve customer experience.
App Notification
How to Personalize Agent Portal Settings
Home Page of Agent Portal
How to Switch to Dark Mode in the Agent Portal
How to Use Global Search in Agent Portal
Quick Previewing Tickets and Navigating to next or previous Tickets
What are the Quick Actions Available for Tickets
How to Save a Ticket, Contact, or Contact Group
Keyboard Shortcuts for Improving Productivity
Using Permalinks for Specific Ticket Message
Integrating a free Spell Checker - Grammarly with BoldDesk
How to Track Tickets Effectively by Using Tags and Filters
How to Add a Personal Agent Signature
Collision Detection: Preventing Inefficiency and Confusion while Replying
How to reorder ticket fields in the ticket details page?
How to Send an Email from BoldDesk to a Customer
Direct Portal Access: Logging in Without Navigating to the Sign-In Page
Global access with read-only permissions
How to Set Fixed Columns for All Agents in the Ticket Grid View
How to Install the BoldDesk in Desktop
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