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How To Setup A Department

How To Set Up A Department

In The CRM

1. Go to "Setup" in the settings panel on the left side of the screen.

2. Inside "Setup" go to "Departments".

3. Once inside "Departments" find and press on the "New Department" button.

4. Inside the "New Department" form fill in the mandatory fields marked with a red asterisk * choose a manager, department email and other info to your liking.

5. Now press "Submit" to save your changes now the new department will appear on the departments page.

Department Configuration

1. Go to "Setup" in the settings panel on the left side of the screen.

2. Go to "Settings" and choose "Departments"

3. There you will be able to manage the departments.

Settings

The "Departmen Settings" page will offer you a few options.

Allow Multiple Department Assignments - When enabled, staff members can be assigned to multiple departments. When disabledl, each staff member can only belong to one department.

Enable Strict Department Data Isolation - When enabled, staff members can only view and manage records (leads, clients, ctickets) within their assigned department. This provides complete data isolations between these departments.

Show Departments in Client Area - When enabled, department information will be visible to their departments in the portal area, allowing them to see which department is handling their request.

And Default Email Template for Departments.

"Manage Departments" page will take you to the Departments tab. While "Manage Staff" will allow to view staff page.

As well, you can manage the roles of the Department by pressing "Manage Roles" button.

Which will take you to this page, where you will be able to choose and edit requred role.

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Queries

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Total Query Execution Time

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Array ( [0] => Array ( [priorityid] => 1 [name] => Low ) [1] => Array ( [priorityid] => 2 [name] => Medium ) [2] => Array ( [priorityid] => 3 [name] => High ) )

Array ( [0] => Array ( [ticketstatusid] => 1 [name] => Open [isdefault] => 1 [statuscolor] => #ff2d42 [statusorder] => 1 ) [1] => Array ( [ticketstatusid] => 2 [name] => In progress [isdefault] => 1 [statuscolor] => #84c529 [statusorder] => 2 ) [2] => Array ( [ticketstatusid] => 3 [name] => Answered [isdefault] => 1 [statuscolor] => #0000ff [statusorder] => 3 ) [3] => Array ( [ticketstatusid] => 4 [name] => On Hold [isdefault] => 1 [statuscolor] => #c0c0c0 [statusorder] => 4 ) [4] => Array ( [ticketstatusid] => 5 [name] => Closed [isdefault] => 1 [statuscolor] => #03a9f4 [statusorder] => 5 ) )

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stdClass Object ( [slug] => how-to-setup-a-department [articleid] => 89 [articlegroup] => 11 [subject] => How To Setup A Department [description] => <hr> How To Set Up A Department In The CRM <hr> <video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Settings%20Up%20Departments%20In%20CRM%20Final%20Compressed.mp4" type="video/mp4"></video> <hr> 1. Go to "Setup" in the settings panel on the left side of the screen. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""> <hr> 2. Inside "Setup" go to "Departments". <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""> <hr> 3. Once inside "Departments" find and press on the "New Department" button. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Department%20Button%20CRM.png" width="200" height="63" alt=""> <hr> 4. Inside the "New Department" form fill in the mandatory fields marked with a red asterisk * choose a manager, department email and other info to your liking. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Department%20Form%20CRM.png" width="600" height="699" alt=""> <hr> 5. Now press "Submit" to save your changes now the new department will appear on the departments page. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""> <hr> Department Configuration <hr> 1. Go to "Setup" in the settings panel on the left side of the screen. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""> <hr> 2. Go to "Settings" and choose "Departments" <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-143822.png" width="375" height="432" alt=""> <hr> 3. There you will be able to manage the departments.  <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-150835.png" width="847" height="510" alt=""> Settings <hr> The "Departmen Settings" page will offer you a few options. Allow Multiple Department Assignments - When enabled, staff members can be assigned to multiple departments. When disabledl, each staff member can only belong to one department. Enable Strict Department Data Isolation - When enabled, staff members can only view and manage records (leads, clients, ctickets) within their assigned department. This provides complete data isolations between these departments.  Show Departments in Client Area - When enabled, department information will be visible to their departments in the portal area, allowing them to see which department is handling their request.  And Default Email Template for Departments. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-152200.png" width="728" height="407" alt=""> <hr> "Manage Departments" page will take you to the Departments tab. While "Manage Staff" will allow to view staff page. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-151442.png" width="594" height="248" alt="" style="display:block;margin-left:auto;margin-right:auto;"> <hr> As well, you can manage the roles of the Department by pressing "Manage Roles" button. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-151638.png" width="742" height="195" alt="" style="display:block;margin-left:auto;margin-right:auto;"> <hr> Which will take you to this page, where you will be able to choose and edit requred role. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-152024.png" width="807" height="436" alt="" style="display:block;margin-left:auto;margin-right:auto;"> [active_article] => 1 [active_group] => 1 [group_name] => General CRM [staff_article] => 0 )

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<div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700"> How To Setup A Department </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <hr> How To Set Up A Department In The CRM <hr> <video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Settings%20Up%20Departments%20In%20CRM%20Final%20Compressed.mp4" type="video/mp4"></video> <hr> 1. Go to "Setup" in the settings panel on the left side of the screen. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""> <hr> 2. Inside "Setup" go to "Departments". <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""> <hr> 3. Once inside "Departments" find and press on the "New Department" button. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Department%20Button%20CRM.png" width="200" height="63" alt=""> <hr> 4. Inside the "New Department" form fill in the mandatory fields marked with a red asterisk * choose a manager, department email and other info to your liking. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Department%20Form%20CRM.png" width="600" height="699" alt=""> <hr> 5. Now press "Submit" to save your changes now the new department will appear on the departments page. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""> <hr> Department Configuration <hr> 1. Go to "Setup" in the settings panel on the left side of the screen. <hr> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""> <hr> 2. Go to "Settings" and choose "Departments" <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-143822.png" width="375" height="432" alt=""> <hr> 3. There you will be able to manage the departments.  <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-150835.png" width="847" height="510" alt=""> Settings <hr> The "Departmen Settings" page will offer you a few options. Allow Multiple Department Assignments - When enabled, staff members can be assigned to multiple departments. When disabledl, each staff member can only belong to one department. Enable Strict Department Data Isolation - When enabled, staff members can only view and manage records (leads, clients, ctickets) within their assigned department. This provides complete data isolations between these departments.  Show Departments in Client Area - When enabled, department information will be visible to their departments in the portal area, allowing them to see which department is handling their request.  And Default Email Template for Departments. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-152200.png" width="728" height="407" alt=""> <hr> "Manage Departments" page will take you to the Departments tab. While "Manage Staff" will allow to view staff page. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-151442.png" width="594" height="248" alt="" style="display:block;margin-left:auto;margin-right:auto;"> <hr> As well, you can manage the roles of the Department by pressing "Manage Roles" button. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-151638.png" width="742" height="195" alt="" style="display:block;margin-left:auto;margin-right:auto;"> <hr> Which will take you to this page, where you will be able to choose and edit requred role. <hr> <img src="https://crm.podcator.com/media/lana-demo/251021-152024.png" width="807" height="436" alt="" style="display:block;margin-left:auto;margin-right:auto;"> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="89"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-enable-disable-native-trading-for-a-trader" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Enable/Disable Native Trading For A Trader </a> </h4> <div class="tw-text-neutral-500"> 1. Go to "Manager platform" in the settings panel on the left side of the screen. 2. Clic... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-show-hide-a-contact" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Show/Hide A Contact </a> </h4> <div class="tw-text-neutral-500"> How To Show/Hide A Contact 1. Go to "Setup" in the settings panel on the left side of the screen... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-create-a-lead" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Create A Lead </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to "Leads" in the settings panel on the left side of the screen. 2. Once insi... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-create-a-new-lead-status" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Create A New Lead Status </a> </h4> <div class="tw-text-neutral-500"> How To Create A New Lead Status 1. Go to "Setup" in the settings panel on the left side of the ... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-delete-a-ticket" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Delete A Ticket </a> </h4> <div class="tw-text-neutral-500"> How To Delete A Ticket 1. Go to "Support" in the settings panel on the left side of the screen.... </div> </li> </ul> </div> </div> </div>

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article	stdClass Object ( [slug] => how-to-setup-a-department [articleid] => 89 [articlegroup] => 11 [subject] => How To Setup A Department [description] => <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong>How To Set Up A Department</strong></span></span></p> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>In The CRM</strong></span></span></p> <hr> <p style="text-align:center;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Settings%20Up%20Departments%20In%20CRM%20Final%20Compressed.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Setup</span>" go to "<span style="color:#0000ff;">Departments</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Once inside "<span style="color:#0000ff;">Departments</span>" find and press on the "<span style="color:#0000ff;">New Department</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Department%20Button%20CRM.png" width="200" height="63" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Inside the "<span style="color:#0000ff;">New Department</span>" form fill in the mandatory fields marked with a red asterisk <span style="color:#ff0000;">* <span style="color:#000000;">choose a manager, department email and other info to your liking</span></span>.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Department%20Form%20CRM.png" width="600" height="699" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Now press <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Submit</span>" to save your changes now the new department will appear on the departments page.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong>Department Configuration</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Go to "<strong><span style="color:#0000ff;">Settings</span></strong>" and choose "<strong><span style="color:#0000ff;">Departments</span></strong>" </span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251021-143822.png" width="375" height="432" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. There you will be able to manage the departments. </span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251021-150835.png" width="847" height="510" alt=""></p> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong>Settings</strong></span></span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong></strong></span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">The "<strong><span style="color:#0000ff;">Departmen Settings</span></strong>" page will offer you a few options.</span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><strong>Allow Multiple Department Assignments</strong> - When enabled, staff members can be assigned to multiple departments. When disabledl, each staff member can only belong to one department.</span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><strong>Enable Strict Department Data Isolation</strong> - When enabled, staff members can only view and manage records (leads, clients, ctickets) within their assigned department. This provides complete data isolations be</span></span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span>tween these departments. </span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><strong>Show Departments in Client Area</strong> - When enabled, department information will be visible to their departments in the portal area, allowing them to see which department is handling their request. </span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span>And <strong>Default Email Template for Departments.</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong><img src="https://crm.podcator.com/media/lana-demo/251021-152200.png" width="728" height="407" alt=""></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<strong><span style="color:#0000ff;">Manage Departments</span></strong>" page will take you to the Departments tab. While "<strong><span style="color:#0000ff;">Manage Staff</span></strong>" will allow to view staff page.</span></p> <hr> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><img src="https://crm.podcator.com/media/lana-demo/251021-151442.png" width="594" height="248" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span>As well, you can manage the roles of the Department by pressing "<strong><span style="color:#0000ff;">Manage Roles</span></strong>" button.</span></span></p> <hr> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><img src="https://crm.podcator.com/media/lana-demo/251021-151638.png" width="742" height="195" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:18.6667px;">Which will take you to this page, where you will be able to choose and edit requred role.</span></span></p> <hr> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><img src="https://crm.podcator.com/media/lana-demo/251021-152024.png" width="807" height="436" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></span></p> [active_article] => 1 [active_group] => 1 [group_name] => General CRM [staff_article] => 0 )
knowledge_base_search	1
related_articles	Array ( [0] => Array ( [articleid] => 75 [articlegroup] => 11 [subject] => How To Enable/Disable Native Trading For A Trader [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><video width="640" height="320" controls><source src="https://crm.podcator.com/media/lana-demo/Disable%20Native%20Trading%20For%20A%20Trader.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;"><strong>Manager</strong><strong><span style="color:#0000ff;"> </span>platform</strong></span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250711-204211.png" width="301" height="219" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Click on "<strong><span style="color:#0000ff;">Users</span></strong>" and select the user you want to manage.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250711-204303.png" width="297" height="231" alt=""></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250709-200351.png" width="622" height="79" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Inside "<strong><span style="color:#0000ff;">Summary</span></strong>" go to "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Summary%20Settings%20CRM.png" width="600" height="275" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Find "<strong><span style="color:#0000ff;">Enable Native Trading</span></strong>" and toggle the switch to <span style="color:#ff0000;">on</span> or <span style="color:#00ff00;">off</span> according to your preference and press "<span style="color:#0000ff;"><strong>Save Settings</strong></span>" to save the changes.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250709-204244.png" width="582" height="354" alt=""></p> <hr> <p style="text-align:center;"></p> [slug] => how-to-enable-disable-native-trading-for-a-trader [active] => 1 [datecreated] => 2024-08-06 16:36:37 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [1] => Array ( [articleid] => 77 [articlegroup] => 11 [subject] => How To Show/Hide A Contact [description] => <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong>How To Show/Hide A Contact</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Show%20Or%20Hide%20Contact%20Final%20Compressed.mp4" type="video/mp4"></video></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Setup</span>" go to "<span style="color:#0000ff;">Staff</span>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Staff%20CRM.png" width="250" height="176" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Once inside "<span style="color:#0000ff;">Staff</span>" find the user you want to change the option for and press "<span style="color:#0000ff;">View</span>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Option%20In%20Staff%20CRM.png" width="400" height="371" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4.Inside "<span style="color:#0000ff;">View</span>" go to "<span style="color:#0000ff;">Permissions</span>" at the top of the page to the right of profile.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Permissons%20Button%20CRM.png" width="350" height="202" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5.Inside "<span style="color:#0000ff;">Permissions</span>" find "<span style="color:#0000ff;">Lead Manager</span></span><span style="font-size:14pt;">" and <span style="color:#008000;">tick</span>/<span style="color:#ff0000;">untick</span> "<span style="color:#0000ff;">Show Email/Show Phone</span>" to your liking.</span></span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Show%20Contact%20Permission%20CRM.png" width="400" height="202" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">6. After filling the information press "<span style="color:#0000ff;">Submit</span>" to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></span></p> <hr> [slug] => how-to-show-hide-a-contact [active] => 1 [datecreated] => 2024-08-08 09:08:20 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [2] => Array ( [articleid] => 78 [articlegroup] => 11 [subject] => How To Create A Lead [description] => <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong>IN THE CRM</strong></span></p> <hr> <p style="text-align:center;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Creating%20Lead%20Final%20Compressed.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Leads</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Leads%20CRM.png" width="250" height="220" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Once inside "<span style="color:#0000ff;">Leads</span>" find a press the "<span style="color:#0000ff;">New Lead</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Lead%20Button%20CRM.png" width="400" height="47" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. inside "<span style="color:#0000ff;">New Lead</span>" f<span>ill in the information for the new lead, make sure you fill in the fields marked with a red <span style="color:#ff0000;">*</span> symbol such as "<span style="color:#0000ff;">Source</span>", "<span style="color:#0000ff;">Status</span>" and "<span style="color:#0000ff;">Name</span>".</span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Add%20New%20Lead%20Form%20CRM.png" width="600" height="305" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. After filling the information press "<span style="color:#0000ff;">Submit</span>" to save your changes.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">5.</span> <span style="font-size:14pt;color:#000000;font-family:'trebuchet ms', geneva, sans-serif;">To Assign Leads from an Affiliate to a Specific Agent follow this link:</span><span style="font-size:14pt;color:#000000;font-family:'trebuchet ms', geneva, sans-serif;"><br></span></p> <p style="text-align:center;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-assign-leads-from-an-affiliate-to-a-specific-agent">https://crm.podcator.com/knowledge-base/article/how-to-assign-leads-from-an-affiliate-to-a-specific-agent</a></p> [slug] => how-to-create-a-lead [active] => 1 [datecreated] => 2024-08-08 09:17:28 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [3] => Array ( [articleid] => 83 [articlegroup] => 11 [subject] => How To Create A New Lead Status [description] => <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong>How To Create A New Lead Status</strong></span></span></p> <hr> <p style="text-align:center;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Creating%20Lead%20Status%20Final%20Compressed.mp4" type="video/mp4"> </video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Setup</span>" go to "<span style="color:#0000ff;">Leads</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20CRM.png" width="250" height="147" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Once inside "<span style="color:#0000ff;">Leads</span>" go to "<span style="color:#0000ff;">Statuses</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Statuses%20CRM.png" width="250" height="245" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Inside "<span style="color:#0000ff;">Statuses</span>" find and click on "<span style="color:#0000ff;">New Lead Status</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Lead%20Status%20Button%20CRM.png" width="200" height="57" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Fill in the form and press "<span style="color:#0000ff;">Submit</span>" to save your changes and create the "<span style="color:#0000ff;">New Lead Status</span>".</span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Create%20Lead%20Status%20CRM.png" width="600" height="394" alt=""></p> <hr> <p style="text-align:center;"></p> [slug] => how-to-create-a-new-lead-status [active] => 1 [datecreated] => 2024-08-09 09:15:58 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [4] => Array ( [articleid] => 91 [articlegroup] => 11 [subject] => How To Delete A Ticket [description] => <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong>How To Delete A Ticket</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/How%20To%20Delete%20A%20Ticket%20Final%20Compressed.mp4" type="video/mp4"> </video></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Support</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Support%20CRM.png" width="250" height="227" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Support</span>" go to "<span style="color:#0000ff;">Open</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Support%20Open%20CRM.png" width="250" height="251" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Once inside "<span style="color:#0000ff;">Open</span>" find the ticket you want to delete and press on "<span style="color:#0000ff;">Delete</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Delete%20Ticket%20CRM.png" width="400" height="126" alt=""></p> <hr> <p style="text-align:center;"></p> [slug] => how-to-delete-a-ticket [active] => 1 [datecreated] => 2024-08-14 09:46:46 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) )
title	How To Setup A Department
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view	<div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700"> How To Setup A Department </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong>How To Set Up A Department</strong></span></span></p> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>In The CRM</strong></span></span></p> <hr> <p style="text-align:center;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Settings%20Up%20Departments%20In%20CRM%20Final%20Compressed.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Setup</span>" go to "<span style="color:#0000ff;">Departments</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Once inside "<span style="color:#0000ff;">Departments</span>" find and press on the "<span style="color:#0000ff;">New Department</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Department%20Button%20CRM.png" width="200" height="63" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Inside the "<span style="color:#0000ff;">New Department</span>" form fill in the mandatory fields marked with a red asterisk <span style="color:#ff0000;">* <span style="color:#000000;">choose a manager, department email and other info to your liking</span></span>.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Department%20Form%20CRM.png" width="600" height="699" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Now press <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Submit</span>" to save your changes now the new department will appear on the departments page.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong>Department Configuration</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Go to "<strong><span style="color:#0000ff;">Settings</span></strong>" and choose "<strong><span style="color:#0000ff;">Departments</span></strong>" </span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251021-143822.png" width="375" height="432" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. There you will be able to manage the departments. </span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251021-150835.png" width="847" height="510" alt=""></p> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong>Settings</strong></span></span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong></strong></span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">The "<strong><span style="color:#0000ff;">Departmen Settings</span></strong>" page will offer you a few options.</span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><strong>Allow Multiple Department Assignments</strong> - When enabled, staff members can be assigned to multiple departments. When disabledl, each staff member can only belong to one department.</span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><strong>Enable Strict Department Data Isolation</strong> - When enabled, staff members can only view and manage records (leads, clients, ctickets) within their assigned department. This provides complete data isolations be</span></span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span>tween these departments. </span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><strong>Show Departments in Client Area</strong> - When enabled, department information will be visible to their departments in the portal area, allowing them to see which department is handling their request. </span></span></p> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span>And <strong>Default Email Template for Departments.</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><strong><img src="https://crm.podcator.com/media/lana-demo/251021-152200.png" width="728" height="407" alt=""></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<strong><span style="color:#0000ff;">Manage Departments</span></strong>" page will take you to the Departments tab. While "<strong><span style="color:#0000ff;">Manage Staff</span></strong>" will allow to view staff page.</span></p> <hr> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><img src="https://crm.podcator.com/media/lana-demo/251021-151442.png" width="594" height="248" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span>As well, you can manage the roles of the Department by pressing "<strong><span style="color:#0000ff;">Manage Roles</span></strong>" button.</span></span></p> <hr> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><img src="https://crm.podcator.com/media/lana-demo/251021-151638.png" width="742" height="195" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:18.6667px;">Which will take you to this page, where you will be able to choose and edit requred role.</span></span></p> <hr> <p style="text-align:left;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span><img src="https://crm.podcator.com/media/lana-demo/251021-152024.png" width="807" height="436" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></span></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="89"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-enable-disable-native-trading-for-a-trader" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Enable/Disable Native Trading For A Trader </a> </h4> <div class="tw-text-neutral-500"> 1. Go to "Manager platform" in the settings panel on the left side of the screen. 2. Clic... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-show-hide-a-contact" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Show/Hide A Contact </a> </h4> <div class="tw-text-neutral-500"> How To Show/Hide A Contact 1. Go to "Setup" in the settings panel on the left side of the screen... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-create-a-lead" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Create A Lead </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to "Leads" in the settings panel on the left side of the screen. 2. Once insi... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-create-a-new-lead-status" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Create A New Lead Status </a> </h4> <div class="tw-text-neutral-500"> How To Create A New Lead Status 1. Go to "Setup" in the settings panel on the left side of the ... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-delete-a-ticket" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Delete A Ticket </a> </h4> <div class="tw-text-neutral-500"> How To Delete A Ticket 1. Go to "Support" in the settings panel on the left side of the screen.... </div> </li> </ul> </div> </div> </div>
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modules/mailbox/vendor/composer/autoload_static.php

Deprecated.php
modules/mailbox/vendor/rmccue/requests/library/Deprecated.php

Autoload.php
modules/mailbox/vendor/rmccue/requests/src/Autoload.php

menu_setup_helper.php
modules/menu_setup/helpers/menu_setup_helper.php

menu_setup_lang.php
modules/menu_setup/language/english/menu_setup_lang.php

menu_setup.php
modules/menu_setup/menu_setup.php

nanza_helper.php
modules/nanza/helpers/nanza_helper.php

register_dashboard_widgets.php
modules/nanza/hooks/register_dashboard_widgets.php

nanza_lang.php
modules/nanza/language/english/nanza_lang.php

nanza.php
modules/nanza/nanza.php

nanza_utilities_ajax_response_helper.php
modules/nanza_utilities/helpers/nanza_utilities_ajax_response_helper.php

nanza_utilities_common_helper.php
modules/nanza_utilities/helpers/nanza_utilities_common_helper.php

nanza_utilities_lang.php
modules/nanza_utilities/language/english/nanza_utilities_lang.php

nanza_utilities.php
modules/nanza_utilities/nanza_utilities.php

nanzai_context_helper.php
modules/nanzai/helpers/nanzai_context_helper.php

nanzai_crm_helper.php
modules/nanzai/helpers/nanzai_crm_helper.php

nanzai_function_calling_helper.php
modules/nanzai/helpers/nanzai_function_calling_helper.php

nanzai_helper.php
modules/nanzai/helpers/nanzai_helper.php

nanzai_provider_helper.php
modules/nanzai/helpers/nanzai_provider_helper.php

nanzai_crm_hooks.php
modules/nanzai/hooks/nanzai_crm_hooks.php

nanzai_lang.php
modules/nanzai/language/english/nanzai_lang.php

Anthropic.php
modules/nanzai/libraries/Anthropic.php

Mistral.php
modules/nanzai/libraries/Mistral.php

OpenAI.php
modules/nanzai/libraries/OpenAI.php

nanzai.php
modules/nanzai/nanzai.php

notes.php
modules/notes/notes.php

perfex_dashboard_helper.php
modules/perfex_dashboard/helpers/perfex_dashboard_helper.php

perfex_dashboard_lang.php
modules/perfex_dashboard/language/english/perfex_dashboard_lang.php

perfex_dashboard.php
modules/perfex_dashboard/perfex_dashboard.php

perfshield_helper.php
modules/perfshield/helpers/perfshield_helper.php

perfshield_login_protection_helper.php
modules/perfshield/helpers/perfshield_login_protection_helper.php

session_tracking.php
modules/perfshield/hooks/session_tracking.php

email_templates.php
modules/perfshield/includes/email_templates.php

sidebar_menu_links.php
modules/perfshield/includes/sidebar_menu_links.php

perfshield_lang.php
modules/perfshield/language/english/perfshield_lang.php

Perfshield_aeiou.php
modules/perfshield/libraries/Perfshield_aeiou.php

Perfshield_login_protection_model.php
modules/perfshield/models/Perfshield_login_protection_model.php

perfshield.php
modules/perfshield/perfshield.php

autoload.php
modules/perfshield/vendor/autoload.php

autoload_real.php
modules/perfshield/vendor/composer/autoload_real.php

autoload_static.php
modules/perfshield/vendor/composer/autoload_static.php

platform_check.php
modules/perfshield/vendor/composer/platform_check.php

prchat_helper.php
modules/prchat/helpers/prchat_helper.php

prchat_security_helper.php
modules/prchat/helpers/prchat_security_helper.php

chat_lang.php
modules/prchat/language/english/chat_lang.php

prchat.php
modules/prchat/prchat.php

saas_super_assistant.php
modules/saas_super_assistant/saas_super_assistant.php

si_lead_filters_helper.php
modules/si_lead_filters/helpers/si_lead_filters_helper.php

si_lead_filters_lang.php
modules/si_lead_filters/language/english/si_lead_filters_lang.php

Si_lead_filter_model.php
modules/si_lead_filters/models/Si_lead_filter_model.php

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

smartdocs_lang.php
modules/smartdocs/language/english/smartdocs_lang.php

smartdocs.php
modules/smartdocs/smartdocs.php

telegram_bot_helper.php
modules/telegram_bot/helpers/telegram_bot_helper.php

telegram_bot_lang.php
modules/telegram_bot/language/english/telegram_bot_lang.php

Telegram_bot_model.php
modules/telegram_bot/models/Telegram_bot_model.php

telegram_bot.php
modules/telegram_bot/telegram_bot.php

theme_style_helper.php
modules/theme_style/helpers/theme_style_helper.php

theme_style_lang.php
modules/theme_style/language/english/theme_style_lang.php

theme_style.php
modules/theme_style/theme_style.php

csrf_exclude_uris.php
modules/tour_guide/config/csrf_exclude_uris.php

HTMLPurifier.standalone.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/Libraries/HTMLPurifier/HTMLPurifier.standalone.php

common.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/common.php

autoload.php
modules/tour_guide/vendor2/autoload.php

autoload_real.php
modules/tour_guide/vendor2/composer/autoload_real.php

autoload_static.php
modules/tour_guide/vendor2/composer/autoload_static.php

wallet_helper.php
modules/wallet/helpers/wallet_helper.php

wallet_lang.php
modules/wallet/language/english/wallet_lang.php

Wallet_gateway.php
modules/wallet/libraries/Wallet_gateway.php

Walletmanager.php
modules/wallet/libraries/Walletmanager.php

wallet.php
modules/wallet/wallet.php

webhooks_helper.php
modules/webhooks/helpers/webhooks_helper.php

webhooks_lang.php
modules/webhooks/language/english/webhooks_lang.php

autoload.php
modules/webhooks/vendor/autoload.php

autoload_real.php
modules/webhooks/vendor/composer/autoload_real.php

autoload_static.php
modules/webhooks/vendor/composer/autoload_static.php

platform_check.php
modules/webhooks/vendor/composer/platform_check.php

webhooks.php
modules/webhooks/webhooks.php

csrf_exclude_uris.php
modules/whatsapp/config/csrf_exclude_uris.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.php

Benchmark.php
system/core/Benchmark.php

CodeIgniter.php
system/core/CodeIgniter.php

Common.php
system/core/Common.php

Config.php
system/core/Config.php

Controller.php
system/core/Controller.php

Exceptions.php
system/core/Exceptions.php

Hooks.php
system/core/Hooks.php

Input.php
system/core/Input.php

Lang.php
system/core/Lang.php

Loader.php
system/core/Loader.php

Log.php
system/core/Log.php

Model.php
system/core/Model.php

Output.php
system/core/Output.php

Router.php
system/core/Router.php

Security.php
system/core/Security.php

URI.php
system/core/URI.php

Utf8.php
system/core/Utf8.php

hash.php
system/core/compat/hash.php

mbstring.php
system/core/compat/mbstring.php

password.php
system/core/compat/password.php

standard.php
system/core/compat/standard.php

DB.php
system/database/DB.php

DB_driver.php
system/database/DB_driver.php

DB_query_builder.php
system/database/DB_query_builder.php

DB_result.php
system/database/DB_result.php

mysqli_driver.php
system/database/drivers/mysqli/mysqli_driver.php

mysqli_result.php
system/database/drivers/mysqli/mysqli_result.php

cookie_helper.php
system/helpers/cookie_helper.php

directory_helper.php
system/helpers/directory_helper.php

email_helper.php
system/helpers/email_helper.php

file_helper.php
system/helpers/file_helper.php

form_helper.php
system/helpers/form_helper.php

html_helper.php
system/helpers/html_helper.php

language_helper.php
system/helpers/language_helper.php

text_helper.php
system/helpers/text_helper.php

url_helper.php
system/helpers/url_helper.php

profiler_lang.php
system/language/english/profiler_lang.php

Driver.php
system/libraries/Driver.php

Email.php
system/libraries/Email.php

Encryption.php
system/libraries/Encryption.php

Form_validation.php
system/libraries/Form_validation.php

Image_lib.php
system/libraries/Image_lib.php

Session.php
system/libraries/Session/Session.php

Session_driver.php
system/libraries/Session/Session_driver.php

Session_redis_driver.php
system/libraries/Session/drivers/Session_redis_driver.php

User_agent.php
system/libraries/User_agent.php

Loading Time: Base Classes	0.0059
Controller Execution Time ( Knowledge Base / Article )	0.0421
Total Execution Time	0.0480

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION
SERVER_PORT	443
SERVER_NAME	crm.podcator.com
REMOTE_ADDR	216.73.216.173
SERVER_SOFTWARE	Apache
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/2.0
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR

base_url	https://crm.podcator.com
index_page
uri_protocol	AUTO
url_suffix
language
charset	UTF-8
enable_hooks	1
subclass_prefix	App_
composer_autoload	1
permitted_uri_chars	a-z 0-9~%.:_\-@
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enable_query_strings
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log_path
log_file_extension
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error_views_path
cache_path
cache_query_string
encryption_key	6d64dbacfbe40e05510793b258fc3d10
sess_driver	redis
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sess_save_path	tcp://127.0.0.1:6379?timeout=5
sess_match_ip
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sess_regenerate_destroy	1
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cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
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csrf_token_name	csrf_token_name
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csrf_regenerate
csrf_exclude_uris	Array ( [0] => forms/wtl/[0-9a-z]+ [1] => forms/ticket [2] => forms/quote/[0-9a-z]+ [3] => admin/tasks/timer_tracking [4] => api\/.+ [5] => nanza/webhooks/register [6] => admin/nanza/webhooks/login_notification [7] => api/leads [8] => api/leads/notes [9] => admin/nanza/dialer/get_data [10] => admin/nanza/dialer/squaretalk [11] => nanza/client [12] => nanza/client/user_data [13] => admin/nanza/withdrawal/balances/\d+ [14] => admin/nanza/orders/copy_order/\d+ [15] => admin/nanza/orders/create_order [16] => admin/nanza/admin/edit_settings [17] => admin/nanza/cfd/get_cfd_instruments_info [18] => admin/nanza/cfd/edit_cfd_position/\d+ [19] => admin/nanza/cfd/copy_cfd_position/\d+ [20] => admin/nanza/cfd/cfd_positions [21] => admin/nanza/cfd/upload_cfd_positions/\d+ [22] => admin/leads/export_leads [23] => admin/leads/delete [24] => admin/leads/update_columns_order [25] => ma/ma_forms/wtl/[0-9a-z]+/[0-9a-z]+admin/nanza/cfd/bulk_action [26] => admin/traders/summary/[0-9]+ [27] => admin/traders/create_withdrawal [28] => admin/traders/send_withdrawal [29] => prchat/Prchat_ClientsController/pusherCustomersAuthApp [30] => prchat/Prchat_ClientsController/initClientChat [31] => prchat/Prchat_ClientsController/updateClientUnreadMessages [32] => admin/traders/send_withdrawal [33] => admin/notes/save_note [34] => admin/nanza/margin_positions [35] => admin/nanza/orders [36] => admin/nanza/withdrawal [37] => admin/nanza/kyc_dashboard [38] => admin/traders/get_auto_login_url [39] => admin/traders/get_total_deposit )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
modules_locations	Array ( [/home/podcator/domains/crm.podcator.com/public_html/modules/] => ../../modules/ )
migration_enabled
migration_type	sequential
migration_table	migrations
migration_auto_latest
migration_version	305
migration_path	/home/podcator/domains/crm.podcator.com/public_html/application/migrations/

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