Settings
Go to Settings > Plugins > Snapins > Client Forum:
- Threads Per Page: threads shown on each page of a board (5 to 100)
- Slack Webhook URL and Discord Webhook URL: optional, must start with https://
- Notify On New Threads: send the Slack or Discord message for new threads and promoted tickets
- Test Webhooks: sends a test message to the saved webhook URLs
Restricting a board to certain products
When adding a board, tick the restrict option and choose the products. Only clients with an active or suspended service on one of those products can see the board. Staff see every board.
Staff posts
Staff post under their own Clientexec account and get a Staff badge, with no need to log in as a client. From Accounts > Client Forum you can also post a new thread as yourself, or enter a client's email to post it as them.
Turning a ticket into a forum thread
- Open Accounts > Client Forum and go to the ticket promotion page.
- Find the ticket, pick a board, and click Promote.
The ticket's first message becomes the opening post under the client's name, and a private note linking to the thread is added to the ticket. The ticket itself isn't closed or changed.
Karma, best answers and the leaderboard
- Members earn 1 point per thread, 1 per reply and 10 per best answer.
- The thread starter or staff can mark the best answer. A thread starter can mark their own reply, but it earns no points.
- The leaderboard shows your most helpful members.
Moderation
Staff can pin, lock and delete threads. Clients can edit their own posts, but not once a thread is locked. Each member can post up to 5 times a minute.
