Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

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Shared Settings

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  • Display User Alias on Emails - This is required if you want to use the SaaS User name in place of the email alias set up in Admin Console. This setting applies to both the Customer Care and Tickets modules.

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    You may insert the SaaS User Name as the outgoing email alias rather than use Admin Console settings. This is a shared setting for Tickets and Customer Care, meaning you can set it from either location and it applies equally to both. The setting is available via MANAGE > Shared Settings.

    (Show Picture)

    UG template for Help

    UG template for Help

    This setting is initially unchecked. Click the Edit (Pencil) icon at the far right to enable/disable and select a new alias.

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    UG template for Help

    UG template for Help

    • Unchecked:

      • For Customer Care: Use the Default Alias as configured via Data Management > Mailbox Configuration in Admin Console

      • For Tickets: Use the Journal Type's Alias (when configured) or the Default Alias if the Journal Type's Alias is not populated.

    • Checked: For both Tickets and Customer Care, use the SaaS User Name in the selected format as the alias. Select one of the three Alias options from the drop down:

      • First Name

      • First Name and Last Initial

      • First and Last name

      For example: John Smith<SupportDesk@idibilling.com>