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Tasks, Meetings and Phone Calls

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Tasks, Meetings and Phone Calls (1)

This is for any Activity based learning such as creating and managing tasks, meetings and phone calls.

Tasks Meetings and Phone Calls (2)

How to download a mailmerge document as a Word Document for editing
How to manage Meetings Tasks and Phone Calls

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Strictly Necessary Cookies List of cookies

Name Host Duration Description

_x_w advisercrm.freshdesk.com Session Contains the shard ID at which the account runs on.

_x_m advisercrm.freshdesk.com Session Contains the state of the shard.

_helpkit_session advisercrm.freshdesk.com Session Your secret key for verifying cookie session data integrity. If you change this key, all old sessions will become invalid!

helpdesk_node_session advisercrm.freshdesk.com Session An encrypted hash that stores the secret key and id of the login attempt.

user_credentials advisercrm.freshdesk.com 2 months Used for user authentication.

wf_order advisercrm.freshdesk.com Session Used to check in which the order the tickets are filtered for custom ticket filters eg: due_by, agent_responded_at, requester_responded_at, etc.

wf_order_type advisercrm.freshdesk.com Session Used to check if the order is ascending or descending for custom ticket filters.

wf_filter advisercrm.freshdesk.com Session Denotes which filter is applied for the tickets list.