Hivelux® Support — Knowledge base — Manage ticket types

Getting Started

What are “tasks”? Why does my Hivelux app show offline? What’s the difference between a timer and clock-in? I can’t see some features on the menu Where can I download the Hivelux app? I can’t find “Settings” in the menu Add or change business details in Hivelux What are location addresses and why do I need them? Add a new clock-in location Change time, date, timezone, currency, or language Allow or disallow employees to export data Can my clients register themselves in Hivelux? Find and enable the client registration link Manually approve new client registrations Update your profile details Manage emergency contacts Manage email notifications Manage system notifications (push alerts) Send Hivelux notifications to Slack Change or add currencies in Hivelux Add or remove online payment gateways Find payment gateway credentials Change the invoice logo Add an authorised signatory signature Change invoice due dates Send invoice reminders before due date Send invoice reminders after due date Enable or disable invoice details Edit invoice terms and notes Change invoice template design Change invoice prefixes and numbering Change units on invoices Link Hivelux with QuickBooks Change contract prefixes and numbering Manage tax settings Change invoice tax details and labels Manage ticket agents Manage ticket groups Manage ticket types Manage ticket channels Use reply templates Enable Round Robin ticket assignment Enable or disable project reminders Manage project statuses Manage project categories Allow employees to request shift changes Save employee clock-in location Automatically clock-in employees on first login Clock-in by location radius Allow clock-in outside shift hours Clock-in by IP address Send monthly attendance reports by email Create employee shifts Strict vs Flexible shift timings Shift short codes Auto clock-out time Half-day mark time Early clock-in Mark as late after Maximum number of check-ins per day Shift working days Add / Modify shifts Shift rotation Use QR codes for clock-ins Manage leave types Set monthly leave quotas Create or manage leave policies Track promotions Manage unused leave quotas Add and manage custom fields Manage roles and permissions Differences in “Roles & Permissions.” What do “All,” “Added,” “Own,” “Added & Own,” and “None” mean in permissions? Create and manage roles & permissions Message settings (IMS) Lead settings: pipeline, stages, agents, categories & round robin Task settings: reminders, default status, board length, client visibility Increase account login security (2FA) Theme settings: app name, logos (light/dark), favicon, colours & sidebar Enable/disable modules per role Google Calendar sync (one-way) Add custom links to the left-hand menu Asset settings: add asset types Purchase settings: numbering, separators, digits & notifications Recruit settings: career site, branding, recruiters, statuses & questions Zoom integration Cancel your Hivelux subscription View and download your Hivelux billing invoices My Dashboard Business Dashboard Customise dashboards with widgets Why does a widget show ‘Not enough data’ or ‘No records found’? First Things First: Getting Started with Hivelux

CRM & Client Management

Add a new client Import clients in bulk Client portal access Customise client access Update a client’s email address Disable client login Stop client email notifications Allow client self-registration Add contacts under a client View all details for a client Add a new lead Use the Lead Form to capture leads Import leads in bulk (CSV/Excel) Manage lead sources, statuses, agents, and categories API integrations for leads Recruit feature overview Recruit Dashboard Jobs management Job applications Interview scheduling Offer letters Skills management Candidate database Recruitment reports Career site

Finance & Operations

Proposals Estimates and estimate requests Invoices Credit notes Expenses Bank accounts Add bank details to invoices Purchase – Vendors Purchase – Products Purchase – Purchase Orders (POs) Purchase – Bills Purchase – Vendor Payments Purchase – Vendor Credits Purchase – Inventory Purchase – Reports Reports – Task Report Reports – Time Log Report Reports – Weekly Timesheet Reports – Finance Report Reports – Income vs Expense Report Reports – Leave Report Reports – Attendance Report Reports – Expense Report Reports – Deal Report Reports – Sales Report

Project & Workflow Management

Workflow – Contracts (Overview) Workflow – Add a Contract Workflow – Projects (Overview) Workflow – Create a Project Workflow – Project Members Workflow – Project Members Workflow – Project Progress (Automatic vs Manual) Workflow – Project Notes (Public vs Private) Workflow – Project Files Workflow – Project Expenses Workflow – Project Messaging with Clients Workflow – Project Categories & Statuses Workflow – Tasks Workflow – Create a Task Workflow – Assign Tasks to Members Workflow – Task Filters (Hide Completed vs Show All) Workflow – Mark Tasks Complete Workflow – Time Logs Workflow – Track Time with the Timer Workflow – View & Manage Time Logs

HR & People

HR – Employees (Overview) HR – Add an Employee HR – Assign Roles & Permissions HR – Stop an Employee Logging In HR – Employee Leave Quota HR – Employee Emergency Contacts HR – Employee Immigration Documents HR – Employee Documents HR – Leave vs Holiday HR – Request Leave HR – Leave Settings HR – Sick Notes & Attachments HR – Assign Holidays HR – Assign Shifts HR – Shift Change Requests HR – Employee Shifts (Times) HR – Attendance Overview HR – View Attendance HR – Export Attendance Data HR – Edit Attendance Records HR – Attendance Icons HR – Mark Attendance Manually HR – Clock-in/Clock-out HR – Location-based Clock-in HR – Designation vs Department HR – Add a Designation HR – Add a Department HR – Change Employee Job Title HR – Appreciation Overview HR – Appreciate an Employee HR – Appreciation Award Types

Miscellaneous & Advanced

Miscellaneous – Orders (Overview) Miscellaneous – Support Tickets (Overview) Miscellaneous – Events (Overview) Miscellaneous – IMS (Overview) Miscellaneous – Notice Board (Overview) Miscellaneous – Knowledge Base (Overview) Miscellaneous – Assets (Overview) Miscellaneous – Zoom Integration (Overview) Miscellaneous – Sticky Notes

GDPR Compliance

GDPR – Overview GDPR – General GDPR – Entitlement of Data Transfer GDPR – Right to be Informed GDPR – Rights of Erase GDPR – Right of Access/Rectification GDPR – Removal Request (Customer) GDPR – Removal Request (Lead) GDPR – Consent Settings GDPR – Consent Lists

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Manage-ticket-types

Manage ticket types

Go to Settings > Ticket Settings.
Open the Ticket Types tab.
Add new types or adjust existing ones.

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