Start by configuring the ticket portal
1. Select ‘Settings” from the Configurations tab in the sidebar
2. Under client portal settings set a ticket submission URL
Common ticket portal URLs are help.companyname.com
Note: This process can take up to 24hr. The Zest support team will provide you with DNS records required to finish set up.
Next configure ticket email addresses
1. Select ‘Settings” from the Configurations tab in the sidebar
2. Under ‘Email configuration’ click the ‘add email’ button.
3. You can configure 2 ticket submission emails.
One email for Break/Fix and one for monitoring alerts
Ex: help@mail.zestmsp.com for Break/Fix, alerts@mail.zestmsp.com
4. Click the ‘set up email’ button.
5. These email addresses can now be used by properly configured customers to submit tickets
Last, configure customers to allow email ticket submission
1. Select “Companies” from the customers tab in the sidebar
2. Open the customer by clicking on the customer name
3. Under ‘Type domain’ write in the customers’ email domains
4. Once added, emails from these domains will be accepted by Zest and will create tickets for the appropriate customer
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