Jitbit HelpDesk — Migration Reference

Jitbit HelpDesk — Migration Support Overview

Role in migrations

• Staff (HD): supported as both (source and target).
• Company (HD): supported as both (source and target).
• Contact (HD): supported as both (source and target).
• Ticket (HD): supported as both (source and target).
• Category (KB): supported as source (source and target).
• Folder (KB): supported as source (source and target).
• Article (KB): supported as source (source and target).

Field-level support migrating FROM Jitbit HelpDesk (Ticket)

Field-level support migrating TO Jitbit HelpDesk (Ticket)

Field-level support migrating FROM Jitbit HelpDesk (Company)

Field-level support migrating TO Jitbit HelpDesk (Company)

Field-level support migrating FROM Jitbit HelpDesk (Contact)

Field-level support migrating TO Jitbit HelpDesk (Contact)

Field-level support migrating FROM Jitbit HelpDesk (Article)

Migration options available for Jitbit HelpDesk

• Select records for Demo - applies to: source (Ticket), source (Article)
• Inline images in tickets - applies to: source (Ticket)
• Skip ticket attachments - applies to: source (Ticket)
• Add a new tag to tickets - applies to: target (Ticket)

Jitbit HelpDesk — Setup & How-To Guide

For more information: https://help-desk-migration.com/help/jitbit-helpdesk-migration-guides/

How to disable email notifications in JitBit?

To disable email notifications in JitBit, follow these steps:

1. Open your JitBit account. On the main page, click on the “Administration” option. Under the “General settings,” click the “Email settings” button.
2. Choose "Email notifications." Disable the "Email notifications" option under the “Email notifications” settings.

Click the “Save changes” button.

Following these steps will prevent your customer support team from receiving email notifications during the import process, ensuring a smooth migration experience.

How to filter data in JitBit?

To filter data in JitBit using a fast advanced filter or "Jitbit Detective," you can follow these steps:

• Access the Detective Feature: Look for the Detective icon, which could be represented by a magnifying glass or detective hat. Click on this icon to activate the Detective feature.
• Choose Filter Option: Once you click on the Detective icon, a flying menu will appear with options such as CATEGORY, TAG, SUBJECT, DETAILS, and ASSETS. Choose the filter option based on your criteria. For example, if you want to filter by TAG, select the TAG option.
• Enter Search Term: After selecting the filter option, an input field will appear. Type your search term into this input field and press ENTER. For example, if you're searching for tickets with a specific tag, enter the tag name (e.g., "blue") and press ENTER.
• View Filtered Results: The tickets grid will be filtered based on the criteria you entered. Only tickets that match the search term within the selected filter option (e.g., TAG) will be displayed.
• Optional URL Query: If JitBit supports it, you may be able to use the Detective function via URL query. This would allow you to perform the same filtering operation by constructing a specific URL query with the desired filter parameters and search term.