This is regarding the request to reset our CRM. Unfortunately, this request has not yet been addressed for almost a month now.
To reiterate, I need a detailed list of configurations that would be lost if we were to proceed with creating a new account, including templates, user permissions, integrations, custom fields, workflow rules, and any other relevant configurations.
Could you please provide the escalation matrix to ensure this issue receives the necessary attention?
If you create a new account you would lose all the configuration. you could export the data USers, Agents, Tickets, but all the configuration would be lost.
Understood,
You would need to contact support, they are not on the forum. I do not believe this is possible, as the configurations are tied to the URL of your instance.
You may wish to get in touch with your CSM as well, if support has not been able to help you.
Regards,
Hi
Hope you’re doing great.
This seems to be for FreshSales, however, it was posted under FreshService. However, it is an attempt to contact Support or a CSM.
Anyway, would you mind moving it accordingly?
Regards,
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