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Setup (43)

Adviser CRM Security Statement

Modified on Thu, 26 Dec, 2024 at 12:14 PM
Data Migration - An Introduction

Modified on Fri, 27 Dec, 2024 at 9:35 AM
Download our mobile app

Modified on Wed, 27 Mar, 2024 at 2:51 AM
How to add a new user to your account

Modified on Sun, 7 Apr, 2024 at 1:01 AM
How to add a user to forms and surveys

Modified on Fri, 24 May, 2024 at 12:52 AM
How to add additional From email addresses

Modified on Tue, 26 Mar, 2024 at 10:45 PM
How to add an Unsubscribe Link to your email

Modified on Mon, 25 Mar, 2024 at 10:02 AM
How to add or edit your email signature

Modified on Tue, 26 Mar, 2024 at 10:44 PM
How to add or edit your user details

Modified on Tue, 26 Mar, 2024 at 10:50 PM
How to authenticate your email and domain

Modified on Sun, 7 Apr, 2024 at 1:31 AM

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Helpdesk Software by Freshdesk Cookie policy

Why we love Cookies

We use cookies to try and give you a better experience in Freshdesk.

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We use cookies to give you a better experience in Adviser CRM

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These cookies are necessary for the website to function and cannot be switched off in our systems, but do not store any person information. They are usually set in response to your actions that triggers a request for services, such as setting your privacy preferences, logging in or filling forms. You can change your browser settings to alert you about these cookies, but some parts of the Website may not work.

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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.