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Adding a New Department in ClearCRM

This article explains how to use the New Department pop-up in Setup > Support > Departments to create and configure a new support department.

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Written by Elvin Khudiyev
Updated over 4 months ago

Accessing the "New Department" Pop-Up

  1. Navigate to Setup from the left-side menu.

  2. Click Support to expand its dropdown menu.

  3. Select Departments to open the dashboard.

  4. Click the + New Department button (top-left of the dashboard).

  5. The New Department pop-up window will appear.

Fields and Options in the Pop-Up

Basic Information

  • Department Name (Required) – Enter the name of the department (e.g., "Technical Support," "Billing").

  • Hide from Client? – Enable this option to keep the department hidden from customers.

  • Department Email – Specify the email address used for support ticket handling.

Email to Ticket Configuration

This section configures email retrieval for automated ticket creation.

  • IMAP Username – Enter the username for the email account.

  • IMAP Host – Provide the IMAP server address.

  • Password – Enter the email account’s password.

  • Encryption – Choose between:

    • TLS

    • SSL

    • No Encryption (default selection)

  • Folder Retrieve Folders – Select which email folders to pull support requests from.

  • Delete Mail After Import? – If enabled, emails will be deleted after being imported as tickets.

  • Test IMAP Connection – Click this button to verify if the email configuration works correctly.

Actions

  • Save – Confirms and creates the new department.

  • Close – Exits the pop-up without saving changes.

The New Department pop-up ensures seamless department creation, helping organize and automate customer support within ClearCRM.

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