Adding a New Department in ClearCRM

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.