Customizing Help Options for Your Clients

Modified on Tue, 16 Apr at 1:12 PM

By default, your customers will be directed to Memento Yearbook support resources, such as the knowledge base and ticketing system. If you prefer to offer your own support services, you can choose à la carte which aspects you wish to override.




A - Click on the "Customization" tab to access the help support settings.


B - Click on the "Help" tab.


C - Activate the "Use Custom Help Settings" switch to begin customization.


- You may either retain the Memento Yearbook knowledge base link or use your own, provided you have a complete yearbook knowledge base.


E - You have the option to provide your own ticket form or continue using the Memento Yearbook Ticket Form. 


F - If you offer a web chat system, you can supply the URL for customer access.


G - You may provide a phone number to make it easier for customers to contact you.


H - Click "Save Changes" once you are finished.




Important: Please note that MementoPix provides complimentary support, phone calls to escalate more complex cases, remote desktop debugging, and free weekly webinar training for your customers.

Regarding points D and E, ensure that any replacements you provide consist of a comprehensive knowledge base. Inadequate replacements could diminish your customers' productivity and adversely affect your support services.




How Customizing Help Support Options Reflects in Yearbook Software


In the "Overview" tab, under the "Support Options," your customer will see either the default Memento Yearbook links or your custom ones.


When the user clicks on the "Help" menu, the options displayed are either the default Memento Yearbook links or your custom links.



Important: Retaining the Memento Yearbook Knowledge Base offers a significant advantage: contextual help is readily available everywhere, tailored to the user's current location, for quicker and more accurate information.



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