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Hello,
Is it possible to limit Contacts to a Department?
Thanks
Dear Kristof,
Hi
Hi,
Has any progress been made on this?
We support multiple brands and don't want agents having access to Contacts business wide.
Regards,
Andrew.
Hello, there.
We already have commenced looking into the optimal ways to get this Department-specific Customers functionality deployed. We are working in liaison with different teams owing to the profound impact it would have on the product, hence the delay. We shall keep this thread updated around that functionality as and when we have more updates on this front.
Regards,
Ash | Zoho Desk
Any update here? I want to sync contacts to a mail list in zoho campaing. But I only want to sync contacts related to a specific department.
No real updates at this time, Stefan. Contacts and Accounts are not department-specific yet.
Regards,
Ash | Zoho Desk
Personally I DO NOT want contacts per department. I just want the contacts to reflect the CRM data. I do not understand why, when creating a ticket in some departments and, attempting to use the information from an existing DESK contact, that contact does not appear or, can't be used because "It already exists," which makes even less sense.
I cannot just look at ALL the contacts in the desk. I cannot search people by name in the contacts area... that only appears to want to show me specific "contact lists." Some how I can have 2 identical contacts in one account but, I cannot merge them. One is linked to the CRM, while the other is not. Yet the tickets for both contacts show in the ONE CRM contact... I just can't see all the tickets from Desk.
Your tutorial on merging desk contacts does not work. I probably need a one on one but, figured I would air this here, since it is somewhat related...
Hello Pamela,
I'd suggest you drop an email to support@zohodesk.com, we shall connect over a screen sharing session and scrutinise this further.
Regards,
Ajith | Zoho Desk
No solid timelines yet,
Regards,
Shivani | Zoho Desk
Appreciate the upvotes and for sharing how this would be valuable for your business! I’ll make sure to pass this along to our product experts.
Regards,
Shivani | Zoho Desk
What's the status of this (3yrs later), because I currently (Oct 10, 2020) don't see a way to do this?
My clients and I are consistently finding that Zoho does a lot of advanced stuff well, but constantly misses the mark on the rudimentary, basic functionality and features users expect to be in a mail client (and other products). This is rather disappointing, as Zoho looked to be very promising.