Desk | Contacts And Accounts

Contacts and Accounts
Mass and Bulk Actions in Accounts and Contacts Modules
Efficiently managing customer data is crucial for agents to deliver exceptional support service. When agents need to update customer information and also apply similar changes across multiple records, mass and bulk actions help simplify the process. ...
Managing Spam Contacts in Zoho Desk
Work inboxes are often spammed with newsletters, promotional emails, and other unsolicited content, putting important messages at risk of being overshadowed. Implementing effective spam management strategies can minimize the negative impact of ...
Following customer activities
Customer service is an integral part of a business, which determines customer satisfaction. You can ensure your customers receive the best possible service by following them in Zoho Desk. You can follow irated customers, high-net-worth clients, or ...
Associate Contacts with an Account
Accounts are collections of your contacts or the end-users. A contact can belong to only one account. By grouping your contacts into accounts, you can keep track of the support tickets received from those accounts. Contacts can also view the other ...
Adding, Editing, and Deleting Accounts
In a Business to Business (B2B) scenario, Account represents a Company or a Department within the company, for which you provide customer support. You can associate an account with contacts (persons) within the company who send in support tickets ...
Updating your Helpdesk Contacts and Accounts from Zoho CRM
If your business is using Zoho CRM, your support manager would have set up the integration linking it with your Zoho Desk account. Though your helpdesk's customer information will be frequently updated (based on the sync frequency), you may choose to ...
Deduplicate Contacts and Accounts
Over a period, there maybe a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. The Deduplication feature helps you to find duplicate records in bulk and merge them as one ...
Associating Contacts with Multiple Accounts
The contacts who submit tickets might work with more than one company. A consultant might work on behalf of multiple businesses, or a business owner might operate more than one company. In all these situations, you might be needing to relate a single ...
What are the Account Associates?
Account Associates are entities that are relevant to your customer accounts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about an account like associated tickets, ...
Standard and Custom Account Views
Account List Views are used to group your customer accounts based on a defined set of criteria. For example, you can view a list of accounts that were added today or of those that weren't mapped with Zoho CRM. Besides these, agents can use the List ...
What are the Contact Associates?
Contact Associates are entities that are relevant to your contacts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about a contact like associated tickets, related ...
Adding a Ticket for a Contact
Most support centers follow the practice of creating tickets for customers who call in with problems. Agents will typically ask for the customer's name or their email address to quickly search and open their contact and then submit a ticket. Zoho ...
Know your Customers | Contact and Account Information
Zoho Desk displays an overview for each of your customers to help you better understand their interaction with your help desk. The following are the information displayed on the details page of your contacts and accounts: Customer Activity: Keep a ...
Add, Edit and Delete Contacts
Contacts, also known as end-users are customers who send in support tickets through one of the many channels you have enabled in Zoho Desk. They can submit tickets, read articles and track the status of their tickets on your Help Center. Also, ...
Standard and Custom Contact Views
Contact List Views are used to group contacts based on a defined set of criteria. For example, you can view a list of contacts that were added today or of those that are mapped with Zoho CRM. You can also use the List Views to add contacts as end ...

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