Add, Edit and Delete Accounts
In a typical 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 through one of the many channels you have enabled in Zoho Desk.
Adding an Account
Typically, accounts can be added in your help desk in the following ways.
- Agents can manually create accounts and associate contacts with them.
- Map your customer accounts with their related contacts in an XLS or CSV file and import them.
- Link your help desk with Zoho CRM and schedule an automatic sync for the Accounts module.
To add a new account:
- Click the Customers module.
- Click the Accounts tab in the lower-left corner.
- In the Accounts Home page, click the Add icon (
) from the top pane.
- Enter the account details on the Add Account page.
- Click Submit.
Note:
- You must specify the name of the Account. This field is mandatory.
- The agent who adds a new account will be set as the account's owner. However, you can specify a different agent using the drop-down menu in the Account Owner field.
Editing an Account
You can edit an existing account to add more context to it.
To edit account individually:
- Open an account to view its details.
- Click the More Actions icon (
) from the top pane and then click Edit.
- On the Edit Account page, perform the necessary edits and click Save.
You can also edit an account from the Account List View page. In the list view, hover your mouse over an account and click the Edit icon ( 
) to edit the same.
Deleting an Account
Occasionally you may need to remove some of the unnecessary accounts from Zoho Desk.
To delete accounts individually:
- Open an account to view its details.
- Click the More Actions icon (
- Click Delete to confirm.
When you delete an account, all of its contacts, tickets, calls, tasks, events, time entries, and contracts will be moved to the Recycle Bin.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
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, ...Add Edit and Delete Calls
Calls are the most important of all customer support activities. The phone is where customer issues are received, and it is usually where they’re closed. So it is essentially an activity that must be logged. Call logging is essential to precisely ...Setting up Contacts to 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 ...Add, Edit and Delete Accounts - New UI
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 ...Add, Edit and Delete Events
If you intend to schedule an activity in Zoho Desk that has a specific place, time, and duration, you must use events. By using events you and your customer support teams can keep better track of your programs and schedules. For example, If you’re ...