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 through one of the many channels you have enabled in Zoho Desk.
Adding an Account
- Accounts can be added to 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
- Navigate to the Customers module.
- Click the Accounts tab in the lower-left corner of the page.
In the Accounts Home page, click the Add Account 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 an account
- Navigate to the Customers module.
- Click the Accounts tab in the lower-left corner of the page.
- Hover to the desired account and click the Edit icon.
On the Edit Account page, perform the necessary edits and click Save.
Note: You can also edit an account from the its detail you. Open the desired account in its detail view, click more and select Edit from the drop-down.
Deleting an Account
Occasionally you may need to remove some of the unnecessary accounts from Zoho Desk.
To delete an account
- Navigate to the Customers module and Open an account in its detail view.
- Click the More Actions icon (
) from the top pane and then click Delete.
- Click Delete to confirm.
Recovering Deleted Accounts
When you delete an account, all of its contacts, tickets, calls, tasks, events, time entries, and contracts will be moved to the Recycle Bin. You can either recover or permanently delete an account from the recycle bin.
Note:
- The Account will be dissociated from its Contacts.
- If the Account is primary for a Contact, the Contact will have one of its secondary Account marked as primary.
- Contacts that are only associated with this Account will be deleted and moved to the Recycle Bin.
To recover or permanently delete an account
- Go to Setup, under Data Administration, select Recycle Bin.
- Select Tasks from the drop-down at the top bar.
- Select the account that you want to restore or delete and click Restore or Delete from the upper-right corner of the page.
- Click Proceed to confirm the selection.
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