Account Associates - Zoho Desk Knowledgebase

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, related products, mapped contacts and supportive files. 

Here are the associates that are part of an account:
  • Tickets
  • Contacts
  • Products
  • Attachments
Let us look into each of these sub-tabs for more details. 

Tickets
The contacts that belong to an account will raise support tickets that are handled by your agents in Zoho Desk. You can quickly view the tickets received from an Account. 

To view the tickets received from an account:
  1. Open an account to view its details. 
  2. In the Account Details page, click the Tickets tab at the top.


You can view the tickets with their subject arranged in the order they were received. You can also view the status of the tickets and the agent who handled it in your help desk. Click on a ticket to view it in more detail.

Contacts
Your accounts are collections of your contacts or the end-users. You can view the contacts that are mapped to an account.

To view the contacts:
  1. Open an account to view its details. 
  2. In the Account Details page, click the Contacts tab at the top.

     
You can click Associate Contact or the Add icon  ) to add more contacts to the account. 

Products
You can manage your company- wide products that are sold to your customers. In Zoho Desk you can associate products to your accounts. When looking at an account, you can view the products that are related to it. 

To add or view the products related to an account:
  1. Open an account to view its details.
  2. In the Account Details page, click the Products tab at the top. 
You can view the products related to the account. You can click Associate Product or the Add icon  ) to add more products to the account. 

Attachments
You can attach documents or notes to add more context to an Account. Typically customers attach SLA documents and Contract agreements to an account. 

To attach or view files to an account:
  1. Open an account to view its details. 
  2. In the Account Details page, click the Attachments tab a the top. 
You can view the attachments related to the account. You can click Add New Attachment or the Add icon  ) to add an attachment. To delete an attachment, click the Delete icon  ) corresponding to it.

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