Adding Accounts, Views, and Account Detail Page
An account represents a company or a department within the company, for which the organization provides customer support. An account can be associated with contacts within the company who submit support tickets through one of the many channels enabled in the organisation's Zoho Desk account. Learn more about Contacts and Accounts.
Mobile users can perform the following actions in the Accounts module:
Adding accounts
Viewing accounts as lists
Accounts can be viewed as lists and have been converted into clean architecture. All the web based accounts can be viewed in the mobile app.
Accounts views:
System-defined standard views categorize the contacts as: all accounts, added in the last 30 days, added today, mapped or unmapped with CRM, and my accounts.
In the accounts view, the users can star or unstar views through the edit views screen and see the count of the view. The user can also reorder the views from the Edit Views screen.
Note: Custom views can be created only through the web application. In the mobile application, the user can only star the already created views.
Viewing Account Details
The agents can view the account info: account name, account owner, and layout. If the account is associated with CRM, then the agents can also view the CRM information of the account.
Viewing ticket summary
Total number of tickets of an account can be viewed under ticket summary in the contact details page. Agents can further click and perform all actions pertaining to the ticket, like resolving it, seeing the status of the tickets (open, on-hold, and overdue tickets), and the customer's happiness rating for the service.
Editing and Deleting Accounts
Access your files securely from anywhere
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:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
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 Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Adding Contact, Views, and Contact Detail Page
Contacts, also known as end-users, are customers who are using the product or service. They can submit support tickets from different channels (enabled in the organisation's Zoho Desk account), read KB articles, and track the status of their tickets ...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 ...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 ...Archiving Custom Views
It is typical for you to create custom list views to filter out records based on specific criteria. But what if you accumulate way too many over time. You may need to trim down the number of custom views to quickly locate and retrieve the most used ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources