Contacts and Accounts
Viewing Account Details in sub-tabs in Android
Agents can get a unified view of additional information associated with an account like activities, tickets, time entries, happiness ratings, contacts, products, attachment, comments and other custom modules. They can select the necessary sub-tabs to ...
Viewing Contact Details in sub-tabs in Android
Agents can get a unified view of additional information associated with a contact like activities, tickets, time entries, happiness ratings, accounts, products, attachment, comments and other custom modules. They can select the necessary sub-tabs to ...
Mass Action in Android- Sending WhatsApp Messages and Deleting Contacts
Agents can send whatsapp messages at scale to a list of selected contacts. Likewise, contacts that were added to the system mistakenly or are not needed any more can be deleted at once. Performing a mass action across records will help simplify this ...
Adding Accounts, Views, and Account Detail Page in Android
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 ...
Adding Contact, Views, and Contact Detail Page in Android
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 ...