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
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