Setting Portal Preference - Mobile| Android

Selecting Portal Preference in Android

The portal name is the identity of the user's help desk account in Zoho Desk. Typically, it is the company's name, and it is created when the user signs up for the help desk. 
An account can have multiple portals, and the portal name can be customized according to the user's requirement. 

Notes
Portals can be created only through the website. In the mobile app, the portals can only be viewed. 
In the Zoho Desk app, the users can view the portal they belong to and switch between the existing portals.

To switch portals

  1. Open the Zoho Desk application.
  2. Click the Hamburger Menu , then click Settings .
  3. Click the Portal Name to switch to any other existing portal.

 To refresh portal metadata

This option enables the user to sync admin-level changes from the web to the app, like updating signatures, adding validation rules, layout rules, and blueprints. 

To synchronize time tracking preference

When the user changes their time tracking preference either from manual to auto or vice versa, the user has to select Synchronize time tracking preferences in the mobile app to sync in the changes. This option also lets the user keep time tracking settings consistent between the web and mobile apps to track time spent on tickets and activities (i.e., tasks, events) at the most granular level possible while also adding billable time entries based on predefined costs.

To clear search history

The search history does not get auto-deleted nor are the search items overwritten. All the searched items in the app will always be visible. The log of searched items in the app can be deleted using this option.



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          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 CRM Training
              Redefine the way you work
              with Zoho Workplace

                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 CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now





                                                                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.




                                                                    Manage your brands on social media


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        Zoho Sheet Resources

                                                                         

                                                                            Zoho Forms Resources


                                                                              Secure your business
                                                                              communication with Zoho Mail


                                                                              Mail on the move with
                                                                              Zoho Mail mobile application

                                                                                Stay on top of your schedule
                                                                                at all times


                                                                                Carry your calendar with you
                                                                                Anytime, anywhere




                                                                                      Zoho Sign Resources

                                                                                        Sign, Paperless!

                                                                                        Sign and send business documents on the go!

                                                                                        Get Started Now




                                                                                                Zoho TeamInbox Resources





                                                                                                          Zoho DataPrep Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • Personalizing Desk Account in iOS

                                                                                                                                  Zoho Desk understands the need to provide its users with the option to customize their account in their mobile application through the Settings module. Accessing the Settings Module Open the Zoho Desk application. Tap on the More icon and select ...
                                                                                                                                • Setting up Time Tracking and Billing Preferences in Tickets

                                                                                                                                  In a customer service time is directly linked to both cost and customer satisfaction. For admins managing support teams, Time Tracking is a strategic tool that provides visibility into the time and effort invested by an agent in resolving customer ...
                                                                                                                                • Article Detail View - Comments, Insights, Feedback, History

                                                                                                                                  In the Knowledge Base module, upon clicking an article, the agents or writers enter the article detail view where they can view the: Comments that help center readers have left on the article (published articles) List of attachments that are included ...
                                                                                                                                • Troubleshooting issues with rebranded portal

                                                                                                                                  Before moving on to troubleshooting issues with rebranded portals, let's take a quick overview of what Rebranding is all about in Zoho Desk. Rebranding in Zoho Desk In Zoho Desk, we have a functionality called Rebranding under General Settings. This ...
                                                                                                                                • Changing portals and departments in iOS

                                                                                                                                  The portal name is the identity of the user's help desk account in Zoho Desk. Typically, it is the company's name, and it is created when the user signs up for the help desk. Departments are divisions categorized within an organization. It can be ...
                                                                                                                                  Wherever you are is as good as
                                                                                                                                  your workplace

                                                                                                                                    Resources

                                                                                                                                    Videos

                                                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                    eBooks

                                                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                    Webinars

                                                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                    CRM Tips

                                                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                                                      Zoho Show Resources