Personalizing Desk Account in iOS - Desk | Mobile

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 

  1. Open the Zoho Desk application. 
  2. Tap on the More icon and select Settings. 

Syncing the web and mobile account

 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. 
Notes
This action is not available to options such as Auto CC. 

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.

Customizing the account 

Theme

Themes are an important aspect of the user interface. Users can select a color (green, blue, orange, red, pink) to customize the appearance of the app.

Language

Multilingual functionality lets the customer translate values into any of the languages supported by Zoho Desk. This will help end-users customize their app and view it in their preferred language. 
The following languages are supported by Zoho Desk:
  1. English
  2. Danish
  3. German
  4. Spanish
  5. French
  6. Italian
  7. Dutch
  8. Portuguese(Brazil)
  9. Turkish
  10. Russian
  11. Chinese (Simplified)
  12. Japanese
  13. Vietnamese
  14. Korean
  15. Kazakh
  16. Icelandic
  17. Tamil
  18. Hindi
  19. Marathi
  20. Bengali
  21. Telugu
  22. Thai
  23. Norwegian
  24. Arabic 
  25. Hebrew
Desk also supports RTL (right-to-left) function, so that customers can view their app aligned to the Arabic and Hebrew script. 

Font

Users can set the font style to suit their readability by selecting a font type from the available list.

Custom module customization

Agents can customize the appearance of custom module list. Learn more about customizing the custom module view.

Close ticket confirmation 

Agents can set the their account such that a confirmation is asked every time before closing the ticket. 

Push notification

Enabling notifications lets the agents know when a ticket or task is created or new responses are added to a ticket. This helps the agents to be quick to address their customer queries. Agents can choose to enable or disable push notifications. Apple's server sends these push notification to the iPhone even when the app is not in use. 

Clearing all files from the device

While using the app, the data is stored in the Desk app for faster results, but it slows down the app in the longer run. Clearing the cache helps clean up junk data and improve the performance of the app. It clears images stored and used by the agents in the app and also the downloaded attachments. 

Version

Agents can view the version of the app that they have downloaded and also view details about Zoho, the company that owns Desk.

Resetting the app

Resetting will remove all the user preference settings, such as themes, language, and fonts configured in the app, and also delete any user data that is stored in the device.