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 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.
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:
- English
- Danish
- German
- Spanish
- French
- Italian
- Dutch
- Portuguese(Brazil)
- Turkish
- Russian
- Chinese (Simplified)
- Japanese
- Vietnamese
- Korean
- Kazakh
- Icelandic
- Tamil
- Hindi
- Marathi
- Bengali
- Telugu
- Thai
- Norwegian
- Arabic
- Hebrew
- Odia
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.
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