Contacts and Accounts
Managing the Account Detail Page in iOS
Viewing account information The agents can view the account's basic information like account name, account owner, and layout. If the account is mapped to CRM, then the CRM info tab will display the account's CRM information. Viewing ticket summary ...
Managing the Contact Detail Page in iOS
Viewing contact information The agents can view basic information of a contact like first name, last name, email, created time, layout, contact owner. If the customer is mapped to CRM, then the CRM info tab will display the contact's CRM information. ...
Adding and Viewing Accounts in iOS
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 and Viewing Contacts in iOS
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 ...