Adding and Viewing Accounts in iOS - Desk | Mobile

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 enabled in the organisation's Zoho Desk account. Learn more about Contacts and Accounts.  

Adding accounts

To add accounts

  1. Open the Zoho Desk app. 
  2. Tap the More  icon in the bottom bar and select Accounts. 
  3. Tap the Add  icon in the top-right corner of the page. 
  4. Fill the account information and tap Save. 

Viewing accounts as lists

System-defined standard views categorize the accounts as: all accounts, anonymous, spam, 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 and reorder the views by tapping the Edit icon. They can also search for the desired views in the search tab.

Notes
Custom views can be created only through the web application. In the mobile application, the user can only star the already created views.

Searching accounts

Agents can also search for the desired accounts using the Search  icon. 

Quick actions

Agent can also long press an account tile in the list view to perform the following actions:
  1. Call the contact number
  2. Send an SMS to the number given
  3. Go to the default email provider
  4. Create a new ticket for the contact associated with the account.