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.
Viewing ticket summary
Total number of tickets raised by a contact can be viewed under ticket summary in the contact details page. Agents can further see the number of open, on-hold, overdue and all tickets and the customer's happiness rating for the service. They can also go the desired ticket from the contact detail page and resolve the tickets.
Viewing contact details in sub-tabs
Agents can get a unified view of additional information associated with a contact like activities, tickets, time entries, happiness ratings, accounts, products, attachment, comments and other custom modules. They can select the necessary sub-tabs to perform the following actions:
Activities - tasks, events, and calls
Agents can view and filter the tasks, events and calls associated with the contact. They can also create new tasks and events, and schedule or manually log calls for that contact.
Tickets
Agents can see all the tickets submitted or associated with the contact. They can also filter the tickets as All Tickets, Open Tickets, On Hold Tickets, Overdue Tickets, and Spam Tickets.
Time Entry
Agents can see the logged time entries associated with a contact's tickets or activities.
Happiness Rating
The Happiness Rating tab provides a history of all the ratings and feedback given by a contact to the agents who resolved their tickets.
Accounts
Agents can view the accounts that are already associated with the contact. They can also associate new accounts to the already existing contacts.
Products
Agents can view the list of products linked to the contact.
Attachments
Agents can view and manage documents and files related to the contact. They can also attach documents or notes that may be specific to the contact for reference purpose.
Comments
Agents can read and post comments for the specific contact.
Custom Sub Tabs
Agents can access the custom sub tabs created via lookup field related to the contact.
The Tickets sub-tab displays tickets filtered based on the department selected before opening the contact.
Adding tickets
Agents can add tickets for the contact from the contact detail page:
- Open the Zoho Desk app.
- Tap the Contacts module in the bottom bar and select any contact.
- In the Contact Detail page, tap the Add Ticket
icon.
- Fill the ticket details and tap Save.
Editing contacts
To edit a contact
- Open the Zoho Desk app.
- Tap the Contacts module in the bottom bar and select any contact.
- In the Contact Detail page, tap the More
icon and select Edit.
- Make the necessary changes and tap Save.
Deleting contacts
To delete a contact:
Open the Zoho Desk app.
Tap the Contacts module in the bottom bar and select any contact.
In the Contact Detail page, tap the More 
icon and select Delete.
Tap Delete in the confirmation pop-up.
Quick actions
Agents can perform the following quick actions:
By tapping the mail icon, the agents can
copy the mail address
create a new ticket for the contact.
send a mail to that email address
2. By tapping the phone icon, the agents can call the contact.
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