Accounts Card in Radar

Accounts Card in Radar

The Accounts card in the Radar mobile app app lets you access and manage account information on the go. It provides a consolidated view of account-related details, including tickets, activities, interactions, products, attachments, and more, so support teams can quickly understand customer context and take action without switching to the web application.

This is especially useful for managers, supervisors, and agents who need instant visibility into customer organizations while working remotely or during field operations.

Business scenario  

A support manager wants to review all enterprise customer accounts before a quarterly check-in meeting. Using the Accounts card in Radar, the manager quickly switches to a saved account view, reviews recent ticket interactions, checks ongoing activities, and verifies associated products and time entries, all from a mobile device.

Availability  

  • Permission required: Customers permission in Radar
  • Roles: Admins, Supervisors, and Agents (based on profile permissions)  

Why use the Accounts card  

With the Accounts card, you can:

  • Access account views on the go
  • View complete organization-level customer context
  • Monitor ticket interactions and account activity in real time
  • Access associated products, attachments, and time entries
  • Reduce dependency on the desktop interface
  • Perform quick account management actions directly from Radar

Enabling the Accounts card  

The Accounts card must be enabled from the Radar Store before you can use it.

  1. Open the Radar app.
  2. Go to the Radar Store and find the Accounts card.
  3. Tap Enable.

Once enabled, the card will appear in the Menu.

Viewing accounts  

The Accounts card displays all the accounts you have access to in Zoho Desk. You can quickly switch between saved account views to instantly access specific sets of accounts without repeatedly applying filters or search criteria.

You can then:

  • Scroll through the accounts list
  • Use filters and sorting options to locate records
  • Tap an account to view complete details
Info
  1. If you have access to multiple portals, you can switch between them using the Departments option. From there, you can select the required portal and its corresponding department to view contacts specific to that portal and department.
  1. If you require to switch within portals, click on the portal name situated on top (when accessing the accounts page) and choose the required

  2. Views can be Starred or Unstarred directly within the Radar app.



Customizing the accounts list view  

Layout  

You can choose how accounts are displayed:

  • Grid
  • List
  • Table


Search accounts  

The search option can be used to quickly locate a specific account. It is available directly under the Sort by Fields option.

Filter accounts  

Accounts can be filtered and viewed based on available fields. The filtering options include standard fields, and any custom account fields will also be available as filter options.

Common filter options include:

  • Account Owner
  • Created By
  • Modified By
  • Created Time
  • Industry
  • Account Type


Sort accounts  

You can reorder the accounts list in ascending or descending order using the following fields:

  • First Name
  • Last Name
  • Created Time


Account detail view  

When you open an account, the information is organized into multiple sections for quick access on the account details page.

The following sections are available:

  • Account name
  • Displays the number of all, open, on-hold, and closed tickets for the selected contact.
  • Email address
  • Happiness rating
  • Average handling 
  • Traffic analysis
  • Ticket list
  • Associated accounts

Managing accounts  

Depending on your access level, you can perform the following actions from the account details page:

  1. Edit account details
  2. Delete an account
  3. Pin an account 
  4. Customise detail view