Views and Filters
Viewing Zoho CRM Information inside Tickets
The Zoho CRM integration provides you with more context into the customer information while staying inside Zoho Desk. Agents can view the CRM information of a Contact or an Account alongside their ticket in Zoho Desk. For example, they can identify ...
Creating Custom Views and Filtering Records in Tickets Module
Custom ticket views help you to organize and view tickets based on the criteria specific to happiness ratings. For example, you can create a view for; closed tickets that had received a negative feedback, tickets that didn't receive a rating or ...
Ticket Views - Custom, List, Detail, Blueprint, and Archived Views
A ticket is a digital record that is created when a customer submits an issue or a query. It contains all relevant details about the person and the issue, such as contact information, issue description, and interaction history, which helps in ...
Headquarters Dashboard: Real-Time Customer Support Management
The Headquarters dashboard is designed to provide live and actionable insights into the organization's activities. The dashboard consolidates real-time data, allowing managers to track their team's performance and ensure that the required metrics are ...