Narrative 2 - Understanding Organizational Departments

Narrative 2 - Understanding Organizational Departments

Behind the scenes of a successful ticketing system - BTS Series

Narrative 2 - Understanding Organizational Departments



A ticketing system's departments are essential because they provide an organized and practical framework for handling and addressing customer support inquiries. Departments improve workflow by classifying inquiries and allocating them to the relevant teams, guaranteeing that a specialized agent handles every issue. 

 

This way, companies increase customer satisfaction and loyalty by improving response times and overall customer service quality. Departments guarantee a streamlined procedure that benefits both the support staff and the customers they serve by clearly defining roles and responsibilities.

Why employ organizational departments?

Ticket routing

Departments ensure that support requests are automatically directed to the right team with the right agent. This reduces delays and faster resolution by discarding unnecessary hand-offs.

Specialization

Typically, different teams, such as IT, HR, Billing, and Technical Support, handle various issues. In this case, departments are managed by experienced agents in their respective areas, thereby enhancing service quality.

Organized prioritization

Categorising tickets by department helps teams prioritise workloads based on urgency, service level agreements (SLAs), and impact, ensuring that critical issues are addressed promptly.

Accountability

Departments also assign clear responsibility for resolving tickets, preventing confusion over who should handle a request. This fosters accountability and reduces the risk of tickets being overlooked.

Monitoring

Departments enable granular analytics, allowing organizations to measure metrics (e.g., resolution time, backlog) for each team. This helps identify bottlenecks and optimize workflows.

Better customer experience

Proper department routing ensures customers interact with the right agents from the start, reducing frustration and improving satisfaction by avoiding misdirected queries.

Workflows made easy

Departments enable customized automation rules (e.g., auto-assignment, escalations) tailored to specific teams, streamlining processes and reducing manual effort.

Data privacy

Sensitive requests (e.g., Finance, Legal) can be restricted to authorized personnel, ensuring data privacy and Desk's regulatory compliance.

While departments segment teams, they also facilitate cross-department collaboration when needed (e.g., escalating a billing issue to IT for technical verification), maintaining structure while enabling cooperation.
Idea

Are contacts or accounts department-specific?


When a user raises tickets for various issues across different departments, each ticket must be explicitly linked to the relevant department. This ensures that the appropriate expert is assigned to address and resolve the problem effectively. Importantly, the user's contact details will remain consistent regardless of the department involved; therefore, the contact information should not be considered department-specific. This streamlined approach facilitates efficient communication and resolution while maintaining clarity and organisation within the ticketing system.


However, several other modules within the platform, such as Tickets, Knowledge Base, and Activities, do support department-specific associations. This feature enables you to align these modules with the relevant department, enhancing your workflow and improving departmental accountability.

Example - Hospital Management Service

In a hospital, the way departments are managed plays a crucial role in providing top-notch healthcare services. By organizing the hospital into different departments, each one guided by knowledgeable and skilled staff, we can not only improve how services are delivered but also make processes more efficient and ensure that everyone is held accountable. This structured approach not only fosters teamwork but also helps meet patients' needs more effectively, ultimately creating a better experience for them.

Organizational departments in a hospital

  1.  Emergency Department 
  2.  Surgical Department
  3.  Radiology Department
  4.  Pharmacy Department
  5.  Administration and Human Resources

 

This teamwork is vital for enhancing the quality of patient care and streamlining operations, creating a well-functioning machine that ultimately benefits everyone involved. When departments are well-structured, it fosters a sense of accountability across the board, which is essential in a healthcare environment. A well-organised hospital not only supports its staff but also delivers the best possible healthcare to those it serves.

Conclusion

Utilizing separate departments for your help desk establishes structure, efficiency, and expertise within ticketing systems, enabling you and your team to collaborate effectively without chaos. This leads to quicker resolutions, better use of resources, and a smoother experience for both customers and agents. Without these departments, support operations would likely become chaotic, sluggish, and more prone to unnecessary issues.

 

Please stay tuned for more Desk behind-the-scenes series.

 

Regards,

 

Kavya Rao

The Zoho Desk Team


      • Recent Topics

      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
      • Zoho Projects - Refine Access to Collaboration Menu

        Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect
      • Zoho Projects - Add Feed to Project Tabs

        Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can
      • Zoho Projects - Email Notifications for Feed Updates

        Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has
      • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

        We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
      • Zoho CRM Kiosk Upload Files

        Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
      • Connecting zoho creator to zoho writer to send prefilled documents

        i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho Writer
      • Extracting Images from a Zoho Creator Report into a Pages

        If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically
      • How do I change a form's name? Why isn't this more intuitive?

        Can someone please let me know how to change a form's name?
      • Zoho is blocking emails I subscribe to from one sender

        About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot
      • Introducing Formula Fields for performing dynamic calculations

        Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
      • Inactive Items - Make Less Prominent by Default

        Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
      • Items should display under specific warehouse

        I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards
      • Zoho Analytics Bulk Api Import json Data

        HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on
      • E-Invoicing in Belgium with Zoho Billing

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
      • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

        This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //
      • Auto-fill New Row with Previous Row Values

        rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;
      • I am facing a problem with an if-else condition

        If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block
      • When I click on PDF/PRINT it makes the invoice half size

        When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books
      • Python - code studio

        Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
      • API question - adding a thread to an existing ticket

        Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks
      • search and Smart Bar both missing in Mail

        One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
      • Hide fields only for creation

        Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know
      • Items Below Reorder Point Report?

        Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
      • Qwen as the default open source Generative AI model for Zia

        Hello everyone, Zia Generative AI is transitioning from Llama (8B parameters) to Qwen (30B parameters) as the default model. This means that users who were using Llama as a GenAI service will now use Qwen. This upgrade was made with a vision to enhance
      • Calendar week view: Today + 6

        Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).
      • How to restrict user/portal user change canvas view

        Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
      • E-Invoicing in Belgium with Zoho Books

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
      • E-Invoicing in Belgium with Zoho Inventory

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing Works
      • Enhancement Request for Multi-Asset Work Order Feature

        Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the feature
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

        Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how
      • Add Option to Mass Dispatch by User

        Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
      • Introducing parent-child ticketing in Zoho Desk [Early access]

        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
      • How to add to Subforms via Zapier with Zoho Writer?

        I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed
      • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

        La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations
      • Include the "Added Email ID" to the Filters of a Report

        Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be able
      • Marketer's Space: Why mobile optimization deserves a place in your email strategy

        Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,
      • Next Page