Narrative 1 - The significance of a business account

Narrative 1 - The significance of a business account

Behind the scenes of a successful ticketing system - BTS Series

Narrative 1 - The significance of a business account



Setting up a proper business account is a crucial step that is often overlooked when launching a ticketing system for your service company, whether for customer support or other services.

Your business account should be the foundation of professionalism in your customer support system. Everything else can fall apart if there isn't a solid foundation! A well-structured account can have a positive impact on every aspect of your customer interactions and your ability to scale efficiently.

A business account helps your support staff track problems, handle customer inquiries, and promptly resolve them with ease. It simplifies processes, freeing up your support staff to concentrate on what matters and provide your clients with exceptional service.

Establishing a brand 

Using an individual email address such as john.doe@zylkers.com would likely seem overly informal and unprofessional. This may cause customers to doubt your credibility. Using a branded domain, such as support@zylkers.com, on the other hand, demonstrates your professionalism and boosts brand confidence. 

For example, imagine a facility called Mercy Hospital. The organisation utilises a ticketing system connected to patientcare@mercy.org to manage all patient inquiries and appointment requests. Patients who submit issues are reassured that they're dealing with an appropriate representative of the hospital thanks to this professional approach.

Patients feel more confident and satisfied when they see a familiar and businesslike email address. It all comes down to giving them a sense of security and worth! Therefore, keep in mind that branding your communications is essential for building trust and ensuring that your ticketing system is configured correctly.

Enhanced security

Business accounts offer advanced security features, including role-based access and two-factor authentication, which are crucial for safeguarding sensitive data. Security is crucial in a hospital setting, where ticketing systems manage maintenance requests, appointment scheduling, and patient inquiries. By limiting access to patient-related tickets to authorised personnel, Mercy's business account helps ensure compliance with HIPAA regulations and protects sensitive information. These strong controls are absent from personal accounts, increasing the possibility of breaches and noncompliance.

Better collaboration

A business account facilitates easy collaboration, and ticketing systems thrive on teamwork. Teams stay in sync thanks to features like internal notes and shared inboxes. For example, Mercy Hospital's ticketing system enables the patient care team to assign tickets related to appointments to scheduling personnel while IT manages requests for equipment repairs. The centralised platform of the business account ensures effective departmental communication, which eliminates many of the hiccups and errors that personal accounts would struggle to handle.

Takeaway

The Mercy Hospital example demonstrates how a well-managed business account lays the foundation for a successful ticketing system. In addition to encouraging cooperation, it enhances professionalism, strengthens security, facilitates scalability, and ensures compliance. All of this contributes to efficient operations, customer satisfaction, and business growth.

 

In summary, you're positioning your ticketing system and your company for long-term success by investing in a dedicated business account. Don't skimp and try to use a personal account for handling tickets; give your operations the business-grade support they need.

 

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

 

Regards,

 

Kavya Rao

The Zoho Desk Team




        • Recent Topics

        • Add Popup Rejection Metrics to Reports

          Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals
        • Ability to Reset / Reinitialize Popup Cookies

          Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see
        • Control Popup Cookie Expiration Duration

          Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or
        • Clone / Export Popup Design Across PageSense Projects

          Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only
        • Are there settings for hyperlinks?

          Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?
        • Automatically include all ticket attachments in the ticket resolution email

          Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends
        • Keep Zoho People Feature Requests in the Zoho People Forum

          Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are
        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 
        • Finding text within a ticket: Expand All or Search this Ticket

          The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows
        • Books & Desk. Client mapping

          Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
        • String handling

          If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.
        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
        • Looking For Recruit Developer

          Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as
        • SKUs for Invoices, POs, etc.

          It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available
        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers
        • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

          YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
        • Feature Request - A Way To Search Item Groups

          Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
        • Feature Reqeust - Include MPN In Selectable FIelds

          I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.
        • Feature Request - Option To Hide Default System Fields on Items

          Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could
        • Campaigns does not work!

          I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,
        • Feature Request - Make Available "Alias Name" Field In Item List View

          Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field
        • product name field issue-n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
        • How to filter Packages in zoho inventory api

          Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows
        • CRM

          Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
        • Syncing with Google calendar, Tasks and Events

          Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
        • How can i view "Child" Accounts?

          It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?
        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
        • Easily perform calculations using dates with the new DATEDIF function

          Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
        • Adding Comments Using Workflows - How to Change User Attributed

          We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other
        • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

          Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
        • Les dernières avancées en saisie de données et collaboration

          Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités
        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
        • Implement Meeting Polls in Zoho Bookings

          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
        • Service Account Admin for API Calls and System Actions

          Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
        • Please can the open tasks be shown in each customer account at the top.

          Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • Send Whatsapp with API including custom placeholders

          Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
        • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

          Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
        • ZO25: The refreshed, more unified, and intelligent OS for business

          Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
        • Next Page