Two Problems with the Description Field
Our ticket workflow is often like this. Client calls or emails (to a personal email address) reporting a problem. We create a ticket and enter a description. Problems:
1. By my way of thinking when we enter a description, that is an internal comment (unless we mark it public). Yet it seems there is no way to mark it internal, and Desk just starts inserting it into communications.
2. Additionally, in the conversation view it makes it appear it was emailed by the customer and inserts their name on the entry, even though it was entered by the agent.
Is there any way to stop this behavior? The biggest issue is we want this field kept private. I would like to just remove the description field and create a custom one, but it's not possible to remove the default one. I realize we can also not use the description field and instead enter a private comment, but there is no way agents are going to remember to do that.
Thank You
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________