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



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

                                    We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
                                  • portal.assignUserInProfile - Não esta adicionando

                                    Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");
                                  • CRM emails vs Campaigns

                                    Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign
                                  • Setting up property management in Zoho Books

                                    Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
                                  • Reverse proxy

                                    We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.
                                  • Still client need to download .exe?

                                    Hello, the client for use zoho assist need everytime download .exe file and launch it?
                                  • Splitting a ticket's entire thread

                                    Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there
                                  • Editing the text on the Help Center home page

                                    Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.
                                  • WHMCS for Zoho Flow

                                    Can we use WHMCS for Zoho flow?
                                  • Online meetings through Calendar Booking form with options

                                    This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing
                                  • Agents permission per department

                                    Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would
                                  • CRM notes

                                    I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees
                                  • 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
                                  • Function #8: Add additional charges to invoices

                                    Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
                                  • Alternative / optional Position

                                    How do you create an alternative position or an optional position (article) in offers?
                                  • جمود في الصفحة عند حفظ عمل

                                    عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل
                                  • ZOHO Books Canadian payroll Integration

                                    Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD
                                  • Create a draft in reply to an email via Emails API

                                    Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
                                  • Zoho Desk Time Tracking and the Salary Privacy Issue

                                    Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.
                                  • How to Delete, Disable, or Remove Streams from the Mail App?

                                    Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts
                                  • Delay in MX updates

                                    Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,
                                  • Bigin iOS and macOS app update: Link email messages to pipeline records.

                                    Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                  • make.com integration

                                    Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error
                                  • Article Numbers for KB articles

                                    Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
                                  • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

                                    Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting
                                  • File Encryption - Zoho Desk iOS app update

                                    Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.
                                  • Data encryption - Zoho Desk iOS

                                    Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.
                                  • Notify Admin when a user forgets to check-in or check-out at the designated time.

                                    Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?
                                  • Assistance Needed with Prospect Conversion Issue

                                    Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully
                                  • Mail Merge - unable to send more than 50 email

                                    Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.
                                  • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

                                    Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
                                  • UK payroll entries

                                    Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
                                  • Closing Accounting Periods - Invoice/Posting dates

                                    Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
                                  • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                    HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
                                  • Reverse Charge Services (Non-EU) Showing Correctly in 84/85 and 67, But Missing in Box 46 - Germany

                                    Hi, I'm located in Germany and I’ve set up my expenses for non-EU services (e.g., OpenAI, DeepSeek) under the reverse charge mechanism (§ 13b UStG) in Zoho Books, and I noticed some discrepancies in the VAT Summary Report. What’s Correct: Reverse Charge
                                  • Zoho Live Chat/Support

                                    What is going on with Zoho support lately? I've tried to use the live chat feature 4 different times and it refuses to connect to any (despite waiting over 30 minutes one of the tries). I finally gave up and emailed my question nearly a week ago and still
                                  • Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

                                    Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?
                                  • Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

                                    Hello Zoho Assist Community! Ever needed to trace who did what and when within your remote support operations? Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission
                                  • Tip of the Week #67– Avoid confusion – Mark duplicate threads.

                                    When customers send the same message to multiple email addresses, such as support@ and sales@, your team may end up seeing the same message in different inboxes. This creates confusion, risks double replies, and clutters your workspace. Use the Mark as
                                  • Tax in Quote

                                    Each row item in a quote has a tax value.  At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
                                  • Next Page