Account Associates - Zoho Desk Knowledgebase

What are the Account Associates?

Account Associates are entities that are relevant to your customer accounts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about an account like associated tickets, related products, mapped contacts and supportive files. 

Here are the associates that are part of an account:
  • Tickets
  • Contacts
  • Products
  • Attachments
Let us look into each of these sub-tabs for more details. 

Tickets
The contacts that belong to an account will raise support tickets that are handled by your agents in Zoho Desk. You can quickly view the tickets received from an Account. 

To view the tickets received from an account:
  1. Open an account to view its details. 
  2. In the Account Details page, click the Tickets tab at the top.


You can view the tickets with their subject arranged in the order they were received. You can also view the status of the tickets and the agent who handled it in your help desk. Click on a ticket to view it in more detail.

Contacts
Your accounts are collections of your contacts or the end-users. You can view the contacts that are mapped to an account.

To view the contacts:
  1. Open an account to view its details. 
  2. In the Account Details page, click the Contacts tab at the top.

     
You can click Associate Contact or the Add icon  ) to add more contacts to the account. 

Products
You can manage your company- wide products that are sold to your customers. In Zoho Desk you can associate products to your accounts. When looking at an account, you can view the products that are related to it. 

To add or view the products related to an account:
  1. Open an account to view its details.
  2. In the Account Details page, click the Products tab at the top. 
You can view the products related to the account. You can click Associate Product or the Add icon  ) to add more products to the account. 

Attachments
You can attach documents or notes to add more context to an Account. Typically customers attach SLA documents and Contract agreements to an account. 

To attach or view files to an account:
  1. Open an account to view its details. 
  2. In the Account Details page, click the Attachments tab a the top. 
You can view the attachments related to the account. You can click Add New Attachment or the Add icon  ) to add an attachment. To delete an attachment, click the Delete icon  ) corresponding to it.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • FAQs: Customers

                                                                                                    How do I link contacts to accounts? The Contacts are individuals or customers that you provide support for through the various channels in Zoho Desk. The Account is a company or an organization that the contacts belong to or represent. Therefore, it ...
                                                                                                  • What are the Contact Associates?

                                                                                                    Contact Associates are entities that are relevant to your contacts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about a contact like associated tickets, related ...
                                                                                                  • Know your Customers | Contact and Account Information

                                                                                                    Zoho Desk displays an overview for each of your customers to help you better understand their interaction with your help desk. The following are the information displayed on the details page of your contacts and accounts: Customer Activity: Keep a ...
                                                                                                  • Applying for a WhatsApp Official Business Account

                                                                                                    WhatsApp Green Badge The Green Badge next to the contact's name confirms that this is an authentic and verified business account. In this guide, we are going to walk you through the steps to get the verified Green Badge for your Business Account on ...
                                                                                                  • Associating Contacts with Multiple Accounts

                                                                                                    The contacts who submit tickets might work with more than one company. A consultant might work on behalf of multiple businesses, or a business owner might operate more than one company. In all these situations, you might be needing to relate a single ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources