Setting up an auto-forward using Gmail / Gsuite is straightforward. Here are instructions to set up an autoforward for Gmail / Gsuite. After this is done, you will be automatically capturing emails and creating tickets and customer records in your OneDesk account. STEP 1: Retrieve your OneDesk ticket capture email address In your OneDesk account […]
Auto-forwarding your email to OneDesk – using Gmail / Gsuite More
Setting up an auto-forward using Microsoft Outlook is easy. Here we provide the instructions for the web version of Outlook Web App / Office 365, as well as the desktop version. STEP 1: Retrieve your OneDesk ticket capture email address In your OneDesk account navigate to : Administration > Tickets > Types of Tickets Note
Auto-forwarding / redirecting your email to OneDesk, using Outlook More
Update April 2020: We have added a whole lot of new features to Teams. Read more about what’s new about Teams. In OneDesk users can be added to teams. This is useful both to keep your users organized, and to provide a quick way to share projects to multiple users add a group of followers
OneDesk allows you to set up single sign-on (SSO) to permit your users to log in using their existing credentials. If the user does not exist, once they log in using SSO, OneDesk will create a user record for them. Since email addresses must be unique in OneDesk, it is important that you do not
As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room for miscommunications and distractions when there are large amounts of money being transferred and worked with. One client came to us seeking a solution to
How a cloud services company uses workflow automations to track parts in the supply chain More
You may want to have your customers be automatically logged in to your OneDesk customer apps whenever they are on your site and authenticated with your own systems. OneDesk supports both SAML and OpenID protocols for customer account SSO. This post will focus on an example using the OpenID protocol and Azure as the identity
How to enable Single Sign-On (SSO) for your customer apps in OneDesk More
In OneDesk you will find yourself frequently discussing tickets and tasks. Sometimes this conversation will be on the actual item, but often you will want to refer to a different one. For these cases OneDesk has a great feature which allows you to quickly create a link when inside a conversation. It’s easy to create
Linking to other items in conversations using the # sign More
The December 2019 release of OneDesk added the ability to use the @ symbol in conversations in OneDesk. Most of you will be familiar with this type of method to message people from other apps. This article will cover some of the details of how it works in OneDesk. It’s easy to add people to
Use the @ symbol to add users or customers to conversations in OneDesk More
The December release of OneDesk is a big one with a list of significant improvements and new features. It went live on December 10th 2019. Improvements to Project Sharing More intuitive UI to share projects with Users and customers Ability to see who a project is already shared with in the sharing popup Ability to
Across the worlds of CRM, project management, and support work, there are a multitude of different tools and software that can be used. In some cases where departments are large enough to support integrating their tools with other team’s tools, it’s not a concern using so many different tools to get work done. However, there
How a childcare software provider uses OneDesk for CRM, project management, and support More