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 … Continue Reading
Auto-forwarding / redirecting your email to OneDesk, using Outlook
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 … Continue Reading
Managing your users using teams in OneDesk
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 to item like tickets and tasks … Continue Reading
Single Sign-On (SSO) for your users in OneDesk
Enable and Configure SSO for Users in your OneDesk account 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 … Continue Reading
How a cloud services company uses workflow automations to track parts in the supply chain
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 … Continue Reading
How to enable single sign on for your customer apps in OneDesk
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. This post will show you how to set that up using Azure … Continue Reading
Linking to other items in conversations using the # sign
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 … Continue Reading
Use the @ symbol to add users or customers to conversations in OneDesk
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 … Continue Reading
What’s New in the December 2019 Release of OneDesk
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 … Continue Reading
How a childcare software provider uses OneDesk for CRM, project management, and support
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, … Continue Reading