OneDesk offers two pop-up widgets to choose from when embedding the OneDesk customer applications onto your website – the OneDesk Customer Widget, and the new OneDesk Widget (Beta). These widgets serve similar functions, yet there are circumstances where you may prefer to embed one onto your website over the other. Both widget options are intended […]
OneDesk’s Two Customer Service Pop-Up Widgets Explained More
The Mobile-Friendly OneDesk (MFOD, beta) provides an easy solution for communication between your users and customers. Access and respond to your conversation directly from your mobile device using the MFOD. Communicating in the Mobile-Friendly OneDesk: As a User When operating the MFOD as a user, you will send and receive messages in much the same
The Mobile-Friendly OneDesk (MFOD, beta) contains a Ticket Portal and Task Portal for your customers to view their submitted items. Customers can submit new tickets and tasks directly to you using this portal, as well as participate in conversations inside their items. Enabling the Mobile-Friendly Ticket and Task Portals To enable the Ticket Portal and
The OneDesk April 2022 update went live on April 22nd, 2022 and brings many new features, including a total revamp of the Mobile Friendly OneDesk (MFOD), macros on timesheets, and more. New Features Macros on Timesheets Many timesheets in OneDesk can be modified at once through the use of macros. Select the timesheets you wish
The OneDesk April 2022 Update: What’s New and What’s Changed More
Whether the end-users you serve are from within your company, or whether they are external clients, OneDesk will work for you. However, you will need to configure OneDesk in slightly different ways to achieve the best workflow. This article will tell you what quick settings to make to fine-tune your setup for serving internal vs.
Setting OneDesk Up for Serving Internal End-Users or External Customers More
OneDesk lets you create teams to group and organize your users. Users can belong to more than one team and can be assigned different roles in each. When a team is assigned to a project, the user’s team roles will become their project role. Creating a Team Inside OneDesk To create a team inside OneDesk,
The analytics dashboard in OneDesk can be used to quickly view performance indicators and relevant charts for your organization. This dashboard can be configured to easily show the charts and date ranges which are most relevant to you and your business. Accessing the Analytics Dashboard To access the analytics dashboard, head to More Applications -> Analytics
The OneDesk Customer Portal provides an easily accessible space for your customers to submit tickets and view the status of their items which your team is working on. To get started with the Customer Portal, customers must first be created in OneDesk and invited to register on the portal. Creating Customers in OneDesk There are
Custom fields in OneDesk are a powerful tool to include as much information on an item as you need. There is now a dedicated custom field editor, as well as conditional custom fields which will only appear when certain choices are chosen from existing fields. Accessing the Custom Field Editor To access the custom field
You can create several timesheets at the same time in OneDesk, as well as apply automations to streamline common processes you encounter while you handle your timesheets. Learn how to create multiple timesheets and apply automations to them below. Creating Multiple Timesheets at Once There are several ways to create multiple timesheets at the same
How to Create Multiple Timesheets & Automate Timesheets in OneDesk More