In the latest version of OneDesk we have made big changes and new features to the customer portal. Since there is a lot you can do, this post will walk you through what’s new (and what’s old) about the customer … Read More
Author Archives: Derek
Translating your customer portal into a different language.
While the main OneDesk app is only available in English (at this time), many of our users have a different mother tongue. While they are usually okay with the main app being in English, they sometimes would prefer that the … Read More
Customizing your email sending preferences in OneDesk
As I am sure most of you who are interested in this question have already discovered, you can customize the way OneDesk sends email on your behalf. To do this, simply go to the administration settings and click on the … Read More
Best practices for configuring OneDesk
Since I’ve helped set up hundreds of OneDesk accounts by now, I am frequently asked by customers and other members of our team, what are some ‘best practices’ that should be followed to ensure customer success. Since I am always … Read More
Agile Project Management Features in OneDesk
In the software world (and increasingly in other domains) agile project management is one of the more popular ways to manage projects. There are a lot of different versions of “agile” methodologies and the purpose of this post is not … Read More
Introducing the completely new OneDesk
It’s been a while since OneDesk had an interface refresh, though those of you who have been with us for a while will remember past updates. So without further ado, I would like you to meet the new OneDesk! This … Read More
Use Zapier to Integrate OneDesk with over 1000 Different Apps
We have been using Zapier to connect OneDesk to lots of different web applications for over a year now. When we first introduced our Zapier plug-in, it was full-featured enough to sync with a lot of other 3rd party systems. … Read More
Channelling Feedback – the OneDesk Experience
As a OneDesk user I have instant access to a number of customer oriented channels to capture feedback right out of the box. Upon signup for the application, you are given the following handy email addresses to get you started … Read More
Get collaborative in seconds – OneDesk “how to” video
Due to the overwhelming popularity of this short :45 (sec) video, we decided that it deserved a post of its own. At the heart of the OneDesk application are a set of easy-to-use collaboration functions that allow you to publish … Read More
Client Management Simplified
Client management: What is it? Providing great client service and seizing opportunities to increase sales revenues from every client interaction requires good record keeping and tracking processes. Keeping client information current and available to everyone who interacts with clients is … Read More