It’s common when managing projects that you need to sign-off with a client. For example, you might need them to approve a mock, document, or decision. Many companies do this with an informal message or verbal acknowledgement. This causes problems later. Who actually signed off on the decision? When? Which exact changes are required? This […]
Manage Your Client Approval Process More
A User is anyone who has access to the main OneDesk application. Users have access to OneDesk’s internal applications. Customers on the other hand, can use the customer-facing apps such as the client portal, knowledgebase, chat, and more. They can also submit tickets and communicate by email, but do not have access to the main
Customer to User Conversion More
The charts tab within the Analytics application allows you to analyze the efficiency of your customer support, and overall performance of your team and project management. The chart tab consists of a collection of Chart Series, thematic groupings of your data. For example, the Tickets change history series shows charts for the resolution time of
How to Create a Custom Chart Dashboard More
What is the URI? The URI is an unique identifier used to distinguish your OneDesk account. The URI is automatically generated upon creation of your account based upon your company name. If an account is made through Google or Microsoft, the URI will be generated as a random string. How is the URI used? The
The widget provides a simple, one-off integration with your website. Once integrated, you can configure the widget from your OneDesk without any additional updates to your website. The widget gives customers access to several customer applications, displayed as tabs within the widget. These apps are: the messenger, portal, webforms, and knowledgebase. How to Embed the
There are many help desk software solutions available on the market today. Most of these applications provide the basic help desk functionalities but lack the robust tools and flexibility to adapt to the specific needs and workflows of different IT teams. In other cases, help desk apps charge expensive prices for access to the high
An IT non-profit switches from Spiceworks to OneDesk More
OneDesk automatically creates new tickets in your account when received from your support email. You can directly connect your O365 or Gmail/Google Workspace account. Or, if you use another email provider, you can create tickets using the auto-forwarding method. Simply follow these best practices to set up your email to automatically forward to your OneDesk.
Best Practice: Auto Forward Email to Ticket More
OneDesk has many tools to streamline your workflow. Automation is one of the most powerful and flexible ways to save time in your day to day work. One such tool is the ability to automate the creation of new projects. Here is how to implement this strategy. How to automatically create a project Step 1:
Create Projects Automatically More
A human resources division is responsible for a wide range of essential activities, not limited to: recruitment, payroll, labour relations, and employee development. An effective human resources team is crucial to employee retention and satisfaction. All of these functions are a key factor in the success of an organization. The importance and complexities of HR
How a human resources firm uses OneDesk to manage client relationships More