This update to OneDesk was released on February 18, 2022, and added several new features and enhancements. New Features Conditional custom fields Now when you want to create internal forms on OneDesk you can make the visibility of custom fields dependent on the value of others. For example, you can display the custom field ‘Web […]
Customers have been asking for more in-depth tools to plan and track their financial performance both when working on customer projects or when providing paid support to their end-users. The latest release of OneDesk takes our first step forward in this direction by introducing a new Financials App. This app both centralizes existing financial information
The December 2021 release of OneDesk went live on December 17 2021 and includes a ton of new Features. New ‘Financials’ App (beta) OneDesk is introducing a new “Financials” app. This app is designed to help you plan and track your costs and income as you work on Projects and Tickets. There is a lot
The second October 2021 release of OneDesk went live on October 30th 2021 and included the following new features and enhancements. Simpler Workflows for Services Companies Many of the companies we serve perform professional services for their business customers. We have added a set of enhancements to make their workflows easier and reduce the steps
The October 2021 release of OneDesk went live on October 2nd, 2021 and included the following new features. Recovering Deleted Projects When you delete a project, it is archived for 7 days before being permanently deleted. This will give you the opportunity to recover it if you deleted it by accident. Note that this does
New Automation Capabilities: New Automation Action: ‘Create a new item’ Now you can get OneDesk to automatically create an item for you as a result of an automation. Some examples where this could be useful include making automations so that: Changing a custom field on a ticket (for example to “customer onboarding”) automatically creates and
Analytics Application (beta) The June 2021 Release of OneDesk introduces a new App (in Beta) to centralize statistics about your tickets, tasks, and projects. We call this new app ‘Analytics’. Located under the ‘More Applications’ icon in the lower-left corner, the Analytics app brings together Reports and Activities, and introduces a new section called ‘Charts’.
OneDesk has just released the April 2021 update to OneDesk with many new features and improvements. This update will go live on April 24, 2021. Customer Service Survey OneDesk introduces the ability to ask your customers for their opinion on your service by offering a simple survey. Your OneDesk account can be configured to
On Saturday Feb 27th, OneDesk released the February 2021 update to OneDesk with many new features and improvements. Customize the creation form for each type of item Now you can customize the internal creation form for every item type. This means that you can have different forms for different types of tickets or different types
The Jan 2021 Release of OneDesk was rolled out on Jan 23 2021. It included the following features and enhancements: Subtasks and Linked items We have introduced new ways to link items to each other. This extends the previous “linked items” navigation link that was found in the item detail panel. There are currently