Teams | Collaboration | Customer Service | Project Management

November 2022

OneDesk - Sharing with Customers

Why share a project? What and how do customers see information? Learn how to add a customer to a ticket or task and share projects with a customer. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk -About Customers & Customer Organizations

Learn about creating and managing customers, how to organize customers into organizations, and how configure the customer detail panel. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Organize / Separate Tickets for Multiple Departments

It is a common use case for multiple departments in an organization to want to work in a single OneDesk account, yet do not want to see the other departments’ tickets. For instance, the IT department and HR department may not want to see each other’s tickets either for privacy reasons or because they do not want to be bogged down by irrelevant work items. OneDesk has flexible tools to organize tickets as well as automatically route tickets to the right agents.