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 as well as adds new functionality to help you manage the costs and revenue you incur when working on projects and tickets.

When bringing an entire organization onto a singular helpdesk software, it can be difficult meeting the needs of all the different departments while also creating a setup that works for everyone. Especially when departments operate mostly separately from each other, but do need to work together sometimes, it raises concerns about permissions and workflows.

A lot is on the linmer happiness is an effective company growth strategy that some of the biggest brands have deployed. Unfortunately, it’s also one of the biggest cruxes that have been many struggling organizations’ downfall. You think of a company like Apple, Starbucks, or Delta Airlines, and good customer service comes to mind. It’s not a coincidence that those companies are also some of the most prominent leaders in their respective industries.

In OneDesk you can trace your workflow automations through the activities application. This lets you see just what your automations are doing on a day-to-day basis, and helps you troubleshoot any issues that may arise.

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.

Tickets can be auto-forwarded from your support email to a OneDesk ticket creation email. When this happens, a ticket is captured in OneDesk containing the subject of the email, the email’s body, and any attachments in the email. Additionally, if the requester’s email address being captured does not yet exist as a customer record in OneDesk, they will be automatically added into the database.

Aside from the default layouts, custom views allow you to display your data in unique, dynamic ways. Custom views are available in all the main OneDesk sections: tickets, tasks, projects, timesheets, customers, users, and analytics. You can easily view what you want in the way you want. You are also able to share your favourite views with others on your team. To start creating custom views, click the My Views icon. Views consists of the following options: Layouts, Filters, and Groupings.

OneDesk includes automated email templates to assist you in communicating with your users and customers. These email templates are completely customizable – you can edit the existing templates as you see fit, or create entirely new templates to suit your needs. Automations can then be applied to utilize your templates, allowing for a streamlined communication process for your organization.