Teams | Collaboration | Customer Service | Project Management

OneDesk - How to Make Adjustments to your Company Preferences

Learn how you can add your company name, logo, working hours and more through OneDesk Company Preferences. 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 - How to Make Changes to Bulk Items

Learn how to make modifications to multiple items in OneDesk 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 - Routing Actions

Learn how to set up your Workflow Automations to automate specific actions in OneDesk and eliminate repetitive, manual work for your support agents. 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 - Domains

Learn how you can add multiple domains for your customer organizations in OneDesk 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 - Summary Cards

Learn how you can view your users' and customers' summary cards to access their full profiles or start a conversation. 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 - User and Teams

Learn how you can organize your users into specific teams in OneDesk 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.

What is StartingPoint and How We Help Service-Based Companies and Teams

Companies lose more than $75 billion per year due to poor customer service and low customer satisfaction. StartingPoint is the solution for service-based businesses between 2 to 30 employees to solve the challenges in client engagement and customer service. Developed with AWS and IBM Cloud, StartingPoint is the solution for service-based companies and teams. Industries we can specifically assist are accountants, bookkeepers, CPAs, real estate brokers, mortgage lending brokers, independent insurance agents, consulting firms, and business managers.

Nifty Tutorial: Task Management

Bring order to your team’s workflow with Nifty Tasks! Tasks can be as simple as a do-item, or a fully rigged out journeys with a description, a due date assigned subtasks, and attached files & docs. Additionally, tasks have a collaborative comment section to consolidate feedback. If you’d like to keep this task private from project Guests, Members, or Admins, simply hit the Hide Task button! And don’t forget to tie a task to a Milestone to automate milestone progress tracking and the impact on greater project objectives!

Enabling the Remote Workplace with M-Files: Valeo Financial Advisors

The world changed in 2020. Companies face a new reality where work is done from kitchen tables, spare bedrooms and home offices. Remote work went from a nice perk to a mandatory directive. Future-proof your business by enabling secure access to documents and information while minimizing risk with M-Files. M-Files ensures the efficiency and productivity of your team, no matter where they are - their home, the hotel, the office, the airport, a coffee shop... anywhere.