The OneDesk Customer Portal provides an easily accessible space for your customers to submit tickets and view the status of their items which your team is working on. To get started with the Customer Portal, customers must first be created in OneDesk and invited to register on the portal.
Custom fields in OneDesk are a powerful tool to include as much information on an item as you need. There is now a dedicated custom field editor, as well as conditional custom fields which will only appear when certain choices are chosen from existing fields.
You can create several timesheets at the same time in OneDesk, as well as apply automations to streamline common processes you encounter while you handle your timesheets. Learn how to create multiple timesheets and apply automations to them below.
Views in OneDesk allow you to group and organize your data based on your specified criteria and within a variety of layouts and better overall plan and prioritize your work. For example, see a hierarchical view of unassigned tickets, assign tasks to users on a Kanban board, group projects by customer and much more. OneDesk’s robust customization options allow for a huge variety of possibilities to fit your company’s needs. Keep reading to learn more about managing views in OneDesk.
This update to OneDesk was released on February 18, 2022, and added several new features and enhancements.
