Teams | Collaboration | Customer Service | Project Management

Introducing the New OneDesk 'Financials' App (beta)

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.

Public library uses OneDesk to unify their helpdesk and multiple internal operations

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.

7 Best Practices To Reduce The Ticket Number And Waiting Time In Daily Help Desk Operations

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.

OneDesk - Project Discoverability Settings

Projects in OneDesk can be set to be private or to be discoverable by other users in your organization. Administrator accounts can see all projects regardless of their privacy settings. Learn how to change a project's discoverability in OneDesk in this video. 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 - Create a Custom Chart Dashboard

Learn how to create a custom dashboard of charts in your analytics app. 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 - Convert a Customer to a User

Learn about Customers and Users in OneDesk and how to convert a Customer to a User. 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 - Recovering Deleted Projects

When you choose to delete a project in OneDesk, it will be archived and scheduled for deletion after 7 days. Any time during this 7 day span, you can choose to un-delete the project. Learn how to schedule and un-schedule a project for deletion, as well as how to view archived items in OneDesk. OneDesk combines Help Desk & Project Management software into a single application.