Teams | Collaboration | Customer Service | Project Management

Latest Posts

Filtering tickets created via auto-forward

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.

Best Practices for Creating Custom Views

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.

Modify & Create Email Templates in OneDesk

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.

An IT non-profit switches from Spiceworks to OneDesk

There are many help desk software solutions available on the market today. Most of these applications provide the basic help desk functionalities but lack the robust tools and flexibility to adapt to the specific needs and workflows of different IT teams. In other cases, help desk apps charge expensive prices for access to the high level features.