Understanding Ticket Management In Zoho Desk With Customization & Reporting

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  • เผยแพร่เมื่อ 8 พ.ค. 2023
  • This tutorial on understanding ticket management in Zoho Desk with customization & reporting was taken from our March 2023 product tutorial series.
    See the full Zoho Desk Tutorial 2023 here:
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ความคิดเห็น • 15

  • @erickhera6729
    @erickhera6729 6 หลายเดือนก่อน

    Hi, with Zoho Analytics can we report on time each ticket spent in a specific Status - I.e. how long was the ticket in OPEN state and if we have additional states like Stage 1, Stage 2, Stage 3. So we need to know how long did each ticket stay in each status before closing.

  • @user-cc3mn8sj2w
    @user-cc3mn8sj2w 10 หลายเดือนก่อน +1

    How do I analyse the Time Entry on each ticket, Agent wise, Month or Week wise?

    • @Zenatta
      @Zenatta  10 หลายเดือนก่อน

      Hi Nitesh Gupta, We discussed your time entry analysis question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
      🎬 - th-cam.com/video/FwyHq1yT8fQ/w-d-xo.html#t=11m06s

  • @ahmedjamalhumakani
    @ahmedjamalhumakani 8 หลายเดือนก่อน

    Can we add the field "created by" within the general ticket view?

    • @Zenatta
      @Zenatta  7 หลายเดือนก่อน

      Hi Ahmed, You can see who created a ticket by clicking the ‘History’ tab and finding who submitted the ticket. If you want it to show up as a field on the general ticket view, you will need to create a custom field to house that data that can be added to the ticket layout. Using the Desk API you can fetch a ticket’s history and see who created the record, then save that value to a custom field on the Ticket.

  • @user-bu9sn4oc7v
    @user-bu9sn4oc7v 8 หลายเดือนก่อน

    Can we group different customers under partners and let partners view tickets from their customers?

    • @Zenatta
      @Zenatta  8 หลายเดือนก่อน +1

      Hi Syed Gillani, Yes! You would assign customers to partners using the Contact/Account relationship. In your help center settings, you can enable customers to view Tickets of other users in their account. Just make sure you moderate sign-ups so that only your partners have access to the help center. Otherwise all of your partner’s customers will be able to see each other’s tickets.

  • @chintanselarka7582
    @chintanselarka7582 9 หลายเดือนก่อน

    Can we get a report of total number of tickets we have recived from a single client in a month or week? and maximum tickets of which customers?

    • @Zenatta
      @Zenatta  9 หลายเดือนก่อน

      Hi Chintan, Yes. Under the ‘Analytics’ tab in Desk, click on ‘Reports’ on the bottom of the left-hand pane. There is a default report called ‘Tickets by Account’ with an option to ‘Create Chart’ in the upper right of the report.

  • @charltontinashechipuriro4909
    @charltontinashechipuriro4909 9 หลายเดือนก่อน

    Can you integrate ZOHO with slack?

    • @Zenatta
      @Zenatta  9 หลายเดือนก่อน

      Hi Charlton, Yes, Zoho Desk has an integration with Slack. The integration allows setting up notification rules in slack as well as Slack commands to get ticket summaries.

  • @AbderazakElmi
    @AbderazakElmi 3 หลายเดือนก่อน

    how to assign it to one agent in bulk ?

    • @Zenatta
      @Zenatta  2 หลายเดือนก่อน

      Hi Abderazak! You can assign in bulk by selecting multiple Tickets using the checkbox in the lefthand column of the ticket list. Then, use the "Assign To" button at the top to assign all of those Tickets to an agent at one time.

  • @patriciaganga8774
    @patriciaganga8774 4 หลายเดือนก่อน

    What is a ticket referring to

    • @Zenatta
      @Zenatta  3 หลายเดือนก่อน

      A support ticket.