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 […]
The second October 2021 release of OneDesk went live on October 30th 2021 and included the following new features and enhancements. Simpler Workflows for Services Companies Many of the companies we serve perform professional services for their business customers. We have added a set of enhancements to make their workflows easier and reduce the steps
The October 2021 release of OneDesk went live on October 2nd, 2021 and included the following new features. Recovering Deleted Projects When you delete a project, it is archived for 7 days before being permanently deleted. This will give you the opportunity to recover it if you deleted it by accident. Note that this does
Analytics Application (beta) The June 2021 Release of OneDesk introduces a new App (in Beta) to centralize statistics about your tickets, tasks, and projects. We call this new app ‘Analytics’. Located under the ‘More Applications’ icon in the lower-left corner, the Analytics app brings together Reports and Activities, and introduces a new section called ‘Charts’.
On Saturday Feb 27th, OneDesk released the February 2021 update to OneDesk with many new features and improvements. Customize the creation form for each type of item Now you can customize the internal creation form for every item type. This means that you can have different forms for different types of tickets or different types
The January 2021 release of OneDesk introduced the idea of subtasks to OneDesk. This article shows you how you can use subtasks as well as provides some details of how they work and different ways you can use them. What Are Subtasks For? Subtasks are tasks that represent the break-down of larger tasks into smaller
The Jan 2021 Release of OneDesk was rolled out on Jan 23 2021. It included the following features and enhancements: Subtasks and Linked items We have introduced new ways to link items to each other. This extends the previous “linked items” navigation link that was found in the item detail panel. There are currently
In OneDesk to capture emails as tickets, you will auto-forward or redirect your normal support email (eg. support@example.com) to one of your OneDesk capture email addresses (eg. tickets@example.onedesk.com). By default, OneDesk has an auto-reply turned on, which replies to the original sender confirming the receipt of their ticket. Depending on your email server’s configuration, or
If you are an existing user of OneDesk you are no doubt aware of our powerful workflow automation engine. Well with the latest release it just got even more powerful! OneDesk has long had the ability to automatically take action on tickets and tasks whenever events occur in the system. Our easy-to-use rules engine lets
With OneDesk you can help your customers to help themselves! Decrease your support costs by providing articles about your products or services, so that your customers can easily find answers to common questions. What exactly is the OneDesk Knowledge Base? A knowledge base is a customer-facing app (Customer App) that you can offer to your
How to put a Knowledge Base on your Website – A self-service option for your customers More