OneDesk ships with some pre-set report templates included. These let you quickly generate reports on tickets, tasks, projects, timesheets, and invoices with just a few clicks. However OneDesk also includes powerful tools to let you create your own report templates, schedule them so that they run without your interaction, and can be automatically emailed out […]
This is part of an ongoing series where I go over the basic account configurations for different types of businesses. Some companies are very contract-driven and only perform work when customers are asking and paying for it. This article discusses the basic setup you should make to your OneDesk account if this describes your company.
This is part of an ongoing series where I go over the basic account configurations for different types of businesses. There are many different types of companies that use OneDesk to support their customers or end-users. For each business model there are a few different configuration changes you will want to make to your OneDesk
Setting up your OneDesk to support multiple products or services More
Since I’ve helped set up hundreds of OneDesk accounts by now, I am frequently asked by customers and other members of our team, what are some ‘best practices’ that should be followed to ensure customer success. Since I am always glad to share my wisdom 🙂 I thought it could be useful to write up