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
Updated: Aug 2022. In OneDesk you can create a timesheet for each time you work on a task or ticket. Here’s how to customize that timesheet form. Creating a timesheet It’s easy to create timesheets in OneDesk. Do this by: Clicking “Add Timesheet” from with the ticket/task details Selecting “timesheet” from the “Add” menu in
We have released an update to the report creation interface. This a big step forward for non-technical users to be able to generate and schedule the reports they need. While the underlying report generation technology has not changed, the interface has become a lot more user-friendly and intuitive. In the prior version, the user was
Do you want to make sure that no tickets fall through the cracks? With OneDesk it is easy to auto-assign incoming tickets to ensure that every ticket is assigned to an agent. But the resolution process doesn’t stop there. You need to also ensure that the responses from assigned agents occur in a timely manner,
OneDesk has many tools that will make your life easier – every day. One way OneDesk does this is by automating ticket-assignments so that your team can get to work on them with only the briefest of delays. Here are some ticket-assignment strategies that you can implement right now in OneDesk. Assign by Round-Robin With
What are Teams and how are they Organized? If you work in a team, OneDesk offers an easy way to manage and share projects amongst team members. While you can share projects with individuals, often it is faster and more consistent to share your projects using teams. In OneDesk you can organize your users into
In OneDesk there are a large number of options that allow you to configure the software to behave in just the way you want it to. However, most of these options are non-critical and only need to be tweaked along the way, as you decide you want to change the way some things work. Out-of-the-box,
In the most recent release of OneDesk we made big changes to Customer Organizations. Whereas prior to this release customer organizations were relatively simple groupings of customers, now they have become more sophisticated objects, with properties and features that will change the way you use OneDesk. What are Customer Organizations? Customer Organizations represent the companies
Freshbooks Freshbooks is a cloud-based software that provides accounting services to its users. The application is geared towards small businesses and self-employed professionals, enabling them to track their financials by logging on to their accounts. At its core, Freshbooks is a straightforward application that eliminates paperwork by automating tasks like invoicing, organizing expenses and client