Video Description
Transcript: Whether it’s banking, brokerage, mortgage, insurance or other wealth management companies, financial services is on the rise to become the fastest growing industry. These organizations are in need of software that can streamline their operations and deliver seamless support. Financial services need solutions to securely manage their client data, provide one-on-one support to their […]
Transcript: Non-profit organizations function like any other business even though profit is not the primary goal. With limited resources and funding from government, members, and donors, nonprofits struggle to invest in software and tools that could transform their workflow. This makes it challenging to choose the appropriate software that could reduce their workload. These organizations
Transcript: OneDesk is a single application that combines project management and help desk so that you can serve your customers and work on your projects, all in one place. OneDesk provides your it department with the ability to automatically capture tickets from end users and provide proper assistance to your end users. OneDesk also allows
Transcript: OneDesk is a single application that combines project management and help desk so that you can serve your customers and work on your projects all in one place. Onedesk provides your IT firms with the ability to automatically capture tickets from end users and provide proper assistance to your end users. Onedesk also allows
Updated Video Transcript: On OneDesk you can organize your users into teams. The way that you can do this is by clicking on more applications and click on the user tab here. Once here, you can then view all the different teams and users that I’ve organized. You can view the detail panel on each
Updated Video Transcript: On OneDesk you can view your customers’ or users’ Summary Cards by simply hovering over their profile picture. Once you hover over it you can access their full profile or you can easily start a new conversation with them. So, say that I wanted to see Abby Khan’s full profile I would
Transcript: As your company grows, the tools you use to manage projects and tickets often become inadequate to meet increasing customer demands, using different tools, to collaborate with your colleagues, support your customers and manage projects creates a lot of inefficiencies, mistakes, and delays. And then we’re back to searching for a better replacement software,
Updated Video Transcript: OneDesk provides an integration with Dropbox, allowing you to attach files directly from your Dropbox account to your OneDesk items. Here’s how it works. To enable the integration, go to your administration panel and select the integrations panel. Expand the Dropbox section, read some of the details, and then you can click
Updated Video Transcript: Hi. OneDesk includes a direct integration with MailChimp. When this integration is enabled, it allows you to automatically copy over your customer contacts from OneDesk into MailChimp. Here’s how you can enable it. First, click on administration and select the integrations tab. Expand the MailChimp section, and you could read a little
Updated Video Transcript: OneDesk is an application that combines help desk with project management. OneDesk supports both traditional and agile project management. As you can see in here, I’m in my tasks view and I’m looking at the tree view. And this is a very traditional kind of view for project management. You can see