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Ramya Balakrishnan

Setting up asset types and fields

Asset types define what kind of assets your organization tracks. Examples include: – Hardware (laptops, desktops, printers) – Consumables (printer toner, ink cartridges) Custom types (network devices, IoT equipment) Each asset type has its own set of fields that capture relevant information. Default asset types and fields Desk365 provides

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Managing product inventory

Product inventory in Desk365 represents the standard models or items your organization procures and maintains, such as a specific laptop model, printer series, or accessory type. Products act as templates from which individual assets are created. An asset is a single, physical or logical instance of a product. For example,

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Asset management in Desk365

Asset management in Desk365 helps you track, manage, and maintain all types of assets including hardware, software and consumables used across your organization, such as laptops, printers, servers, software licenses, printer toner, ink cartridges, etc . Instead of managing assets in spreadsheets or disconnected

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Creating and managing multiple home tab dashboards

In Desk365, you can create and manage multiple home tab dashboards within your helpdesk —each designed to match different roles, teams, or workflows. Whether you’re an agent building a personal dashboard to focus on your own tickets, or an admin creating shared dashboards for

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Enhancing your application with the Desk365 API

Desk365’s API allows seamless integration with applications such as Asana, Jira, etc., providing enhanced functionality and streamlined processes. This guide will help you get started with the Desk365 API, covering everything from obtaining your API Key to understanding the latest updates in Version 3.

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Exporting tickets from the support portal

If you’ve submitted support tickets through the Desk365 Support Portal, you can easily export them to a CSV file. This is useful if you want to keep a copy for your records, review all your past requests, or share them with your team. Follow

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How to upgrade or downgrade your Desk365 plan

Managing your Desk365 subscription is simple. Whether you want to upgrade to access more features, add more agents, switch to a monthly plan, or downgrade your subscription, everything can be done from the Plan & Billing section in your Desk365 Agent Portal. To get

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Understanding ticket update and channel icons in Desk365

Efficient customer support relies heavily on staying up to date with ticket activity. To assist support agents and teams in managing their workload more effectively, Desk365 utilizes a set of intuitive visual ticket update icons. These icons provide a clear and immediate understanding of

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How to insert knowledge base articles in ticket responses

Desk365’s knowledge base feature within the reply editor allows support agents to seamlessly reference and incorporate knowledge base articles when responding to tickets. This functionality streamlines the support process, ensuring that customers receive accurate and consistent information without agents needing to manually search for

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