Effective contact management is essential for maintaining an organized and efficient helpdesk. Desk365 offers multiple ways to handle unwanted, inactive, or problematic contacts through suspension, deletion, and permanent deletion. Understanding these processes helps ensure that your system remains clutter-free while also complying with data
One of the biggest challenges in managing a helpdesk is ensuring that multiple agents don’t accidentally duplicate or conflict with each other’s responses. This can lead to confusion, delays, and frustration for both agents and customers alike. To tackle this challenge, Desk365 offers two
In many organizations, certain tasks or requests require approval or changes from specific individuals or teams before they can proceed. For example, issuing equipment, processing financial requests, or granting special access often involves multiple stakeholders. Desk365’s approval management/change management streamlines this by automating and
Microsoft Entra ID, previously known as Azure Active Directory, is a cloud-based identity and access management service that helps organizations manage user identities and secure access to their resources. Desk365 integrates with Microsoft Entra ID using the SCIM 2.0 protocol, enabling seamless user provisioning
Business hours and holiday lists are essential tools for managing Service Level Agreements (SLAs) in your helpdesk. They ensure that tickets are processed within the expected time frames based on your organization’s working hours and holidays. This guide will walk you through what multiple
In many organizations, certain tasks or requests require approval or changes from specific individuals or teams before they can proceed. For example, issuing equipment, processing financial requests, or granting special access often involves multiple stakeholders. Desk365’s approval management/change management streamlines this by automating and
Managing multiple contacts within an organization often requires giving specific individuals access to all tickets associated with the company. This can be especially useful for managers, team leads, or stakeholders who need visibility into ongoing and resolved issues. Desk365 simplifies this process with its
Integrating Desk365 with Power BI is a straightforward process that involves a few simple steps. You need to import the data from Desk365 into Power BI with the help of the Desk365 API and then you can transform it into customized, impactful reports using Power Query with pagination,
The priority field in ticket forms enables you to assign a level of importance to each ticket. By adjusting the priority, you can set the urgency of a ticket and ensure that it is handled appropriately. This guide will cover how the priority options
In Desk365, you can add the “Updated By” and “Closed By” columns to your ticket view. These columns provide a clear view of who has made recent updates to a ticket and who closed it. This feature adds transparency and helps you easily track
