Updating your Helpdesk Contacts and Accounts from Zoho CRM

Updating your Helpdesk Contacts and Accounts from Zoho CRM

If your business is using Zoho CRM, your Support Manager would have setup the integration linking it with your Zoho Desk account. Though your helpdesk's customer information will be frequently updated (based on the sync frequency), you may choose to view the most recent version regardless of the integration. In this scenario, you can manually update a contact or an account as it is in Zoho CRM from within the record. 

To manually update a Contact from Zoho CRM:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu.
  3. In the Contacts Home page, open a contact in its detail view. 
  4. In the Contact Details page, click the  icon. 
  5. In the dialog box, click Continue to update the contact.
The system will update the Contact with that of its latest version in Zoho CRM.

To manually update an Account from Zoho CRM:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu.
  3. In the Contacts Home page, click the Accounts tab in the lower-left corner.
  4. In the Accounts Home page, open an account in its detail view.
  5. In the Account Details page, click the  icon. 
  6. In the dialog box, click Continue to update the account.
The system will update the Account with that of its latest version in Zoho CRM.

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