What are the Account Associates?

Account associates are entities that are relevant to your customer accounts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about an account like associated tickets, related products, mapped contacts and supportive files. 

Here are the associates that are part of an account:

1. Tickets
2. Contacts
3. Products
4. Attachments

Let us look into each of these sub-tabs in more details. 

Tickets

The contacts that belong to an account will raise support tickets that are handled by your agents in Zoho Desk. You can quickly view the tickets that were received from an Account. 

To view the tickets received from an Account:

1. Open an account in its detail view. 
2. In the Account Detail page, click the Tickets tab in the top. 

You can view the tickets with their subject arranged by the order they were received from the account's contacts. You can also view the status of the tickets and the agent who handled it in your help desk. Click on a ticket to view it in more detail.

Contacts

Your accounts are collections of your contacts or the end-users. You can view the contacts that are mapped with an account.

To view the contacts:

1. Open an account in its detail view. 
2. In the Account Detail page, click the Contacts tab in the top. 

While viewing the contacts that are related to an account, click the  icon to associate more contacts to it. 

Products

You can manage your company- wide products that are sold to your customers. In Zoho Desk you can associate products to your accounts. When looking at an account you can view the products that are related to it. 

To add or view the products related to an Account:

1. Open an account in its detail view. 
2. In the Account Detail page, click the Products tab in the top. 

You can view the products related to the account. You can also click the  icon to associate a product to an Account. 

Attachments

You can attach documents or notes to add more context to an Account. Typically customers attach SLA documents and Contract agreements to an account. 

To attach or view files to an Account:

1. Open an account in its detail view. 
2. In the Account Detail page, click the Attachments tab in the top. 

You can view the attachments related to the account. You can also click the  icon to add an attachment. To delete an attachment click the  icon alongside a file and click Delete from the drop menu. 

 

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