Logging into Zoho Desk and Managing Tickets

Logging into Zoho Desk and Managing Tickets

Objective

To provide a clear and concise procedure for team members to log into Zoho Desk, view, and manage their support tickets effectively.

Key Steps


1. Access the Zoho Desk Portal 0:24

  • Open your web browser and navigate to support.tpaconnect.net to access the Zoho Desk portal.


2. Sign In to Your Account 0:32

  • Click on the 'Sign In' button and enter the email address associated with your support tickets. If you do not have an account, follow the sign-up process.


3. Verify Successful Login 0:42

  • Check the upper right corner of the page to confirm you are signed in by looking for your initials.


4. Navigate to the Tickets Section 1:11

  • From the home page, click on the 'Tickets' tab to view all your previous and current tickets.


5. Organize Your Tickets 1:22

  • You can filter tickets by department or leave it set to 'All Departments' to view everything.


6. View Ticket Details 1:38

  • Click on a ticket to view its details, including broad information and comments from interactions.


7. Reply or Comment on Tickets 1:48

  • Use the 'Reply' button to respond directly to the ticket or the 'Comment' button for a clearer view to add comments.


8. Attach Files to Your Responses 2:06

  • When replying or commenting, you have the option to attach files to your messages.


9. Submit New Tickets 2:14

  • If necessary, you can submit new tickets through the portal, but be aware that this feature may have issues.


10. Contact Support for Issues 2:22

  • If you encounter any problems, you can email support at tpaconnect.net for assistance.

Cautionary Notes

  • Ensure that you are using the correct email address associated with your account to avoid login issues.

  • Be aware that the ticket submission feature may not be fully developed, and issues may arise when using it.

Tips for Efficiency

  • Bookmark the Zoho Desk portal link for quick access.

  • Familiarize yourself with the layout of the tickets section to navigate more efficiently.

  • Regularly check for updates or new features in the portal to enhance your experience.