Search & Find
Search & Find
Zoho Desk has two different Search features: Search and Find (and Advanced Find). Quick Search Quick Search enables you to search for a specific record(s) from all of your modules or a particular module by entering the search keywords. On the Zoho ...
Searching for Existing Cases
This process deals specifically with searching for case numbers. To search by customer contact information or by contract see Finding and Verifying Customers/Contracts/Coverage. Searching for Cases Click the Search icon on the Zoho toolbar, the ...
Finding and Verifying Customers/Contracts/Coverage
Using the CTI pop-up to Open the Customer Page in Zoho Desk Launch the CTI pop-up and accept the customer call. Verify the Customer Phone Number on the CTI pop-up. Click the Customer Name hyperlink on the CTI pop-up to open the Customer page in Zoho ...