Sign in to Zoho Desk for the first time
About: You should have an email inviting you to Zoho Desk with subject "Agent invitation from Zoho Desk" from
support@hhmlp.zohodesk.com
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Work on your first ticket in Zoho Desk
About: Learn the basics of working your first ticket below. Ticket Properties The Ticket Properties pane at the left is where you can Assign the ticket to you or someone else (Ticket Owner) Change the status of the ticket (Open, On Hold, Closed) Set ...
Update your signature in Zoho Desk
Open Zoho Desk and sign in Go to https://desk.zoho.com/ Click your account icon then click Preferences Click more Turn on the signature and click view signature to edit Update your signature then click save
Log in to BI360 for the first time
Open the BI360 app First time? You will be prompted to download and install the Duo Mobile app (iOS / Android) on your phone which is what HHM IT uses for 2 step verification to access our financial apps. In your web browser go ...
Set up your Zoho Desk Ticket Views
About: By default you will have one "starred" view in Zoho Desk called "All Tickets". You will want to "star" some other ticket views to help keep track of your tickets by following the instructions below. Expand All Views At the bottom left corner ...
Switch from Thirdlane Connect back to your Desk Phone
Check out the Using HHM Corporate Soft Phone doc for more information. Open the Thirdlane Connect website Go to https://hhmlp.nexacomm.net/connect/ in your web browser. Click Connect Login using your extension and password Enter your extension as the ...