ZENDESK ADMIN TEAM INTRODUCTION Why zendesk ? keeps the messages actions in one central sport we dont get mixed up as tasks are passed between team members ------------------------------------------------------------------------------------------ ...
You get a message from a supplier but you need to ask another person about this , for this to happen you need to create a new ticket in the subject line of the new ticket at the end note the first ticket number i.e sub 321 INVOICE 12345 SYDNEY ...
We do this every week (Wednesday) to simply pick up on any transactions that have been missed/unfinalized, preferably after completing the S11 task for the day. STEP 1 - CUSTOMER BALANCE From Pinnacle, make sure you have this setup, ACCOUNTING - ...