Quality, Feature-packed, informative.
Contacts are the people your team supports in KDesk. A contact record stores basic identity details, contact methods, address information, notification preferences, portal access, and notes. Contacts can be linked to tickets, receive ticket updates by email, be assigned forms, and sign in to the portal when your workspace allows…
Contact Sync Contact Sync brings people from your organization into KDesk as contacts. It helps keep names, email addresses, phone numbers, company details, and other profile information up to date so your team can work from one contact list. Contact Sync is one-way into KDesk. It updates contact records in…
Email Intake and Sync Email Intake turns incoming email into tickets by connecting a mailbox to your team. You can turn each inbox on or off, limit which messages are accepted, and choose whether messages should create tickets automatically. In the KDesk App, open the Team navigation and select Email…
KDesk email notifications use one system-managed layout for all outbound mail. Admins manage the shared look and feel in Team Settings > Email Branding Settings, while per-notification checkboxes decide which ticket fields appear in each email type. There is no raw HTML editor in the current flow. What Changed The…
This article explains the current Team Settings page in KDesk, including what each tab controls and which settings affect your members, contacts, automations, integrations, approvals, Client Secrets, email branding, and billing. How to Access Team Settings In the left sidebar, open Team and select Team Settings (gear icon). The menu…
This article explains how billing currently works in KDesk, where to manage it, and which team settings can affect billing-related values so you can avoid unexpected changes. How Billing Works in KDesk KDesk uses Stripe for billing management. In the KDesk app, open Team Settings, switch to the Billing tab,…
