Introduction to Zendesk

Zendesk is a customer support system offering a wide range of tools and resources to assist customers. Check out some of the great new features you can look forward to:

  • Be the First to Know: You can subscribe to automatically receive product updates, release notes, new articles on best practices, training, demos, and more.
  • Support Requests for the Entire Practice: See all open help tickets submitted by your practice so you can quickly identify if an issue has already been reported and is in the process of being resolved.
  • Streamlined Workflow: Open or close tickets without leaving the portal and access more options to contact us.
  • Faster Answers with Self-help: Our intuitive search engine will allow you to troubleshoot commonly asked questions quickly.
  • Live Chat: We know you don’t like to sit on hold in a busy practice, so Zendesk will allow us to offer a live chat option soon too!

DrFirst's Zendesk Ticketing will replace Jira Service Desk (JSD) on November 15th, 2021. Everything you do on JSD, you can also do on Zendesk, which includes (but is not limited to) submitting and managing requests or tickets and searching for helpful articles. Visit Zendesk Ticketing within the Help Center and browse helpful articles (Zendesk Training, Accounts, Tickets & Requests, etc.).

Table of Contents

This article will cover an introduction to Zendesk and how to use it.

What Do I Need To Know?

Everything you do on Jira Service Desk (JSD), you can also do on Zendesk, which includes (but is not limited to) searching for helpful articles or submitting and managing requests or tickets. 

Helpful articles: Our Help Center has helpful articles you can access anytime. Our articles vary by the following:

  • "How To" or Frequently Asked Questions
  • Procedural Documentation
  • Troubleshooting Common Errors/Bugs
  • Informational Articles

Requests (tickets): Like JSD, you can submit requests to our Support Team if you require additional or further assistance.

What To Expect

  • By November 15th, all Jira Service Desk users will receive an email from DrFirst Support with their new Zendesk account information and credentials.
  • We will migrate your open support tickets from Jira Service Desk to Zendesk  so you can access them upon launch.
  • Everyone with a Jira Service Desk account will receive a series of emails explaining the Zendesk workflow, what to expect, and where to find helpful documentation. We will also post this information on our Help Center’s website: https://help.drfirst.com/hc/en-us.

You will not need a Zendesk account to access the documents on our Help Center. 

Create an Account

You will need a Zendesk account to track your requests (tickets).

Create My Zendesk Account 

Click the link above for more information on creating your account and step-by-step directions on how to create your Zendesk account.

If you already have a Jira Service Desk account

You will automatically be assigned a Zendesk account. You should have received a welcome email containing a registration link that you can click to create your account. The registration link will take you to a page where you must create a password for the account.

If you don't have a Jira Service Desk account

If you do not already have a Jira Service Desk account, you can create one by performing one of the following actions:

  • Submit a request and enter your email address in the form provided. Zendesk will use the email address you provide in the form and automatically create an account for you. After you submit a request, you will receive a confirmation email containing a link (URL). The URL will take you to the My Activities page on Zendesk where you will be prompted to sign in. Click the Sign up button and follow the on-screen directions to create your account. 
  • Go to our Help Center, then click the Sign In button at the top-right of the page. A new window will appear. Click the blue Sign up button towards the bottom of the window.

If you are a partner and do not have a Jira Service Desk account, please contact your Account Manager to request one.

Where Is the Help Center?

Go to DrFirst's Zendesk Help Center.

If you are trying to track or update your requests, Zendesk will prompt you to sign in to your account. You must create a Zendesk account if you wish to update or track your requests.

Find Helpful Articles

Search Articles: Best Practices

Click the link above to learn best practices on searching articles.

Search by sections Click directly on an article See All Articles button
  • Click the section directly to view all of its contents (articles).

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(click to enlarge)

Submit a Request

Submit a Request

Click the link above to learn step-by-step directions on how to submit a request.

If you wish to track (or update) your requests, you must go to the My Activities page. To access this page, you will need to create an account with Zendesk first.

Track My Activities

My Activities Page

My Activities page will show your activities on Zendesk, which are interactions you make or have made with the platform. Examples would be submitting and updating a request and posting a comment(s) on an article or a request. 

My Activities Page

Click the link above to learn how to navigate to the My Activities page.

Track My Requests

Requests are forms you have submitted to our Support team. You can track and update your requests by following the directions outlined in the article linked below:

Track & Update My Requests

Click the link above to see step-by-step directions on how to track and/or update your requests.

Track My Contributions

Contributions are anything you have created, posted, updated, or reacted to on our Help Center. Examples include:

  • Created: You may have created a ticket by submitting a request.
  • Posted: You may have posted a comment on a request (ticket) or an article.
  • Updated: You may have updated the status of a request.
  • Reacted: You may have provided a reaction vote on our help center articles (upvote or downvote)

Track My Contributions

Click the link above to learn how to track your contributions.

Track Articles I'm Following

You can follow articles on our Help Center. Doing so will notify you of any changes or updates made to any article you're following.

Track Articles I'm Following

Click the link above to learn how to track all of the articles you are following.

For more information, visit our Zendesk Frequently Asked Questions section.

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