Month: May 2021

Tips & Tricks

Although we’re in the business of helping organisations make the most of technology, we recognise that you may sometimes encounter issues which you’d like to deal with yourself, if only you could find useful documentation to guide you.

Documentation on almost everything exists on the internet, the problem is finding what you want; searching can be effective but what we hope to provide here is easy access to guidance to achieve useful tasks.

We are keen to expand this by adding information that is useful to our clients. Sometimes we write a howto, other times we provide links to good sources.

If you don’t find help on a particular issue that concerns you, by all means drop us an email and we’ll try to point you in the right direction.

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Zoho Remote Assist for Windows Customers

maggie

1. Download:

Download the remote assist customer-plugin directly from Zoho’s website:
https://assist.zoho.com/install-customer-plugin

2. Install:

  • To start the installation process, open Windows Explore file manager and go to your Downloads directory.
  • Double-click the newly downloaded CustomerPlugin.exe file.
  • Accept the windows prompt to allow the software to make changes to your computer.
This image has an empty alt attribute; its file name is assistico-0.png

After installing, the ZohoAssist icon will appear on your Desktop:

3. Initiate a Zoho session:

  • Double-click the Zoho icon on your Desktop.
  • Type in the 9-digit Session ID given to you by your technician.
  • Type your name, if asked, and click “Join Session“.
  • Windows will again ask for your authority to allow Zoho to take control of your machine. Click Yes.
  • Then click “Join”. (you’ll see that your desktop background has disappeared and your background is black. This means your technician is now connected to your computer.

You can end the session at any time via the small status box at the bottom-right of your screen.

Note: This link is only usable for the current session. After that, you need to repeat the Download/Install/Initiate process for your next session.

Possibly helpful Video Links:

  1. https://www.youtube.com/watch?v=n4GPzz2iImM
  2. https://www.youtube.com/watch?v=-5SU5Jozuv8

And another pair:

  1. https://www.youtube.com/watch?v=kVba_j-893U  (technicial)
  2. https://www.youtube.com/watch?v=-_TZMHiQMbI  (anon customer)