Overview
When a bank connection breaks, LedgerSync automatically opens a support ticket on behalf of the affected client. By default, that ticket is addressed to whoever originally added the connection. In many firms, this means one person receives all connection-related tickets regardless of who manages that client.
The Zoho Desk Ticket Assignment setting lets your firm designate a specific team member to receive all bank connection support tickets instead.
How to Set Your Support Contact
- Click Tools in the top navigation bar.
- Select Account Settings.
- Scroll down to the Zoho Desk Ticket Assignment section and expand it.
- Click the dropdown and select the team member who should receive support tickets. Each option shows the person's name and email address — confirm you are selecting the correct person before saving.
- Your selection saves automatically.
How to Clear the Assignment
To remove the designated contact and return to default behavior, click the X next to the currently selected name in the dropdown. Leave the field empty and navigate away — no additional save step is required.
Important Notes
- You can only select from existing LedgerSync logins in your firm. Free-typed email addresses are not accepted.
- Each candidate is shown with their email address to help you avoid selecting the wrong person when multiple team members share a first name.
- This setting applies firm-wide. Only one contact can be designated at a time.
- Changes take effect for new tickets immediately. Tickets already open are not reassigned.
Related Articles
- Article 38: How to Add a Bank Feed Connection in LedgerSync
- Article 37: How to Delete a Bank Feed Connection in LedgerSync
- Article 73: Common Bank Connection Questions
Need Help?
Contact us at support@ledgersync.com.