Collaborate without compromise, with Ticket Sharing.

Collaborate without compromise, with Ticket Sharing.

We often hear that the ability to move tickets is a big benefit. That kind of flexibility is great to have when your tickets require expertise across departments. But there's often a price to pay:
  • Moving tickets across departments could result in a (well-intentioned) battle for access.

  • When tickets move between departments while agents are working on them, chaos ensues.

 

To put an end to all these worries, Zoho Desk brings out a new ticket action: simply share. With ticket sharing, everyone gets to work on tickets without squabbling for access or stepping on one another's toes. Here's how ticket sharing works:

  • Tickets can be shared from one department (we call this the "parent department") to one or more departments ("child departments" or "shared departments") with different levels of permission.

  • Where the "move" ticket action will entirely move the ticket to a new department, the new "share" action will allow both departments to work on the same ticket at the same time. Control still lies with the parent department.

  • Ticket sharing allows users from the parent department to @mention agents from child departments in ticket comments. 

  • A new view—"Shared Tickets"—will be created for all agents, in every department with shared tickets. This view will list all the tickets that are shared to your department.

  • A new criteria—"Shared with Others"—has been introduced, which lets you filter all the tickets that you've shared from your department.


Child Departments can be given one of these three levels of permission:

  • Full access: Members of the child department can perform any action apart from modifying the assigned to, due date, and status fields. 

  • Read-only access: Members of the child department can only view ticket information. They cannot perform any actions on the ticket.

  • Restricted access: Members of the child department get full access to ticket details, but ticket actions are restricted.




 

Every time a ticket is shared, members of a child department will be notified. To make for easy access, users can create custom views that filter out tickets that have been shared from your department.

 

With ticket sharing, enter a whole new level of clutter-free convenience and collaboration. No more access wars, we promise. Learn more about ticket sharing here.

 

Happy Ticketing.

 

Cheers,

Team Zoho Desk

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                            In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
                                                          • Using Agent Email Address as From Address

                                                            Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
                                                          • Edit and Delete options in Comments

                                                            A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
                                                          • Webinar 2: Supercharged customer support for growing business

                                                            Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
                                                          • Customize Colors of your Customer Self Service Portal

                                                            You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Work Order Creation Issue

                                                                                                            Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image
                                                                                                          • Double opt-in notifications and customizable confirmation messages for your webforms

                                                                                                            Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
                                                                                                          • Accessing shared mailboxes through Trident (Windows)

                                                                                                            Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
                                                                                                          • URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

                                                                                                            Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —
                                                                                                          • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

                                                                                                            Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,
                                                                                                          • Zoho pdf suit

                                                                                                            Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature
                                                                                                          • Zoho Not Working

                                                                                                            Today Zoho not wokring
                                                                                                          • Dynamically autofill fields with URL parameters

                                                                                                            I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how
                                                                                                          • User Automation: User based workflow rules & webhooks

                                                                                                            User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
                                                                                                          • Integrate Projects for Desk KB article release tasks

                                                                                                            Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could
                                                                                                          • Issue in Annual Leave

                                                                                                            We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave
                                                                                                          • Use the searchBy parameter to find user by email address

                                                                                                            I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either
                                                                                                          • Zoho CRM Community Digest - September 2025 | Part 2

                                                                                                            Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured
                                                                                                          • Zoho Vault API: Create new Secrets

                                                                                                            Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",
                                                                                                          • CRM and Finance Tab - Add Invoice "Subject " Column

                                                                                                            When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick
                                                                                                          • Collections Management: #4 Before, During & After Payment Processing

                                                                                                            "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems
                                                                                                          • Account name not populating when importing contacts

                                                                                                            When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
                                                                                                          • Suggestion to improve zoho writer

                                                                                                            I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks
                                                                                                          • Almost all Flows are being queued

                                                                                                            A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
                                                                                                          • Allow Font Size 11 in Editors...

                                                                                                            That is basic functionality...
                                                                                                          • Zoho Analytics & Zoho Creator - Modified Time value

                                                                                                            I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
                                                                                                          • webhook basic authentication

                                                                                                            II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555
                                                                                                          • Managing functions

                                                                                                            Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created
                                                                                                          • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                            Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                          • Custom function return type

                                                                                                            Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
                                                                                                          • Issue with Hour Calculation in Zoho People Attendance Module

                                                                                                            I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
                                                                                                          • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

                                                                                                            Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
                                                                                                          • Push Notification for New Bookings in Zoho Bookings App

                                                                                                            when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
                                                                                                          • Automation in Zoho Sprints

                                                                                                            Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add
                                                                                                          • Export Purchase orders as Excel

                                                                                                            Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel
                                                                                                          • Cliq iOS can't see shared screen

                                                                                                            Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                          • Draft & Schedule Emails Directly in Bigin

                                                                                                            Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but
                                                                                                          • Integrating External Portal Tickets Into Zoho Desk

                                                                                                            A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
                                                                                                          • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                            I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
                                                                                                          • Auto sync Photo storage

                                                                                                            Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                                                                                          • Send email template "permission denied to access the api"

                                                                                                            Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge
                                                                                                          • Zia’s AI Assist now helps you write clearer notes — in seconds

                                                                                                            After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now
                                                                                                          • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                                                                                            Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
                                                                                                          • Shortcut to fill a range of cells

                                                                                                            Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                                                                                          • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                            Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
                                                                                                          • Next Page