Knowledge Base - Primary Departments to Control Article Reviews and Feedback to Ticket Conversion

Knowledge Base - Primary Departments to Control Article Reviews and Feedback to Ticket Conversion

Hello everyone,

We have an important inclusion in the Knowledge Base module: Associating a category to one or Primary Department.

Up until now, a category could be associated with more than one department. This allowed the agents who were part of multiple departments to access the articles from these associated departments.

In brief, if a category called "Zpad" is associated with departments: Zylker Electronics and Zylker Devices; agents from these departments will have access to Zpad's Kbase from their respective departments.

However, this posed a challenge in configuring:

  • Reviewers - Since there were multiple associated departments, assigning reviewers for one department was not possible.

  • Auto-assigning feedback ticket - The article feedback could not be assigned to an agent from a single department as multiple departments are associated with the category.

To address these challenges, we have brought in the Primary Department.

How is it useful?
Every category can be associated with one primary department. The reviewers can be assigned from that particular department. Likewise, an auto-converted ticket can be assigned to an agent from the primary department. All this can be done while associating the category to multiple other departments.


What has changed?
This change is already live, and you will view the following changes in your KB:

When category is associated with one department
If the category was associated with one department, then that department will be marked as the primary department. The associated departments field will be blank; you can add departments as per your need.

When category is associated with multiple departments
If the category was associated with more than one department, the first department in the list will be chosen as the primary department. The remaining departments will be considered as associated departments. You can change this as per your requirement.

If feedback to ticket conversion is enabled
The department to which these tickets are associated with will be considered as the primary department.  

This feature is now available for all users across DC. Kindly refer to the help doc for more details. Read more about Structurizing KB: Category, Sections and Subsections

Regards,
Anumita Gupta
Zoho Desk | User Education

    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

                                                                                                            • How to record company set up fees?

                                                                                                              Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
                                                                                                            • Show Payment terms in Estimates

                                                                                                              Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
                                                                                                            • When dispatched to crew, assigning lead missing

                                                                                                              Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
                                                                                                            • I want to transfer the project created in this account to another account

                                                                                                              Dear Sir I want to transfer the project created in one account to another account
                                                                                                            • Custom Bulk Select Button

                                                                                                              Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
                                                                                                            • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

                                                                                                              Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                            • Getting an error Address not found Your message wasn't delivered

                                                                                                              Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not
                                                                                                            • BUG - Google Business Buttons - Add a button to GBP Post

                                                                                                              I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
                                                                                                            • Do you have software like Windows software?

                                                                                                              We want swadeshi software
                                                                                                            • ZOHO Mail App Not working

                                                                                                              There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?
                                                                                                            • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                              Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                                                                                            • Trying to export a report to Excel via a deluge script

                                                                                                              I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
                                                                                                            • Cannot connect mail accounts to Thunderbird

                                                                                                              Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate
                                                                                                            • Need help to create a attach file api

                                                                                                              https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
                                                                                                            • Export view via deluge.

                                                                                                              Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
                                                                                                            • Zoho Inventory's latest shipping integration updates at a glance.

                                                                                                              Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
                                                                                                            • Possible to generate/download Quote PDF using REST API?

                                                                                                              See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
                                                                                                            • Creating an invoice to be paid in two installments?

                                                                                                              Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
                                                                                                            • Bug in allowing the user to buy out of stock items

                                                                                                              Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
                                                                                                            • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                                                                                              Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
                                                                                                            • Can a Zoho Sites page be embedded into another website (outside Zoho)

                                                                                                              Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
                                                                                                            • Bug in allowing the user to buy out of stock items

                                                                                                              Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
                                                                                                            • Transition Criteria Appearing on Blueprint Transitions

                                                                                                              On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
                                                                                                            • Zoho CRM Sales Targets for Individual Salespeople

                                                                                                              Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
                                                                                                            • Transfer all Related Data to new Account Owner

                                                                                                              Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really
                                                                                                            • How to Calculate MTTR (Mean Time to Resolve)

                                                                                                              We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
                                                                                                            • How to export project tasks, including the comments

                                                                                                              Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
                                                                                                            • This mobile number has been marked spam. Please contact support.

                                                                                                              Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                            • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                              Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
                                                                                                            • Bigin Android app update: User management

                                                                                                              Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
                                                                                                            • Share records with your customers and let them track their statuses in real time.

                                                                                                              Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of
                                                                                                            • Live webinar: Discover Zoho Show: A complete walkthrough

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features
                                                                                                            • Deal Stage component/widget/whatever it is... event

                                                                                                              Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,
                                                                                                            • Create advanced slideshows with hybrid reports using Zoho Projects Plus

                                                                                                              Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when
                                                                                                            • Add an option to disable ZIA suggestions

                                                                                                              Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
                                                                                                            • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

                                                                                                              Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
                                                                                                            • Unified Directory : How to Access ?

                                                                                                              I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?
                                                                                                            • Zoho CRMの流入元について

                                                                                                              Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、
                                                                                                            • Error While Sign in on Zoho Work Drive

                                                                                                              Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser
                                                                                                            • Choosing a portal option and the "Unified customer portal"?

                                                                                                              I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
                                                                                                            • Next Page