CRM + user : i need to delete a user and add a new one but i can't desactivate zoho desk apps from his profile!! why?
i can't desactivate desk app for this user. Can you help me please? Alexis
How to pass a array or list or dictionary(json) in url
Hi team, i need to know how to pass a array(multiple) values through in search condition of search records url, please help, thanks and regards, AJayan.c
End users are unable to login
See screenshot for what happens on login. This needs to be fixed ASAP
End users are unable to login
We have been trying to setup Zoho Desk for about a month. That being said this has been the worst possible SaaS software to setup. The locations for buttons and settings are not intuitive and often require a google search to locate. However, this issue has baffled me and I cannot find a link to anyone else who has this issue and when I call the support line they hang up on me before I even get a chance to talk. We just tried to release our portal to our customers and found that when users are
enabling content according to profile
Is there a way to navigate login users to a specific area in the portal based upon a parameter in their profile? Specifically customers to "customer" area and "partners" to partners area? If not available how do you recommend to build two separate "customers" and "partners" portals? which have parts in comm?n.
Looking for a Zoho Desk development / implementation partner
We are looking for a Zoho Desk development partner to help us with an implementation of Zoho Desk with our Zoho CRM and Zoho Creator. We have a number of business rules that would need to be implemented in Zoho Desk and also need to develop an integration using the APIs with our other internal systems. Please send an email to rschmoyer@event-services.com if you are an interested partner or have a suggestion for a partner that we could reach out to.
Header background colour
Hello On our Support Desk portal we have managed to change the company name and logo for the company. How do we change the header background colour along with the other colours on the page? Our portal URL is https://desk.zoho.com/portal/brandquantum/home Regards, Simon
Changing status after Reply
Hi guys, I'd like to change the ticket status to "waiting for customer " every time I reply the ticket. Is it possible?
mail forward
Hi Support, we are experiencing issues with our mail forward from service@mydomain.uk.com to support@mydomain.zohosupport.com and support@mydomain.zohosupport.com and mydomain_support@mydomain.zohosupport.com being rejected by zoho?? Please advise, as we are missing tickets. This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: support@mydomain.zohosupport.com
Begining integration with ERP and Zoho Desk
Hi all, we are starting an interesting integration between our Navision ERP and Zoho Desk, vía Visual Studio C Sharp.net proyect who will use Zoho Desk api to read/write from Zoho Desk. I would like to know if there is an open C#.net proyect with the API of Zoho Desk or with samples using it. I have found many examples and check them with Postman but no proyects of CSharp Thanks in advance.
Macro for Status Change
The workflow we follow is that for tickets that have a task that is scheduled in the future, we will set the due date accordingly and set the status to "service scheduled". The problem with this is the status does not change, even if we go past the due date. I was curious if there was a way to have the status flip back to "open" the morning the due date is set for. Any help you can provide would be greatly appreciated.
Any plans for integrating with Atlassian's HipChat once the JIRA integration has been released?
It would be really nice if users could configure HipChat so that it integrates with Zoho Desk, and Desk provides notification updates in HipChat as well as allows users to get previews of tickets similar to JIRA's card preview feature. Would really complement the JIRA integration well in my opinion.
Creating tickets in your c# .net application
Hi I am trying to implement the ZOHO Desk api into my c# .net application in order to create tickets but i am struggling to get it to work. Is there any code template that anyone can provide in which a ticket can be created within the .net application? Thank you, Alex
Possible to have comments in Desk show up as Customer Notes in CRM?
We do a lot of double work in doing notes on customer tickets and then having to transfer this information over to the customer notes field in CRM. Is there any way to make this easier? Not sure if this is a Desk or CRM question.
CORS error when connecting on-premise JIRA to Zoho Desk
Hi, I'm trying to integrate my on-premise JIRA application with my Zoho Desk account. When I tried to create an Application Link in JIRA, I set the application link to "https://desk.zoho.com/" as documented and clicked Create new link, but I got the following error in a pop-up: "No response was received from the URL you entered - it may not be valid. Please fix the URL below, if needed, and click Continue." I checked the Network tab in the Chrome Developer tools for the response returned by Zoho
Custom Function Not Editable
Dear Support, We are using custom function to send sms to releated support person's phone. There is no problem. After changing the Zoho interface, I could not edit this function. I need to change a telephone number in this function but zoho interface giving error. How can we achieve this ? Is this known issue ? Thanks
We would like to delete Zoho desk account
Dear Technical Support Engineer, We have been using Zoho desk and Zoho CRM. Our Zoho desk is not connect with Zoho CRM. When we register the user who is registered at Zoho desk to Zoho CRM we couldn't registered him because the message was displayed that he is already registered at Zoho CRM. We deleted his Zoho account then we could registereded his account at Zoho CRM but he couldn't access to Zoho desk. We would like to delete his Zoho desk account without delete his Zoho account because we will
Can you allow portal users to register but require 'approval'
We would like customers to be able to register to use our portal but would like to be able to 'approve' them before giving them access. Is this possible?
Showing contact fields in Ticket.
Is there a way in Zoho Desk to display all of the contact fields in the ticket window. So when a email ticket is created and that email matches a contact, it will display all of the fields that I want in that contact in the ticket window?
view function
Hi there, I don't know why even after I set up all the criteria for the tickets I want to view and I still couldn't see all the tickets related to the criteria? For example, when I search Betty, I can see 10 tickets related to betty, but then I set one of the criteria betty, I only see maybe two or three. Please help. Thank you Best, Betty
How can I search the knowledge base using the API?
Hi, I want to search the knowledge base using the API. How can I do that? I didn't see any API to get knowledge records or to search them. Thanks Eyal
Please implement Variable envelope return path (VERP)
VERP is a standard industry practice. https://en.wikipedia.org/wiki/Variable_envelope_return_path It has been around for a long time and many places use it. Including your competitors. With VERP, you can use the sender email address to incorporate the ticket ID association so that the end user (customer) doesn't have to worry about the subject line. Also, it allows me (the CSR/etc) to reply directly to the email, and then my reply would go to Zoho, get logged, and then my reply routed to the intended
Basic Integration with either CRM or Invoice = Zoho Customer Portal
Basic Integration with either CRM or Invoice. Support is an extension of Customer Relation Management, right? Some free open source CRM have this feature included already and call it Customer Portal. It does not have to be an extensive show-case of all inside client information. But it can at least contain/enable basic info such as: Client name Client ID Order ID Quotation number Invoice number Dates Attachments Amounts Payments+ ticketing, KB, FAQ etc as a supplement. Not all companies deal with
Web form not working
What is the best way to troubleshoot a web form not working. Have crated page & posted code to our DNN site. Nothing happens, no confirmation message, nothing
Customize Customer Portal based on Customer Type
I would like to change the ticket form and the articles shown in the knowledgebase depending on the Contact Type or Contact Group. That is we group our contacts in distributors and general public. I want to show a different Ticket Form and different Articles (or departments) based on the category they belong to. Is that possible?
How to stop conflict between duplicate names?
Whenever I go to create ticket, if there is a customer with the identical name already logged onto the system, it will not allow me to change their email address etc until I use a different name. How can i change this?
Two-Way Sync on Custom Fields
Hi There, We use both CRM and Helpdesk. We have some custom fields created in CRM for software version installed and a few others. Ideally we would like to have the ability to view and update this field within Helpdesk. Is there a way to do this?
Unable to login to zoho desk
Users that cleared their cache this morning are unable to login to zoho desk, I am able to login but the chat feature to talk to support in bottom right is gone and submitting a support ticket just spins on https://help.zoho.com/portal/newticket . Users get the screen attached in the pic when they try to login.
How can I attach/upload document file in zoho ticket module using zoho desk api?
Please provide me zoho desk api link for uploading a file in ticket module of zoho support system.
Reports Overview Broken
Hello, I have attached and highlighted the issue that we are having accross our business. It seems in the overview of reports it does not display the number of open, overdue or unassigned tickets. How would I go about fixing this? Many Thanks Nicholas
How to send multiple case for insert, update and delete records on zoho desk through API
I am able to insert or delete record one by one using API,please provide the sample code to send multiple records at same time, as per your documentations we can send 100 insert,update at same time. FYI · To optimize your API usage, get maximum 200 records with each request and insert, update or delete maximum 100 records with each request. For example: In the Free Edition, if you use the getRecords method, you can fetch a maximum of 200 records per request, in turn, a total of 50,000 records per
Mark Spam with mobile application
Hello I cannot find the option to mark as spam tickets in the mobile application. Please help Thanks Mariano
Zoho Desk (Self-Service Portal) - Access Rights
Hi, How can we restrict write access to tickets that do not belong to a user? E.g. XYZ company has A and B contacts Ticket 1 - Created by A Ticket 2 - Created by B Either A or B can Read-Only all the tickets created under XYZ company, only ticket owner/creator has "Close Ticket" rights to his/her own ticket. Is there such a feature in Zoho Desk Professional edition now? Thank you Maureen
About CRM and DESK integration
Hi, The company I work for is traying to decide if we are going to get Zoho. To do so, we need to know how the integration between those 2 systems work regarding USERS PERMITS. Are DESK USERS allowed to see and modify ALL information in CRM? (quotes, pricing, sales opportunities, etc.) Or they just see contact information (and previous tickets at DESK)? If they see and modify all information, is there a way to RESTRICT the actions DESK USERS can perform in CRM? Let me explain a bit better: The
auto email an agent when a ticket comes in
We are on the free version of desk and i wondered if there was a way to alert just one agent when a ticket is created? I don't what to alert all agents, and i don't want to auto assign it to an agent (although that is in the paid for version anyway) Because we have very few tickets the person responsible for checking often forgets, and so an email prompt when a ticket arrives would be fantastic. I've tried setting it up under excalate, so that if a ticket is not responded to an agent gets alerted,
Disable All Tickets Option
Hi , Is is possible to disable All Tickets options from View option for certain agents Thanks Namo Chhalani
'Unable to connect to messaging server' - 'Saving draft failed' - Can't reply, reply all, forward or save drafts when operating on tickets.
'Unable to connect to messaging server' - 'Saving draft failed' - Can't reply, reply all, forward or save drafts when operating on tickets since Friday around noon eastern time. None of our support agents are able to operate normally on tickets right now. On every ticket that existed before around noon on Friday, on the latest post there is a message that states 'file content is not available' We can't reply/reply all/forward/save drafts or attach files. It just reloads the page when you click an
API Question : add message to thread from customer
Hello Is there an API to add a message to a thread from a customer (not from support) ? We found https://support.zoho.com/api/xml/cases/reply? that works only from support. Thanks ! JP
Notification e-mails taking too long on Zoho Desk
Hello, We are getting set up with Zoho Desk. Mostly it's working very well. However, we have noticed that e-mails generated by Zoho Desk seem to be sent in different ways and there is a dramatic difference in the time it takes for those e-mails to arrive. E-mails sent to agents seem to be fast. So are e-mails sent to contacts using 'Reply All'. But we'd like to use public comments as our main way of responding to a customer. We have set up a suitable e-mail template and enabled the associated
Open Tickets on Left Panel
How do I disable (as in completely remove it) the left panel that displays other open tickets when viewing a ticket. Most of the time when I am trying to move back to my open ticket platform, this panel keeps popping up over and over again and it is so in the way. I do not want to pin it either as it takes up too much of my screen space.
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