CC at Desk create uncomplete Contacts on CRM
Hello everyone! I'm encountering an issue with contact synchronization between Zoho CRM and Zoho Desk. Once the feature to add secondary contacts to tickets in CC is enabled, I notice that it's creating Contacts in Zoho CRM for all the emails that areCan i create in app inbox with zoho?
I'm using zoho desk and soon zoho crm as well, I was wondering as a saas b2b2b company if I could somehow utilize zoho and create some sort of in app msging between the initial client of my to his end client (who is a client of mine as well) Example:Unique Support Portal
Hello Zoho Desk Support Team, My company offers five distinct products, each with its own user base and requiring unique support resources. I'd like to inquire about the possibility of creating separate support URLs and landing pages for each productChanging Reply Subject Line (Tickets)
Is there a way to change the Subject Line for Ticket Responses? (As seen Below) We're seeking to have it reflect Case ID: before the Ticket No.DESK TICKET layout setting
I added a department in DESK, but I don’t need this department to have the TICKET layout. The system default does not allow me to close it. What should I do to prevent it from being displayed?hidden ticket id
Is it possible not to show the ticket id in the subject of the messages?Followed Tickets view
Hello, following a ticket makes no sense at all / offers no additional value.... Of course I can install and use the add-on My Followed Tickets for Zoho Desk, but what does it do for me? Not much! It cannot be used across departments! The range of functionsMailchimp integration with Zoho Desk
Objective: Sync Customer Contacts from Zoho Desk to Mailchimp and bringing across several custom fields in the Contacts and map these to fields in Mailchimp I can see https://marketplace.zoho.com/app/desk/mailchimp-for-zoho-desk but it doesn't say theZoho Desk - Sync fields between contact module and ticket module
Just helping the community by sharing a custom script that we implement. Always open to other ways to achieve this more efficiently. Objective: I have different types of customers (I,E Vendor, Reseller, End-User), I want to record what type of customerImages not showing up in Desk tickets
Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!API to get and set SLA on Account
Does anyone know if there is an API to get & set the SLA associated with an Account?Is there a way to combine an Agent's view to show their assigned tickets AND their assigned tasks?
I want my agents to have one place to work from that shows them both their assigned tickets and their assigned tasks. We have found that agents must remember to look at the Task module and solely look in their ticket module. Do you have any suggestionsPulling in fields as view only in tickets
Hi! We have added a custom field in the Customers module (customer ID). We want to be able to fill in customer ID from our external database and have that customer ID pull into the ticket as view only. Example: Customer Christy Smith has Customer ID 00112233Zoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to processTracking serial number of the product sold in ZOHO support ?
Is there any way in keeping a record of the support calls for a particular product by its serial number? This is particularly important when the same company(user) may have multiple quantity of the same product and a particular piece identified by its serial number may be having repeated support requirements. Related to this requirement is the need to track the warranty period for a particular machine identified by its serial number, as well as Preventive maintenance requirement, AMC renewals etc.,Add marketplace extensions during blueprint transition
Hello everyone, In the dynamic world of support services, the concept of blueprints plays a pivotal role. A Blueprint serves as a go-to platform, facilitating the visualization and customization of workflows to seamlessly align with specific customerIs there a way to manually add a Desk Contact to CRM?
Is there a way I can manually create a CRM contact from a DESK ticket? I currently have the one way sync currently set up from CRM to DESK but I don't want to turn on the two sync because I don't want every DESK contact to flow into CRM. Thanks!Function to Manually Upload Contact to CRM
Guys, I've tried the two-way sync between Desk and CRM but it's just uploading too much bad data to CRM. We've tried implementing several review processes in CRM but end up spending more time cleaning than we would spend manually adding the records. So, I have disabled two-way sync and am now using sync CRM to DESK only. However, it would be helpful for us to have the option to push contacts/accounts to CRM manually and on a case by case basis. Does someone have a function I could use to uploadFacing WhatsApp live chat session issue for zoho desk
Currently facing issue related to the WhatsApp live chat session in Zoho Desk. Specifically, unable to receive whatsapp messages. Also, reviewed the configurations on both Mac and Windows platforms, checked on different browser. To further investigate,XML file into XLSX Zoho Desk
Is it possible to transform an XML file into XLSX format in Zoho Desk?Retain information of the ticket when ticket is moved to another department
Hi Team, Is it possible to retain the information of ticket when moving the ticket from one department to another ? The things that I would at least expect to stay with is the "ticket owner" and "status of the ticket". At the moment when I move theOn Create Workflow vs manual Macro trigger
Hi, I have a custom function that merges ticket together when they have the same specific text in the subject. If I trigger this manually via a macro it works flawlessly, every, single, time. However when the customer function is attached to an 'On Create'Email Notification text Hidden
When my CRM sends us a new lead notification into desk, everything after the first sentence is collapsed and you have to click on the 3 dots to see the content of the email. See Below.... Any idea what I can do to fix this?Knowledge Base 'Recent Articles': show less Articles
Hi Zoho, is it possible to limit the number of articles displayed in the "Recent Articles" Widget? Right now it is 5, we'd like to display only 3. We will not upload too many articles in the near future, so old articles will always remain in the "RecentZoho Desk's ASAP announcement | A demo app is on the way
We're excited to present a significant step forward in demonstrating the ASAP mobile SDK. If you're new to ASAP, here's a quick intro. What is ASAP? The App Support Across Platforms (ASAP) widget in Zoho Desk is a stand-alone app that provides in-appContacts View
Hi, I am setting up Zoho Desk with the CRM integration because Desks Twilio integration is much better than CRM. I was able to set up the two way sync and import my CRM contacts, however I am not able to filter my leads with a 'Contacts View'. When creatingDisable written feedback on articles in the nowledge base
Is there a way to disable the option to give written feedback on articles in the knowledge base/help center? I could only find articles on how to disable the feedback buttons or the comments on articles, but not the specific feature mentioned above. UnfortunatelyAdding customer as end user resulted in error
I have a customer that I created as end user, she received the registration email but it resulted in an error, see screenshot. Since then I've deleted and re-added her several times but she no longer receives the email and cannot register. We've checkedTemplates when adding a ticket
Hello, When adding a ticket and crafting a description is it possible to have the templates available? I would like to do it all at once vs creating the ticket then navigating to the ticket to send the initial contact. Thank you,Archive Tickets
Hello, As an Admin user, I can search for tickets in the search functionality, but those that are archived only appear if i click to search in 'all modules' rather than 'tickets'. One of my colleagues who is an Agent doesn't have the option to searchDESK Customers issus
I don't want anyone to see the POTENTIALS section in DESK Where can I turn it off?Zoho desk -ticket attachment rename feature
Hi, I am looking to rename tickets attachments - Either 1. Rename attachment or 2. As workaround delete old and add new one with new name and same attachment data. Is this possible using zoho desk request api ?How do I deactivate email notifications for support tickets?
Hi, I have an account as an agent for my company. Right now I get emails for all support tickets, but I don't need these - I just work on the Knowledge Base. How do I unsubscribe from email notifications for tickets? Thanks.HTML Hyperlink in ticket body
Hello, I am currently evaluating Zoho Desk for our needs. We are creating tickets using available APIs and attempting to insert hyperlink (html <a> tag) in the ticket text. When ticket is created the hyperlinks are converted into blue text and actualsandbox
is there a sandbox area for testing within Zoho Desk for new features before we publish/use Would like to iron out details and configurations vs waiting offline to test customization of different configurations, and/or change a working setup. Also, don'tDeveloper Environment?
Hello! Quick question, I couldn't find it anywhere but is there any form of development environment in which I can test stuff before I apply them to a production environment?Does Zoho Desk have a Dev instance?
I'm coming from a ServiceNow Team into Zoho Desk. ServiceNow had a Developer Instance that we would configure and test, before moving it into Production Instance. Does Zoho Desk offer this? If I'm working on a trigger or workflow, I don't want to disruptHow to test the preference widget in local development mode
Hi Team, I am using a preference widget for an add-on setting purpose. I need to test the widget in developer mode, is there any way to do this, in the documentation I was not able to find a solution.Desk Sandbox
Hello folks, As most of main Zoho software (CRM, Creator...) have a sandbox account. How feasible Desk will have the same in a short coming time? Is it an option in development? Thanks!Test/sandbox/staging environment for Zoho Desk
Hi there, My company is using Zoho Desk and also the API for Zoho Desk for some internally developed features. Currently, we have a dummy department "Test" to help test our features and interactions with Zoho Desk's API before integrating a new feature.Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Implement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Zoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23
Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the newAgents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:Zoho Desk app update - Reply via email option for IM tickets
Hello, everyone! We're excited to introduce the 'Reply via Email' option for IM tickets, in the latest version of the Zoho Desk Android(v2.7.4) and iOS(2.9.5) app update. You can now respond to IM-based tickets via email within the mobile app. This featureSpreading Love, One Ticket at a Time
At Zylker Techfix, customer service wasn't just about solving issues, it was about creating meaningful human connections. The team believed that every interaction was an opportunity to understand their customers better and offer solutions that truly made
Most Discussed Topics
Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online sessionMarking a Desk ticket as Unread after merge
We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found theRe-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism
The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelistedTicket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if IArticles page into Moodle as an iframe
I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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 serviceCustomize 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, GreenEdit 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-importantLive Webinar - Work smarter with Zoho Desk and Zoho Workplace integration
Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools2024 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
Top Contributors
Shivani | Zoho Desk
Ajith | Zoho Desk
Ram Freedman
Matthew R
Support | Baseerat Academy