Zoho Desk - Notification on new ticket not firing
We have set up our Zoho Desk and the notification when a ticket is created is not triggering. We have looked in the History of the ticket as well and no log of any notications is shown. We followed this article but still have no luck : https://help.zoho.com/portal/en/kb/desk/for-administrators/help-desk-automation/articles/managing-notification-rules-triggers-in-zoho-deskDo not receive notification for tickets created from forwarded emails
Hi, I have set up my company support email to forward emails into Zoho from Gmail. This is working correctly, because when I submit issues to the company email, they do appear as tickets in Zoho. I have also set up Zoho to notify the agent and the ticketReal-time Notification not working?
We are no longer getting real-time notification when new tickets are entered. We need to refresh the webpage. We just noticed this today. We have the paid version, and tickets are primarily entered through SMTP email. Any idea what the issue could bOffer link URL for the customer happiness rating as placeholder
Hello all, we want to use the customer happiness rating feature. When you activate this feature you can decide whether you want to include only a link text in the emails or also buttons. Unfortunately, we cannot use buttons because Outlook does not displayOverview counts for available Zoho agents
Hi Zoho team, Is there a way to check count of available agents on our subscription? In Users and control->Agents, we cannot see the number of available count of agents we can still use Thank YouImmediately close ticket
Hi Zoho Forum, Just wanted to know if there is an effective way of immediately closing a newly created ticket based on the subject content. For example, we have another system we use that sends an automated email to our queue stating "Operation completed...Keep Contacts from automatically being associated with accounts
New to Zoho desk and ran into an issue, We contacts being automatically associated with accounts when closing tickets. We need to stop this from happening, and only have contacts associated with accounts when we manually add them under the account iTask Templates?
Any way for us to add Task Templates to certain tickets? The scenario is as follows: X Department sends us a ticket containing information about an upcoming new hire. We need to do several things to prepare for this new hire. In our old system, we had 'Checklists' we could add to tickets. Can we add a 'Checklist' to these tickets and mark off each task as they are completed, as prerequisites for the ticket to be able to be closed?Featurecast Story 2 - Emojis
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 2 - Emojis Why are smile(y)s contagious? Should customer service teams use emojis for business conversations? Definitely! And here's why: Emojis help support teams communicate nuance andZoho Desk insert templates button
In the new version, the insert template button on Zoho desk tickets page is not displayed."Mark as Read" option
I would like to see the ability to select multiple tickets and have a "Mark as Read" option that can be applied to the selected tickets (similar to what you would see in my email clients). Best regards, ChrisKnowledge Base updates and enhancements: Resetting article insights and simplified cloning
Hello everyone, Hope you are well! Knowledge Base articles can provide a wealth of information on a wide range of topics to help readers find solutions to their problems. That's why the Knowledge Base is one of the most popular self-service platforms.Zoho Desk's Instant Messaging Update | Connect with customers via WhatsApp instantly from the Contacts module
Send messages with a single click! What's new? Now, you can send WhatsApp messages from Desk's Contacts module. A WhatsApp message sent to a phone number belonging to an end user's device is an outbound WhatsApp message. You can now send single or multipleI don't receive the customer email response onto the ticket
When a customer responds to my tickets they don't show up in Zoho Desk until the ticket -- I currently use Office 365 email system.HTML - CSS Customization for Customer Portal
The customer self-service portal within Zoho Support is one of the easiest to set up amongst various available options to businesses today. We've had quite a few customers tell us about it over time, and we've internalized that as an important criterion while building features and enhancements to it. As easy as it is to setup, we've also heard from customers about more customization options we should build. As a result, we've started investing a lot of our efforts in that direction. Today, we'reSharing Tickets to a team within a department
Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there aReports In My Area or as Widget in Help Center
Hello, We are wanting to show SLA reports to customers that are logged into the Help Center for their tickets and tickets within their Account. Is that possible today?How to get all open tickets per account including custom fields through API?
Hi, Currently we are trying to get all the tickets through API for each account. But the challenges we are facing: The accounts endpoint is not accepting a parameter 'page' to get more than 100 tickets. Endpoint: https://desk.zoho.com/api/v1/accounts/{accountNumber}/tickets?limit=100&page=1Make it easier to respond while moderating
Hello, We are moderating every topic (idea) that is posted in our community. In this way, we can easily remove ideas that are already posted in our community and prevent doubles. The only thing is, that we would like to reply to the person why the ideasending KB article links to other agents
I would like to be able to send a link to other agents about a new article when I publish it - but the link that works for agents (not a public link) is super long. Is there a better way to send a link or a way to shorten it?Who would like us to agree on improving the users' experience?
1.1 When I fill the form for starting a conversation, you'd like me to decide whether I want to participate in that conversation. I don't see that this makes sense, because people start conversations in order to have them. That's why other software worksZoho desk - 2Fa, Whitelabel
Hello, We're using GSuite and one of the emails is connected with Zoho Desk for support. We would like to enforce 2Fa but couldn't find option in the Zoho. Basically want to update the password of the email and then authenticate support email throughMonthly Release Round-up - July 2023
Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Additional options included for automatic spam detection While setting automatic spam detection, admins can choose from the followingContent Type / contentType Possible for Reply When Performing a Blueprint Transition
Hi, I was wondering what were the possible "contentType" possible for the "reply" of a blueprint transition. I have tried using "html" as a value, but it said that it was unsupported. I was wondering if there are any other supported values or is plainTextTime-based Automations updates does not trigger Webhook
Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-basedZoho Desk - Ticket Creation
We use Zoho to communicate with our end users as well as our vendors. It would appear that one of our vendors is also using Zoho desk and some ticket system which is creating a never ending loop of new ticket creation on our side as well as theirs. WeJob Dispatch Application
Hi, Is anyone aware about a Job Dispatch Software that integrates with Zoho Support. I found vWorkApp http://www.vworkapp.com/index.html but it integrates only with Zoho CRM. We have a team of engineers on the field and we want to be able to assign jobs to them based on their location which is tracked through GPS. Any idea how I can do this?Export Agents' Permissions as CSV (or Excel)
Hello, I want to have a list of all agents in Desk along with their permissions (thus based on their profile), but I can't seem to find a feature for that, like an Export button most of today's tools have. All I can see is the agent list from Setup >How to stop contact notifications to a closed ticket?
When a Contact replies to a Closed ticket, we have a Workflow/Rule/Alert/Email Template asking them to create a New ticket. However, they are still receiving the "Acknowledge of Reply" notification. I need to stop this auto-reply but only for Closed tickets.ZOHO Desk Extenstion - Getting Account ID
Hi, I am trying to create a simple extension for ZOHO desk so that our team can quickly navigate to the accounts and contact records in ZOHO CRM that are linked to the ticket. I have gone through the API documentation but cannot seem to get it to work.Is it possible to generate a report with data greater than 6 months old?
I'm trying to generate a report of all open tickets assigned to engineering but the start/end dates limit me to the "Last 6 Months." We've been using the system longer than that and have open tickets that are older than 6 months but cannot generate aPossibility to insert Portal KB Links while authoring/creating KB articles (Add KB Article portal links from within other articles)
Hello, while writing a Knowledgebase article in Zoho Desk, sometimes it becomes necessary to make reference to another article. Currently, it is necessary to search for the article on another tab or on the User Portal and then paste the link. This makesASAP API - Readonly Field
Hello, I have created a new custom field to show in our ASAP widget to store the URL of where the request is getting made from. I have this getting populated by using ZohoHCAsapSettings and is working as expected. The thing is, I would like to make thisMacro to Delete Ticket and Prevent Sender Email Address from Creating any New Tickets
We receive a lot of general emails to our support@ email address which all end up as tickets in Desk and I would like to prevent this. My idea is to create a macro that would delete the ticket and prevent any new tickets from being generated by the sendingMultilingual Helpcenter : Ticket Fields require multilingual field definitions
The new multilingual help center also includes the ticket submission feature which includes the ticket layout fields. These fields don't have any multilingual description options at the moment. The layouts which interact with the helpcenter should also present the options to have multilingual field descriptions.Import CSV to update a ticket's information
Hello, is there a way for us to upload CSV with ticket information (Ticket Id, Contact Name etc) and update its information, or can only obtain it via API? Like how Import Data works (though it's creating a new record). Looking for a way to import dataIs there a limit to the number of users that can be registered in the Help Center?
Is there a limit to the number of users that can be registered in ZohoDesk's Help Center?Bulk update Archived Ticket
Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards IUnderstanding response time
We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to resetCopying Rules and Customization to other Departments
Is there a way for me to copy over rules/workflows/fields or other settings and customization from one department to another? This will make it a lot easier to implement rules and settings that is universal across departments.Next Page
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Auto-assign ticket to the agent who closes the ticket
Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensureAutomation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth andAutomation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submitsAutomation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonlyAutomation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence
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How to add footer in the custom widget
I am creating my custom widget for ASAP integration in Moodle as i only need knowledge base and submit a ticket there in the moodle, There was some translation issue in default module widget now i found the way to create separate widget and show in theRequest for Custom Script Support in Help Center
We would like to request the addition of custom script support in the Help Center, similar to the functionality provided by Zendesk. This feature would allow administrators to customize their Help Center with scripts for enhanced functionality, such asUnable to change the "credentials of login user" option when creating a connection
I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,Anyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!Twilio Phone Integration - Sub Accounts
We have been using the Twilio phone integration with Zoho Desk to manage inbound support calls for our clients. However, after moving some of the client's phone numbers from our main account to a sub-account in Twilio, we have stopped receiving calls
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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
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