Move ticket fields in ticket view as agent
Hi, I hope I can get some help here. I created a custom layout for a ticket entry. But all the new fields showing up on the left side of the ticket. I would like to have them in the middle of the ticket.Duplicate tickets
how to restrict duplicate tickets at the time of creation in zoho desk? help me out in this issueAccess token not working
So I'm implementing the zoho desk api in a self client using python and the requests module. This far, i've been able to create my access tokens, but they don't seem to work. The way I made it working is : i set in different variables my client_id andRecipient Field on replies doesn't update with Contact change
Some emails that come into our system come from an online form and the sender address is a noreply@whateverthedomainis.org So in order to reply to the original sender, we need to update/change the contact for the tickets. However, after we change theCustom View for Closed Tickets that were Last Replied by Customer
We are trying to create a simple view that identifies all closed tickets where the last response on the ticket (email reply or public comment) is by the customer. I can't find a Filter Criteria that tracks if customer was last to reply to a ticket (asCan I make just a Sub Category in the Knowledgebase available to a given group?
Hi All, I have a KB set up, one of the main sections has lots of sections for each of our products. We want all of these sections to be available to our partners that log in. Anyone that is a customer of a given product we want to be able to add themAutomation for task comments
It would be great to have available a webhook for task comments, not just ticket comments. I'd be happy with having workflows trigger on new/updated task comments, too. Any chance we'll be getting any of those soon?Attachments Not Available While Replying
A very common use case for our support is to get pictures from a customer detailing their issue. They send these pictures to us as attachments in their email. When we go to reply, we often need to reference back to those images. Unfortunately, in the"Ticket Insights" extension started to require an authorization since the last update but the authorization window is not being created
The "Authorization Pending" message is also peculiar. It's saying "Authorize your account for {0} service to activate this extension.". There is definitely something wrong with the latest update of this extension.Set Value to Hidden Field In Ticket Template in Help Center?
Hello! I want to track whether or not a ticket template was used in the creation of a ticket via the Help Center. I added a Checkbox field called "Template Used" to my ticket layout and set the visibility to "Hide from Help Center". In my ticket template,Mimicking the built in email template design/layout
Hello, I am creating new email templates, but I would like to mimic the look of the built in ones that use a gray background and then a white inner box that the text is on (screenshot below). It looks like it is using two tables, one inside another, butZoho Desk Portal - Hide Tickets
Hi, In the process of setting up and the planned commissioning of the customer portal, we are faced with the following problems and challenges. How can a ticket be protected from access by the customer via the portal? In general, the client should seeBuilding Extensions #14: Creating widgets with the JS SDK bundle in Zoho Desk - Hooks API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Hello developers! In our previous post, we explained the use of the resources API and provided an example ofCopying one field to another?
Hey all, I'm just on a trial with Zoho Desk and want to copy the data from a custom field I created called "Scheduled Date" into a standard Zoho field called 'Due Date'. Does anybody know if this is possible?Access to Specific Zoho Desk layout for external parties
Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries. How to achieve it in the easiest way possible?Zoho Desk Slow and Unresponsive
We have been using Zoho Desk as our ticketing system since 2018, mostly on Windows OSs using browsers like Chrome, Opera and Edge. In the past couple of months we have been experiencing performance issues where the UI freezes every time we need to accessDirect Assignment Rules not assigning correctly to designated persons
I have set up direct assignment rules for account name, written exactly as per the CRM data. But tickets are not assigned, newly incoming tickets from registered accounts remain "Un-Assigned".Want to categorize your tickets by topics as soon as an agent responds? Here's how…
We really needed to group our Zoho Desk tickets to categories to analyze them in Zoho Analytics. This custom functions does it for you. Thanks to Zoho employee John and his colleagues who gave me the idea at Zoholics 2022 in Frankfurt. This custom functionConsideration of the OnHold-Time for the calculation of the Average Resolution Time?
Hello all, under Contacts I have the option to view the "Average Resolution Time" of Contacts and Accounts. I would like to know if the hold time is taken into account? Example process: - Ticket A is created 08:00 AM - Ticket A receives status of typeRefreshing new UI for the Contacts module in the latest version of the Zoho Desk iOS mobile app
Hello, In the latest version of the Desk iOS mobile app (v 2.6.11), we have brought in a refreshing new UI for the Contacts module. Users can now add new tickets via Contacts. We have also given a gist of Contact level ticket statistics (i.e., Open, OnUpdate time entry - set invoiceId null
Hello, we have a problem, the invoicing with the zoho books integration did not work correctly! We need to remove the InvoiceId link for certain time entries, because the time entries do not belong to the correct customer for whom the invoice was created.URL's to Tickets, Attachments and Reports with Scheduled Reports
Hello, We created a scheduled report to be sent out to manager at the end of the day about the tickets that are created 'TODAY'. However we want them to be able to click to the URLs of the tickets to view or URLs of the attachment to view/download orModify popup message?
I have set a workflow to block agents from closing a ticket if there are empty fields (Ticket Type and Category). Doing so skews our reporting. However, when agents select "Close ticket" they get popups stating “Status has been successfully updated”.Creating & closing tickets with emails
We use an RMM package called Atera and are attempting to use it to automatically generate tickets when a machines/resource goes down. Generating the tickets is the simple part, but I'd like to be able to automatically close tickets if the issue resolvesIntegrateZohodesk with third party calling app
Hi, we are looking for API CTI integration to connect our SIP-based Call solution to Zohodesk. We need at minimum basic functionalities such as a contact popup on incoming calls, click-to-dial, call logging, and similar. We already have our phones andAutotranslate KB Categories in Zoho Desk Help
Hello, is it possible to autotranslate KB categories in Zoho Desk Help Center? Thank youZoho Desk Ticket Tags - Allowed Values
Hello, I tried pushing tags to a ticket through the API endpoint "Associate Tag". When I push the value "test" , it works, but when I push the value "Interesting" I get the following error message: { "response": { "statusCode": 422, "body": { "errorCode":Ticket template with layout information
Hello, I noticed the following very user-friendly behaviour. The ticket templates are only displayed for the matching layouts. This means that if I want to use a ticket template that does not use the standard layout, I have to click at least twice untilParentwindow reference error
Hello, As we cannot directly upload our extension to the Zoho desk. Firstly, we have to make a node app and upload the zip file. So, I load my third-party application in an iframe within the widget.html file. Now I want the contacts from the Zoho DeskCreating Work Orders/ Zoho Support
Is there a platform that will allow me to create work orders based off of tickets from support? If not is there anything you suggest that will help with this task?I want to automatically link tickets sent by deluge's sendmail function to customers registered in Desk.
Hello! I am trying to send an email using deluge's sendmail function. I want to automatically link a customer registered in Desk with a ticket sent using the sendmail function. I'm struggling because it seems to be difficult to use the customer's addressMore views for Help Center
The current iteration of the help center allows for viewing/sorting Open, On Hold and closed tickets. It would be nice if end users could view a combination of tickets. Perhaps make these check boxes rather than drop downs or add filters for All ticketsModify logo on exported PDF article
Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you AntonioNotify only specific agents when they are mentioned in a ticket or comment
Hello, By default, when an agent is mentioned in a Ticket or Comment, the agent can be notified. This setting is located in Setup > Notify > Notification Rules > Agent Notifications (section) > Mentioning in a ticket. This setting is an everyone-or-nooneChange "reply to" email address
I'm trying to find a way to change my "reply to" email address. By reply to, I mean, after a user submits a ticket i'd like my replies to come from a particular email address. Could someone point me in the right direction to se this up?Adding tags to a view
Tags doesn't appear to be added as a column in views. Is there a way this can be added without making it a custom field?Introducing My Area Ticket Filters in Help Center
Hello all, With our constant efforts we are enhancing our help center feature in a timely manner for a better customer experience. We are excited to announce that the option to filter tickets in the My Area section of the help center is officially upChange creator of a Department
Hi, we are facing an issue, that our nearly finished configured department was created by a user, which does not exist anymore. Therefore we want to change the creator of the Department. The problem is, that if a notification is sent from this department,Send an email to our internal support email address anytime a ticket is created
I'm sure this is simple and I am just missing it in the KB, but We want to set it so anytime a ticket is created it sends an email to our own support email address as a notification. I can't seem to find the setting that will allow this.Access Contact Fields from Ticket Template
Hello, I am synchronizing my CRM Contacts -> Desk Contacts so that I can have more useful templates to respond to customers. The issue is that I cannot seem to access any of the Desk Contacts information as a placeholder when I am creating the email templateNext Page
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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
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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
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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
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