Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Voicemail to Text Transcription
Hello, We use the Twilio phone integration in Zoho Desk. When a voicemail is left, it creates a Ticket in Zoho Desk, and we are able to listen to the audio recording in the Ticket. My hope is to also have a voicemail-to-text transcription show up in thehow do i see a list of active End Users?
looking for a list of who i sent invitations to be an End User? who has signed up?Email template for customer notification on ticket reply is not being used
I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?Conversation to Resolution
Good day, I'd like to know how others are doing it. When we close a ticket, we reply to the ticket via email with photos of the issue and disclaimers. Then, we enter (copy and paste) the exact text in the resolution for reporting. I asked Zogo for a possibleZoho Desk - Feature Request - Add more social channels on Community user profile
Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name toTrain Zia answer bot on only part of Knowledge Base?
We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categoriesViewID and Zoho Desk API
I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the viewLost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?Monitor Ticket Transition Through Lifecycle Report
Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports ImportanceHide Admin Only settings
It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.How to identify a ticket merge through Webhooks?
The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for theNative SMS Integration in Zoho Desk
I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,Zoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOSTimentry and Support Plan Relationship
Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the creditsIssue with ticket replies via Slack: '+' symbols replacing spaces in emails
Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solutionCustomer Portal Zoho Desk | Sort ticket list
Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:ZOHO Desk-Enable Ticket Notification sound
Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?Create new ticket when another specific ticket is closed
Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the sameHow can a Zoho Desk Admin access restricted files?
How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?Why is my Lookup field not being set through Desk's API?
Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,Ticket template - Send email to multiple contacts
Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each emailClient Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (fieldZoho desk domain mapping not working
Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.) 2.) 3.) Hope to hear from you soon.Audit Log: Detailed View and Export for Better Tracking
Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experienceAsk the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations toEffective project development with integration of Zoho Desk and MS Azure
Dear partners, We are happy to announce that you can now integrate your Zoho Desk account with Microsoft Azure DevOps. This integration provides an effective way to: Manage feature requests Collaborate with teams Streamline development processes DispatchHow to add categories?
How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currentlyIn Zoho Desk, is there a way to see a list of comments that I've been tagged in?
Thanks in advance!Edit Pinned Comments in Zoho Desk
It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.Get custom field value using deluge
Hi everyone, I'm trying to get the value in a field using deluge in Desk, but i have i couldn't find an answer anywhere, this is my code : response = zoho.desk.getRecordById(OrgID,"tickets",TicketID); info response.get("cf_supplier");Multilingual Ratings - Happiness Ratings in Your Customer's Language
Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,Automation #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 submitsCan't Update Tickets via Enhanced Import
I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?Changing agents RolePermissionType from custom to LightAgent throught the API
Hi, I have a lot of agents that have a custom roles and I need to change them to a Light Agent using the API Payload I'm using is: { "roleId": "16281000000016005", "rolePermissionType": "Light", "profileId": "16281000000016003" } I got the roleID andTicket Status Colors
Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here RightIs it possible to set up draft content in Blueprint comment?
In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offerIs it possible to display a custom contact field in the ticket properties?
I have a custom contact field called website. I want to show this on the ticker properties under the contact info (under the persons name). I can't figure out how to do this.Next Page
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Monitor Ticket Transition Through Lifecycle Report
Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports ImportanceAudit Log: Detailed View and Export for Better Tracking
Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experienceAsk the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations toEffective project development with integration of Zoho Desk and MS Azure
Dear partners, We are happy to announce that you can now integrate your Zoho Desk account with Microsoft Azure DevOps. This integration provides an effective way to: Manage feature requests Collaborate with teams Streamline development processes DispatchMultilingual Ratings - Happiness Ratings in Your Customer's Language
Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,
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Enable Snippets and/or Templates option in outgoing Emails
Hi, Currently Snippets and/or Templates are only available in reply emails but not when creating new outbound emails: https://help.zoho.com/portal/en/kb/desk/ticket-management/ticket-replies/articles/sending-emails-and-converting-it-to-a-ticket SinceB2B2B SaaS: How to visually identify affiliate-referred clients in Zoho Desk ticket listings?
We're using Zoho Desk standalone (without CRM) for our B2B2B SaaS company, where we support both direct clients and their end customers. Challenge: We need agents to visually identify tickets from clients who were referred by specific affiliates directlyHow to identify a ticket merge through Webhooks?
The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for theTrain Zia answer bot on only part of Knowledge Base?
We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categoriesEmail template for customer notification on ticket reply is not being used
I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?
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Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynoteUsing 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 aboutEdit 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-importantWebinar 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, Green
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