Shared Snippets
Snippets is Zoho Desk are really helpful for quick responses. However Snippets are only specific to each user who creates them. It would be SOOOOO helpful to have shared snippets. So for standard information we can share the snippet answers with the entire team instead of everyone having to build up their own duplicate snippet list separately.Direct Assignment Rules not triggering
Say, an assignment rule is created in Dept B. And when a move a ticket from Dept A to Dept B. The Assignment Rule isn't triggering. How do we get the Assignment Rules to trigger for the Moved tickets?hidden ticket id
Is it possible not to show the ticket id in the subject of the messages?Master contract list
Hi, Is there a way to view all outstanding contracts in Zoho Desk, across all accounts? This would provide a good overview for support management. BR ChristianShow Tickets based on Team but assigned to individual agents
Hi, we have the following scenario: Ticket is created and via direct assignment assigned to a team one of the team members assigns this ticket either to himself, to an agent of the same or another team the assignment of the team disappears an only the direct assignment to an agent is shown we would like to check how many tickets are assigned to agents of certain teams Example: Ticket 1 assigned to Agent A of Team Z Ticket 2 assigned to Agent B of Team Z Ticket 3 assigned to Agent C of Team Y We wouldRemove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...Improve ZohoDesk with High resolution monitor
Hello. We've been using ZohoDesk as ticketing system since a few months, and it is working flawlessly. I noticed that on high resolution screens though, the website isn't using all the space it could. When you have a lot of tickets in different status,Mass response from Parent ticket
Good Afternoon, I am highly anticipating the release of the Parent Child Ticket extension for African users. As this extension would be extremely beneficial for our service desk in the linking of child tickets to the main parent ticket. If you consider the following use case: A general outage occurs on our telecoms network., we then log a parent ticket for the general outage. It is then followed by logging individual child tickets for the customers affected A nifty feature would be to allow forSSL Certificate installation
I need to have the SSL certificate installed for support.stevejlarsen.com I sent in a request 4 days ago and it's still pending. Can someone please look into this? Thanks!Contact Name - First and Last Name
I've enabled integration between CRM and Desk and so far, this seems to work fine. This syncs contact first and last name in Desk with contact first and last name in CRM. Problem I am experiencing is that when in DESK a new contact is created on incoming emails, it puts first and last name combined in the last name field. So - if name is John Smith, it creates a record with first name = empty and last name = John Smith. This creates a lot of data maintenance which I want to avoid. Is there a settingshow latest commented ticket at top in the all tickets and my tickets view page
In the ALL tickets section, The tickets at the top are not last modified time It is only based on ticket ID and the customer response time. I want it based on the last modified time.Discourse integration with Zoho Desk
Hi, We want two-way integration between Discourse forum with Zoho Desk, Any topic created on the forum will create a corresponding ticket on Zoho Desk. Any subsequent posts on the forum should appear as a customer reply on the same Zoho Desk ticket. AnyTable ticket view not available in the 'All Department' ticket view
Hi, Whilst in the 'All Departments' ticket view, I can only see the 'Classic' and 'Compact' ticket views. Within each individual ticket view, I can see the 'Classic', 'Compact' *and* 'Table' ticket views. Is it possible to enable the Table view acrossContacts with Multiple Accounts
Linking multiple accounts to a contact is not in the functionality of contacts. However, I have seen a few posts addressing this as well. A few years ago, it was noted that this was a roadmap item. Do you have an update as to whether this is still a roadmap item and if so, when is it estimated to be addressed?Custom View in All Departments
Hell, I am unable to add a custom view when I am in All Departments. I am also unable to use Table View in All Departments. Is this something I should be able to do with my version? It seems silly to not have this available. Thanks!ZoHo Support | Duplicate Ticket Detection
Hello, Is there any way Zoho can "read / detect" an already assigned ticket number in the subject header or body of the email? Example: Ticket [## 19662 ##] **URGENT** Ocean Quote - Normagroup Now, when someone who was in copy replies to this email or an RE: gets placed in the front of the email automatically via outlook, our system creates an entirely NEW ticket which is then prompting us to search our tickets for "similar tickets" to then merge them... We're spending a TON of time merging and atRead receipts via zoho desk
Is there an easy way to set up or enable open receipts tracking for emails sent via zoho desk? We would like to be able to determine if a customer has opened the email we sent via zoho desk.How can I associate more than one department to a category in my KB after enabling the multi-branding?
Hi there, Before enabling the multi-branding I was able to add a new category in my KB and associate it to more than one department, which became impossible after creating a new help centre for one of my departments. I am trying to add a new categoryI keep receiving "XXXX has rated for you " messages
Hi ZOHO desk community, I keep receiving the messages "XXXX has rated for you" after I reply to a ticket. The customer rating option is disabled and I don't seem to find any other notification I could turn off (please see screenshot below) Thank you!Zoho Desk Community Digest - April and May 2021
New Features Introduced a set of default widgets on the help center customization page for customers on the Standard edition. You can now import agents into your portal using the Import API. Agents imported through this functionality are first listedTimeformat change to 24 hr
Hi, Is it possible to change the timeformat to 24 hr. For now i can't fint this function? Thanks!API Authentication Queries
Hello all I'm hoping someone in the community can help me get my head around what should be a simple query. I'm trying to integrate the Desk API into our IT monitoring system so that I can present ticket information on a global dashboard. We use PRTGProduct Name and Category
I want every time I see a ticket, next to it there is the name and category of the product, and there is also a description that can be inputted manually. it is possible ? So I can also see this in the report based on product name and category. Of courseDynamic whitelisted domains for Zohodesk
I am creating an extension for Zohodesk. In that, I need to add dynamic whitelisted domains. But unfortunately, I couldn't make it. So kindly do the needful.How to change the colors on Help Center Elegant
Hello, I am looking to make a few changes to the Help Center Elegant - change orange color to blue. - hide help center search form ( currently disabled function) See below screenshot. Many thanks in advance, Kind regards, HasnaZoho Helpdesk Auto assign
Hi support team, wondering if there is a way to auto- assign a ticket to an agent an reply the workflow we as looking at is end user emails --> zoho creates tickets and informs all agents Agent responds to the ticket via email --> ( ZOHO to assignthe ticket to the Agent who replied to the ticet) Please adviseLight Agents and dashboards
This is kind of three questions in one. 1. We have our support agents in one department dealing with requests related to multiple independent entities. If someone from one of those entities (setup as a light agent) wants to look at a dashboard ofImplementing ASAP on site with Content Security Policy headers
Has anyone tried implementing ASAP or Live Chat on a site with a decent CSP header? I can't seem to get it to work. I came this far: header("Content-Security-Policy: default-src 'self' https://*.websitemachine.nl https://*.zoho.eu wss://*.zohopublic.euTickets based on two suport email addresses - flagging tickets based on the email there were sent to
Hi, we have two separate Helpdesk emails. One is support@mycompany.com the other is implementation@mycompany.com. I connected both emails to Zoho desk and emails from both inboxes generate tickets. On the tickets list I would like to know which ticketChannel Ticket Incoming
Hi Team Zoho, I have several channels on Zoho, such as telephone, email, and whatsapp. I want when there is an entry ticket to zohodesk then the ticket is in accordance with the channel. what I mean by this is the channel in the layout field, so our agentSchedule email response from Zoho Desk
Would like to schedule responses to tickets opened by customers to be sent at their morning time. Is this possible?See the number of votes in community dashboard
Would be great if you can check how many votes were given per week/month/year in the community dashboard.Automation #13 - Auto assign tickets based on agent shift time
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeRelated Report - Average response,handling,resolution time
Dear Team Zoho, I want to find a productivity agent, so I want to need : Average response time, Average handling time, Average resolution time per ticket created each month Thank youScheduling "Send as Email" Ticket
We have to send reminder emails to clients first thing in the morning. We are currently doing it in GMail and cc'ing our internal operations email address to create a ticket in Desk, however, this creates a ticket for our internal operations and not for the client we are sending the reminders to. We are then manually having to go in and change the client name for each ticket. Is it possible to schedule "send as email tickets" the night before to be sent first thing in the morning? Thanks!Pin Comments in Zoho Desk
Hello, I'm writing to ask if there is a way that we can add a "pin" option to comments so that a "pinned" comment would show at the top of a ticket for review? Also would like to suggest if there could be a tab at the top section for "comments" sectionContracts in Desk
What is the purpose of contracts in desk? I can't associate tickets to contracts or time. Unless I am missing something. Any ideas?Hiding a ticket from account
Hello, We are looking for best practices around making a ticket "internal". Our customers are able to view all tickets associated with their account via the help center. However, we have multiple scenarios for tickets that need to be aligned with the account, but "hidden" from contacts within the account. I noticed an idea to use another department and make it private, but that requires a bit of administration overhead, especially around reporting and ticket movement. Ideally a checkbox indicatingNot all emails coming through to Zoho
Hi Zoho team, I am contacting you as I noticed that not all of the customer service emails we receive though our team@ email address are coming through on Zoho. The vast majority are but often there are 4-5 per day that don't come through to Zoho andHow to set the Font, size and color default while replying to the tickets?
I prefer to set Font- Verdana, Size-10, Color- Black in all of my replies. However every time when I reply to a ticket, all the three aspects are changed to something else and I have to manually set the Font, color and size before sending replies. WhyNext Page
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Announcements
Zoho Desk Community Digest - April and May 2021
New Features Introduced a set of default widgets on the help center customization page for customers on the Standard edition. You can now import agents into your portal using the Import API. Agents imported through this functionality are first listedAutomation #13 - Auto assign tickets based on agent shift time
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeNavigating email templates just got a lot easier!
Email templates are incredibly useful to agents who deal with a large volume of tickets every day. They enable agents to deliver help quickly, while setting the right tone and maintaining personalized communication. If your support team uses email templates extensively in Zoho Desk, you will have found that agents have to navigate a long list of templates to find the right one. We realized that this process could be much smoother for your agents with a little refinement to Zoho Desk. That's whyCustomize 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, GreenMulti-Layout (Beta) release
Creating a layout for customer support teams that share several processes under one common department is a challenge. First thing that comes into the agent's mind is the number of fields that are irrelevant to ones process. This challenge also extends
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get user info from helpdesk with php + api
Using PHP + API, is it possible to search user desk customers by email to see if a customer exists and - if so - return their details? Code appreciated!API Authentication Queries
Hello all I'm hoping someone in the community can help me get my head around what should be a simple query. I'm trying to integrate the Desk API into our IT monitoring system so that I can present ticket information on a global dashboard. We use PRTGRelated Report - Average response,handling,resolution time
Dear Team Zoho, I want to find a productivity agent, so I want to need : Average response time, Average handling time, Average resolution time per ticket created each month Thank youZoho Desk unavailable
Hello, I cannot enter in my Zoho Desk workspace, after loading for a while, the following message appears, translating for English: "Sorry for the trouble. Please try again after a while or report your problem in the feedback form below". I wanted to[iOS] [ASAP] Problem archiving the project.
Hi Zoho team, I hope you are doing well. Currently we are implementing the live chat from ASAP module on ZohoDeskPortalService library, we have already implemented the live chat, in debug mode works well, but now we are trying to archiving this implementation
Sticky Posts
Customize 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, GreenRegister for Zoho Desk Beta Community
With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features so that you can try them out and give us your feedback and report issues. This would help understand your requirements better and iron out any hiccups. Here's the link to register for the beta programs. Please select the feature from the "Beta FeatureZoho Desk Cheat Sheet For The Year-End
Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the nextAnnouncing the New and Improved Article Editor
KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it. We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!WhatsApp Pauses Client Onboarding
It has been 4 months since the beta of WhatApp Integration, powered by Twilio, has been released—whereupon we had received a plethora of requests. We were able to onboard a few of them in batches, while other customers are on the queue. At this stage, we have received a notice from Twilio stating that the requested applications are placed on hold, since Whatsapp has paused all the ISV, SI, and ISV/SI customer onboarding process globally. Here’s what this hold means for you: Existing Customers using
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