Custom Ticket ID's
I would like the functionality to create custom ticket ID's within Zoho Desk. This would come in handy for sure
How to export customer contacts from Zoho desk
How to export customer contacts from Zoho desk
Looking for best practices with regards to the formatting of articles
We are very much struggling with the formatting of articles. Ideally we document everything in-house and then upload those documents to Zoho Desk Help Center or copy-paste the text into the editor, but bold text no longer looks bold; format of headings disappear, etc. Please share any best practices so the style of our documentation stays consistent, and we don't loose too much time on all of this. Also wondering how you easily export articles into one bundle, to turn into a user guide or sth? Thanks!
Changing Contact associated with ticket
Hello, we have been using Zoho for about a month now. We have our support email set up, but customer are still frequently messaging our sales reps for assistance instead of our support Zoho email. Our sales reps forward the emails into the Zoho support
Notification that a ticket has been assigned to an agent?
Is there a setting for a notification for the user that their ticket has been assigned to an agent? I know that there is a email notification that goes back to the user when their ticket is submitted, but is there also one (or a way to create one) that
Including Moved Tickets in Department Report
Hi, All the tickets we receive comes through one department and then they re-assign the tickets to the other relevant departments. Is there a way to include all tickets that have been received to the main department in a report including the ones that
Autocreating many Tickets, if client sends autoreply
Hi, with subscription the invoices are automatically sent monthly. When the bill recipient is not in the office, the people often have an autoreply set in their email program. As a result, Zoho Desk is constantly creating e-mails as new tickets. The ticket
Request for Assistance with 3rd Party API Returning 500 Internal Server Error
Hello everyone, I'm encountering a persistent issue with Woocommerce Rest API that I am integrating into my application. Whenever I make a request to the API, I receive a 500 Internal Server Error response. I've checked the following: Verified the endpoint
Introducing Cliq Notifications for the Activities modules
Hello everyone, The Zoho Desk - Zoho Cliq integration allows agents to get instant notifications when various actions are performed on a ticket, for example when a ticket is created, when the status is changed, a ticket is escalated, and so on through
How to manage emails, Outlook and ticket
Hi, We are using Outlook for our support@ email, and I want to move to Zoho Desk. We receive many emails, some automated, some from customers, and some calendar appointments. I guess we need to get used to utilizing Zoho Desk as our main email client,
Don't allow agents to remove Happiness Rating
We have Happiness ratings turned on for every reply since we don't send out a separate notification for closed tickets. Some agents have realized they can just delete the rating widget from their message when they are sending out a reply to a customer.
Upcoming Webinar on Validation Rules in Zoho Desk
Hi everyone, We are excited to announce a webinar dedicated to helping you master the validation rules in Zoho Desk. This webinar is scheduled to provide you with the insights and knowledge you need to effectively use validation rules to maintain data
Zoho Desk's Instant Messaging Update | Connect with customers via WhatsApp from the Tickets module
Hello All, We are excited to announce an enhancement for the Instant Messaging module: you can now send outbound WhatsApp messages to your customers from Desk's Ticket module. Outbound WhatsApp messages can be sent to one or more recipients' mobile devices,
Introducing accessibility personas for an inclusive Zoho Desk experience
Dear Zoho Desk users, As part of our ongoing effort to make our platform accessible and user friendly to people from all walks of life, we have taken another step in alignment with the Web Content Accessibility Guidelines (WCAG) to provide a positive
Agent image not showing up in Desk
Hi, the image of the Agent is not showing up in Zoho desk to the users, see screenshot. Although, there is an image added to the agents profile the privacy setting for the profile image is set to "everyone" under account settings. See screenshots attached.
Disable old contacts
Hi :) I would like to mark old contacts as obsolete that are no longer employed by the corresponding company or similar. It is not spam and I do not want to delete the contacts/tickets as they might contain valuable information. I don't want users to
Send an email to a specific ticket
Based on an option we had in a different system - we could generate an email address that's specific to a particular ticket, so when we send an email with this address in BCC, the message also pops up in that ticket. The issue is that Zoho doesn't support
Flexible Holiday Configuration in Zoho Desk
Dear Zoho Desk Support, We are writing to request an enhancement to the holiday management feature within Zoho Desk. Currently, holidays can only be configured as full-day events. While this is suitable for many occasions, it limits flexibility in managing
How do I setup receiving a notification when a new ticket is created?
I have the free edition of Zoho Desk, and want to receive an email every time a contact/user submits a ticket.
How to add subAccount in the account
How to add account into account e.g Tata Group Master account Tata Trust Child Account Tata consultancy Child Account Tata Infra Child Account and then i should be able to add contact with any of the accounts
Template and Text formatting in Ticket Resolution
Hi, is in Zoho Desk the possibility to create and use templates for the resolution field and/or is there a way to format the text in the ticket resolution box? Thanks in advance. BR
[Channel Integration] Unable to sync with External Service
Recently I tried to do channel integration, the pack was created, uploaded to sigma and installed in zoho desk. I was able to created ticket and thread as well using this endpoint: https://desk.zoho.com/api/v1/channels/{installation_id}/import The issue
I have created the CNAME record, but it is not working
I have tried different methods, but nothing works. I have ensured the configuration is correct countless times, but it still does not work. I have tried doing an nslookup, and it does redirect, but when I try to ping, it does not reach the destination.
Auto Close a ticket
Good day, I am looking for a way to close a ticket if there is no response from the customer for more than x hours. I have read various posts about supervision rules, but none fit the ultimate goal. The idea would be to create a rule. If a ticket is in
Is there a listing of special characters that not allowed in picklists
Is there a list of which characters are classified as "reserved" or "special" that are not allowed in picklists?
Change the predefined email adress for answering tickets in Zoho Desk
How can we change the predefined email adress for answering tickets in Zoho Desk? How can we asign different email adresses to diferent groups of Agents? Is it possible to autoselect the predefined email adress depending on a particular field of the
Community Forum
How can I create an announcement ?
Create an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
Bcc option in "new ticket --> send as email" disappeared
Is it just me or did the bcc option disappear in the "send as email" option of new tickets in desk? This is very inconvenient.
Persistent "Always Offline" Issue with Zoho Desk
Our team has been experiencing persistent "Always Offline" status, which is severely impacting our ability to serve our customers effectively. We need your assistance in resolving this problem. Could you please: Investigate the root cause of this "Always
Overloaded Notification Center?
I'm the administrator of Zoho Desk, so all the rules involving connections, scripts and activities are on me. For example, adding a comment in a workflow results in it being under my name in that ticket. Is that why I keep getting notifications on tickets
Block certain emails from creating tickets
Hi there! We get a lot of tickets into Zoho desk from people emailing our support email that feeds into Zoho. We have created some 3rd party accounts using our support email and we get notification emails from these accounts. These emails create tickets.
Option to copy/duplicate Custom Ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple
Zoho Desk - Is it possible to build an approval workflow that keeps track of changes?
Hello, I have a requirement that I need to work on that is an approval workflow. Basically it's for negotiations and an agreed upon prices goes for approval. If rejected, the price would need to change but we'd also like to see the old prices/iterations.
Apparent bug
Good day. On a custom module, the value does not update the first photo; is the value it shows while editing in the edit layout. The second view is from the same layout but in view mode. Field Value from the Edit Screen Field value after saved
Browser information through ticket submission
Morning all, I'm part of a businesss looking at potentially using Zoho, and before we further consider making the switch, I'd like to know if it's possible for us to know what browser that a client is using when they are submitting a ticket. This is incredibly
NEW RESPONSE CLOSED TICKETS NOTIFICATIONS PROBLEM!!!!
Dear All, We have a big problem with Zohodesk. As you know, when a ticket is closed, the customers can continue to reply to the same ticket via the same email chain. To be able to be aware of this situation, we have a Workflow rule to notify our agents
Notification received when self-assigning tickets
When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard
Link Zoho Desk tickets to custom module on Zoho CRM
Hi, We are currently using Zoho Tasks on CRM as Zoho Desk doesn't let us link tickets to specific site records on Zoho CRM based on a custom module. It can match to Zoho CRM based on an email address but this is not of use to us in our setup as the email
Forwarding tickets on behalf of a customer (no ticket creation!)
Hello, I am aware of the possibility to create a ticket in the name of another person (a customer). I wonder how I can manage the following situation. There is a customer ticket and I receive an email in my mailbox (not connected to Desk) and I want to
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