Session expiry in this community
Not sure where best to add this but is it possible to improve the session expiry in this community as it is frustrating to have to keep logging into it all the time. In other communities like for example those that use Discourse, I am always logged in
Contacts to Multiple Accounts
Relate a single contact record to multiple accounts and easily track the relationships between the customers and businesses they work with. If you tried the beta feature, please share your feedback below. Your feedback will help us refine the finer details before releasing this feature for a larger audience. P.S. If you haven't requested the beta yet, you can do it now here.
Telephony Integration between Zoho Desk and Wildix
I activated the specific integration. It would be really useful if it would work not only with Zoho CRM, but with all the component of the Zoho One suite. Are you going to extend the integration and may you gave me an exitated time of this extension? By the way the po up regarding the inbound call should appear ONLY when a Lead / Contact / Account exists with a phone number associated to it that matches the calling number, otherwise the pop up is a noice. Best regards Paolo Bocci
KB Dashboard - Keyword search success ratio
How is the "Keyword search success ratio" calculated? Any additional information is also helpful. Regards, Fernando
Placeholders in articles
Hi Zoho team, I know placeholders are usable within snippets and email templates, but I haven't been able to use them within knowledge base articles. I'd like to essentially have a long format response for customers that I can paste as an article into
Zoho Desk Community Digest - September 2021
New Feature Multiple account handling is now available in ASAP web widget ticket form and detail page properties. Other Enhancements Webhook URL failure handling - If a webhook has more than 100 failure events within an hour, the webhook will then be
Zoho Desk Community Digest - August 2021
New Feature Multilingual support for the ASAP web widget is now available in Zoho Desk. You can now buy Zoho Lens inside Desk with 20% discount. Ticket Archiving - The Ticket Archiving flag is removed as the feature is now enabled for all accounts.
Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021
After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon. At this event, we will explore the topics which
Zoho Desk Community Digest - July 2021
Enhancements Finance and Pagesense integration for Marketing plus accounts. With multiple JS domain support for ASAP JWT Authentication, you can now add up to 5 domains. Important Community Discussions Create a contact with custom fields in a ticket
Zoho Desk Community Digest - June 2021
Product Enhancements Added a "Discard" option to the Article List and Article Detailed view page. You can also view the time that the article was last modified in the Article List view. Added Telugu to the list of languages supported in the multilingual
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 listed
Zoho Desk Community Digest - March 2021
New Features Introduced the Skill-Based Assignment capability, which helps you automatically assign tickets to agents, based on the skills (areas of expertise) attributed to them. Introduced the Backup UI functionality, which helps you download data
Zoho Desk Community Digest - February 2021
Product Enhancements The Activities module now has an option to manually mark individual tasks, calls, and events as spam. The spam marking also automatically happens when an associated ticket, contact or both entities are marked as spam either manually
Focus Group Webinar: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar brings into focus Widgets in Zoho Desk. Learn how to build and implement widgets that integrate seamlessly with other internal and external applications. During the session we will discuss how to: Create widgets Configure the
Unable to edit Email template for shared ticket notification
When a ticket is shared between departments, i would like to edit the email template for shared ticket Email notification.
Print Tickets
We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.
Zoho Desk Virtual Meetups: United Kingdom, March 2021
We're back with our first set of meetups for this year! In continuation with our efforts to learn through the Zoho User Groups (ZUG), we're hosting a series of virtual meetups starting with UK. At this event, we will explore the topics which frequently
Zoho Desk Virtual Meetups: India, 2021
In continuation with our efforts to learn through the Zoho User Groups (ZUG), we're hosting a series of virtual meetups for our India region. At this event, we will explore the topics which frequently make the rounds through our support tickets. During
Zoho Desk Community Digest - January 2021
Marketplace Updates Building Extensions #8: Create widgets using the Zoho Desk JavaScript SDK - Part 1 Other Enhancements Introduced a new help center preference that lets you decide whether users must log in or not to submit tickets. Introduced a category-level
Register 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
Multi-Layout
Multi-layout allows you to show a separate set of fields for each product, process, or service and ensure that your customers and agents see only the relevant fields. This is not just for the ticket; you can add multiple page layouts for accounts, contacts, activities, products, and time entries. If you tried the beta feature, please share your feedback below. Your feedback will help us refine the finer details before releasing this feature for a larger audience. P.S. If you haven't requested
Zoho Desk Community Digest - December 2020
Product Enhancements In the Create Ticket form, now while you select a Contact you can also see the Subscription and Invoice details associated with the contact and contact's account in the right panel. This is available for all paid editions. There
Community Round-up: 2020
First and foremost, thank you for being a part of our growing community, and helping us build something great! The year began with much excitement and with hopes of making 2020 everything we believed our community needed and more. Though the year didn't
Here's how you can become our MVP!
The recently launched Gamescope functionality has helped our users interact with their customers better and reward them for their involvement. In that vein, we, at Zoho Desk care for our community just as much. So, we want to take a moment to tell you that your involvement is not going unnoticed. For every comment you add and every vote you cast, there are badges and points that will be added. That’s not all, the more badges you earn the higher chances you have to become our MVP! It comes with
Zoho Desk Community Digest - November 2020
Marketplace Updates Building Extensions #5: Configuration setup while building extensions - Part 1 Building Extensions #6: Configuration setup while building extensions - Part 2 Building Extensions #7: Configuration setup while building extensions -
Zoho Desk Community Digest - October 2020
Marketplace Updates Building Extensions #4: Uploading new extensions and updating existing extensions in Sigma Other Enhancements Going forward, you can discard article drafts created in the Knowledge Base module. You can now check for duplicate entries
Zoho Desk Community Digest - September 2020
Marketplace Updates Building Extensions #3: Setting up the development environment and building extensions for Zoho Desk Other Enhancements Analytics integration now supported for call, event, and comment modules As a part of the multi-language support,
Automation #8 - Auto Update Contact Fields
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 on optimizing
Zoho Desk Community Digest - August 2020
Marketplace Updates Building Extensions #2: An introductory post on the features supported in the platform to build Extensions Other Enhancements Marketplace support now available in the Help Center. Mass actions, such as bulk assigning, updating, deleting, closing, or moving multiple tickets are now possible. You can perform these actions on up to 10 tickets at a time. This functionality is available in all paid editions. Agents can now receive desktop notifications even when they are in the idle
Community forum API
Hello, Another question about the community functionality in Zoho Desk. I am looking for all the ways to promote the usage of community for our clients. Onу of the measures is to display 5 latest topics from Community forums on our website. How can I do it? I did not find any API methods for this. Do you have REST API methods for this or anything like a prebuilt widget? What would you recommend to display topics from the community on our website? Regards, Andrey
Zoho Desk Community Digest - July 2020
Marketplace Updates Introducing Toggl, Alegra and 3 more Zoho Desk extensions Introduction to Developer Series on Extension development for Zoho Desk Other Enhancements Refer your friends to use Zoho Desk and earn wallet credits Now when a ticket status gets associated with Blueprint, you can change the type of the associated status with some restrictions. New Catala language support for Help center Calendar events will now also be added to the ticket threads and can be viewed in the ticket details
Ask the Experts 15: Authentication, Security, and Privacy
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums, wherein a panel of experts will take on questions about topics related to Zoho Desk. The panel will be available for a 5 hour period and will answer any questions posted here. In this month's ATE we will discuss the the following topics: Authentication - SAML, Remote authentication, JWT Security and Privacy - Data protection, Secure access, Data privacy, Other security related features Data Management -
Creating an alarm according to the status information of the tickets
Ticket is sent to the manufacturer for review. - How long has passed since the first message was sent to the manufacturer (Vendor - Status: HOLD) - How much time has passed since the last message was sent to the manufacturer. (Vendor - Status HOLD) Can I create an alarm to the manager for the tickets that have been waiting for the manufacturer for x days by removing the elapsed time?
How can i send a snap shot of a dashboad
I would like to send a snapshot of a dashboard to my team on the first of each month all i see is a way to export a csv or xls is there a way to schedule a snapshot of a dashboard maybe a PDF.
Gamescope
Gamescope is the process of gamification for agents that helps you bring in a competitive environment for your support agents. Awards your agents with badges and trophies for the successful completion of tasks and introduce healthy competition for improved customer service performance. If you tried the beta feature, please share your feedback below. Your feedback will help us refine the finer details before releasing this feature for a larger audience. P.S. If you haven't requested the beta
Multi-lingual Knowledge Base
With Multilingual Knowledge Base, you will be able to create and manage articles in multiple languages to support customers from different regions and associate multiple categories with each department in your Knowledge Base. These features, used alongside User Groups, make it easy to personalize and manage your content for different groups of users. If you tried the beta feature, please share your feedback below. Your feedback will help us refine the finer details before releasing this feature
Zoho Desk Community Digest - May 2020
New Features of the Month Navigating email templates just got a lot easier! Beta Releases Beta access to Multi-Layouts. This allows you to show a separate set of fields for each product, process, or service and ensure that your customers and agents see only the relevant fields. Marketplace Updates Introducing CapsuleCRM, Xero, ClickSend and 7 other Zoho Desk extensions Other Enhancements Bulk export option is now available for all static reports. Before downloading a EML/Msg file in Mail
Ask the Experts 14: Help desk Customization
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums, wherein a panel of experts will take on questions about topics related to Zoho Desk. The panel will be available for a 5 hour period and will answer any questions posted here. In this month's ATE we will discuss the various customization options available in Zoho Desk. We will cover the following topics: Field Customization Field Mapping Layout Rules Validation Rules Field Permission Template Customization
Notification templete
I´m using the Desk in Spanish but by the way, In the templates, I find this "Notify agent when a comment is deleted" and all comments anyone post I receive that template. My question is. if the Notify "says" comment is deleted is not really deleted so I guess is wrong named because it looks like a comment is added. the template look as a follow Dear ${Cases.Recipient Name}, ${Cases.Recent Comment By} has deleted a comment from a ticket (${Cases.Request Id}: ${Cases.Subject}) that has been
Online Workshop: Actionable insights on Customer Support Performance
Need more insights on how your customer support team is performing? With a tight Zoho Analytics integration, Zoho Desk provides you an easier way to create and analyze reports such as Time to First Reply, Closed Ticket Trend, Escalations and much more. In this online workshop focused at our customers in A/NZ region, we are bringing you an opportunity to learn from our experts and see them in action as they take you through the integration. Register now and save your spot! Date: May 21, 2020 Time:
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