Import KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleEmail content just contain 'OK' ,not what we expect
create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':Export to excel stored amounts as text instead of numbers or accounting
Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export storesLayout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. NowCan i set per-client hourly rate in Zoho Desk and not to correct the calculation on invoice?
We use Zoho Desk to run one ticket per client per month. All time entries go to the ticket, we have to enter hourly rate manually and then correct it when we do the invoicing at the end of the month. So, our workflow is as following: I worked for 30 minutes,Issue After Updating to Zoho Desk Android SDK v4.5.0 – Authentication Fails (Status Code 204)
Hi Zoho Support Team, I was previously using the Zoho Desk Android SDK with the following dependency: implementation 'com.zoho.desk:asapsdk:3.0_BETA_17' Everything was working as expected — including user authentication, the tickets section, and theValidation Rules Trigger on Untouched Fields
In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actuallyIm trying to white list domain dynamically in zoho desk extension
Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":Search terms from ASAP widget are not showing up in my Zoho Desk analytics
When people perform searches in the Zoho Desk ASAP widget, the search terms do not show up inside my analytics report. But when people access the KB website directly and then do the search, the keywords ARE showing up. Is this a known issue, or am I justZoho Desk API: set timeEntry.invoiceId = "" (null) [remove connection between ticket timeentry and books invoice]
Hi all, I would like to link time entries with invoices in Books via API. In doing so, I made a wrong connection, unfortunately I can no longer remove the InvoiceId! Very bad. :( How can I remove the link? Please help me, many thanks in advance! Deluge:Logo image in snippet is not being displayed
I was using a logo image in our snippets since we began to use Desk and it has disappeared about a week or about 10 days ago. I just was able to check it and found out that the snippet area is not displaying any of the pasted jpg, png or tiff images anymore.Unable to Create Duplicate Help Center Content
There is a severe flaw in design for multi-branding and the help centers .So far work-rounds are not possible by this flawed design. It has been covered here before that in multi-branding mode you cannot share articles between two different help centers.Overdue items occasionally show under "No Due Date"
This is a sporadic issue I've been facing, I value the countdown mode to keep on top of my tickets based on the due date. However, every now and then I will find that overdue tickets will shift to the "No Due Date" field instead of "Overdue". As you canI cannot clear contacts registered through the portal
I use the ticket system for my customers who have a maintenance support agreement. Some contacts in my customers register through the portal. When the maintenance agreement with the customer ends, I want to delete all records belonging to that customer.Automatic ticket owner assignment for email response - workflow is not triggered
Hello, If a completely new ticket is answered via e-mail, the current user is automatically set as the ticket owner. However, this action does not trigger the workflow... Trigger: Criteria:Missing Zoho Desk Data in Zoho Analytics
Hello, we have problems with the synchronisation between Zoho Desk and Zoho Analytics. We don't have general sync issues, it's individual records that are present in Zoho Desk and not showing up in Analytics. Of course, we have already tried to startBug With Snippets Button
When I hover over the Snippets button, the quick menu appears, but when I move my mouse down to select anything, the menu flickers, every time. I'm not sure if it's a hover target thing, but hopefully it can be fixed. I've attached a screen recordingZoho Desk Contact with Multi-Account association
Hello everyone, Zoho Desk has had the good idea of offering a feature that allows a Contact to be associated with several Accounts. It's a good idea... but it hasn't been thought through thoroughly enough because this action, although useful in itself,Email template buttom
Hi, since several weeks ago, when I write an email I cannot see where it is located the buttom to access the email templates. I've checked that templates are fully operational, but I'm not able to access them from an opened email because the buttom hasWhatsApp conversation removed after merging the contact
Hello Support, If I merged a contact that have whatsapp conversation with another contact that doesn't have, why it's not moving the conversation under the merged contact? here's a video showing what I mean: https://www.veed.io/embed/1bd28680-d2a4-4Anonymous user can downvote any knowledgebase article as many times as they want
I thought this was a mistake but it is true. Any anonymous user can downvote any knowledgebase article as many times as they want. I even tested this on Zoho's own knowledgebase. If the the feedback form is enabled and even if email is required. The reasonWe need the ability to react to changes to a Person or Ticket being marked as Spam, and we need the ability to change the Spam status of a Person or Ticket
We have Desk <> CRM sync set up. When a Desk Person is marked as Spam, the CRM Contact should be updated. Instead it appears that the Desk Person has the CRMContactID value removed, so the Desk contact gets disassociated from the CRM Contact. In our case,Workflow is not triggered with Supervise rule and field update
Hi! I have created a Supervise Rule, which triggers after 5 days a mail to the customer. To avoid sending multiple mails to the customer I have created a checkbox ReminderSent in the ticket properties, which is set to true by a field update. Now I wantHyphens in tags result in unhelpful error when posting
Steps to reproduce: Post a topic and include a tag with a hyphen in it. Attempt to post it. See unhelpful error message, "Unable to process your request," with no information on what went wrong or how to fix it. If you can't fix this problem, at leastPopup Feedback Widget messing with site
Hi, we're trying to implement the Feedback Widget as a popup type, but when the tab on our webpage is clicked the form does pop up but our webpage receives the following styling style="overflow: auto; height: auto;" Which causes our page to shift andsections populating as categories
Our help center is currently experiencing a bug. When you open a section then reload the page, the help center will display that section as a category on the left side navigation menu. When you try to interact with that "category" in the navigation menu,Ticket Field Permissions
Hi, I seem to have found an issue/oversight with field permissions for tickets. It seems you cannot have different permissions for the same fields across different layouts/departments. My specific use-case is we have a department for our internal staffHelp Center re-invitations cause the contact record details to become emptied and contact name to be changed
I was correcting a message draft and I had to re-invite the contact to our Help Center because the response was referring to a service instruction which was published in the Help Center. After the re-invitation the contact name has turned into "Anonymous 4" (This issue did occur 3 more times in the past) and all of its details has been deleted. Also the drafted message has turned back into its original content. I did work on this draft at least for about 10 minutes. (I had saved the modificationsManage ticket visibility for contacts of the same account in the help center - Wrong default
Hello, look at https://help.zoho.com/portal/en/kb/desk/faqs/articles/managing-ticket-visibility-for-contacts-of-the-same-account-in-the-help-center By default, a contact can track all tickets raised from their primary account, which can be disabled ifZoho Desk website broken using Safari on iPadOS 15
The Zoho Desk website routinely breaks using Safari on iPadOS 15. All that’s needed to trigger the issue is to close safari with a Zoho Desk page open and then reopen Safari. The most common issues are the page being incorrectly zoomed in causing various[Help Center] Impossible to edit categories in multiple languages
Hello, I cannot manage to edit categories in multiple languages. Have you encountered the same issue? When I click on other language different ofthe main language (FR), e.g. in English, I should seen the title put in French with '(en)' at the end. ThankCannot forward emails to zohodesk
I have set up an email address on my site which forwards directly to the support email address on zohodesk like this: support@xxxxxx.com > support@xxxxxx.zohodesk.eu However, no emails are ever arriving in zohodesk. I've checked and the forwarding isGeneral Slowness / Refresh Required
Hello community, myself and some others on our team are looking for some general input after these last couple of months. Have any other Zoho Desk users experienced general slowness in the agent portal, mainly revolving around slow "picking" of tickets and page/parameter updates? Couple examples: In the past, when replying to a ticket as the first agent and it gets auto-assigned, your avatar would pop up at the assigned to field immediately. When sitting at a department, team or custom view lookingAll emails are tagged as spam eventhough spam detection is disabled
We are unable to receive any email as all emails are being detected as spam. I have disabled the Automatic Spam Detection and we still are not receiving any emails. I've had my colleagues cc me on the test email they send and it would seem that all is being blocked at the moment. it is not our email that is causing this email as the mail failure message shows the address of the zohodesk support email address. Below is the message from rejection email. i changed the address to redacted to protectTickets do not open when a new user sends us an email.
Good, Can you help us? Tickets do not open when a new user sends us an email. When the person sending the email is a previous user if the ticket is created. Thank you.Custom Views are gone
Somehow this ended up as a "request" no idea what that is, I wanted this to be a public ticket I didn't archive the views. I still want to use them. What changed????? How do I get them all back? Why did they get archived in the first place?Forwarding emails to existing thread being marked as PUBLIC
When an agent forwards an email thread to an existing ticket, that is supposed to be attached to the ticket thread as a private reply. Something recently broke and all emails that are forwarded to existing tickets are being made public. I tried this on my own by creating ticket as "customer" then I forwarded a random email between two unrelated contacts (neither of them being the "Customer" email), the email attaches itself to the ticket but is made public. I then log into the service portal as theBreadcrumbs are broken and useless
When you work with a single department, the hierarchy is kind weird. Why does is it need to show knowledge base as a link in the breadcrumbs? That makes no sense at all. Anotherpoint is that the breadcrumbs last child is the only one clickable. While normally this one should not be clickable because that is the current page you are one. Every child before the last one is a category or a sub category and should be clickable. See this link, http://www.promotiespullen.com/opmaak-en-bestanden/bestanden/het-opmaken-van-bestandenLeft TOC menu doesnt work properly
I noticed that the left menu can be folded open and close. However when you click on a 2nd level nothing shows in the right panel when it also has a 3 level In the screenshot you "Opmaak & Bestanden" but when i click this while im in the section "Producten & Materialen" Nothing happens. But when i do this the other way around, so im in "Opmaak & Bestanden" but that click "Producten & Material" It does show the other level??? Nothing happens when i click the 2nd level "Opmaak & Bestanden" but whenPortal not mobilefriendly
Is there any fix for the little fold menu for mobile version of the portal site? When we visite the portal on mobile the little fold button doesnt do anything. There it very hard to navigate the site, this is mainly because the breadcrumbs are broken and dont work properly.Next Page
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Accessibility controls and multilingual captcha authorization for Help Center users
Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center usersAsk the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndRecord history and ticket interaction tab in contacts and accounts
Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,Popular Articles Report
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Qwen to be the default open source Generative AI model in Zoho Desk
Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).Ticket Status email
Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for theCan we add custom fields to portal community profiles?
How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and wouldZoho Desk Training
Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?Future Orders - Due Date
Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
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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 keynote2024 Email Authentication Standards: Elevating Security with Google and Yahoo
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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-important
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