Who can see draft replies on tickets?
We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make
Set resolution mandatory field
Hi, i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk
Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being
Mass update Accounts in Zoho Desk
We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update
Integration of Business Hours in Email Templates
Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email
Deleting or disabeling predefined ticket list views
Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
Publish multiple languages at once in Knowledge Base
Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually
Team can't view their created ticket through Followed Tickets
Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message
Is there an ability to keep the status field unlocked while having an active blueprint?
Hi. Is there an ability to keep the status field unlocked while having an active blueprint? Here is the case. We have a transition let's say "Ask to the customer" When we do this transition the Status is switch to "waiting for customer" But if for exemple
Ability to rename community tabs as own preference
Current zoho desk community tabs unable to rename however i see it has as suitable standard for most communities But it will be more better and beneficial if possible to modify(rename) then we can use the community for various purposes and able to change them as very convenient for, various product & services various fields organizations push(add) many topics types into one community instead host several community forums or portals. Setup > Channels > Community > Preference > Topic Type This's an
Enhanced Anti-Spam Capabilities for Zoho Desk
Dear Zoho Team, We appreciate the existing feature in Zoho Desk that detects and automatically marks suspicious email tickets as spam, moving them to the spam tickets view. Additionally, the ability to auto-mark associated contacts as spam is helpful.
Best way to organize Zoho Desk with CRM products
I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get
Inconsistent "Happiness Rating" Percentage
When searching through the list of customers, the Happiness Rating percentage that shows for one particular customer of ours is 71%. However when going into that customer, the percentage shows as 100% (which we think is correct as we can't find anything
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 just
Sync Zoho Desk Teams with Zoho One Departments and/or Groups
Dear Zoho Team, Greetings! We would like to request an enhancement to improve the integration between Zoho Desk and Zoho One. Currently, when creating or updating an employee in Zoho One, we can add them to the Zoho Desk application and configure their
Report to show tickets win non invoiced time entries.
I have a report that lists tickets and associtated time entries for a specified period of time. Is there a filter that can be applied to show only tickets that have time entries that have not been marked as invoiced? Or what is the best way for our billing
Update Comment Field via Macro
Is there a way to update the comments in a ticket, via a macro? I see how to update the resolution via macro, but I cannot see a way to update the comments. Am I missing something?
Custom Views in the Contracts module within Zoho Desk
When if ever is the Contracts module likely to allow custom views. I have a number of Custom Fields that I would like to be able to view summarized in columns within the Contracts page.
How to Convert Zoho Desk Ticket into Zoho Project with the Historical Data
Dear Team, i would like to inform you that my subscription plan of zoho desk will be expired by today and we will plan to purchase zoho Projects. i need to ask that can i transfer my zoho desk ticket to zoho project with their historical comments so that
Problem with the Incoming Email
Hi Zoho Team, We would like to check if there's an outage on the server as we did several test but no avail. Zoho Desk Tickets cannot receive any incoming emails. We've checked on our MS Exchange server mailbox and got no problems on our domain. Please
Workflow rule not working
Hi all, I am trying to create a workflow for time entry, but I don't have the options. This is what I have done. Workflow->Create Rule->Module->Time Entry Execute->Create Criteria ->Description->Contains->Reply Action-> I only have "Custom Function" I
Error using new beta Import functionality with custom module
I'm getting an error using the new beta Import functionality in Desk to get some data into a Custom Module. My custom module is called "Senders" and is linked to "Accounts" with a Lookup field. In the csv file for the import there is a column where I
ワークフローでの自動返信メールについて
Zoho Deskについて、この場を借りて質問させていただけたらと存じます。 【やりたいこと】 wordpressのフォームから送信された問い合わせ内容をDeskにて管理。 フォームからお問い合わせが送信されデータが作成された時点で、受理した内容のメールを自動で返信したく設定しております。 【状況】 テスト送信を行い、 ・フォームから送信された内容が正常にデータとして新規作成される ・フォームのメールアドレス欄に入力したアドレスがDeskお返信時のTOに挿入されている ・Deskからの返信が正常に届く
Request for Custom Script Support in Help Center
We would like to request the addition of custom script support in the Help Center, similar to the functionality provided by Zendesk. This feature would allow administrators to customize their Help Center with scripts for enhanced functionality, such as
Can't submit ticket when connected
Hi team I hope you're doing well I have a problem that I haven't been able to find the answer to among the many topics. The context is as follows: We have a help desk for each of our departments, support for our company and support for another company.
Looking to Auto-Merge Duplicate Tickets
Hi guys, I need the option to auto-merge duplicte tickets and i dont see this option available in automation , Can this be done? And if so how, Cheers
Issue with zDesk Notifications
Hi Zoho Team, Please check on this issue our team currently experiencing. Logging in and out was done but issue persis.
How to know account verification mobile number
How to know account verification mobile number
Need help: Different email notifications for manually created tickets vs email-generated tickets
We're trying to set up different email notifications based on how tickets are created in Zoho Desk: When a customer emails us, they should receive the standard "Acknowledge Contact when a new Ticket is received" notification When our staff manually creates
WHMCS Supporting Ticketing System connecting Zoho desk
Currently we are using WHMCS Supporting ticketing system. but now i need connect with ticketing system with zoho desk. how do i connect with this.,
Domain Mapping Zoho Desk
Hi, I'm trying to follow this article: https://help.zoho.com/portal/en/kb/desk/organization-settings/articles/support-domain-mapping I created a subdomain on cPanel: customerservice.mydomain.com What DNS registration do I need to do exactly? The type
Moving a Support address to a different Department
Hi, I have the following challenge. We are moving our technical support to its own department. That means that one of our teams, currently part of a service department, shall be moved to the Technical Support department. How can we move the team/support
Product Management per Customer
Zoho Desk has the ability to register products, and customer can associate the Product with a ticket. What would be very very helpful for our type of operation, and I assume many others, is to be able to associate specific products with specific customers
Autorefresh or on-page update notification
Is there a way to have a ticket autorefresh when there is an update? Or pop up a notification on the ticket that it needs to be refreshed? Often we will have a ticket open while it's waiting people/things to come together, and this would be a helpful
How to Copy Email Template Styling/Border Format Between Templates in Zoho
I have existing email templates with a specific style - they have a grey border/container around the email content that provides consistent spacing and formatting. However, when creating new templates, I can't replicate this styling. My current Situation
How to Disable Notifications for Automation Runs in Zoho Desk
I've set up an automation in Zoho Desk that appends a customer's email to a URL and updates a custom field every time a new ticket is created. The function works well, but it triggers a notification every time it runs, which is creating too many notifications
Automatic replies clogging up our Ticketing System
Hi All, I was hoping someone might have some ideas or solutions about how to manage email autoreplies. When our marketing team send out mass emails through campaigns this can sometimes send a wave of auto replies into desk even when they use a donotreply
Anyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!
[Security] Sender can reveal Agents IP without user interaction
Hi, I'm a little bit frustrated here. I reported a security issue (in my eyes) to the bug-bounty program of Zoho. But it's being refused and the judgement is: "No security issue" . So that's why i'm publicing it here, curious what other people think about
How to allow multiple agent to edit Knowledge Base articles in Zoho Desk?
Hi everyone, I’m currently setting up our Knowledge Base in Zoho Desk, and I’d like all members of my team to have the ability to edit articles created by me, as well as other articles within the Knowledge Base. I've tried adjusting roles and permissions
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