Redirect Customer Self Registration for Automated Approval
Hello, We like the self-registration feature of the Customer Help Center, however, we are curious if there is a way to redirect a new signup request to our own custom endpoint so that we can collect billing/payment info as well as getting an acknowledgement on our company's Terms of Service before completing the user registration. We are currently utilizing Zoho Desk Professional and Zoho Books Basic. Raphael Guzman
Zoho Desk now integrates with TeamViewer!
Imagine your agent is in contact with your customer and needs to start a remote session to solve the issue. Switching out of your help desk app just for the remote session is frustrating. Things can slow down when a regular part of your customer support process such as remote sessions is out of place. But we have good news: you can now integrate TeamViewer with Zoho Desk and hold remote sessions right from your help desk! What this integration does: Once you've integrated TeamViewer with Zoho
Zoho Desk Integration with Avaya and Skype
Hi, can Zoho Desk integrate with these systems: Avaya On-Premise IVR Skype for Business Thanks, Farshid
Live Chat Widget Sticker appears right a the bottom of the page...
Live Chat Widget Sticker appears right a the bottom of the page despite I want it to go a on the right of the page but a bit higher. (See Picture For Info)
Import Zoho CRM cases to Zoho Desk
We are currently using Zoho CRM's cases to keep track of our customer tickets. In the future, we plan to move to Zoho Desk. What are the import options in Zoho Desk that I can use to potential import the cases from Zoho CRM?
ASAP ticket description box text is white?
Hello, folks, We have set up Zoho ASAP and it works well. The only problem is that users cannot submit any description because the body color in all the themes is white. I have tried using all the themes and even customizing, but this still remains. The preview in the ASAP set up has the same problem. Please see below:
Is Chat disabled for Zoho Desk Pro?
Hello Support, Our client is currently using trial version an Chat customization is currently disabled on their instance. Is chat available for Pro version? If not, what can they use as alternative? Regards,
Wanted! - Custom address for community notification mails
Hello Currently we can use custom mail address for zoho desk tickets, portal invitations etc but the community component (past zoho discussion) still uses noreply@zohodiscussions.com / noreply@zohodiscussions.eu for community notification mails. Will zoho let us to use custom address for these notification mails soon? Please share us ETA if possible
Need to remove superadmin
Hello, Our superadmin that has managed our companies email is no longer managing our companies email and we have no further contact with. We own our domain from a different website but am unable to change any email settings because we cannot logon to superadmin. Thanks
Bad name in forum email notifications
My name in forum email notifications looks weird. I never registered with such a name, so I think that this is your internal technical name on mine. Why are you using it instead of my name that I am registered with?
orgid and dept_id
Hy, I'm not able to found out my orgid and dept_id can someone help please
Introducing Validation Rules!
Today, when any ambiguous information that enters your help desk can slow things down, it's essential to have some method of form validation. In time-sensitive situations, back-and-forths to regather data can cost you valuable time. Now, with Validation Rules in Zoho Desk, you can ensure the data in your help desk is accurate and adequate. Validation Rules help you implement field validation to improve the accuracy of the data you collect. It's a simple process that helps you stop ambiguous information
Search results are not logical within Knowledge Base
When searching for a question, relevant articles show in the drop-down however if you hit enter (which a lot of our customers no doubt will do) a lot of results appear, some of which are not relevant at all. We have checked the tags, and the irrelevant results do not share any of the same tags. Could it be that after relevant results are shown, does it perhaps then show all articles which are in the General section afterwards?
Delay in receiving mails/responses
Hi all, We were facing intermittent issues in our mail server which affected email fetching(please check this link for reference); most of you must have observed delay in ticket creation process because of this. Our development team has however confirmed that the issue has been fixed. The tickets received during the downtime will be fetched without any loss - we are pushing all the responses in queue - but there would be some some delay am afraid. We are sorry for the inconvenience caused. Let us
CloudFlare doesn't recognize CNAME record
Hi team. We need to setup our domain, but we manage our DNS with CloudFlare. We already try the recomendation about disable the orange cloud mentioned in this post: https://help.zoho.com/portal/community/topic/how-to-verify-your-domain-with-zoho-desk-and-cloudflare We already check the domain's response as you can see in the attached image. Can you provide us additional info to solve this issue? Regards, Bismark Colombia Nicolás Arias
The export ticket is limited in quantity
hello： When I want to export all tickets, I can export only 3,000 pieces of data no matter how I select. No relevant unrestricted options were found. How to solve this problem?
手動で問い合わせを作成した時の、実際の問い合わせ日の管理について
ウェブフォームやネット電話ソリューションなど、システム連動で問い合わせが発生した時は自動で問い合わせが作成され、問い合わせ作成日が実際の問い合わせ日と同一になると思います。 しかし、リアルタイムで問い合わせを作成できず、手動で後日作成する場合など、どのように管理するべきなのでしょうか？ デフォルトでは問合わせ日時が内容なのでで、カスタムフィールドを作るべきなのでしょうか？ 私のユースケースでは、 のサポートセンターのように常にデスクにへばり着いて、またはモバイル端末で入力できず、改めて入力することが多いので、IT系のサポートセンターのような標準スタイルは困ります。 とはいっても、問い合わせを受けたときにリアルタイムで起票するような方向には持っていきたいとは思っていますが。 アイデア等ありましたらよろしくお願いいたします。
メールが活動と独立している点について
Office365でメールを使用していますが、Zoho Deskにメールをまだ統合しておりません。 問い合わせを電話いただいたので、手動で起票し、活動としてメールで問い合わせ者ではない第３者の代理店などの協力者とやりとりし、その後問い合わせ者に電話連絡で報告したいと思っています。 この場合、メールでのやり取りをどこに記録すべきかよくわかりません。 基本的にメールのやりとりは、システムに取り込むのでしょうけど、取り込まない場合の記録がしにくいです。 タスクで管理しようにも相手型が紐付けできません。
How do I add a cost to an agent
I would like to add a standard cost per agent. How do I do this by agent?
Remote Auth issue with new Portal Beta Themes
We use Remote Auth to authenticate our users with the Zoho Desk portal. There's a feature where Zoho will provide a serviceurl so the user can be redirected back to the correct page after login. This worked well under the standard Portal theme, but once we switched to the beta theme the serviceurl stopped working and the user always get redirected back to the main page. This makes the user lose their place if they go to reply on the community since they don't get sent back to the same page after
Search not working properly for new KB themes
We moved over to the new Zoho Desk Help Center Themes. We have a big problems with them though. The search box for the KB only searches the page you are on, or any sub-pages. It should be searching the entire KB instead. The old theme would always return results from the entire KB. With the new search people think that we don't have any articles because they search for things and get no results and it's not clear why. This is very counter intuitive. Here's a video showing some searching and how confusing
Auto Close Ticket
Is there a way to automatically close tickets received from a certain email address? I am signed up to an agency which sends me leads via email (this cannot be changed) but i dont actually read them in Zoho Desk i just close them and manage all my leads on there website portal. If there isnt then that is fine, but no harm in asking. The emails i receive are always from the same email address. I Have tried to look if a macro can be created but have zero clue how to do this! Many thanks in advance
Zoho Integration
How well do the different products Zoho offers communicate with each other? Can i set up something like Zoho Support to turn issues or service tickets into Tasks or Bugs for Zoho Projects?
QMatic Integration or Similar App
Hello We have several branches that are visited physically by our customers. What we want to do is for them to have a kiosk, to select the service and be assigned to a queue. Once the person is talking to an customer service representative, they will start creating Zoho Desk tickets or CRM leads. Is there any 3rd party app or integration to something similar to QMatic that allows us to have a single repository for calls and physical interactions? Of course we can have separate processes and instruct
Unable to invite a user to the help center
Hi, I get the following error when trying to add a specific user to the community: Sorry, Unable to process your request. Try again later. Can someone check what's wrong? Thanks!
Web Form or Ticket Templet
good day all, I am trying to create a collection of forms based on the type of request, and open a ticket as its submitted but don't seem to be able to accomplish this with either a web form or a ticket template. e.g. - a form request to add a new employee - a form requesting access to the wireless system - a form requesting a phone code of course the ultimate solution would be to have this form go to the appropriate manger for approval. Any help or ideas would be greatly apreciated. Thanks Rudy
HTTPS certificate not valid on knowledge base portal
Hi We requested 2 times already for our domain: https://kb.arinto.be/portal/home to be put on a proper working certificate. At this current moment it's still invalid and not secure. Some of the support guys said this would happen in a few business days.... Our customers need urgent access to this portal and some of our clients dont want to access it without a proper cert! Can this be made a proper working SSL certificate? Best regards Yeni
Tagging Agents in Comments
Hi One of our agents has not been received notifications when another agent tags them in a comment on a ticket in Zoho Desk. We've tested this on multiple tickets and they have not received any notifications. They are however, still getting notified when a ticket comes in. Do you know of anything which may be causing this? Many thanks, Emily
Alert Filtering
It would be really nice if there was a way to filter your alerts. I add notes to a lot of other user tickets, but I do not want alerts every time that ticket is modified afterward. If I could either filter those alerts out completely, or have some way to split the alerts into categories, that would be a big help. I am basically at the point that I get so many alerts every day, and 99% of them are trash that I do not need to be alerted to. So when I actually get a legit alert, I miss it because I
Zoho Desk Web Form breaks hero image on page
Hi there, We've setup a Zoho Desk web form on the site linked below: https://testmybackups.com/cloudberry/support/ When we place the form code into the page, the hero image at the top fails to display. When we remove it again the image loads as expected.
Notify me when a response is made
In the Zoho Desk community, when someone adds a new topic, there's an option at the bottom that says, "Notify me when a response is made." This option defaults to unchecked. So when someone adds a new topic or comment on an existing one, by default the user will not be notified of new responses. Obviously most people forget to check this box even if they want to be notified. I can't think of a reason why a user would not want to be notified about responses to their new topic, that's why the posted
Can i host a instance of zoho locally
Hi i was wondering if we could host a instance of zoho locally . We are based in south africa .The reason for this is to comply with our POPi act (date protection regulations ) what would the cost involved be ?
No Option to Create Custom Views
We trying to create a custom view in the Customers area, per this KB - https://help.zoho.com/portal/kb/articles/predefined-and-custom-contact-views. We do not have the + option in any of the Custom View areas.
Mass Email With Custom Parameter
Hello, I have a group of contacts that have multiple items assigned to each contact. I'd like the contacts to update the availability of these items. I'm attempting to send a mass email to all contacts with a link that filters the report of the item to show only the items associated with that contact. I'm just getting used to Zoho. In normal code I'd: Loop though all contacts, get the ID of the contact, generate a URL and change a URL parameter such as https://creator.zoho.com/appbuilder/name/form/listItems?CONTACTID=#
Zoho Desk Knowledge Base scrolling issue
When browsing around a Zoho Desk knowledge base from the public portal, when you click on a category the page stays scrolled to wherever it last was. This is confusing and not user friendly because if you're clicking a category that's low on the page, the content loads at the top (out of sight) and the user sees nothing. To the user it looks like the page is blank unless they know they need to scroll back up. The system should scroll to the top automatically when a category is clicked because the
Mass Updating Accounts
I have a client that handles a huge customer support load through Zoho Desk. One Account may have 50+ contacts, with new ones being added each day. They'd like to be able to mass select tickets and associate those contacts with an account. I know Desk can't currently do that — is that something you have on your roadmap moving forward?
ZoHo Desk, Community: Posting with picture results "maximum charcters reached"
Hello If I make a Posting in the ZoHo Desk Backend (admin) with a picture inside, then the System generates a errormessage en don't publish the posting. What do I wrong or can I set the maximum to another value? Best regards, Markus
Yandex does not index Zoho Desk knowledge base and forums
Hello Zoho, Since we started our tests of the community KB and forums we notices that Yandex does not recognise your pages. It can be a problem of Yandex but it also a problem for us as we do not receive the traffic we need. The issue is that you use SPA (probably) and Yandex doesn't execute JS-code. So it does not read the pages. The problems is applicable for both KB and forums. I kindly ask you to find a solution or we have to find another solution. Our competitors are having 2x more traffic than
Tags - Dropdown list of available tags
To tag a ticket, it appears the only option is to begin typing and then select from the options that appear (or create a new one, if needed). Is there any way to see a list of tags that have already been created via a drop-down list while in a ticket? The only way I have found to see existing tags is to click into the tags tab, which then takes the user out of the ticket being worked on.
Not receiving re-opened ticket email notifications
If we close a ticket and a client responds, thus reopening the ticket, our agents are not receiving an email notification. Has there been a update to Desk that has chnaged this process? It only seems to be happening today.
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