Zoho Desk Ticket SLA Level
Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has been
No puedo cargar imagenes en los ticket
Estimados, Su ayuda, ya que no puedo cargar imágenes en los correos y esto es una tarea diaria Añadir imagen
Portal Login
Customer originally used his company email address but now no longer has access to that email. I have updated his CRM contact with the new email address but he is unable to login to the portal or do a password reset.
Export Between Date Range
Is there a way to only include tickets created between two specific dates when exporting to a CSV?
How to include original email as a quote in a Email Direct Reply in a Workflow (Helpdesk)
Hi. I have an automatic email with a couple placeholders, sent to the recipient stating what their ticket number is in a Workflow in Zoho Desk. What I would like to do is quote the original email they sent which triggers the workflow at the bottom of
User Engagement: Seamless Help Center Onboarding
Hello Everyone! Welcome to a series exploring how ZylkerShop established its business through Zoho Desk's Help Center. ZylkerShop is an e-commerce platform serving household customers and businesses with a diverse range of products, including home appliances,
Redact tickets in Desk
Is there a way to redact the information on tickets without deleting the ticket itself? For instance if personal information was contained in a ticket and we wanted to delete this permanently but without losing the history of the ticket, so analysis would
Ticket creation via forwarding by agent
In the past, one had to type: #original_sender sender@email.com as the first line in the email when forwarding a email to Zoho Desk to have the original sender be added as the ticket contact. Is that no longer a requirement?
The Support Plan feature doesn't decrease the credits for all the tickets coming from our customers
We started using the support plan feature with the "Ticket-based" plan type. Unfortunately, Desk does not decrease the credits from the "support plan" based contracts as stated in the knowledgebase article. I'm trying to understand what's going wrong
Zoho Desk - Very slow (2024/08/19 @ 9:57am EST)
Could it be the new updates slowing the servers? Very slow with intermittent failure to connect all throughout DESK. Any update as to when this will be fixed?
Fireside chat with Zoho Desk and LateShipment
Hello, customers! Zoho Desk's Marketplace contains over 300 extensions for various functions. LateShipment is one of our key marketplace technology partners for helping you manage deliveries effectively. With the Zoho Desk+Lateshipment integration, you
Getting the thread details in "desk.ticket.thread.moreaction" widget
Hi all, I'm trying to build a widget which looks at a specific thread in a ticket. It's triggered by the user clicking the widget in the desk.ticket.thread.moreaction location. It stands to reason that since this is triggered from a specific thread, not
Ability to clone workflow rules, supervise rules, blueprints, email templates, macros
When setting up Desk there is often a need to use similar workflow rules, supervise rules, blueprints, email templates, macros in the same department or in another department. It would make initial deployments and future changes faster if it was possible
How can we disable the option to select a department when submitting a ticket on helpcenter?
We recently created a second department on our system, which caused some of our customers to select this department when submitting their tickets. We don't want our customers to be able to choose a department for ticket-submitting purposes. There is an
Ticket view screen
How do I see All tickets that are not closed??
Can I create a ticket for a customer, but without notifying the customer
Hello, We have a few customers who prefer to call us. For certain reasons, we want to track their requests through tickets on Zoho Desk but do NOT want them to receive emails about the tickets getting created or opened or closed or anything. Is that
Copy Workflows between departments
I have workflows that I want to copy to different departments... is there a way to DUPLICATE or COPY a Workflow from one department to another?
Default ticket template zoho desk
Hi. I've created a ticket template. However, when I want to manually create a new ticket, I need to select the specific ticket template first. How can I set this ticke template as default, so that I don't have to select it each time?
Ability to see historical preview of past ticket for contact/account in the Ticket Properties section
Hello. Would it be possible for us to have a snapshot of the current contact/account's ticket history in the Ticket Properties section when we're doing a ticket? If we could have a small bar that shows how many tickets the contact/account has in what
Custom Views, Labels, and Color-Coding in Zoho Desk
I've come across a custom view feature in other ticket management software that I would like to ask be implemented in Desk as it would fit quite nicely with Desk's fluid interface. Basically, it allows users to create custom "queue" views based on whatever
Error Zohodesk, 1 Ticket contain 3/4/5 Different email
Dear Zoho Team, We have a problem, there is 1 Ticket with/contain 3/4/5 different emails. This problem does not occur in all tickets, but it is very disruptive to our operations I have tried to connect to ZohoDesk Technical Support but none of them provide
Automation #3 - Auto-sync email attachments to tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email
How to apply a tag to a ticket based on the to email address?
I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting
Layout rule can't be modelled in the blueprint
Hello there, The following related information must be maintained in a ticket: Checkbox Text field The data must exist in the following conditions: Checkbox = ✅ Text field = empty ------- or ------- Checkbox = 🔲 Text field = filled This logic can be
I want a contact to create a ticket and the ticket should be assigned to all the accounts linked to that contact in desk. Is this possible?
If a contact, who is linked to multiple accounts, creates a new ticket, is there any way that the ticket is assigned to all the accounts to which the contact is linked to?
Deprecation of Google Drive and Google Sheets services in extensions
Starting from August 15, 2024, Google Drive and Google Sheets services will not be accessible as default services in Zoho Desk. Reason for deprecation: Google has found sensitive scopes in the Google Drive and Google Sheets connections, prompting us to
Remove attachment from ticket
Hello, When we receive e-mails from our customers, lots of those e-mails contain attachments with sensitive information, which we need to delete from the ticket after using it. It is forbidden for our company to store these attachments, due to security reasons. Is there a possibility to delete an attachment from a ticket in any way? It is necessary for us that this possibility is available. Thanks in advance, Yorick
Integrated IM Functionality in Zoho Desk ticket (same way salesIQ is integrated)
Dear Zoho Desk Support Team, We are writing to request an enhancement to the instant messaging (IM) functionality within Zoho Desk. Currently, the IM feature exists as a separate tab, which can disrupt the workflow and hinder efficient ticket management.
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 can
Send & Pending
I know that there is already: Send Send & Close But there is no: Send & Pending Send & On-Hold. I understand that you can create a workflow, but the problem is the status depends on the ticket. For example in some cases, I want to send the reply and close
More Default Send Behaviors for Tickets
Desk Team, After trying to configure my default send behavior. I noticed that only 2 options were available and I am disappointed that I cannot add more. I'd like a send behavior so that when I click send it sets the ticket status to pending so the ticket
Send and Close by default
We always close tickets when replying to customers. However, the "Send and close" is the second option and only available via the send button dropdown. This is a disaster from a design point of view, because the dropdown arrow is close to the cancel button
Public Release: Implement JWT Authentication Mechanism for Help Center
Hello everyone! We are excited to announce that the JWT Authentication Mechanism for the Help Center has been rolled out for public release. This feature was initially made available on a request basis and is now accessible to all. We hope that it will
Automation#19:Auto-Close Tickets Upon Task Completion
Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,
Send and update status in the Tickets module
Hello everyone, We're excited to introduce the Send and Update Status option in the Tickets module, available alongside Schedule Reply and Send and Close. Overview of existing options Schedule reply: This option enables customer support teams to schedule
Deleting Attachments from Zoho Support Ticket
One of my coworkers asked me if there was a way to delete attachments from a zoho support ticket but couldn't find an obvious solution. Is it even possible? If so perhaps a permissions issue?
Send Email Reply Action in workflows use the agent to created the work flow even if it was triggers by a different agent
Hi team, Would just like to ask for assistance as i recently made a workflow that is triggered on when a ticket is edited. What it is supposed to do is that when Agent A clicks the "Acknowledge ticket" transition, it would trigger this workflow that sends
Optimize your Knowledge Base for enhanced visibility with meta titles
Let's dive into why a meta title is crucial to your article. Imagine a talented content creator named Elena. Elena had been working diligently on a knowledge base article for her company's website. She knew the article needed a captivating meta title
Automating WhatsApp Response with Team Selection in Zoho Desk Blueprint
Hello, I’m setting up an automation using Zoho Desk’s Blueprint to handle incoming WhatsApp messages. My goal is to send an automatic response to users, asking which team they want to speak with (Team X, Team Y, Team Z) and then route the conversation
Moving closed ticket to another department but keeping the close time
How can I move a already closed ticket from one department to another department, while keeping the close time the same? At the moment, when I move a already closed ticket to another department, the ticket will re-open in that department and I need to
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