Knowledge base printing
I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format. Bonus would include an index of keywords andWorkflow Rule is not called reliably
I have configured a very simple workflow rule: But sometimes it is simply not called, I have no idea what the reason could be. The rule has no criteria, so it should ALWAYS! run - but it does not. When I look in the ticket history, I can see that otherAccessibility improovements
I am a blind user and the site, nor any of the zoho apps are accessible to a screen reader such as NVDA, including the spreadsheets. I would like to suggest improoving access for your blind usersAdd values to Countdown Mode
Is it possible to add values to the countdown mode drop down? The longest is 2 days. I would like values for 5 days, 10 days, 15 days...Helpcenter log in programmatically without SAML / Identity Provider
Hi, I would like to know if it is possible to log in a special user programmatically when accessing the website or portal. The background is that we want to integrate the knowledge base into a desktop application. When the help is called from there, theEmail setup in Zoho support
we are pointing zoho support to our exchange server for inbound and outbound mail. I am fetching the emails and they are generating requests..Great! I am able to respond using outbound mail settings..Great! The problem is that there does not appear toCustom fields for company
Hi, it would be very helpful to be able to store central information in a central location in order to use it in workflows or custom functions. An example of a situation in which the described possibility would be very helpful: I have certain informationContacts Info - Customize which fields are shown
Hello currently when viewing a ticket. The contacts info section on the left in the ticket details only displays the contacts name, email, company, mobile and office numbers. It would be nice if there was an option in layouts as a checkbox to show a contactsCustomize the look of the rating page (customer happiness rating)
Unfortunately, the DESK feature customer happiness rating page looks like this: You can only control the following things (regarding the design): Change the Icons for the Good, Okay, Bad rating buttons Change the logo of the department You can't controlUpload ticket attachments via Drag-&-Drop
Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...Reply-all copies Help Desk
Whenever we choose the Reply-al function on a ticket, the Help Desk email is automatically inserted into the CC field. Is there any way to remove this, or do we possibly have a configuration issue?How to update custom field in Zoho Desk Schedule?
Hello everyone, I have a problem right now with Deluge coding. I found some information about the update function, but it's still not working for me. Link: https://www.zoho.com/deluge/help/desk/update-record.html I have hided custom_field and org_id inIssues with Zoho Desk incoming tickets via mail distribution list
Hi, We're experiencing recently some issues with tickets that are being sent via email. We have set a Google Mail distribution list (an alias) that forwards the mails to the corresponding Zoho Desk domain. The thing is: some of the mails arrive as, example,How can I set/insert text to the Reply Editor.
I am building an extension that can generate the response for the ticket and I want to insert the response into the ReplyEditor of user. However, check on this document I can only set the response to the ticket.comment. Is there any API that can helpSLA Config - Priority not available
Hello, I am setting up an SLA in one of our departments but when I go to set the Priority in the Escalation portion of the SLA, the dropdown list is missing the priority I am wanting to use. Please see the screenshots below. As you can see, the priorityText field length validation rules can't be defined
The "Basics of Validation Rules" section in the "Creating Validation Rules" help page reads as : Basics of Validation Rules A validation rule for a field can consist of conditions like whether a value needs to be filled in, a specific expression it shouldn'tWorking with teams
Hi Community, My team mostly depends on the answer of the "experts" to reply to our clients. We now have these experts in a field and whenever the ticket is in their "ownership" we set it in a specific status which is what makes the ticket visible toZoho Desk : integration with Facebook Messenger
Hello, When the integration between Zoho Desk and Facebook messenger is planned? Best regards, ChristopheSEO - stop search engines from indexing specific article pages on Help Center
Is it possible to stop search engines from indexing specific articles on Help Center? We have a 'Contact Us' article page on our Help Center which gets a high number of visitors originating from search engine sources. Is it possible to remove specific pages from indexing so customers have to go through the main Help Center pages instead of getting to the 'Contact Us' article directly from a web search?change layout (field order) of ticket side panel
How can i change the layout (field order) of the ticket side panel? I would like to display the most important info on the top.Request nice and readable ticket URLs
Hello Zoho and the community. I suggest you work a bit on your ticket URLs. It is hard to refer and work outside of the system with current URLs. We discuss cases in Slack or in internal email. And it always requires to go to the system to check what we are talking about. Now ticket URLs look like this. [domain]/support/[portalname]/ShowHomePage.do#Cases/dv/c29ebf16fdf488af7836c53d144a279742acf79f93f757e8 I suggest you make them readable like this. [domain]/support/[portalname]/ShowHomePage.do#Cases/9374Auto-Reply in Social Channels (Twitter)
Is it possible to automate sending an auto-reply to social channels?Create Ticket ignores a list of "secondaryContacts"
Hi, we're trying to create a ticket, with a contact to be a CC. According to the documentation, it should be a list of IDs in "secondaryContacts". But when the ticket is created, it returns an empty array. Has someone tried it? Thanks for any hint. BTWEmail alerts in workflow rule with placeholder show up a different value on date fields
Hello! I recently created a new layout for my team to create tickets, one of the fields for a type of ticket is a date type field (not a date-time, just date), then I also created a workflow rule that sends out an email alert to a user with the ticketAttention! Scheduled maintenance for Zoho Desk's EU DC will take place on Sunday, 28 May 2023 from 2:30 AM CEST to 3:30 AM CEST
Dear Users, We will perform the scheduled maintenance for Zoho Desk's EU data center (DC) on 28 May 2023 from 2:30 AM EST to 3:30 AM EST. Expect one hour of system downtime. We've scheduled the maintenance for Sunday, hoping to minimize any impact onSync between Desk <-> Analytics doesnt work anymore! Infinite loop?
Hi, since yesterday morning the synchronization between Desk and Analytics does not work anymore. It was synced and the subsequent sync has not been completed yet.Email Body as Description
I didn't want to bring back a ticket that hasn't been touched in 2 years, so here's a new one. Almost every ticket in our system is through email. The only ones that aren't are the ones that we take over the phone (~2% of tickets). For the 98% that are,Email subject formatting
Hi there, I'm trying to change the way the email subject is structured in ticket conversation. I would like to change it from Re:[## 108 ##] Ticket name to something more restrained such as Re: Ticket name [#108] . I know there are templates for notificationAuto-population of Secondary Contacts (CCs) field using a custom function
My support team needs to CC the appropriate administrative contact for an account on ticket closure. Our default template for Accounts in Desk includes custom fields to capture the names, and email addresses of 4 different administrative contacts. I haveShow Higher Hierarchy Assigned Team Tickets for Agents with Lower Hierarchy in the same Team
Hello, we have the following problem: Some of our agents are higher in the hierarchy than other agents but in the same team. We would like the agents with the lower hierarchy to still be able to see and edit the assigned team tickets of the agents withZoho Desk's Instant Messaging Update - Meta mandates OTP Buttons for Authentication Templates
Starting May 29, 2023, all newly-created Authentication Template messages must include a one-time password (OTP) button. Note: This functionality will go into effect for India-based users (IN DC) later this year. What are Authentication Templates? AuthenticationZOHO CRM Contact and Accounts not syncing with ZOHO Desk
I created a new contact in Zoho CRM yesterday (7/18/2017) but it is not showing up in Zoho Desk. I have Integrate Zoho CRM With Zoho Desk enabled. I am unable to create a ticket for my client because Desk can not find the contact that was created in CRM.Overview Dashboard value blocks
Hi, I want to create a new dashboard with the same blocks as in the "Overview Dashboard" but i cannot find them in the Gallery when i want to add a new component to the dashboard. I've added a screenshot of the "Overview Dashboard" and outlined the blockswhat languages does zoho desk supports ?
I mean in my company some people don't know English, so does Zoho have the ability to make working interfaces in the languages Arabic, and other languages to respond to Arabic customers ?Article Update Event
I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am IZoho 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 keynoteOther User from zoho desk cannot trigger the custom function workflow only the sysadmin
We were having issues with our custom function workflow where other users from Zoho Desk could not trigger the custom function workflow when updating the ticket, but when the admin updated the ticket, it triggered the workflow without issue. Is thereNew email opening old ticket
When a person sent a new email it opens up the old ticket.Multiple Help Centers
We have two Help centers setup within Zoho Desk for different brands of the business. On the second Help Center (not primary) when we enable the Sign Up option, when users are invited after approving Sign Up, the email they receive points them to theFormulario Web Zoho no funciona
Buenas tardes. He incrustado el código HTML en mi página web, pero al momento de presionar el botón enviar, no realiza el redireccionamiento a la página que indiqué y no envía como tal la información del formulario a ninguna parte de zoho desk.Next Page
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Auto-assign ticket to the agent who closes the ticket
Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensureAutomation#22 Track Ticket Duration at Specific Status
Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’sCelebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk
Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.Improve Collaboration and Communication with Mass Comments
Hello everyone, Customer service is a dynamic space where agents are often required to collaborate with other teams to resolve customer issues with quick and accurate solutions. For example, imagine multiple customers raise tickets stating that they areIntroducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
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How to add footer in the custom widget
I am creating my custom widget for ASAP integration in Moodle as i only need knowledge base and submit a ticket there in the moodle, There was some translation issue in default module widget now i found the way to create separate widget and show in theUnable to change the "credentials of login user" option when creating a connection
I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,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 asHow to add Zoho Desk ASAP to an Angular application
We are currently trying to add the Zoho ASAP widget to our Angular application. We have some questions regarding this process. What is the proper way to add the Zoho ASAP widget to an Angular application? Should we just put the embeddable script insideUse color coding for picklist field values to enhance visual representation
It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users
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Webinar 2: Supercharged customer support for growing business
Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you: Understand your customers better and their journeys to proactively support and engage them even before they ask for help. Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer serviceCustomize Colors of your Customer Self Service Portal
You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme. Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, GreenEdit 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-importantLive Webinar - Work smarter with Zoho Desk and Zoho Workplace integration
Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools2024 Email Authentication Standards: Elevating Security with Google and Yahoo
In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
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