Custom Field Unique Value
It would be great to be able to prevent duplicate values for fields like "single line," "integer," "email," and "phone." Either not allow a new entry or flag the entry as its entered. Thanks RudyDesk API: Using Zoho CRM Account ID to filter Desk Account request
Is it possible to utilize the "zohoCRMAccount" field to filter the list accounts request ? We have the sync between Zoho CRM and Desk enabled and we've been trying to use both the Desk and CRM APIs together for one of our projects but we haven't beenHiding Custome Modules
Morning, Is it possible to hide a customer module but still be able to add a record via a lookup in a layout? I tried it, but it tells me I don't have access. Is it that I am doing something wrong? Thanks RudyViewing tickets by incoming support email address
OK so I'd like to view tickets by the incoming support email address so that I can decipher between company has emailed me. I have a set of 3 different support emails so company1 company2 etc etc. I'd like to create a view so that all the ones which haveSystem default SLA descriptions can't be modified
The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changesSecure hidden fields and automatic emailing based to different departments based of info selected- layouts
Good morning, everyone I have a silly question I'm trying to find a answer for and not sure how to word it in Zoho speak. i have created a few layouts for making tickets within the Customer facing portal and it's been wonderful. i am looking to create"For Agent-forwarded emails, use original sender as Contact" function
Hello. I wanted to use the "For Agent-forwarded emails, use original sender as Contact" function, unfortunately it does not work.Tell me, what can I do wrong? I'm attaching screenshots.Desk REST API - tickets attachments SCOPE_MISMATCH error
Hi there, We are trying to add file attachment to Zoho Desk Tickets using /attachments REST API. We have created a token with scope Desk.tickets.ALL Was stated in your API documentation. When using this token, we are still getting { "errorCode": "SCOPE_MISMATCH",Blocker due to connector and access token is not available in external backend service
Hi Team, We're developing an extension in the zoho desk. For authorization we're using Zoho oauth via connections. From frontend we're hitting the zoho desk rest api using request methods with connections. Docs link: https://www.zoho.com/desk/extensions/guide/request-method.htmlCustom Modules - Zoho Desk - iOS
Hello, everyone! In the iOS version(v2.8.9) of the Zoho Desk mobile app, we have introduced support for custom modules as a related item to the standard modules like Tickets, Contacts, and Accounts. This new feature allows you to capture unique information"For Agent-forwarded emails, use original sender as Contact" function
Hello. I wanted to use the "For Agent-forwarded emails, use original sender as Contact" function, unfortunately it does not work.Tell me, what can I do wrong? I'm attaching screenshots.How do I create a new ticket in extensions?
I'm a complete beginner trying to create a simple extension that creates a new ticket on load. Just as a test for something else I am working on. I've read the documentation guide https://www.zoho.com/desk/extensions/guide/introduction.html This guideZoho Desk
Do we have to pay for each agent managing tickets.Advanced search for Spam tickets in Zoho Desk
Currently there is no way to use advanced search in Zoho Desk to find content in tickets marked as spam. Please add this functionality! I believe this should not be the default, but a simple check box "Include Spam Tickets" would be helpful.Edit the Reply template
I have been looking all over and trying to figure out how to edit the reply temple to the customer. I ask because we need to edit the Subject line to match the email they receive after their initial contact. -- ie the Subject will say [XM #100] Your ticketFederated logins only picks up first name
We are using the Sign in with Google federated login but when users create an account this way it only picks up the first name and puts it in the last name field in Desk. Can you please set it so that it picks up the full name from the federated loginZOHO Desk : How to fetch the date and time of ticket status changed from Status A to B.
There is a requirement where we are writing a custom function to send an email notification to the client if no activity happened on the ticket since the 7th day or the 10th day after the status changed from A to B. For the same, I am writing a functionI 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.Limit who can submit a support ticket to your site?
Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users toEdit 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-importantIs there a way to color code desk tickets? Or distinguish the type?
We get two kind of desk tickets but there's no way of telling which one they are unless you just read and know. I was wondering if there's any way to color code them?Enhancing Self-Help Opportunities: Positioning 'Related Articles' Below the Subject Field in the 'Submit New Ticket' Page
Hello, I can't seem to find any resources on how to customize the "Submit New Ticket" page in the helpcenter. Basically i just want to move the "Related Articles" display from the right to below the Subject field, please see example Screenshot from ourChanging the colour of the "View Ticket" link in email templates
How can I change the colour associated with the placeholder ${Cases.SUPPORT_PORTAL_BUTTON} ? It's currently green and I need to change it to fit in with the branding of the rest of the deskTicket description field
Hi, I wanna know can we remove the editing option from ticket description field? I want to use simple plain text instead of editing options on the top to bold, color change, italic etc ThanksPin comment to top of ticket
Hello! I tend to leave comments on tickets I have open in Zoho Desk, but a lot of the times, I find myself having to comment down a "to do list" , which after emailing back and forth with users, I have to keep copying the comment to the top of the ticket.Mass download attachments across tickets
I need to mass download an attachment from tickets going back over a year in one of my organization's De3sk modules. All of these attachments should be named PublicInformationRequestForm.pdf. Is there a way to do this without manually opening and downloadingSort by Ticket ID
An agent swore that previously they were able to sort tickets in their table view by Ticket ID and that this functionality is no longer avaiable. I never experienced the functionality and was wondering if anyone has been able to sort by ticket ID? TipsSnippet - Ticket Field Variable
Does anyone know if Snippet supports ticket field variables or not? Example: Order # {{ticket.replacement_order}}. Tracking Number: {{ticket.replacement_tracking}}Hello i need To Extract Only ticket Body text. how can i acheive this
Hello Guyz! i am facing a issue on Zoho Desk in Ticket i want to integrate Zoho Task and Want the Ticket as Zoho Task Description. Any Guidence Please!Wrong website configuration | x-frame options or a content security policy
Sometimes there is an error that is visible in the screenshot. I have translated the content of this error. The problem has been persisting in the Firefox browser for a while and is due to a misconfiguration in Zoho Desk. This error is also occurringFinding and cleaning contacts that never open a ticket
I was automatically adding the records in CC to the contact list in my tickets. However, when I wanted to find the relevant contacts and send them an e-mail, I saw that there were many unnecessary records in my contact list. For this, I want to list theCustom field formating
When I create a custom field, whether I select Currency or decimal as a field type I have two issues; 1- the system will place the entered value to the left of the field 2- if the entered value is "2.00" it will change it to "2" not "2.00", also if theAdd contact to Help Center
Good day, Can the contacts be added to the Help Center so users can search for a contact when they log in? Thanks RudyUpdates to Accessibility Controls in Our Help Desk!
Hello everyone! Accessibility controls in Zoho Desk are essential tools designed to ensure that agents of all abilities can effectively engage with our platform. These controls play a crucial role in removing barriers and providing a seamless experienceEnable Merging Tickets from Different Departments in "All Departments" View
Dear Zoho Support Team, I'm writing to propose a new feature for Zoho desk: the ability to merge tickets from different departments within the "All Departments" view. Current Limitation: Currently, Zoho desk restricts merging tickets from within the "AllKnowledge Base UI
Hi, How can i log into the Knowledge Base in Desk using the same user interface the customers see instead of the user interface agents see. We would like to use the knowledge base in Desk for more areas of our business, but the default view for agents isn't as intuitive as the customer view. How can our agents use the same view as the customers or can we use CSS to change the existing agent view? I can only see an option to customize the customer view, not the agent view. Customer View (this isZoho Desk Hours/Time Entry
Good afternoon, I'm attempting to pull data from Zoho Desk into Zoho People for reporting/payroll use. With this I was trying to create a flow which works great up until the point of actually grabbing the hours from Zoho Desk, and adding those to ZohoKeep CC's on Forwarded emails
Hi We have a common case where an agent receive an email from a customer into their private address. Then this agent forward the email to the DESK account and this raised a ticket associated to the customer account. But if the first email from the customerEmail adding to existing ticket
hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forwardRequest to Change Ticket Display Layout
Hello Zoho Support, I hope this message finds you well. I am writing to request a change in the display layout of our ticket information within Zoho. Currently, the ticket information is displayed on the left side of the screen. However, for better visibilityNext Page
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Automation #6 - Prevent Re-opening of Closed 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. Typically when a customer submitsAutomation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth andAutomation #7 - Auto-update Email Content to a Ticket
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. Email is one of the most commonlyAutomation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have TerenceNew features and improvements in Desk's integration with Zia powered by GPT
Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancements
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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 theRequest 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 asAutomation#21: Track Ticket Transfers Across Departments
Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved betweenAnyone 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!Twilio Phone Integration - Sub Accounts
We have been using the Twilio phone integration with Zoho Desk to manage inbound support calls for our clients. However, after moving some of the client's phone numbers from our main account to a sub-account in Twilio, we have stopped receiving calls
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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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