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 whatError 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 provideHow 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 AccountingLayout 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 beI 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 toIntegrated 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 canSend & 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 closeMore 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 ticketSend 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 buttonPublic 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 willAutomation#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 scheduleDeleting 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 sendsOptimize 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 titleAutomating 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 conversationMoving 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 toDepartment Selection in Zoho Desk Webforms
Dear Zoho Desk Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho Desk. Currently, when a customer submits a webform, the ticket is automatically created under a predefined department. To improve ticketDeprecation of Google Drive and Google Sheets in default connections
Starting from August 15, 2024, Google Drive and Google Sheets services will no longer be available as default services in Zoho Desk. Reason for deprecation: Google has identified sensitive scopes within the Google Drive and Google Sheets connections,Making email templates/ snippets available in the Description field, in template layout
Hello, I would like to request the a new feature for email templates/ snippets to be made available in the Description field, in Ticket layout edit screen, just like it is in the agent email editor. Agent email editor Template layout description UseCliq Notifications for the Activities modules - Send message to cliq channel for Agent Unavailability
Dear Zoho Desk Team, We are writing to propose a new feature that leverages the existing integration between Zoho Desk and Zoho Cliq that send Cliq Notifications for the Activities modules. We recently learned about the "Cliq Notifications for Activities"Pin or Flag Comments/Emails
It would be great if you could pin a comment or email on a ticket. The interface could then have a tab that displays the pinned notes/emails for the case. From this tab you could unpin the note, or share the pin with another Agent. This could be a wayOptimize your Knowledge Base with header tags for enhanced visibility
Let's dive into why header tags are crucial for your articles. Header tags and when to use them Header tags, ranging from H1 to H3 in our knowledge base (KB) module, are often referred to as HTML elements used to designate an article's headings and subheadings.Spam Tickets
Hi Team, Last week, we discovered hundreds of messages from our customers in the SPAM Tickets Folder! Zoho Desk is classifying these messages as spam without sending them to my agents. I have turned off the Zoho Support SPAM filter, but the issue persists.Nested Picklist - Search doesn't work
Hello, The search input in nested picklist doesn't work. There an exemple : The nested picklist in the layout : Here, the word 'absence' in the list : And the search : I tried to create a new pick list, i've got the same problem. The search only worksZoho Desk mobile app: key updates from January - July 2024
Hello Everyone, We are constantly working to make Zoho Desk better and improve its mobile functionalities. Over the last six months, we have introduced some exciting new features and enhancements to the Zoho Desk mobile app. Here’s a summary of theseEffortless communication with individual contacts via WhatsApp messaging
Dear Zoho Desk Users, We have brought the option to send a WhatsApp message to a contact under the list of quick actions for ease of access. Now, agents can click the dropdown arrow next to the plus sign (+) from the top panel or use the keyboard shortcutDeprecation of Marketplace functions
We would like to inform you that Marketplace functions will be deprecated by the end of December 2024. Currently, the Marketplace supports the development of functions that can be used in extensions within HTML and resource JSON files. However, due toMy Open Tickets View is Duplicating tickets
Hello, We noticed that our My Open Tickets view in Zoho Desk is adding 2 extra tickets for the same ticket. This is happening with all of my team members. All 3 have the same ticket number and if I go into the Agent Queue and look at mine or anyone else'sDefaulting to Search in All Departments
The standard search for Desk defaults to a specific Department. You can broaden the results by switching to Search in All Departments, but this change doesn't persist. Is there a way to set 'All Departments' as the default search scope?Help Center - Close ticket button
Hi Zoho Desk Team, Basically in Help Center Portal, when there is no active blueprint there is a "Close Ticket" button in the requestors view of the ticket. But when a blueprint is active, there is no more "Close ticket" button. So my question is, isHow can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK
Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general informationUNSUPPORTED_MEDIA_TYPE when using the end point /sendReply
Hello there, I am trying to do the following in a custom function: 1. render template 2. add information to template, which I can't configure directly in template (placeholders are not offered) 3. send template as ticket response Unfortunately I alwaysRestrict and Enhanced Agent View Management in Zoho Desk
Dear Zoho Desk Support, We are writing to request an enhancement to the agent view management feature within Zoho Desk. Currently, the platform lacks granular control over agent views, limiting an administrator’s ability to streamline workflows and ensureIssues With Image Formatting when Importing Word Documents as Articles
Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between imagesPlease Enable Snippets for Agents Adding Comments
Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only theHow to share tickets automatically between departaments
I have a problem where an agent opens a ticket to another department, which he does not have access to. This lack of access means he cannot send emails or see the tickets on behalf of the technology department in this instance. When he opens this ticket,Enhance Activity Reminders with Custom Actions and Workflow Integration
Dear Zoho Desk Support, We are writing to request an enhancement to the activity reminder feature within Zoho Desk. Currently, we can set reminders for calls, tasks, or events as pop-ups, emails, or SMS messages. While these options are valuable, theyNext Page
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Announcements
Implement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Zoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23
Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the newAgents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:Zoho Desk app update - Reply via email option for IM tickets
Hello, everyone! We're excited to introduce the 'Reply via Email' option for IM tickets, in the latest version of the Zoho Desk Android(v2.7.4) and iOS(2.9.5) app update. You can now respond to IM-based tickets via email within the mobile app. This featureSpreading Love, One Ticket at a Time
At Zylker Techfix, customer service wasn't just about solving issues, it was about creating meaningful human connections. The team believed that every interaction was an opportunity to understand their customers better and offer solutions that truly made
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Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online sessionMarking a Desk ticket as Unread after merge
We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found theRe-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism
The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelistedTicket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if IArticles page into Moodle as an iframe
I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best
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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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