B2B2B SaaS: How to visually identify affiliate-referred clients in Zoho Desk ticket listings?
We're using Zoho Desk standalone (without CRM) for our B2B2B SaaS company, where we support both direct clients and their end customers. Challenge: We need agents to visually identify tickets from clients who were referred by specific affiliates directlyHow to change back to the old version in zoho support
Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate.Agent working hours
Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc.First Insight - Find your Fields
The Wheels of Ticketing - The Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, usersHow to Search Records Using Zoho Desk API with Custom Fields - Account, Contact & Custom Field
🔍 How to Search Records Using Zoho Desk API with Custom Fields Hello Team, Today, I’m excited to share a useful tip on using the Zoho Desk Search API to search data like Contacts, Accounts, or any other module using custom fields. This includes searchingTwo footers in dialogue module
This makes the design look messy. We just want one. We would also like to customize the things that we want there.Paid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? TheBlocking Specific Emails in Zoho Desk
Hello! I would like to know if it’s possible to block a specific email in Zoho Desk so that tickets are not created from it. Could you guys help me with this question?Where do we manage tags?
Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?Happiness Feedback Report
Hello, I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and IEngage Users with Easy Reads
Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledgeDeprecating Public Comments
Currently, Zoho Support allows users to add comments to a ticket and have these comments visible on the customer portal. These are called Public Comments. We intended these to be a convenient way for agents to let both customers and internal stakeholders know of developments in a ticket. Since then, we've added better and more elegant ways for agents to communicate with customers and employees. Naturally, the usage of Public Comments has come down over time. After studying its usage carefully,New Asap Widget How to update my code
I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directlyReply-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?Prevent duplicate with custom fields?
I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number noMy workflows not working
Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not haveHow 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 ofFilter contacts based on selected category in Zoho Desk ticket
Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?How can I view Help Center articles in 'Sandbox' mode?
I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.Increase size of description editor when creating new ticket
Please can you consider making the description editor in the create new ticket form a resizeable area as by default, it is very small and there appears to be no way to increase the size of it.Ticket Resolution - Add rich formatting, screenshots and attachments
The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solutionTicket duplicating when multiple "To Address" are messaged
Hello, I want to know if there is a way that I can stop the duplication of tickets when clients email multiple emails related to the same department at the same time. In our case, we basically use ZDesk like email. Each agent has a designated "To Address"Using tickets to train Zia
Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into aReply via email for IM tickets
Ability to respond via email to tickets opened via IM channels, such as WhatsApp, Telegram, etc. Currently it is only possible in calls opened through Socials channels.Deprecation 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 toCreate an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand foris it possible to change language based on webpage language?
Hi is there a way to change the asap ticket form based on the language our webpage is in? Our webpage got 2 languages atm. so we would like asap to change accordingly. can only see a solution to change it to one other language? Best regards MichaelEmail address ZOHO suggestions in replying - how to delete unwanted suggestions?
Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where oneOnly use 'Teams' in a department / Remove 'Agents' option
I've sent an email too but thought I'd also post here. In our business, we do not want users to to select agents for tickets. In our previous ticketing system, for each ticket, we can only select a 'Group' and an agent within a group. Which was perfectIncrease Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operatesZoho Flow Doesn't Detect Desk Custom Field Change
I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs asFetching first response time
I recently used python and Zoho desk api to fetch all tickets, but checking the columns I can’t find first response time which I want to use , I could only calculate resolution time from created time and closed time. How do I go about getting first responseEnable Snippets and/or Templates option in outgoing Emails
Hi, Currently Snippets and/or Templates are only available in reply emails but not when creating new outbound emails: https://help.zoho.com/portal/en/kb/desk/ticket-management/ticket-replies/articles/sending-emails-and-converting-it-to-a-ticket SinceExported Knowledge Base Article - text is simply cut off
Hello, I have discovered a bug, when exporting a KB article (PDF), line breaks are ignored. The text is simply cut off, that's not acceptable at all!Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing
All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, itSub Department module
please create sub department section under Department module. so much work will be reduce when this feature is available.Adding Users in a team to be able to view all tickets
I need your kindness to guide me on how to add users in a team or group to be able to view all tickets raised by all users in a particular help center.Time Entry warning
Is it possible to configure a warning/alert when a ticket exceeds a set amount of Time?Display name in Zoho Desk Ticketing system
We are in the trial phase to implement a Ticketing system. As our company uses several generic emails, such as service@abc.com and service@xyz.com across different branches, the uniqueness of usernames (full names) becomes crucial for our business. WithoutNext Page
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Knowledge base articles is now available in the Zoho Desk mobile app!
Hello all, As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization. We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app. This feature is already available for Android users. KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update theIntroducing the 'Send as Email' option on the Zoho Desk iOS mobile app
Hello everyone! In the latest version(v2.10.2) of the Zoho Desk iOS app, we have brought in support for the 'Send as Email' option while creating a ticket. This feature enables you to reach out to the customers by sending outbound emails. The emails areAsk the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations toUI and other enhancements in Community module
Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the followingZoho Desk: Q1 2025 | What's New
Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now
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Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations toZoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOSEnable Snippets and/or Templates option in outgoing Emails
Hi, Currently Snippets and/or Templates are only available in reply emails but not when creating new outbound emails: https://help.zoho.com/portal/en/kb/desk/ticket-management/ticket-replies/articles/sending-emails-and-converting-it-to-a-ticket SinceB2B2B SaaS: How to visually identify affiliate-referred clients in Zoho Desk ticket listings?
We're using Zoho Desk standalone (without CRM) for our B2B2B SaaS company, where we support both direct clients and their end customers. Challenge: We need agents to visually identify tickets from clients who were referred by specific affiliates directlyHow to get the call recording external ID via desk API
I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
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Zoho 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 keynoteUsing Agent Email Address as From Address
Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage. Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions aboutEdit 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-importantWebinar 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, Green
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