XML file into XLSX Zoho Desk
Is it possible to transform an XML file into XLSX format in Zoho Desk?Retain information of the ticket when ticket is moved to another department
Hi Team, Is it possible to retain the information of ticket when moving the ticket from one department to another ? The things that I would at least expect to stay with is the "ticket owner" and "status of the ticket". At the moment when I move theOn Create Workflow vs manual Macro trigger
Hi, I have a custom function that merges ticket together when they have the same specific text in the subject. If I trigger this manually via a macro it works flawlessly, every, single, time. However when the customer function is attached to an 'On Create'Email Notification text Hidden
When my CRM sends us a new lead notification into desk, everything after the first sentence is collapsed and you have to click on the 3 dots to see the content of the email. See Below.... Any idea what I can do to fix this?Knowledge Base 'Recent Articles': show less Articles
Hi Zoho, is it possible to limit the number of articles displayed in the "Recent Articles" Widget? Right now it is 5, we'd like to display only 3. We will not upload too many articles in the near future, so old articles will always remain in the "RecentZoho Desk's ASAP announcement | A demo app is on the way
We're excited to present a significant step forward in demonstrating the ASAP mobile SDK. If you're new to ASAP, here's a quick intro. What is ASAP? The App Support Across Platforms (ASAP) widget in Zoho Desk is a stand-alone app that provides in-appContacts View
Hi, I am setting up Zoho Desk with the CRM integration because Desks Twilio integration is much better than CRM. I was able to set up the two way sync and import my CRM contacts, however I am not able to filter my leads with a 'Contacts View'. When creatingDisable written feedback on articles in the nowledge base
Is there a way to disable the option to give written feedback on articles in the knowledge base/help center? I could only find articles on how to disable the feedback buttons or the comments on articles, but not the specific feature mentioned above. UnfortunatelyAdding customer as end user resulted in error
I have a customer that I created as end user, she received the registration email but it resulted in an error, see screenshot. Since then I've deleted and re-added her several times but she no longer receives the email and cannot register. We've checkedTemplates when adding a ticket
Hello, When adding a ticket and crafting a description is it possible to have the templates available? I would like to do it all at once vs creating the ticket then navigating to the ticket to send the initial contact. Thank you,Archive Tickets
Hello, As an Admin user, I can search for tickets in the search functionality, but those that are archived only appear if i click to search in 'all modules' rather than 'tickets'. One of my colleagues who is an Agent doesn't have the option to searchDESK Customers issus
I don't want anyone to see the POTENTIALS section in DESK Where can I turn it off?Switch to enable or disable sent notification when close a ticket
Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.Zoho desk -ticket attachment rename feature
Hi, I am looking to rename tickets attachments - Either 1. Rename attachment or 2. As workaround delete old and add new one with new name and same attachment data. Is this possible using zoho desk request api ?How do I deactivate email notifications for support tickets?
Hi, I have an account as an agent for my company. Right now I get emails for all support tickets, but I don't need these - I just work on the Knowledge Base. How do I unsubscribe from email notifications for tickets? Thanks.HTML Hyperlink in ticket body
Hello, I am currently evaluating Zoho Desk for our needs. We are creating tickets using available APIs and attempting to insert hyperlink (html <a> tag) in the ticket text. When ticket is created the hyperlinks are converted into blue text and actualsandbox
is there a sandbox area for testing within Zoho Desk for new features before we publish/use Would like to iron out details and configurations vs waiting offline to test customization of different configurations, and/or change a working setup. Also, don'tDeveloper Environment?
Hello! Quick question, I couldn't find it anywhere but is there any form of development environment in which I can test stuff before I apply them to a production environment?Does Zoho Desk have a Dev instance?
I'm coming from a ServiceNow Team into Zoho Desk. ServiceNow had a Developer Instance that we would configure and test, before moving it into Production Instance. Does Zoho Desk offer this? If I'm working on a trigger or workflow, I don't want to disruptHow to test the preference widget in local development mode
Hi Team, I am using a preference widget for an add-on setting purpose. I need to test the widget in developer mode, is there any way to do this, in the documentation I was not able to find a solution.Desk Sandbox
Hello folks, As most of main Zoho software (CRM, Creator...) have a sandbox account. How feasible Desk will have the same in a short coming time? Is it an option in development? Thanks!Test/sandbox/staging environment for Zoho Desk
Hi there, My company is using Zoho Desk and also the API for Zoho Desk for some internally developed features. Currently, we have a dummy department "Test" to help test our features and interactions with Zoho Desk's API before integrating a new feature.How to change the time zone for dates in email template placeholders?
Hi, We have enabled some email notifications on specific actions such as "mentioned in a comment". This uses the default email template provided in Desk, which contains the datetime placeholder "Case.Recent Comment Time". The problem is that this placeholderBulk edit for picklist and multi select fields
Right now I'm recording a lot of new picklists and their corresponding values into the system and at a point I had a change of mind and decided to rename some subsets of these values. You do allow adding multiple values in bulk but unfortunately there isn't a way to modify existing values in bulk. I guess that a spreadsheet style interface would be required to allow us to edit picklist and multi select list values in bulk.Featurecast Story 16 - Adding Images
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 16 - Adding Images Why are images so powerful? Images grab our attention quickly; we are immediately drawn to them. Consider this feature post: Did you first look at the words or image?How to create a Deal in CRM from a Desk ticket linked to same Account and same Contact of Zoho Desk ticket
I know that there is this topic: https://help.zoho.com/portal/en/community/topic/automation-9-convert-zoho-desk-tickets-to-new-deals-in-zoho-crm But I would like that the function search for a correspondence between the ticket email equal to the CRM contactDashboard stacked bar color
Is there a way to change the bar's color in a stacked bar? Correctly it shows Blue and Green I need Red and Green Thanks RudyAsterisk phonebridge outbound click-to-call error
I have installed the Asterisk Phonebrige and connected it to Asterisk Manager. Successfully received inbound call pop-up on Zoho desk. But when I'm trying outbound call, the Zoho/ztiadapter said: INFO: Inform Asterisk to Make Call ================= toNumber=Being able to see if a user is on a ticket prior to opening ticket
Some of our groups do not use auto-assignment so we would like the ability to see if someone else is IN a ticket from the Classic/Compact/Table View main screen.Desk / Contracts
Hi, Support administrators can no longer edit contracts within the Accounts>Account>Edit. Also in settings we cannot see contracts. Has something changed or do we need to change the settings under the administrators?Contacts permission control in Desk
In CRM, Can use the organization to access the contact's permission control. The creator can only see his own data. I would like to ask if this permission control function can also be achieved in Desk and how to achieve it.Supervisor Rules --> Custom Function
Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the lastJira integration, not all statusses seem to be synched
Hi There! A lot of things have changed since we last spoke about the Jira integration. It works so much better and almost in a perfect wat for us. Our setup is as follows: - We link a Desk ticket that needs bugfixing to a ticket in Jira - In Marketplace,error when answer a ticket
platform error answering a ticket. https://www.loom.com/share/58766e99624c4fffb7f25326720ce87c?sid=bc9ea105-2198-4c69-a471-9fe5bc362cc9Mark ticket as private inside a public department (activated helpcenter)
Hello, sometimes you work on tasks that should be linked to a customer, but this specific customer should not see the tickets in the portal. Currently, the following cannot be achieved: -> leave the ticket in the department -> keep the link to the contactIs it possible to customize the resolution tab of Requests
We would like to be able to have pick lists for resolution so that we can easily pull the data for later analysis. Free-text is much harder to aggregate data from. Is this possible, or could it be possible with some small changes?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?Adding a profile photo to a Support Agent profile
I have looked everywhere to find how to add a profile image to my Support Agent profile. I have one for my Zoho main account but it is not pulling through to my Agent account. I have gone to the every account location I can find, and nothing. There isSpam-Tickets in Analytics
Hello there, we use synchronization between Zoho Desk and Zoho Analytics. I would like to know if the tickets classified as spam are automatically excluded from synchronization ? I cant find a flag on the ticket record in Analytics which would tell meTracking movement between departments
I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of ticketsNext 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 asAnyone 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 callsNeed help: Different email notifications for manually created tickets vs email-generated tickets
We're trying to set up different email notifications based on how tickets are created in Zoho Desk: When a customer emails us, they should receive the standard "Acknowledge Contact when a new Ticket is received" notification When our staff manually creates
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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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