Do contracts support prepaid blocks of time?
We have a need to create prepaid blocks of time and track them. Can ZoHo Support or any other ZoHo product provide this? Thanks, Sean
Contracts as Prepaid blocks of time
Does the Zoho Support tool or any other Zoho product support prepaid blocks of time. For example if a client purchases 10 hours of support services, then we would like to deduct time used from that block of time. Then as the time is exhausted, or more
Request : Additional Account Lookup Field for Ticket Layout
We need to assign 2 separate "Account" fields from the "Account" module on ticket forms. Our use case is as such : We do reply to our global distributors on tickets and the "Account" field is normally used to mark the tickets based on our distributors'
Adding Custom lookup fields in ticket creation (Zoho DESK)
Hi everybody!: From my experience, i see that when creating a Ticket in Zoho DESK, the form uses the fields Contact name, Email and Telephone as lookup fields. This works fine but in not-so-developed countries like Paraguay (where i live) we use the Document
Pulling a record in a custom contact field to a custom ticket field
Hello Everyone, I am trying to know on how do I pull information(in a custom field) from a contact so it automatically updates when I fill in a ticket using the contact name? Example: When I lookup an account: It auto populates the other fields such as
Lookup Fields in Desk
I would like to create a custom lookup field in Desk to look at contracts in Desk - can' seem to create a custom look up field.
Custom Lookup field Zoho DESK ticket
Our use case is the following: When agents take a call and open a new support desk ticket, our customers have a client ID which is a 3-4 digit number. We want to lookup the CLIENT ID number so it populates the account name, if we do lookup for account
Turn off notification new whatsapp conversation
Hi, How can I turn off this notification I get when someone starts a new whatsapp conversation?
Field Dependency rules based on multi-select picklist
Hi, Is it possible to create field dependency rules based on a multi-select picklist field?
Frustrated by support for Whatsapp in Zohodesk
I am posting here in the hope of hearing from someone at Zoho. Recently, we attempted to integrate our Whatsapp in Zohodesk. Working with the support team, we successfully completed the verification process to migrate our number into Zohodesk last week,
Desk Merging New Email Requests to Existing Tickets
Can anyone confirm what criteria Zoho Desk uses to determine whether an inbound email creates a new ticket or is added to an existing one? I had assumed that an email would only update an existing ticket if the subject contained the ticket number e.g.
Ticket number is not correct in the mail body [Feature: Sending Scheduled Reply to Tickets]
Hello there, I have noticed the following error, it relates to this new feature. When a scheduled email is sent, the agent who configured the email receives a confirmation email. This contains the correct ticket number in the title, but the number in
Schedule ticket responses
I am often up late working customer tickets, but I don't want the customer to know that I am working at 1am, or I have a customer that has a follow up question to every reply, and I need to space the responses out a bit so I can get some other work done.
Schedule response to customer in Zoho Support
A lot of time we receive a ticket, and would want to respond to it immediately, but in an effort to stick with our SLA, we respond, and save the draft, to send at a later time. Unfortunately, in a lot cases, at that "later" time, we forget to send that
Delay send for ticket responses
Is there any news on being able to delay send ticket responses similarly to delaying sending emails. I don't want customers to know I am working late into the evening and would like to delay the response until the next morning?
Schedule email response from Zoho Desk
Would like to schedule responses to tickets opened by customers to be sent at their morning time. Is this possible?
Allow field dependency definition between multi-picklists and multi-picklists
The "Page Tips" entry paragraph on the "Field Dependencies" setup page says that : Field dependencies are filters that allow you to change the contents of a picklist based on the value of another field. You can create dependencies between two pick lists
Open ticket directly if the search string is exactly the same as a ticket ID
Hello there, from many other systems, I am used to the fact that the element I am looking for opens element directly if you have used the exact ID as the searchstring. This saves a few seconds and a lot of frustration! Example: I want to search/open the
IM WhatsApp chat initiation
WhatsApp is integrated on our Zoho Desk IM. Purpose of the integration was to offer a better client experience when communicating with clients. WhatsApp business cannot be managed effectively and multiple conversations cause some client chats to be missed.
Zoho Desk, Customer Hapiness rating
Hello, is it possible to remove the smileys from the Edit Rating ? So when the mail is sent, it will just send text, without pictures (as in the Zoho support's mail). Thanks!
task flow from Desk to Projects
Hi, we are using Zoho Desk and Zoho Projects to manage and resolve customer support tickets. New ticket come in via Desk, after qualification and review, the ticket gets moved to Zoho Projects. In order to do this, a task in Desk has to be created. so
Building Extensions #11: Creating widgets with the JS SDK bundle in Zoho Desk - Event API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we discussed Data Storage APIs, their use in extensions, and how to use them in your Zoho
Knowledge Management with Zoho Desk - Upcoming Webinar - Register Now
Hello all, We are gearing up for our eighth session in the webinar series. Webinar Topic: Knowledge Management with Zoho Desk Date & Time (PST): December 13, 2023, at 11:00 am | Registration Link: https://zurl.co/iUHQ (IST): December 13, 2023, at 11:00
Email Ticket
Is there a way i can create a rule to have the system forward a ticket to an email after creation based on the subject? Thanks Rudy
Contact Name - First and Last Name
I've enabled integration between CRM and Desk and so far, this seems to work fine. This syncs contact first and last name in Desk with contact first and last name in CRM. Problem I am experiencing is that when in DESK a new contact is created on incoming emails, it puts first and last name combined in the last name field. So - if name is John Smith, it creates a record with first name = empty and last name = John Smith. This creates a lot of data maintenance which I want to avoid. Is there a setting
ticket reopen again after rated
when ticket closed, It re-opened again after client rated it.
Email Body as Ticket Description
Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would like
HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions
We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer
some emails are not getting forwarded into zoho
I've noticed over the past couple of days that sone emails are not being forwarded into zoho. I see them in my Gmail inbox, so the issue doesn't appear to have anything due to email filters. Anyone else experiencing this?
Summary Time Fields
Night all, I am having a challenge, and I do not know if I am doing something wrong. I have created a status report, using the "Ticket" Table as the primary table. My issue is when i select any field from the "Time Entry" table and there is more than
2 different email channels for same department - how to control notifications?
Hi, I'm thinking to add another email channel to my Support department related to training. The reason is that training is done by the same team, so I want to gather all the stats under one dept. Currently I have an email 'support@company.com' and want to create a new email, 'training@company.com' to open tickets within the same department. Is it possible to have emails coming in from training@company to: not receive the ticket creation/closure notifications have them follow a different (simpler)
Notification to customers when I use a Zoho function
Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
Calling a function within another function
Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get
More Improvements for Ticket History
Please improve the ticket history it is tough to navigate - Include full time stamps, relative time stamps aren't as easy to work with or helpful when you're trying to look for exactly when something occurred. - Allow Time/Date filters
From Address verification is not working
Just a heads up that the verification process for New From Addresses is not working - no verification email is sent. I have confirm with Zoho Desk Support that this is a known issue that is apparently being looked at by the developers. It would be nice
Enable bulk actions on archived tickets
Hi, As per the presentation of the Bulk Action (https://help.zoho.com/portal/en/kb/desk/for-agents/articles/performing-bulk-updates-in-zoho-desk), it is not possible to perform bulk actions on some specific views. I don't really understand this restriction,
How can i fetch the all fields in GET /api/v1/tickets
Response dose not content all fields and also my custom fields which I want to fetch
Live Chat in Zoho support
What is the difference and similarity between the live chat feature in Zoho Support and Live Desk?
Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?
First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
Exposing endpoint in extension
Hi Team, Is it possible to expose an endpoint from extension such that I can send payload to extension from an external service ? If not , can you help me with the workaround ?
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