Contacts not syncing properly from CRM to DESK
Hi Guys! I'm currently experiencing an issue with our Syncing between Zoho CRM and Desk, specifically regarding the Contacts from CRM into Desk following up I'll try to explain the issue as clear as possible in order to reflect my real issue. 1.- We have
Desk incorrectly merging similar tickets
We have a process for offboarding employees. Email comes in from HR to our Desk. As it's a partially automated process from their HR template it has similar subject, with similar people CCed for other departments. For some reason Zoho Desk is merging
Help Center Portal (Background Image)
Hi Zoho Desk Team, Regarding customization of the help center portal, could you share with me on what is the exact size for the background? Although it says in the Appearance tab with at least 1200 x 630 pixels. But when I upload the image it clearly
Copying help desk tickets to an external Email
I would like ticket notification to an external Email address when new help desk tickets are opened or when a reply is received to our answer. I'm pretty sure this was working for us but stopped. Thanks for the help
Attachment added notify
Hi Zoho team, Is it possible to email notify someone if an attachment is added in the ticket? Requirement is when an attachment is added in the ticket, ticket owner will be notified
How to generate Zoho-oauthtoken for Google Sheets
Hello, We are trying to send a Zoho Desk ticket reply from a Google Apps Script. We are stuck at generating the Zoho-oauth token mentioned in the Zoho API documentation. First, we started by going here: https://api-console.zoho.com/ From the available options, we chosed client based app: But on the next step, we don't understand how to fill in the fields: Again, we are trying to use Zoho Api from a Google script (https://script.google.com/......) that will be run when we press a button in a Google
Tickets without registration
Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
Multiple ticket layouts in Zoho Desk
I am trying to create additional ticket layouts for a Department in Zoho Desk, but I do not have a button to create them. I have found multiple references to this being a Beta feature that must be activated. Can you please advise if this is still the
Email Deduplication for Zoho Desk
I'm currently evaluating Zoho Desk. Everything looks good, but we have some services that auto-email our support address once per hour if there's an issue. The subject line is identical between these emails, and I'd like to see them auto-merged when
Web Browser Error Encountered by Users
When our user is logging a ticket via browser, she is receiving this error below. Kindly refer to the error message and sample screenshot. Already advised to clear cache of her browser. Insufficient privileges to perform this operation. Please contact
Customer Response to ticket not pushing ticket back to top
Hi, We have noticed recently that when a customer responds to a ticket that this ticket does not get pushed to the top of the queue so often are agents are missing the responses or having to go back multiple pages to find the ticket. Is there any way
Need to sort tickets from the account view
I would like to be able to sort tickets by status or date while viewing an account.
Ticket sorting in HelpCenter
Hello ! Is it possible to create a filter in the HelpCenter in order to sort the tickets by its state? That feature would be very useful since our clients will be managing a lot of tickets, and they need to sort them. We already have a feature in Zoho
Include Secondary Contacts (CCs) on Workflow Alerts
Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem
Share Link to Ticket and Paste To Ticket does not always work
Like the title says, sometimes I click that little link icon in the sidebar and it works fine, other times nothing happens. More often than not, nothing happens
Reassign and Delete Team - Closed tickets are also processed!
Hello, when I try to delete a team I get the following message: According to the message, open tickets and open tasks have to be linked to another team or to an agent. However, when I perform this action, closed tickets are also processed according to
Is there a way to show Contact fields on the Ticket details view
Hi, I would like our agents to see Contact's custom fields right in the Ticket details view. Right now they need to click through to the Contact details to see. Is it possible?
Zoho Desk associate accounts with contacts
https://desk.zoho.com/DeskAPIDocument#Contacts#Contacts_Associateaccountswithcontact - API method // paramMap = Map(); dataList = list(); rowMap = Map(); rowMap.put("id",Account_ID); rowMap.put("isAccountTicketsViewable",true); dataList.add(rowMap); paramMap.put("data",dataList);
Zoho Desk and Schedule Services Zoho Bookings
Hi, I am using Zoho Desk as a ticket system and Zoho Bookings to schedule different services. Zoho Desk is my nerve centre and i would like to use Desk to invite the ticketcreator to book a Services in Zoho Bookings. Example. I am having a Service called
Export KB Articles
Any updates when we can get the KB articles exports to show the tags and not be corrupted?
How to sync Desk & CRM contact via api
Hello, Is there is a way to sync contact in Desk using for example CRM id, like what we have in Zoho Books "Import a customer using CRM contact ID". I know that there is Integration in the marketplace but this is not what I'm asking for or what I need.
Set custom header on webhook request
Hello everyone, I am playing around with ZohoDesk webhooks and I would like to know if it possible to add one or many custom header(s) on the request. The webhook is connected to my API which requires a oauth2 token (bearer). I am currently unable to
How do I grab the thread in a custom function?
I need the sample code for grabbing thread content from an email and put it in ticket description. Do I need to make an API call for this? When I tried making an API call for the thread content, I got an error for: {"errorCode":"UNAUTHORIZED","message":"You
Emails Are Not Creating Tickets
Hello, we have a support Desk for our warranty division and, as of recently, is not generating tickets from emails sent to it. We have Email Fetching enabled and our mail trace shows successful delivery of the message from the sender to the recipient.
Parent Child extension
Do you know if this extension allows for Parent-Child relationships to be listed on the main page. For example, can we have the parent listed, and the child listed underneath it. For example Ticket #475 is a child to ticket #502 but I have no what of
Is there a Workflow Rule that can Auto-Gen Account Name based on Customer Email?
Hi, I'm very new to Zoho Desk and don't have much of a developer's background. I've tweaked with workflow rules, but can't seem to create one that can auto generate the Account Name based on the e-mail from our clients. Is this difficult to create and apply?
Adding Multiples of the same Product to an Account
Hello I have added all of the products I sell, I do not wish to add each individual product with a serial number because I will not be able to report all accounts who have Product 1 etc. My accounts may have 5 x 'Product 1', 3 x 'Product 2' etc. I cannot
Integration with Zoho Books - Item Selection
Is there a way to specify the item in Books when creating an invoice from Desk? Right now it puts in the ticket number and subject in the item field. It would be much nicer to specify an item, for example "Help Desk", which has a price list for each customer
Specific Email from Outlook to Zoho Desk Ticket
Hi All, Can anyone help me please? I am trying to forward or automatic send an zoho desk tickets from my outlook if I received email, but with specific email address only.
Pop-up custom function
I am trying to create a custom function in zoho desk to generate a pop-up or message to slack as soon as an agent makes a public comment using internal naming information. I really struggling with zoho's deluge script. Should I be using a webhook or is there another way to do this?
Zoho and Slack integration
Hello, Can someone please tell me where the numbers from this stats come from? This is the extension of slack and zoho desk. I get this notification every day at 10 am CET in my slack channel but those numbers are not from daily tickets. That is wrong.
Pictures in Attachment dont open while using FireFox as an Agent
When a picture is attached to a ticket, the agent who is using "FireFox" as a browser cant open the picture. When clicking on the picture it will not load and just show an infinite loading spinner. Downloading the picture and open it is working only clicking
Auto-Assign from an email reply
I believe I have seen similar requests, however, I don't believe that there has been an affirmative answer. When I get an email from the Desk as an Agent and I reply to the user from my Outlook email client, the ticket is not automatically assigned to
Trigger Workflow only contacts from a company emails into ticket
Hi Zoho Team, I am trying to create a workflow that updates information on a ticket which is working fine in terms of the updating. My issue currently is I only want this information to update when an email is sent in by the ticket contact. For example:
Make a ticket unable to close if a field is not populated.
Currently we have a system in place that automatically E-mails our ticketing system to create a ticket when we have failures. When this ticket is created we have an empty failure field. Our developers will pick up these tickets to fix the issue. Currently,
Can't delete a state from the blueprint which isn't used in any tickets
I'm getting a warning that a state which is currently associated with a ticket can't be deleted when I try to delete a state from a blueprint which isn't being actively utilized in any of the tickets. I have created a view which specifically checks all
What CSS codes do I need to change visual elements in the Help Center?
Hello, We often get requests from customers to change or remove certain elements within their Help Center template. With the help of other discussions here on the community page I managed to remove elements or make them invisible, so that's a great start!
Export KB articles with URL/Permalink
Is there a way to export a list of articles along with the URL/Permalink?
Suggestion : link KB with Accounts
Hi Zoho teams. I think it could be good to link KB articles with : accounts in order to easily find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going !
how can i delete a forum from Community?
Hello, I couldnt delete the forums that i didnt wanna use it anymore. i could just do them disable.
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