Set resolution mandatory field
Hi, i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho deskDirect Assignment Rules not assigning correctly to designated persons
I have set up direct assignment rules for account name, written exactly as per the CRM data. But tickets are not assigned, newly incoming tickets from registered accounts remain "Un-Assigned".Want to categorize your tickets by topics as soon as an agent responds? Here's how…
We really needed to group our Zoho Desk tickets to categories to analyze them in Zoho Analytics. This custom functions does it for you. Thanks to Zoho employee John and his colleagues who gave me the idea at Zoholics 2022 in Frankfurt. This custom functionConsideration of the OnHold-Time for the calculation of the Average Resolution Time?
Hello all, under Contacts I have the option to view the "Average Resolution Time" of Contacts and Accounts. I would like to know if the hold time is taken into account? Example process: - Ticket A is created 08:00 AM - Ticket A receives status of typeRefreshing new UI for the Contacts module in the latest version of the Zoho Desk iOS mobile app
Hello, In the latest version of the Desk iOS mobile app (v 2.6.11), we have brought in a refreshing new UI for the Contacts module. Users can now add new tickets via Contacts. We have also given a gist of Contact level ticket statistics (i.e., Open, OnUpdate time entry - set invoiceId null
Hello, we have a problem, the invoicing with the zoho books integration did not work correctly! We need to remove the InvoiceId link for certain time entries, because the time entries do not belong to the correct customer for whom the invoice was created.URL's to Tickets, Attachments and Reports with Scheduled Reports
Hello, We created a scheduled report to be sent out to manager at the end of the day about the tickets that are created 'TODAY'. However we want them to be able to click to the URLs of the tickets to view or URLs of the attachment to view/download orModify popup message?
I have set a workflow to block agents from closing a ticket if there are empty fields (Ticket Type and Category). Doing so skews our reporting. However, when agents select "Close ticket" they get popups stating “Status has been successfully updated”.Creating & closing tickets with emails
We use an RMM package called Atera and are attempting to use it to automatically generate tickets when a machines/resource goes down. Generating the tickets is the simple part, but I'd like to be able to automatically close tickets if the issue resolvesIntegrateZohodesk with third party calling app
Hi, we are looking for API CTI integration to connect our SIP-based Call solution to Zohodesk. We need at minimum basic functionalities such as a contact popup on incoming calls, click-to-dial, call logging, and similar. We already have our phones andAutotranslate KB Categories in Zoho Desk Help
Hello, is it possible to autotranslate KB categories in Zoho Desk Help Center? Thank youZoho Desk Ticket Tags - Allowed Values
Hello, I tried pushing tags to a ticket through the API endpoint "Associate Tag". When I push the value "test" , it works, but when I push the value "Interesting" I get the following error message: { "response": { "statusCode": 422, "body": { "errorCode":Ticket template with layout information
Hello, I noticed the following very user-friendly behaviour. The ticket templates are only displayed for the matching layouts. This means that if I want to use a ticket template that does not use the standard layout, I have to click at least twice untilParentwindow reference error
Hello, As we cannot directly upload our extension to the Zoho desk. Firstly, we have to make a node app and upload the zip file. So, I load my third-party application in an iframe within the widget.html file. Now I want the contacts from the Zoho DeskCreating Work Orders/ Zoho Support
Is there a platform that will allow me to create work orders based off of tickets from support? If not is there anything you suggest that will help with this task?I want to automatically link tickets sent by deluge's sendmail function to customers registered in Desk.
Hello! I am trying to send an email using deluge's sendmail function. I want to automatically link a customer registered in Desk with a ticket sent using the sendmail function. I'm struggling because it seems to be difficult to use the customer's addressMore views for Help Center
The current iteration of the help center allows for viewing/sorting Open, On Hold and closed tickets. It would be nice if end users could view a combination of tickets. Perhaps make these check boxes rather than drop downs or add filters for All ticketsModify logo on exported PDF article
Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you AntonioNotify only specific agents when they are mentioned in a ticket or comment
Hello, By default, when an agent is mentioned in a Ticket or Comment, the agent can be notified. This setting is located in Setup > Notify > Notification Rules > Agent Notifications (section) > Mentioning in a ticket. This setting is an everyone-or-nooneChange "reply to" email address
I'm trying to find a way to change my "reply to" email address. By reply to, I mean, after a user submits a ticket i'd like my replies to come from a particular email address. Could someone point me in the right direction to se this up?Adding tags to a view
Tags doesn't appear to be added as a column in views. Is there a way this can be added without making it a custom field?Introducing My Area Ticket Filters in Help Center
Hello all, With our constant efforts we are enhancing our help center feature in a timely manner for a better customer experience. We are excited to announce that the option to filter tickets in the My Area section of the help center is officially upChange creator of a Department
Hi, we are facing an issue, that our nearly finished configured department was created by a user, which does not exist anymore. Therefore we want to change the creator of the Department. The problem is, that if a notification is sent from this department,Send an email to our internal support email address anytime a ticket is created
I'm sure this is simple and I am just missing it in the KB, but We want to set it so anytime a ticket is created it sends an email to our own support email address as a notification. I can't seem to find the setting that will allow this.Access Contact Fields from Ticket Template
Hello, I am synchronizing my CRM Contacts -> Desk Contacts so that I can have more useful templates to respond to customers. The issue is that I cannot seem to access any of the Desk Contacts information as a placeholder when I am creating the email templateerror on activate several workflows
Hello, when I try to activate several workflows one after the other, I get this error message: In the network tab in the chrome devtools I get the following response when I try to execute the action: {"errMsg":"URL_ROLLING_THROTTLES_LIMIT_EXCEEDED"} WithCreating a report to group tickets by days open
Hi there, I'm wondering if there is a way to create a report to show tickets open by a certain amount of days i.e having visibility of tickets open for 20 days, 25 days, 30 days etc. I know you can add ticket age to the report but it displays in hoursAutomation / Supervise / Time-based Rule - not sending?
My time-based rule is not sending emails as designed, please advise on what I have missed: Name: 36hr reminder Business hours: Calendar Criteria: Status / is / Awaiting Customer Hours since agent responded / is Greater Than / 36 Actions:Arrange articles in Help Center
Hello, is it possible to show the articles in the help center with a custom order? The only options I see are: Order By: oldest first/newest first Sort By: created time/modified time Thank youthe body of the email message that creates a request should become the description of the request
Since the search engine does not consider the content of the emails, if the body of the email message were to be copied into the description, that would facilitate the location of a request. Also, since most requests are created by email, it seems odd that the description box is usually empty...How to automatically approve community posts?
When a user makes a post in the community the system always asks for an approval from us first. Is it possible to disable this setting and let any registered user post freely? I can't find this option in the settings.Is there any way to make the ticket or task sidebar wider?
Is there any way to make the ticket or task sidebar wider? with the new UI, it seems that Zoho Desk has introduced Full Width/Adaptive/Focused Layout but none of these make the sidebar any wider. This is a problem for us. We have so much white space inCrating a layout for particular sention
Hi, I am using CRM Plus in organisation. And my problem is that I am creating one layout for particular section and I want to add some lookup fields to auto fill all details when I select the account or contact on when I am creating a new ticket. That'sAuto close missed phone calls outside of telephone service hours
Hey there, we only have 3 hours of telephone service on 4 days a week. I try to create a workflow or rule which auto closes tickets from calls which where outside of telephone service hours. For example i would like to auto close missed phone call ticketsDoes Zoho desk allow for paid communities?
Hi, I’m interested in software that allows me to have paid communities similar to what “Mighty Networks” does. Is this a thing here?Are agent roles mandatory?
we're a small office with only 8 Agents. I have inherited Zoho and found that we don't really need Users and Control | Permissions | Roles. Are Roles mandatory or required? What happens if I delete them? (other than moving the Agents to the top rolePlease allow characters in tags like periods (.) and hyphens (-)
In our previous helpdesk system, we tag tickets with the website domain/project it is in relation to like domain.tld but I have just noticed that in Zoho Desk, it strips out characters and becomes like examplecouk. It would be really helpful if you couldRead receipts via zoho desk
Is there an easy way to set up or enable open receipts tracking for emails sent via zoho desk? We would like to be able to determine if a customer has opened the email we sent via zoho desk.SLA Activation problem
Can you help us in our problem? We currently have 2 SLAs. 1. New to In-progress 2. In-progress to Closed were currently having problems with in-progress to closed. We chose Status field update on "When do you want to execute the SLA". but every time statusSend Desk invitation from a specific email address
Hello, is it possible to always send users Desk invitation e-mail always from a specific address (regardless of the user sending the invitation)? Thank youNext Page
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Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childAutomation #3 - Auto-sync email attachments to 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. Most of our customers use emailCelebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk
Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.Use color coding for picklist field values to enhance visual representation
It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow usersTrack individual and team performance with essential KPI metrics
Hello everyone, Dashboards provide both real-time overviews and detailed summaries of important business data that support strategic analysis, planning, and decision-making. They provide a snapshot of the team's progress resolving tickets, performance
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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 theUnable to change the "credentials of login user" option when creating a connection
I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,Request 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 asHow to add Zoho Desk ASAP to an Angular application
We are currently trying to add the Zoho ASAP widget to our Angular application. We have some questions regarding this process. What is the proper way to add the Zoho ASAP widget to an Angular application? Should we just put the embeddable script insideAnyone 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!
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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