Zoho Desk - how to see date ticket created?
We have migrated from Help Scout and are a customer service team, not a technical ticket team. (i.e. we don't have 'due in X hours' needs) We are accustomed to seeing the date the customer sent the email / ticket received. I don't see a way to display this very basic information in the Views. Please assist with how to display this.
Not able to create a new, second help center
Hi. I'm not able to create a new, second help center. How can I solve this problem?
Contacts and Accounts views support and Ticket details screen UI enhancement - Zoho Desk Android app update
Hello, everyone! In the latest version(2.7) of the Zoho Desk Android app update, we have covered the following features: Contacts and Account views UI enhancement in the Ticket details screen IM icon display Contacts and Accounts view You can now access
SSL Certificate Error - Connection is not secure
I am new to Zoho Desk, but I've tried to link our new Zoho helpdesk to our domain via the subdomain https://helpdesk.leannova.de It appears the CNAME change we implemented is working, but we're getting an SSL error that looks like this: *********************************** Your connection isn't private Attackers might be trying to steal your information from helpdesk.leannova.de (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID This server couldn't prove that it's
Log when ticket is moved to a different department
Hello, is there a way that I am able to log when and who moved a ticket from one department to another? I tried looking at workflows and I can't find any way to log a history when a ticket's department is changed. It would be great if this data could
Asap Widget 2.0
Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?
HTTP Error 500 when creating E-Mail Draft with API
Hi, I tried to create an email draft for a ticket using the Zoho Desk API (v1); however, I continuously receive HTTP Error 500: An internal server error occurred while performing this operation. I've tried both curl and Python implementations, but neither
Custom Modules - Zoho Desk - iOS
Hello, everyone! In the iOS version(v2.8.9) of the Zoho Desk mobile app, we have introduced support for custom modules as a related item to the standard modules like Tickets, Contacts, and Accounts. This new feature allows you to capture unique information
Ticket View Across Departments
I setup departments for the main clients I service, tickets inbound from specific emails go right to the departments. This helps with reporting for me. I would like a view of tickets assigned to agent, or unassigned, across ALL departments. Basically I am handling tickets across 3 departments, but I have to keep switching to see what tickets i have. I would like a view where I look and see ALL tickets across ALL departments.
Merging 2 tickets
Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not
Ticket Status Colors
Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
Notifications on mentions in comments
If another user mentions me (e.g. @mustafa... which autocompletes) in a comment on a ticket, how do I get notified? If I don't get notified, what on earth is the point of the mention feature???
Search terms from ASAP widget are not showing up in my Zoho Desk analytics
When people perform searches in the Zoho Desk ASAP widget, the search terms do not show up inside my analytics report. But when people access the KB website directly and then do the search, the keywords ARE showing up. Is this a known issue, or am I just
Disable Private Reply.
Is it possible to disable the option to do "Private Reply" for tickets? The reason is that sometimes we click on reply or "reply all," but the system automatically selects "private." Am I doing something wrong? Thanks Rudy
move or clone the custom layout
Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR
How to restart the timer for the 'First Response' field associated with an SLA.
Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.
Sync Zoho Desk Teams with Zoho One Departments and/or Groups
Dear Zoho Team, Greetings! We would like to request an enhancement to improve the integration between Zoho Desk and Zoho One. Currently, when creating or updating an employee in Zoho One, we can add them to the Zoho Desk application and configure their
Report to show tickets win non invoiced time entries.
I have a report that lists tickets and associtated time entries for a specified period of time. Is there a filter that can be applied to show only tickets that have time entries that have not been marked as invoiced? Or what is the best way for our billing
Zoho Desk and Zoho Inventory
I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books? As an IT service provider we very often will sell parts (items) along with services for installing said item(s). I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality. In fact, I found the concept confusing compared to how many Service
Update Comment Field via Macro
Is there a way to update the comments in a ticket, via a macro? I see how to update the resolution via macro, but I cannot see a way to update the comments. Am I missing something?
Auto-assign ticket to the agent who closes the ticket
Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensure
How to send emails from a ticket via deluge script
We are planning to send an email from a ticket via deluge script how can we do that?
Zoho Desk - Trial Extension Error - Insufficient Privileges to perform this operation. Contact your Administrator.
Zoho Desk - Trial Extension Error - "Insufficient Privileges to perform this operation. Contact your Administrator." I am receiving this error above when trying to extend my trial, and I am the Administrator. Please advise on how to bypass.
Automation#22 Track Ticket Duration at Specific Status
Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
Custom Views in the Contracts module within Zoho Desk
When if ever is the Contracts module likely to allow custom views. I have a number of Custom Fields that I would like to be able to view summarized in columns within the Contracts page.
How to Convert Zoho Desk Ticket into Zoho Project with the Historical Data
Dear Team, i would like to inform you that my subscription plan of zoho desk will be expired by today and we will plan to purchase zoho Projects. i need to ask that can i transfer my zoho desk ticket to zoho project with their historical comments so that
Custom Report for Zoho Desk Blueprint Transition and SLAs
We were been checking to create a custom report on SLA violations happened on Blueprints. But couldn't find a way to do it by following this article: https://help.zoho.com/portal/en/kb/desk/reports-and-dashboards/articles/understanding-the-blueprints-dashboard
Problem with the Incoming Email
Hi Zoho Team, We would like to check if there's an outage on the server as we did several test but no avail. Zoho Desk Tickets cannot receive any incoming emails. We've checked on our MS Exchange server mailbox and got no problems on our domain. Please
Workflow rule not working
Hi all, I am trying to create a workflow for time entry, but I don't have the options. This is what I have done. Workflow->Create Rule->Module->Time Entry Execute->Create Criteria ->Description->Contains->Reply Action-> I only have "Custom Function" I
Celebrating 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.
Improve Collaboration and Communication with Mass Comments
Hello everyone, Customer service is a dynamic space where agents are often required to collaborate with other teams to resolve customer issues with quick and accurate solutions. For example, imagine multiple customers raise tickets stating that they are
Error using new beta Import functionality with custom module
I'm getting an error using the new beta Import functionality in Desk to get some data into a Custom Module. My custom module is called "Senders" and is linked to "Accounts" with a Lookup field. In the csv file for the import there is a column where I
My followed tickets extension is not working under the All departments view
Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
ワークフローでの自動返信メールについて
Zoho Deskについて、この場を借りて質問させていただけたらと存じます。 【やりたいこと】 wordpressのフォームから送信された問い合わせ内容をDeskにて管理。 フォームからお問い合わせが送信されデータが作成された時点で、受理した内容のメールを自動で返信したく設定しております。 【状況】 テスト送信を行い、 ・フォームから送信された内容が正常にデータとして新規作成される ・フォームのメールアドレス欄に入力したアドレスがDeskお返信時のTOに挿入されている ・Deskからの返信が正常に届く
Automation #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 email
Sending Mail to a Ticked create a new Ticket (did not add in existing ticket)
Hello, the whole day, some to our Desk mailadress sended Mails generate a new Ticket instead of adding the Mail to the existing Ticket. I've made several test for that. normaly the Mail where added into a ticket if we add "[##tickeid##]" in the Subject of the Mail (tickeid is the uniqe ticket number) to send it to a specific Ticket, nothing else. My test below show, that the Ticket Name (or Mail Subjact) now is a value to add it in a ticket too: My test Subject.
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 users
How 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 inside
Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
Don't Allow Customer to Edit Values After Submitting Ticket
After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.
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