Save, Send, Update Ticket Status, and Discard Ticket Drafts - Online Help | Zoho Desk

Save, Send, Update Ticket Status, and Discard Ticket Drafts

Drafts are unsent replies that are saved and waiting to be sent. When you compose a response, Zoho Desk will automatically save your work every 2 minutes. It is to ensure that you do not lose any composed/half-composed and unsent responses. You can also choose to save messages as drafts that can be completed and sent later.

To save a response as draft
  1. In the Tickets module, open the desired ticket.
  2. Click Reply, Reply All, or Forward to open the editor.
  3. Compose a reply for the ticket.
  4. Click Save Draft in the ticket's header.


    A draft for the ticket is saved. It is now safe to leave the ticket so that you can come back for it later. You will also see a time stamp of the last saved draft, like Saved @ 7:54 PM.
The next time you access the ticket, you can choose to either edit, discard or send the drafted response.

To send a draft response
  1. In the Tickets module, open the desired ticket.
  2. Select Send Draft  from the Edit Draft drop-down. 
    The draft response will be sent.


Note: You can Select Edit Draft from the drop-down to continue from where you left or click the Discard Draft ) to delete the draft.

Send and Update status for a ticket 

When agents click the send button on a ticket, they can automatically update its specific status. For instance, in a healthcare industry scenario, where a hospital's IT support system handles various technical issues reported by medical staff, let's consider a nurse submitting a ticket about a malfunctioning printer in the critical care unit, and a technician working on it. Now, imagine another nurse submits a high-priority ticket about a computer error in the same unit, requiring the attention of the technician already busy with the printer issue.

In such cases, the technician, already occupied with the previous ticket, can utilize the send and update status feature. They can select "send" and choose the "on-hold" status, indicating a temporary pause in their work on the printer issue to address the urgent computer problem. With the "on-hold" status selected, the ticket status is updated accordingly.


During the ticket's lifecycle, customers may have further queries or require clarification even after the agent has resolved the issue and closed the ticket. In such a scenario, if the customer reopens the ticket with additional questions, the agent will need to work on addressing these queries. 

For instance, let's consider a situation where a customer submits a ticket regarding a technical issue, the agent resolves it, and the ticket is closed. However, the customer reopens the ticket, seeking clarification on some aspects of the solution provided.


Now, the agent, acknowledging the reopened ticket and the customer's queries, selects the "send" option and chooses the "under discussion" status. This action informs the customer that their queries are being addressed and assures them that the agent will provide answers shortly. Additionally, other agents can also see that the ticket is currently under discussion, ensuring coordination and transparency within the support team.


Likewise, send and update status option can be used to automate the manual updation of ticket response and status update. For instance, Imagine a customer support representative at a software company receives a ticket from a customer reporting an issue with the software. The support person reviews the ticket and realizes they need more information from the customer to effectively address the issue. They compose a reply to the customer, requesting additional details, and then they would need to send the reply and manually update the status of the ticket from "Open" to "Waiting for customer reply" each time.


However, with the send and update status feature, the support person can streamline this process. They can compose their response to the customer, asking for more details, and then, with a single action, they can send out the reply and simultaneously update the status of the ticket to "Waiting for customer reply". This not only saves time and effort for the support person but also ensures that the ticket status accurately reflects its current stage, making it easier for both the support team and the customer to track progress.


Note: Within the send dropdown, agents can also access the ticket default preferences by choosing the open preferences option. Here, they can disable the toggle for sending and updating status. Note that this toggle is enabled by default.



Points to remember

  1. Only users with the option to update status can use the send and update status feature.
  2. If the "parent tickets cannot be closed until all child tickets are closed" option is enabled and if an agent attempts to send the reply and close the parent ticket without closing the child tickets, the reply will still be sent, but the status will not be updated.
  3. If a blueprint is applied, validation rule is configured for the status field, and field-level permissions are enabled, then the option to send and update the status will be unavailable.

 

To send and update status for a ticket


  1. Open a ticket in it's detail view.
  2. Click the Reply button.
  3. Draft the ticket response and select the desired ticket status.
  4. Click Send.



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Customizing Ticket Statuses

                                                                                                                Typically, when customers submit support tickets, you assign them with a status that has been set up for your Zoho Desk. It will help you know the number of tickets that were resolved and those that are currently open. To begin with, you're provided ...
                                                                                                              • FAQs: Ticket Management

                                                                                                                What is a ticket and where does it originate from? Tickets are support requests that are submitted by customers. They contain the support conversations and other important details, such as priority, category, and status, that help agents categorize ...
                                                                                                              • Ticket Status Lifecycle Extension for Zoho Desk

                                                                                                                A ticket can go through various statuses once it gets created. For example, upon its creation, ticket status is Open. When an agent replies to the ticket, its status will change to Resolved. Similarly, if the customer responds to the same ticket, ...
                                                                                                              • Ticket Status Dashboard

                                                                                                                The Ticket Status Dashboard is designed to provide an easy to understand view into the status of all tickets received in your help desk. It displays the number of tickets under each status and states, the average amount of time a ticket stays in ...
                                                                                                              • Creating Ticket Templates

                                                                                                                A ticket template is a set of predefined field values that can be applied to a specific support request. It simplifies ticket creation by pre-filling the values when you manually submit a ticket. The template can include values for standard fields ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources