Cross-department Parent-Child ticketing for faster and efficient ticket resolution

Cross-department Parent-Child ticketing for faster and efficient ticket resolution

Hello everyone,

Organizations frequently need to have multiple departments set up in their customer service ticketing system. However, when a customer raises an issue or an internal process that requires agents to collaborate with their peers, a lack of visibility can lead to delays, confusion, and duplicate efforts.

To bridge this gap, we are introducing Cross-Department Parent-Child Association for Tickets—a much requested feature designed to streamline collaboration across departments. Agents now have a powerful way to manage complex processes that span multiple departments. 

With cross department parent-child ticketing, agents can:
  • Link related tickets across departments
  • Track dependencies and updates in a single unified view
  • Work in parallel without repeating information
  • Ensure that no ticket is closed until all related tasks are completed

For example, a customer reports a recurring error in an application. The Support team creates a parent ticket with relevant details: issue description, screenshots, customer impact, troubleshooting steps already performed, and any error logs. Cross-department linking of tickets provides the following benefits: 
  • The Engineering department can link the child tickets to the parent. The team can refer to the technical details from the parent ticket while investigating the root cause. Since the tickets are linked, they have full visibility into the customer’s original complaint.
  • The QA department can link the ticket created to verify the bug fix. This will give the engineering team visibility into the QA team's findings and help them take necessary steps for deployment.
  • Since all three tickets are linked, all involved teams can track the updates in real time and reduce dependencies. There's no need to copy-paste updates or send email follow-ups.
  • Each department owns their respective ticket and can work on it in parallel while retaining visibility into the bigger picture.
  • The parent ticket can be only be closed after all child tickets have been closed, ensuring that the issue has been addressed from investigation to verification.

Info
Points to remember:
  • Parent-child ticketing must be enabled in all departments to be able to associate them. 
  • Agents can link tickets only with departments to which they have access.                                                                                
This feature is now available across all DC's on request. Kindly take a look at the help document for more details. 

PM: @Anonymous User 

Regards,
Raveena
User Ed | Zoho Desk 


    • Sticky Posts

    • Using Agent Email Address as From Address

      Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
    • Edit 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-important
    • 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 service
    • Customize 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, Green
    • 2024 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
      • Recent Topics

      • New Series Announcement - Ecommerce Marketing Tips

        Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
      • Client Script | Update - Introducing Subform Events and Actions

        Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
      • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

        Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
      • Converting Sales Order to Invoice via API; Problem with decimal places tax

        We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
      • Zoho Canvas - Custom templates for related lists

        Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?
      • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

        Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
      • Checking if Creator has Change History

        Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
      • Scheduling Calls in CommandCenter / Blueprints

        I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
      • open word file in zoho writer desktop version

        "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
      • Adding contact role to a specific deal js sdk malfunctioning

        i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
      • How to invite friends on other social media platforms to one of my group chats in arattai?

        Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
      • Zoho PDF editor has a lot of issues.

        Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.
      • So we ran with it for the week

        In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
      • Writer sing up problom

        Zoho writer sing up prolom face
      • link to any Belgian bookkeeping software?

        Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
      • Enable Password Import option in ulaa browser

        Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually
      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
      • how to use validation rules in subform

        Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
      • Market cap

        Market cap formula?? Kaise nikale
      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
      • Option to Empty Entire Mailbox or Folder in Zoho Mail

        Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid
      • Custom function return type

        Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?
      • Limit in number of records for subforms and multi-select lookup fields

        It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
      • Zoho sites header

        Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
      • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

        Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders
      • Improved RingCentral Integration

        We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
      • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

        I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
      • Next Page