Zoho Desk | General Comunidad

• How to create a lookup field in Desk, where the lookup value are located in a Sharepoint list

  Hi, I am trying to use Desk as my incident management tool for our security department. Part of the incident management is to do some of the risk analysis (threat, vulnerability, impact and associate existing risks where available). Currently my Risk

• Microsoft 365 Shared Maibox as Support Email Address

  Hi, I would like to set up a shared maibox we created on Microsoft 365 (example: support@company.com) as the "Support Email Address" in Zoho Desk. An important note is that shared mailboxes in Microsoft 365 do not have passwords associated with them,

• Info button on the right-hand side under Tickets > Views leads to an error

  Hello there, if I click on the i-icon a window opens on the right-hand side, but no content is displayed there, only an error message (see screenshots): Of course, clicking on the "TRY AGAIN" button does nothing. Regards, Sven

• In focus: Radar exception alerts

  Hello there, and welcome to the Radar in focus series, where we shine light on some of the most beneficial features from the Radar app. This time, our spotlight is on the exception handling mechanism of Radar. Consider the following scenario Company A

• Automatic Reply to Customers with templates during Holiday Hours

  Hai Team :) 12th and 13th May 2021 are holidays, so our customer service is also closed. That's why I want during the holidays if there are customers who email our CS team there will be an automatic email reply according to the template that has been

• Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

  Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list

• Time Zone Agent vs Clients

  Good morning, We seem to be having an issue with the timezone, All my agents are in Central America (GMT -6), but clients are in Eastern (GMT-4). When an agent responds, the ticket enters GMT -6), but any resonce from a client is stamped with GMT -4.

• Add a Report Standard Filter that isn't time based

  The current limits of reports requires a time based filter but in some cases we need to know everything from the beginning of time so these are not helpful. Please expand this to include all time or allow the standard filter for reports to be a non time

• Formatting changes don't trigger a save in Knowledge base and Save As Draft doesn't actually save anything

  Recently came across this issue While going through some documents and fixing some formatting issues like bolding some words, changing the list options such as bullets or numbering doesn't trigger a "change" and thus the document doesn't auto save. The

• Control Over Zia Generative AI Reply Assistance Behavior

  Hello, I would like to request an enhancement to the Zia Generative AI feature, specifically concerning the Reply Assistance within Zoho Desk. Current Issue: When replying to a ticket, the Ticket Properties section is automatically replaced by the Zia

• Google's Announcement on Deprecation of Less Secure Apps

  Google has announced the Deprecation of Less Secure Apps (LSAs/Basic authentication) in Google accounts, requesting all app users to transition to OAuth for enhanced security and to prevent hacking of accounts and information. What does this mean for

• Zoho text editor sucks.

  I've been in charge of managing and maintaining all Zoho products across all departments in our organization and everything for the most part is fine but one thing I can't stand is the text editor. Everytime I try to edit text, I get weird glitches and

• Remove currency sign from fields

  Hey, how are you? I'm new managing zoho desk, and I'm trying to remove the currency sign from their field. Do you know if it's possible? Because I'm not finding any option to let me do this. Thanks!

• Zoho Desk and Zoho People Integration - is it possible in order to alert whether an agent is available

  Hi, We use Zoho People for our employees to log absence (Paid Time Off etc). I was wondering if it was possible that this information can be shared in to Zoho Desk, so that when allocating a ticket to an agent, if they are on leave there is an onscreen

• Add Hyperlink Functionality in Zoho Desk Email Template Editor

  Dear Zoho Team, We would like to propose an enhancement to the Zoho Desk email template editor to allow the inclusion of hyperlinks directly within the email templates used for ticket replies. Current Situation: Currently, when creating an email template

• Prevent Zoho Desk Functions from Being Considered Manual Updates by Users

  Dear Zoho Team, We would like to request an enhancement to Zoho Desk to ensure that notifications are not incorrectly triggered for admins when functions or workflows are executed on tickets. Current Behavior: When an admin creates a function/workflow

• Enable department switch on Setup pages

  It is no longer able to switch departments when on the setup pages - this is blocked. Because some features are department specific and some are not - this would be a helpful toggle. Also it would be helpful if the differences were highlighted global

• Can you schedule a Zoho Meeting from within Zoho Desk?

  Can you schedule a Zoho Meeting from within Zoho Desk? Doing so would be a very quick and useful way to setup suture meetings with clients.

• Logo image in snippet is not being displayed

  I was using a logo image in our snippets since we began to use Desk and it has disappeared about a week or about 10 days ago. I just was able to check it and found out that the snippet area is not displaying any of the pasted jpg, png or tiff images anymore.

• How do I change the Subject header when I reply please, it contains Re which I want to remove.

  Hi Zohodesk, When a customer logs a call we have amended the Acknowledge on new Ticket template so the subject header has "Ticket Id" at the start of it.  When we reply the customer gets Re: and then the Id and I can't see a template for this? Can you

• Link Zoho Projects Task to Zoho Desk Ticket

  Currently the integration between Zoho Desk and Projects only works by linking Desk Tickets to Project Issues. This works fine, but we use Zoho Projects for much more than just issues. It would be very helpful to have the option to link a Desk Ticket

• URL field dependant on account

  Hi all, I'm trying to do something with dependant fields but don't know if it is possible. With another service desk solution I have used in the past, it was possible to have fields that auto-populated with information based on the account name. In this

• Generating Ticket Report listing

  Hi. I am trying to generate a report where I need to get all the tickets created in tabular form. I was able to generate the report but upon checking details, the report only includes channels - web, phone and email but not tickets having Portal as the

• Classification from Picklist not showing

  Hello, I have no idea what is happening with our ticket stuff, but I've been trying to add a few more classifications for a technology ticket in our ticket system. I can add it just fine to another department, but when adding to Technology, it doesn't

• Adding Knowledge Base articles to multiple departments (Multi-branding not set up)

  We have set up a single site, within helpdesk for clients to access Knowledge Base (KB) articles and raise tickets. Within the site we have set up different departments to cover the different products we support. We have a generic department where we

• Ticket creation - Can we restrict Departments based on User Groups?

  We are wondering if it is possible to restrict the values displayed in the Department drop down field when creating a ticket based on the User Group the person raising the ticket is allocated to. We have User Groups set up to match Departments (essentially

• In Focus: Radar's Community Dashboard— A must-have tool for every community manager

  The community dashboard in Radar comprises a number of useful KPIs and charts that can help with fostering engagement in your user community. The insights and handiness of Radar's community dashboard make it a must-have tool for community managers. To

• Is it possible to automatically remove a user from a Help Desk User Group on expiration of their contract

  We are investigating whether Zoho Desk will allow us to restrict access to Zoho Desk (Knowledge Base and Ticketing) based on whether they have an active / valid contract. Contracts can be recorded against an Account, and Users are also linked to an Account,

• Ticket Management Process for Closed Tickets

  Hello! I would like to verify the feasibility of the following process: If a ticket has been closed for more than 10 days, it should not receive any updates or responses. If the user tries to reply to a closed ticket, notify them that they need to open

• Line break in Conversations

  I am trying to return a table like from the formatter in a Webhook to a Message block, all in a big string, but I cannot start a new line. I've tried with "\n" which produces "\\\\n" and newLine = hexToText("0A") which produces "\\n", making my message

• Backup Log Sorting

  The sorting in the Data Backup log is odd. It should be sorted newest first or allow sorting defaults. It's currently all over the place and hard to figure out when it was last backed up.

• The format of the "Total Response Time" data is strange

  I'm trying to create an "Average Reply Time" KPI on our Zoho Analytics account but can't achieve it because the data collected by Desk seems to be very strange. The "First Reply Time" data is very clean and neat compared to it. Could you please take a look at this data and tell us why we are seeing these strange values with more than 7 digits in them. The data columns that we are looking at are named as "Resolution Time in Business Hours", "First Response Time in Business Hours" and "Total Response Time

• Answer Bot configured and tested on All Departments but says it isn't enabled within a ticket?

  Hello there! I have been configuring the Answer Bot and have a couple of questions as I think I am missing something within the configuration. I have created an Answer Bot, choosing to add this in All Departments. We have two departments and two sets

• What's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024

  Improve your business communications with these new and enhanced features in Instant Messaging! Excellent communication is at the heart of every strong work relationship. These new features and enhancements for professionals will help you build better

• Custom function mapping incorrect date

  Hello, I'm trying to debug a custom function that seems to map an input date incorrectly to another field when executed through our ticket blueprint. Here is the test code I'm using: data = Map(); data.put("cf",{"cf_test_date":activationDate}); info zoho.desk.update(<orgID.>,"tickets",ticketID,data);

• Related ticket creation on a different department when using blueprints

  This idea is a little bit mixed with other ideas. In essential we want to be able to create a ticket on another department by NOT replying to tickets or forwarding them. We do utilize the blueprint feature and every department on our account has a blueprint.

• Suggestions for Enhancing the "Layouts and Fields" Functionality

  1. In the "Layouts and Fields" section, there is definitely a need for more options for the "Boolean Field (checkbox)" type. It seems that the limit of 20 values is too low. This value should be increased to 40. 2. There is also a "Multiple Choice" field.

• Zoho integration with Azure DevOps

  Hi, How do we integrate Zoho with Azure DevOps? I want to be able to trigger off creating a workitem in DevOps when a ticket is created in Zoho. When the development team makes any status updates to the ticket in DevOps, we want Zoho to be synced up with

• We are making preparatory changes to the Ticket ID field type!

  Ticket ID field in Zoho Desk serves as one of the key elements of the system. Our current implementation only supports numerical values for Ticket ID. This certainly limits our customers from customizing the Ticket ID. With the above challenge in mind,

• An agent not getting email notificatins.

  Hello Zoho Desk Support Team I am using Zoho Desk free edition and one of our agent not getting email notifications. But all others are getting notifications without any issue.  Please help on this. Thank you, Ruwan

• Next Page

• Announcements

• Agent Performance Report

  From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

• Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

  Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

• Agent Availability Report

  From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the number

• SLA Ticket Report

  From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountability

• Announcing Early Access to the next generation of Zoho Desk UI

  Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -

• Most Discussed Topics

• Field Dependency Not Working on Detail Page in Zoho Desk

  Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

• Using Zoho Desk to support ISMS process

  Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

• Filtering Tickets based on Email headers

  We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`

• Are there default/pre-built dashboards in Zoho Desk?

  Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

• Adding branded signature to tickets reply

  Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

• Sticky Posts

• Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

  Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

• WhatsApp pricing changes: Pay per message starting July 1, 2025

  Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform

• Live 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 tools

• Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

  Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help

• Zoho Desk Cheat Sheet For The Year-End

  Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

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