Collaborate without compromise, with Ticket Sharing.
We often hear that the ability to move tickets is a big benefit. That kind of flexibility is great to have when your tickets require expertise across departments. But there's often a price to pay: Moving tickets across departments could result in a (well-intentioned) battle for access. When tickets move between departments while agents are working on them, chaos ensues. To put an end to all these worries, Zoho Desk brings out a new ticket action: simply share. With ticket sharing, everyone gets
How to get the call recording external ID via desk API
I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
Deleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
UI and other enhancements in Community module
Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the following
Automation#33: Automate Splitting Names for Existing Contact Records
An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom
Automation#31: Automate Splitting Names for New Contact Records
Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,
Move a ticket from one department to another without creating the product in both departments
Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.
How do I setup product syncing between Desk and CRM?
How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to
Zoho desk Instant messaging no notification
We are using whatsapp inside zoho desk instant messaging, however my agents are not notified if there is someone who send a message. We all miss messages because there is no indication there has been a message send. No notification badge, no notifications
Determine agent work hours and break timings with Desk's agent availability report
Hello everyone, We are excited to tell you about updates to the agent availability report, designed to enhance efficiency in tracking agents’ activities. What is the agent availability report? The agent availability report helps managers monitor team
Ticket closed, remove reopen ticket button
Hi Zoho team, Is there a way to remove the Reopen ticket button when ticket is closed?
Autotranslate only have 2 of my 3 languages
My HelpCenter has three languages, as you can see below: I chose to use Google Translate for my automatic translations: I can only see 2 languages: How do I add the Portuguese here? Is this a bug? Thank you.
how to do bulk delete for Zoho Desk tickets?
how to do bulk delete for Zoho Desk tickets? The old UI has this function and now i cannot find it on the new UI.
Workflows being applied and the Large unwanted popup
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
Delete a lot of entries...
Hi!, I synchronized a lot of accounts from my CRM and now I would like to delete them all. How to delete more than 50 accounts at once? Thx
Automatically create support tickets on a recurring basis
As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess
Automation #7 - Auto-update Email Content to a Ticket
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. Email is one of the most commonly
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
Block certain emails from creating tickets
Hi there! We get a lot of tickets into Zoho desk from people emailing our support email that feeds into Zoho. We have created some 3rd party accounts using our support email and we get notification emails from these accounts. These emails create tickets.
Where to find org ID and department ID?
Hi there All the existing info on this seems to be incorrect or out of date. It's not in my URL, it's not in the developer space > APIs anymore like was suggested in some other forum posts. How do I find it?
Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
Zoho desk not sending call reference to user
Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there
Display CRM account field on Zoho Desk Ticket
I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked
Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
What is the difference between a template and a snippiet
Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are
Is there a way to set up templates for commonly occurring issues on Zoho Desk
Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There
Feature Request - Approval Processes
Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry
What is the Use Case for Business Messaging when Live Chat already exists?
Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the
Edit Pinned Comments in Zoho Desk
It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.
Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
Article Update Event
I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am I
Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025
Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to
Permissions on Views
Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations
Email Templates - Is There a Ticket Placeholder for Billing Entity ID
Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would
Zoho Desk: Q1 2025 | What's New
Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now
Feature Request Improve parent-child relationship visibility
Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
Add Button on Tickets
is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.
Include Secondary Contacts (CCs) on Workflow Alerts
Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem
Second Insight - Let's talk Layouts
The Wheels of Ticketing - Desk Stories Let's talk Layouts What are layouts? Layouts refer to the arrangement or design of elements in a space, whether on a physical surface, like a room or a piece of furniture, or in digital contexts, such as web pages
Android and iOS Feature Updates
The Zoho Desk mobile app (Android and iOS) provides agents with a platform to serve their customers from anywhere and at anytime. We are happy to introduce a few enhancements in the mobile apps that will support the users to be more productive and streamline
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