Create new ticket when another specific ticket is closed
Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same
How can a Zoho Desk Admin access restricted files?
How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?
Why is my Lookup field not being set through Desk's API?
Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,
Ticket template - Send email to multiple contacts
Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each email
Zoho desk domain mapping not working
Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.) 2.) 3.) Hope to hear from you soon.
Audit Log: Detailed View and Export for Better Tracking
Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experience
Effective project development with integration of Zoho Desk and MS Azure
Dear partners, We are happy to announce that you can now integrate your Zoho Desk account with Microsoft Azure DevOps. This integration provides an effective way to: Manage feature requests Collaborate with teams Streamline development processes Dispatch
How to add categories?
How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,
In Zoho Desk, is there a way to see a list of comments that I've been tagged in?
Thanks in advance!
Get custom field value using deluge
Hi everyone, I'm trying to get the value in a field using deluge in Desk, but i have i couldn't find an answer anywhere, this is my code : response = zoho.desk.getRecordById(OrgID,"tickets",TicketID); info response.get("cf_supplier");
Multilingual Ratings - Happiness Ratings in Your Customer's Language
Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,
Can't Update Tickets via Enhanced Import
I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?
Changing agents RolePermissionType from custom to LightAgent throught the API
Hi, I have a lot of agents that have a custom roles and I need to change them to a Light Agent using the API Payload I'm using is: { "roleId": "16281000000016005", "rolePermissionType": "Light", "profileId": "16281000000016003" } I got the roleID and
Is it possible to set up draft content in Blueprint comment?
In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offer
Is it possible to display a custom contact field in the ticket properties?
I have a custom contact field called website. I want to show this on the ticker properties under the contact info (under the persons name). I can't figure out how to do this.
Zoho Desk app update - AI Integration for IM Chats
Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho
Customer Support Portal
Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.
Misleading Notifications
I have set a workflow so that unassigned tickets cannot have their Status changed to anything other than "New" The issue I have came across is that when you go to edit the status of a ticket, it doesn't not allow you to (which is good) BUT it still displays
IM WhatsApp chat initiation
WhatsApp is integrated on our Zoho Desk IM. Purpose of the integration was to offer a better client experience when communicating with clients. WhatsApp business cannot be managed effectively and multiple conversations cause some client chats to be missed.
Adding a KB article link in a ticket crashes the website
Hi there, for some time now we experience a problem where adding an article to a draft in a Ticket from the side bar crashes the website. When the crash happens, we need to close the tab and open it again. This causes us to reload the page and the whole
CUSTOMER PORTAL SIGN-UP FORM
Is there a way to customise the customer self sign-up form so that it asks for FIRST-NAME and LAST-NAME? The field "Name" is likely to get people signing up like "Bob". Also, is it still the case that we receive no notification of new user sign-ups? Is there a rule or workflow that will alert agents when new portal users sign up?
Creating a support request / ticket via email to xxx@zohosupport.com
Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an
Removing Submit a Ticket from Knowledge Base
I am looking to use the knowledge base as a read-only feature. I want to remove the option to submit a ticket. How can I temporarily hide the submit a ticket feature?
Adding a CRM Account field to a ticket
I have a created a field in Zoho CRM called support contract, where I specify the level of support an account has purchased. (Colored Picklist) I would like to add that field to a ticket upon creation and selection of the account. I have added a lookup
HTML - CSS Customization for Customer Portal
The customer self-service portal within Zoho Support is one of the easiest to set up amongst various available options to businesses today. We've had quite a few customers tell us about it over time, and we've internalized that as an important criterion while building features and enhancements to it. As easy as it is to setup, we've also heard from customers about more customization options we should build. As a result, we've started investing a lot of our efforts in that direction. Today, we're
CORS problem with APIs
When I try to call web services from Postman, I don't have a problem I can get responses without problem. But when I try to call Zoho web services from my web application I have a CORS problem. For local development I download a Chrome extension for prevent
Users cannot set due date?
The due date field under the "Edit Layout" page is set to not visible and I cannot change it by clicking on the little red light bulb. I was almost certain that users are able to view and edit the due date at the time of ticket creation. Is there a way to make the due date field visible to users? Thanks, Jamie
Light Agents
Can Light agents extract reports from the Analytics module? Kindest Regards Ahmed
Opening & Closing Balance - Zoho Desk
I would like to track the opening and closing balance of total tickets for each day in Zoho Desk. I need a way to represent this data in Zoho Analytics or another application for easy tracking.
Bug Alert - Duplication of Tickets in Zoho Support
Due to a bug that crept into our email infrastructure, duplicate copies of emails were fetched into and displayed within Zoho Support today. We've already identified the root cause and built a fix for it. Additionally, an automatic background program will identify and clean up all the duplicate emails you might have received so far. The same should be rolled out to all users shortly. We'll keep you posted here as and when the fix is applied. We apologize for the inconvenience and understand that,
Ordering of Teams
Hi there, Currently, we cannot order Teams in Zoho Desk. Teams are ordered as they were created. It would be really helpful if we could customise the order of Teams. For example: We have the following Teams: Shipping Customer Service Sales Compliance
B2B2B SaaS: How to visually identify affiliate-referred clients in Zoho Desk ticket listings?
We're using Zoho Desk standalone (without CRM) for our B2B2B SaaS company, where we support both direct clients and their end customers. Challenge: We need agents to visually identify tickets from clients who were referred by specific affiliates directly
How to change back to the old version in zoho support
Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate.
How to Search Records Using Zoho Desk API with Custom Fields - Account, Contact & Custom Field
🔍 How to Search Records Using Zoho Desk API with Custom Fields Hello Team, Today, I’m excited to share a useful tip on using the Zoho Desk Search API to search data like Contacts, Accounts, or any other module using custom fields. This includes searching
Two footers in dialogue module
This makes the design look messy. We just want one. We would also like to customize the things that we want there.
Blocking Specific Emails in Zoho Desk
Hello! I would like to know if it’s possible to block a specific email in Zoho Desk so that tickets are not created from it. Could you guys help me with this question?
Engage Users with Easy Reads
Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledge
Deprecating Public Comments
Currently, Zoho Support allows users to add comments to a ticket and have these comments visible on the customer portal. These are called Public Comments. We intended these to be a convenient way for agents to let both customers and internal stakeholders know of developments in a ticket. Since then, we've added better and more elegant ways for agents to communicate with customers and employees. Naturally, the usage of Public Comments has come down over time. After studying its usage carefully,
New Asap Widget How to update my code
I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directly
Reply-all copies Help Desk
Whenever we choose the Reply-al function on a ticket, the Help Desk email is automatically inserted into the CC field. Is there any way to remove this, or do we possibly have a configuration issue?
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