How to add ticket creator field in new ticket layout
Hi, I want to add a field with 'Created by' which contains the name of the person who created the ticket. Is there a default field containing this data or should I create this field?
How to add Ticket Creator field in new ticket layout
Hi, I couldn't find how to add Ticket Creator field. To be clear, I need to see Ticket creator name and Team she/he belongs to. Also this fields should fill automatically when agent opens new ticket. This is very necessary information for our company.
Automation #16: Automate Ticket Reopening on Scheduled Timestamp
Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.
Agents can create a single quote at the end of the month for all of a customer's tickets
I would need to create a single quote containing all closed tickets for a single customer at the end of the month, what do you suggest I do?
Require Attachment in Ticket
Hi: We have certain requests that we require an attachment. We have a web form which includes an Attachment field, however that is the only field that we can't mark as Required. Since the GUI/WYSIWYG doesn't have the required checkbox, I thought of an
Deprecation of Basic Authentication in Exchange Online
Hi, We've been made aware that MS will deprecate the use of the basic authentication with M O365. When this happens, we won't be able to use the SMTP settings in Zoho Desk, as this requires authentication by credentials. Are there any plans to enhance
Schedule KB Articles
Hello! I was wondering if it was possible to schedule KB articles to publish on our help center. Our team has new features that are released periodically and it would be helpful to schedule the publishing of those articles instead of having to manually
Multiple Products on Ticket
Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product
Ticket not refreshing when comments added via custom function
I have a custom function in Zoho Desk that triggers on a field update workflow which is working well, however the ticket does not reliably refresh to show changes. In particular, I am adding a comment to the ticket thread to show important information
Enable Templates in Zoho Desk to allow attachments
Currently Zoho CRM templates allow attachments to be added to those templates and when used, emails from these templates contain those attachments. IN Zoho DESK, there is currently NO way to add an attachment to a template. This seems bizarre. Please let me know if I'm just not seeing it. If there really is no way to do this, can you please create functionality to do so? We would like our emails that go out to client upon ticket creation to contain a one page PDF attachment...
Move ticket department but stay in the ticket
Hi all, We move tickets around quite a lot between departments. When we move a ticket, it moves as it should, but we then have to click back into the ticket to carry on working on it. Is there a way to move the ticket to another dept yet stay in it? Many
Zoho Desk now integrates with Slack
Do you use Slack to power internal communication and collaboration within your organization? If you do, we've got some good news for you. Zoho Desk now integrates with Slack, so your agents can get the best of both tools without compromising on either. The Zoho Desk app for Slack gives agents quick access to ticket information from right within Slack, saving your team time and effort. The integration also lets you configure real-time updates to your agents via Slack. The notifications can
Issue with zDesk Ticket Searching
Hi zDesk Team, I would like to request for your assistance on this annoying issue with desk. This has been going on since last week, I do have open tickets on my dashboard but some of them can't be search even keyword assoc to the ticket. Here's a sample
How can i move multiple tickets to different department ?
I have 10 Departments ( Regions ) in Zoho Support . i want to mote multiple tickets at once to another department.how can i achieve it?
Notifications not loading
Hi, i am having a issue with the notifications seems like do not load correctly. I deleted cache, cookies, i tried with another browser, from different devices but I have the same issue.
Not receiving New Ticket Emails
Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the
Print Layout to pdf
Hi all, A helpful idea: is there a way to create a layout for the techs to complete and be able to print it in PDF for the end user to sign? We can then scan the form and attach it to the ticket. This would be helpful when we do deskside or onsite support.
KB Templates
* It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.
Customer Feature Requests
Like Zoho, we're a software company that markets an SaaS product. We frequently get feature requests that come from the support system. My technicians have a responsibility to listen to our customer requests and add them. Right now the only way to do
Assigning Tasks and Requests to Groups... how do I?
Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system. I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality. I am hoping that there is a way
Why are attachments not working/ downloading/ showing?
I'm trying to do work, and Zoho Desk is preventing me from doing this. Ticket, person A attached an image, im trying to view the image.... then this! Why even allow people to attach things if attachments dont work 99.999% of the time.
Auto Apply template function
Hi, I want to automatically apply an email template when creating a reply to a ticket. I know this can be done in custom functions but Im having some trouble with deluge. Is there any assistance you can provide
Round Robin Load Based Order
HI, when I set up a load based order assignment rule is a way to set what agents in a team receive the tickets first, thanks.
How to Change the Layout of an existing Contact?
After creating a contact in Desk, you need to change the layout because the incorrect layout was selected during creation. Even though the field is Read/Write by an appropriate profile, the layout field is not able to be changed. Is this not possible?
M365 Blocking emails from Zohodesk as Phishing
How to attach existing invoice to a Zoho Desk ticket
I have invoices already in Zoho Books but most recently I've setup Zoho Desk and imported all the previous tickets. How can I attach an existing invoice to it?
Automate Ticket Assignment to Contact or Account Owner Using Custom Action
Teltroz Inc specializes in data science, data analytics, and big data technologies. Serving a wide range of customers from large to medium-sized businesses, security has been their top priority. The firm uses Zoho Desk to enhance their business operations,
Featurecast Story 20 - Transform conversations into tickets
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 20 - Transform conversations into tickets Easy ticketing from within the IM module Conversations to tickets There are two types of ticket conversions available in instant messaging • Manual
Display tag names in status mode views and inside tickets
A similar feature already exists in Zoho CRM and that makes specific module entries easier to identify visually. Please consider implementing something similar in Desk tickets. I got two suggestions but both are related to tags in tickets. 1. Make tag names visible in tickets. At the moment only the number of tags is displayed without the actual names. 2. Make tag names visible in ticket preview information in status modes. At the moment nothing related to tags is displayed. I know you can create
Attention: Hold on '2-Year Data in Analytics - Reports' Early Access | Zoho Desk
Dear Community, We recently initiated early access (in phases) for a closed group to the "2-Year Data in Analytics - Reports" feature. This expands your ability to generate reports spanning a two-year period, addressing a longstanding limitation in Zoho
Exporting the email templates
Hi there, We would like to keep a safe copy of our email templates but cannot find a way to export them or at least request a backup. Is this feature available? If so, how? Thanks!
Change Layout in Bulk
Hello, I would like to know how I can change the layout of numerous tickets. I cannot change the layout via bulk update... We need to change about 500 tickets, how can we do that? Regards, Sven
Is it possible to remove the Download as PDF option for users when viewing an article?
Is it possible to remove Download as a PDF as an option for users when they read the article? Our problem with this options is that when users download the PDF, the PDF does not have a date on it. So the PDF will become outdated when we update the article,
Icons used in Zoho Desk
Is there a place where I can get more of the same icons for other modules as I would like them all to match the same style
Changing default Ticket Status
I want to add a default status of New to all of my ticket layouts for a department so that things can be triaged before moving to Open. How can I change the default from Open to New
Team as a Ticket Owner
Is there a way to include a Team name as a ticket owner? Thanks Rudy
Has anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing to need - sms handling for support tickets. There is basically no good information from any third party vendor for Zoho Desk, while there is a ton for CRM. Zoho is pretty unhelpful when I've reached out to them, and a lot of vendors just direct
Internal Support and Assigning Tickets
I want to set up an Internal Desk Support system. Here is what I need... We need our internal "Support" staff to be the Ticket Owner We need to be able to identify who the "Account Manager" is on that client and get emails as part of the ticket. I'd like
Setting Up Email Parser in Zoho Desk to Automate Ticket Assignment Based on Ticket# or PO#
I need assistance with setting up an email parser in Zoho Desk. My goal is to automatically assign incoming emails to existing tickets by searching for either the ticket number (Ticket#) or purchase order number (PO#) in the email subject or body. If
Zoho support - escalation not working
Hi, I am using zoho support portal for our company ticket tracking and maintenance : 1. Intermediate replies considered as new ticket. 2. Escalation not happening - previously it worked. 3. Moderator doesnt recieve an intimation of new ticket in his email.
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