Zoho Account eMails are not available to Zoho Desk eMail picker
Hi, 1. customer creates a ticket in Desk 2. Ticket gets forwarded to an agent 3. agent opens the ticket and replies to it using the build in mail function 4. agent wants to CC the reply to another Zoho user (e.g. sales) 5. the agent must type the complete
Ticket email notifications delayed
Our staff / agents have been seeing delays in times between submitting comments and the emails regarding said notification. The delays have been happening since Wednesday, and have ranged anywhere from ½ hour to 6 hours. Is there a Zoho mail server issue
Sensitive content detection and Predictive text in Instant Messaging - Zoho Desk mobile app - iOS
Hi everyone! In the latest iOS update (v2.8.1) of the Zoho Desk mobile app, we have brought in support for the below mentioned functionalities. Sensitive Content Detection: Provide a safer experience by detecting and alerting users to nudity in images
Announcing the New and Improved Article Editor
KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it. We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!
How to display Knowledge Base Categories on my Home page of KB?
Dear, Instead of Showing up two sections only such as Knowledge Base and Ticket, how can we display only KB Categories on home screen, here is the url: https://orantneon7197.zohodesk.com/portal/en/home
Layout field in Help Center
When I have multiple layouts available in the Help Center for users to choose from, the layout field is on the form after they have already picked it. How do I hide this field from a the user form when they are creating a new ticket via the help center?
Help Request: Custom Function to Update Contact Type in Zoho Desk
Hello, Can't seem to make this work and hoping I can get some help. I want to update the Contact Type for every new Contact created in Zoho Desk. For one department I need the type to be End User and for another department I need this to be Contact. Has anyone written a Deluge script that can handle this? I have this script but I cannot get it to work because Contact Type is not a custom field and any modifications to the field names in the script have not been successful. zohoSupportAuthtoken =
How to Manage Customer Service across Channels - Second Webinar in the Series - Register Today
Hello all, We have successfully completed the first webinar in our series: Getting Started with Zoho Desk. Now we are gearing up for our next session. Webinar Topic: How to Manage Customer Service across Channels Date & Time (PDT): October 30, 2023, at
Limit fields used
As you can see in printscreen i've got several fields left for creation and, after a search in zoho community i verified that for example for single line fields there's a limit of 80. I've even tried to reduce de string limit from 255 to a small number
Integrating Zoho Desk Instances from two separate organizations
Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
Reported on number of views for knowledge base documents
I can find the overview dashboard for Knowledge Base where it reports our trending KB docs etc, but do we have a report on knowledge base documents that lists them all in order of most visited? The dashboard currently only shows the most visisted but
New Enhancements in Zoho Desk and MS Teams Integration
Hello all, We are super excited to announce some new enhancements in our Zoho Desk and MS Teams Integration. Zoho Desk and Microsoft Teams integration deliver a unified platform for optimal management of support tickets in a single workspace. To provide
Introducing Private Ticket Threads
Engaging with customers, agents, and external consultants on the same ticket thread can occasionally prove to be tricky. Sometimes, your reply to an agent or consultant may end up in your customer's inbox instead. To avoid situations like this, we've introduced 'private thread handling' - a function that allows you to mark ticket threads 'private', and choose which replies can appear 'public' to the customer. Why private thread handling and not private comments? Private comments can be viewed by
Update ticket via import.
Hi Zwitch team imported my tickets from freshdesk. Nice job but there is 2 pb 1st: we made mistake in agent email then ticket of this agent are unassined after zwitch import 2nd : zwitch does not take time entries. Then I got an idea. I exported from
How may I open a new ticket from Guided Conversations?
I want to build a GC and collect some information from the customer. I would either direct him to available documents or open a ticket for further processing by an agent. How can I open the ticket in a certain layout and define the required values as
How can we manage the tags in ticket
Allowing agents to use Tags indiscriminately can cause havoc. We could not find tag management where 1. The admin can create Tags beforehand for use by Agents 2. Permission can be allocated which roles/profiles can use existing tags or add new tags 3.
Zoho Desk Font preferences not saved in the user context
Hi! In our company we decided to use Verdana as our font for Mails and therefore mostly every user changed this in his personal preferences. Now I changed the PC with a different web browser and wondered, why my font changed to another one then Verdana
Zoho Desk Notifications
Hello, I am curious if anyone would have a solution to this issue I am having. Within our ticketing system we utilize several different ticketing statuses to stay organized. Most statuses are "On Hold" status type and we have our agents set their views
Ticket status update delay
I've initiated the process by generating several tickets within the Zoho Desk. Subsequently, I modified the status of some of these tickets from "OPEN" to "CLOSE." Afterward, I attempted to retrieve these modified tickets through an API call. Although
Zoho APIs for ServiceNow/Connectwise
Are there usable APIs between ZOHO and ServiceNOW/ConnectWise, purely for ticketing so we can transfer incidents/requests between the systems? We are using Zoho Desk and the other region is using ServiceNow/ConnectWise.
Bug With Snippets Button
When I hover over the Snippets button, the quick menu appears, but when I move my mouse down to select anything, the menu flickers, every time. I'm not sure if it's a hover target thing, but hopefully it can be fixed. I've attached a screen recording
Has any thought gone into using ChatGPT as a customer facing tool for answering product questions utilizing the KB?
I've been experimenting with a local version of ChatGPT that has access to a limited set of data that can be utilized for natural language queries on the data. Has anyone else checked this out? Not a lot of success so far with our KB in Zoho Desk, but
Using Approvals in Zoho Support
Hi Zoho Team, Is there any way to customize the "Approvals" tab in the ticket so that the client contact can receive a request for approval? The reasoning is that we prepare a number of estimates for the client for work to be performed. If I could automatically
Daily Notification for Specific Tagged Items
Is there a way to set up a tag in a Zoho desk ticket so that a daily reminder is sent to the agent about the ticket? Can the same be done to send the reminders to both the agent and the customer who created the ticket?
Tracking how long ticket spends in one department
Hi, I'm just wondering if it's possible to track how long a ticket has been in one department for? Our tickets usually get moved across departments a lot to resolve them so I just want to know if there's a way to figure out how long it spent in one particular
Creating a View in Desk
Creating a View in Desk for all tickets where you have been mentioned. For example their is a ticket and someone adds a comment into that ticket and mentions me (@Iain)
How to turn off ability to share Knowledge-base article with social networks
Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?
Remove Powered by Zoho at the footer
Hi, I've read two past tickets regarding this but it seems that the instructions given are outdated. I assume the layout keeps on changing, which makes it frustrating for me to search high and low. Please let me know how exactly do I do this now? Th
Is it possible to remove 'Help Desk Software by Zoho Support' footer from the Customer Portal
Hi, Just wondering if it's possible to remove this footer from the Portal. I'm doing my best to make the Portal fit with the rest of our website, and the footer looks out of place. Many thanks, Chris
Featurecast Story 6 - Workflows
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 6 - Workflows Make it easy with workflows Zoho Desk's instant messaging functionality includes the ability to automate and simplify the customer support process. Workflows allow you to
Office 365 SSO Integration
We currently have all our users configured locally in Zoho. We want to connect Zoho to Office 365 using SSO. How do we merge existing users with their Office 365 profile? We dont want to delete users and their history. Is there a process to merge us
Elevate your Zoho Desk game: Register for our exclusive webinar series!
Hello all! We're happy to invite you to our upcoming webinar series on how to make the most out of your Zoho Desk experience! This 10-part series (60 minutes per session) will offer how-tos, best practices, and insights that will make your customer support
Zoho Desk Brand- add on in Social Module
Hello! Where can I purchase brand add-ons in Zoho Desk (under Socials)? Zoho Desk Professional currently can have 1 Brand only. I want to add more brands so I plan to purchase add-ons but I can't seem to find anywhere in the website where I can purchase
Better Handling of Contact Creation within Ticket
Different companies have different approaches on when exactly to create a contact. Some will create a contact directly in the ticket, while others such as ourselves will create a contact first and then the ticket. Here is the issue with the first method.
Moving Tickets between departments
It would be nice if, when moving tickets between departments the system leaves you on the ticket (so long as you have permissions to the department). Currently it boots you out to your ticket list.
Closing ticket from Blueprint without any notification
Hi Is there any option to create a Blueprint transition to close a ticket without any further action and preventing any kind of notification to the customer and the ticket cc's? Thank you.
Monthly Release Round-up - September 2023
Hello everyone, We are happy to share a quick overview of all the features and enhancements that were released last month. Allowing agents to share Snippets Snippets are canned or templated messages that agents often use for common questions or enquiries
Missing Privacy Policy checkbox in advanced Webform
Hi, We moved our webforms from CRM to Desk. In CRM, you have the chekcbox field about Privacy policy, the user needs to check before sending the form. IN FOrm, there is a soecial Term and Conditions Fields which could be used. However, no such field exists
Automated ticket creation
After a ticket is created, with a lot of fields filled is it possible to create a custom function or workflow that creates a number of tickets with the info filled in the first ticket? Example : A ticket is created by HR with name, surname,e-mail, job
How to prevent Automation Replies to be send to customer when tickets are created on our end?
Hi there! We are trying to set up an automated reply when a customer writes in. The automation reply should only be triggered when the customers send an email to us. However, it seems that when we "Add Ticket" and "Submit and Send as an email" the automation
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