Error in creating a brand under Social
Hi! I am trying to create a brand in Zoho Desk>Social to integrate our FB Page. However, I keep on receiving the message " An internal server error occurred while performing this operation". Are there any restrictions or requirements in creating a b
Parent child ticketing
Hi All, do you know if there is a way for all time logged against a child ticket to be added to the parent ticket in a different department?
Desk Contact - Secondary Mail (automatic ticket creation after email receipt)
Hello, contacts in Zoho Desk can have a secondary email address. What is this good for? When I forward mails from a mailbox directly to Zoho, i.e. to an internal Desk address, tickets are automatically created to the matching email. The email sender is
Typeform -
Hi team, I see Typeform integration to Zoho Desk https://marketplace.zoho.eu/app/desk/zohodesk-integration-with-typeform, Is currently not available in Europe. Can this be arranged rapidely? Thanks, Hasna
Important enhancements and UI revamp in Community
Hello everyone, We are back with a set of exciting enhancements for Zoho Community. Community is a place where you can get important updates, engage and interact with other users, find topics of interest, share ideas, ask questions, and help peers with
Multi-brand portal | Unique User Base | Permissions / Invitations
Hello there, the help doc on the topic unfortunately doesn't answer all my question, so I'll ask it here. If I select the uninque user base, what are the specific steps for invitation? How does the group assignment work? I want to unlock an end user only
Zoho Desk's Instant Messaging Feature Update - Increase customer engagement with WhatsApp's Interactive Message Templates.
Coming Soon! A messaging feature to take your business to the next level by adding WhatsApp Interactive Message Templates to your customer conversations. One of the latest features of WhatsApp business is the introduction of Interactive Template Replies
Desk access to Knowledgebase for SAML users
Hi, In Zoho Desk, you have the flexibility to set categories and permissions for users and groups, but the 'users' database is horribly inflexible. A user in an existing company cannot log in and see articles relevant to their business without an agent
Referencing attachments as links within KB article
We would like to be able to reference article attachments via a URL within an article. How do we find the URLs of attached files?
Enforce the agent availability for all users
Hi, We need to track our agents' activity, and the "Agent Availability" report could be helpful for that. However, this report depends on the "My Availability" option that only agents can enable or disable on their end - administrators cannot enforce
Ticket View - Sort by Account
Is there a way to sort by "account" in any of the ticket views?
Data administration | Export Data | Help Center Articles - CSV export is not valid [Bug]
Hello there, when exporting Help Center articles, an essential aspect in the standard for CSV files is not met. See RFC 4180 for details: As you can see on the screenshot the article starts in line 1 and due to the line breaks in the article text the
Knowledgebase Article Permissions
Hi, Goal- I want knowledgebase articles in the Category 'General' to be available to 'Registered Users' but not to public. This article https://help.zoho.com/portal/en/kb/desk/self-service/knowledge-base/articles/organizing-your-knowledge-base-content#1_None
How can I include custom Account fields on the ticket?
I've created a cuistom Account field and I'll like that to display on the ticket. how do I achieve this?
Agent Export Enhancements Request
It would be nice if the Export functionality included the following information in addition to existing information for the Export Agent option: License type (Agent vs Light Agent) Roles and Profiles To more easily review access
Agent Management page enhancements request
It would be nice if the Agent management screen had some additional features: A tab for Full Agents. Light agents exists, All agents exist but there isn't a listing of full agents. This would be a nice feature. License totals and licenses used. It would
Cannot reply to ticket
i have a situation where when I click "Reply" "Reply to All" or "Forward" on certain tickets, it doesn't open the editor and start a reply. What happens is that is "shrinks" the current message I am looking at (in the same fashion as what happens when
How can I move a ticket from Department A to Department B?
Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?
Getting Attachments in Zoho Desk via API
Is there a way to get attachments into Zoho Desk via an API? We have a process by which a zoho survey gets sent to the user as a link in a notification. The survey has several upload fields where they can upload pdf documents. I've created
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
Desk - Finance Integration - Can't 'Mark as Confirmed' Sales Order
When a Sales Order is created from the Desk interface, there is no way to get it out of the 'draft' status without actually emailing it to the customer. There are many, many, many, many cases where this isn't the workflow. In the regular Books / Inventory
Featurecast Story 4 - Embeddable message button (click-to-chat)
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 4 - Embeddable message button (click-to-chat) What are the benefits of using a message button in 2023? Use click-to-chat (message buttons) to boost customer engagement on your website With
Unable to get Comments data via API call
I am currently implement system to retrieve ticket and its comment from Zoho Desk to Data warehouse using python. I was able to get Tickets but comments data for each tickets is empty but on the Dashboard, there are couples of conversations logged. We
Adding a user - error - Invalid Invitation. Invitation was not sent to this user
I struggled figuring out this cryptic Zoho Desk error message that apparently is not documented anywhere. I finally figured it out but wanted to add it here so no one else has to struggle to find it. Kudos to the ZD team for making error messages easy
Ability to rename community tabs as own preference
Current zoho desk community tabs unable to rename however i see it has as suitable standard for most communities But it will be more better and beneficial if possible to modify(rename) then we can use the community for various purposes and able to change them as very convenient for, various product & services various fields organizations push(add) many topics types into one community instead host several community forums or portals. Setup > Channels > Community > Preference > Topic Type This's an
Desk vs FSM
Anyone using the two together? Not sure what’s the best way to make our workflow. Usually we ticket for everything we do in our company. In this case do we ticket for remote calls/services (that require no onsite visits ) and use FSM for just onsite calls.
How to Re-Send Happiness Feedback to our CLOSED Tickets
Hi Zoho Desk Support, good day. I would just like to inquire if there is a way for us to RE-SEND the happiness feedback to our CLOSED tickets to our users like at least 2 months ago up to the present. Thank you.
Layout field label in Help Center
Is there a way to modify the "Layout" field label to something else using CSS? I was told it could not be changed via the English language file.
Departments Limit
There is a limit of departments that i can have on zoho desk?
Telephony Question
Can we import and use existing numbers so we don't have change over to new phone numbers?
Only send ticket closure email once.
Hi, Currently, once a ticket is closed an email is sent to the contact to let them know the interaction was closed and asking them for feedback. Most of the time, that is the end but sometimes the contact will have extra questions which will cause the
How can we prevent the requester from reopening a closed ticket
As understood from your documentation "Closed" tickets will be reopened if a customer sends a rely on that. How can we prevent that and mark a ticket as permanently closed when no reply can re-open the ticket. Refer competitor behavior for easier understanding between the "Solved" and "Closed" fields Solved means that the agent has resolved the support issue. Solved tickets are closed, typically, a number of days after they have been set to Solved (the exact number of days depends on how an Administrator
Has anyone created a public ASAP Guide that I can check out?
I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
Dynamic filter criteria (placeholder) in views (current user, current date etc.)
Hello there, from the everyday other software solutions one is used to the fact that one can use placeholders with regard to filters. It is not efficient to filter based on the current date and have to edit the filter every day to manually change the
How to reset formatting to default font size (12)?
Hello, I've set the default font size for my replies in Zoho Desk to 12, but if I click the "Clear formatting" button, it switches the font size to 10 (which is the default for Zoho). How to configure Zoho Desk to use my customized default font size (12)
Zoho is not solving my Data Import Issue
I have reported a data import issue since 5th July, it has not been fixed and there is no timeline for it. Their team said they can import from their side but after 2 weeks till now nothing was imported. It means I am paying for a malfunction system everymonth.
You are forced to store/manage custom functions redundantly | Any solutions?
Hello there, you are forced to store code (custom functions) redundantly if you want to use the same functionality in multiple departments. I don't understand that you can't define global functions. When I make a change to a function I may have to do
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)
Deluge example to associate a product to an account
Hello, Is there a deluge example to associate a product to a given account, or vise versa? I see updateRelatedRecords but it seems to only be related to time entry?
Monthly Release Round-up - August 2023
Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Introducing Teams logos While creating teams, logos can be used to represent each team for quick identification. Users can recognize
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