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
Preview field visibility of different user profiles
Hello everyone! We're excited to introduce an option to preview how fields are visible to different user profiles when they have permission based access. Administrators can set field permission for different user profiles based on the business requirement
What is the difference between "Reply" and "Public Comment" in a ticket?
Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
Email template buttom
Hi, since several weeks ago, when I write an email I cannot see where it is located the buttom to access the email templates. I've checked that templates are fully operational, but I'm not able to access them from an opened email because the buttom has
Ticket Tags Analytics
Is there a way that ticket tags will that show up in Analytics or can it? We want to see when a particular ticket comes in without clicking through all the tagged tickets. We created the tag for this purpose hoping there is a way to see the Analytics
Deliverability with iCloud Users
We use the standard Zoho Desk sending domain (support@companyname.zohodesk.com), and I've noticed a high number of bounce instances recently from Apple users with the following error code: ERROR CODE :554 - 5.7.1 [HM08] Message rejected due to local policy.
Use data of contacts (custom field) inside snippets
Hello, we have enabled the standard integration between Zoho Desk and Zoho CRM. So every contact in CRM has a salutation, this information is also synchronized to desk. So my question how can I use this data iside a email template or a snippet? Please
Forwarded emails from Outlook are being marked as Public and fully visible to the customer
Privacy concerns aside - Zoho strictly adheres to this notion that every conversation from a "channel" is a customer request and should default to public in the customers help center. This should never be a feature and we are shocked no other company
Automatic warning when the time quota for customers is exceeded
Hello, in Desk we store times on the respective ticket, so far so good. Now, certain customers have a time quota, which we have to keep track of. How can we map the requirements in Desk as automatically as possible? I imagine the following: (1) Agent
Adding a "Comment" to a reply produces the following error: "Comment cannot be blank." It was not blank.
While attempting to comment a reply posted by a Zoho help agent on the following post, I received an error saying "comments cannot be blank" and my comment was definitely not blank. Here's the original post: https://help.zoho.com/portal/en/community/topic/new-calendar-update-causes-duplicate-invitations-and-reminders-to-be-sent-out-when-syncing-with-google-calendar
Why can I not change the email associated with my profile on the Zoho Help Center and Community?
Hey all, I was attempting to change the email associated with my account here on Zoho's Help Center, however, the email field is unresponsive. It will not allow me to make any changes. Is the customer login here on Zoho Help Desk no longer independent
How does light agent knows which ticket he needs to comment on?
How does a light agent knows which ticket he needs to comment on? After all, a ticket allocation/assignment cannot go to a light agent. Case: I would like to pass on a ticket to Colleague A (light agent) so that he/she can respond to this by means of
Changed lay-out of 'my area'
Hello, The lay-out of my area changed. We blocked the menu on the right so our users could not filter anymore on their tickets. We changed the CSS now, but would be nice to be informed upfront about these kind of changes. Besides this, where can I change
Chat Module in Zoho Desk UI revamp in sync with SalesIQ
Greetings! We're pleased to inform that the user interface of SalesIQ is revamped and it reflects in the Chat module in Zoho Desk. SalesIQ's LiveChat is used in Zoho Desk to establish communication between the support team and customers. It enables the
Need help on updating huge amount of tickets in Zoho Desk
Hello Support, My tickets got updated by mistake and now my whole system destroyed, the contact on a lot of tickets got updated and assigned a random contact. Here's a video of me explaining: https://www.veed.io/embed/1ea119e8-a34a-475a-829d-4c206d055cbb
WhatsApp conversation removed after merging the contact
Hello Support, If I merged a contact that have whatsapp conversation with another contact that doesn't have, why it's not moving the conversation under the merged contact? here's a video showing what I mean: https://www.veed.io/embed/1bd28680-d2a4-4
Relate Products to Desk
I have a request from my organization to be able to associate products a customer has ordered and have that information display in Desk when a Customer opens a ticket. How can I go about this?
How can I replace a file I've attached to a Desk Ticket?
I usually add a Word or Excel file to a Desk Ticket that has more detailed information. I sometimes update that file. But I cannot find where to replace or delete the first file I've attached to the ticket.
Voting in Community Forums?
Is there a way or is it planned to have a voting option in the community forums of Desk? I currently have a "Requests" section of the forum where customers can add software requests or ideas. It would be great if other users could "vote" on the request
Edit Email Subject when Replying/Forwarding Only
It would be very beneficial to be able to change the email subject when replying/forwarding an email from a ticket, but NOT the actual ticket subject. Leaving the Zoho ticket in the subject is fine. Maybe have the option to create a "New Email Thread"
Ticket Template - Unable to process your request
Hello. Since yesterday i'm facing a problem in Zoho. Edited ticket templates for the past week and since yesterday having problems when editing. Message "Unable to process your request" when trying to edit any field. Verified with admin coleagues and
Not able to link leads to Facebook
It says that I have Search disabled by facebook but i've got the setting for permissions entered on FB page already
/sendReply API Endpoint -> Internal Server Error
Hello there, I would like to send an email reply via deluge, but I get an unspecific error message all the time: {"errorCode":"INTERNAL_SERVER_ERROR","message":"An internal server error occurred while performing this operation."} Sample code snippet:
Department Customization Copy/Paste
Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would
Desk- turn off notifications to users when deactivated
I've just been told by support that this is not possible. Please consider this a feature request- if I am deactivating clients who haven't worked with me for years, I DO NOT want them to be notified by email, and it's incredible that we are unable to
Help Center users can now set their preferred date and time formats
Hello everyone! We are here with another enhancement! Help Center users (registered or signed-in users) can now set the date and time format in their profile. Until now, the date and time format were predefined as: dd MMM yyyy and 12 hours respectively.
Featurecast Story 3 - Dashboard
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 3 - Dashboard A good dashboard tells a story! What is a dashboard? A dashboard is an information managing tool that pulls data from a linked database and presents it through visualizations.
Deactivate old contacts (without deleting)
Hello there, under this post I asked if there is a possibility to deactivate contacts.I received the answer that currently there is no possibility at all. So now I would like to share this idea with you. If contacts leave the company, or are no longer
Customize Article Titles
Is it possible to customize the style of an article title? Right now, it just a default black color and a default font. I was wondering if it would be possible to customize the style of the article title in order to change the font and color. I have been
Shared Snippets
Snippets is Zoho Desk are really helpful for quick responses. However Snippets are only specific to each user who creates them. It would be SOOOOO helpful to have shared snippets. So for standard information we can share the snippet answers with the entire
Setting Up Event Listeners and webhooks in ZohoDesk extension
Hi team, I need to create a target email address and set up event listeners to receive external event notifications and data within my ZohoDesk configuration. I recall seeing documentation about generating the webhooks within the extension, but I'm currently
Hitting reply all after an outgoing phone message in Zoho Desk
In Zoho desk when we try to send an email following a outgoing VM, we get a red error message saying "we are unable to process your request". We noticed that the phone number was appearing in the send to fields after an outgoing call and took the extra
Account Specific Knowledge Base or Article?
We often have Clients email for the same thing again and again. For instance, they may want a report that we generate for them about their specific system. 3 months later when they've lost it they emails us again for the same report. I see that we can
Not able to attach documents to emails
Submitting a ticket to zoho help is also not working.
Error Performing Transition Via API
Hello, I have a custom function in Zoho Desk that will transition tickets. The function was working great until I made two of the transitions common. I am able to transition it from the Original state via the function, but not from the newly added common
Bug in Setup search
Searching in the setup does not take you to the setting, instead it redirects you to zohoone. The behavior was tested on different PCs, browsers and incognito mode. Anybody else have this problem?
Default Font Size in Desk
How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried
Send alert on incoming e-mail from customer, prevent alert on incoming e-mail from agent
Hello, Here is what I would like to achieve: I want to send an alert to the customer (to the contact associated with the ticket) when the ticket meets certain criteria (for example, when it is closed). But this should not happen if an agent forwards an
Identifying teams through logos
Hello everyone! Identifying teams during ticket transfers has become easier! Sometimes, tickets demand immediate attention. This may be due to a security breach, last minute payment, or urgent technical issue. In the case of a last-minute payment, the
Updating WhatsApp Associated Contacts
Dear Support Team, I trust this message finds you well. I am reaching out regarding a situation with one of our valued customers and an integration challenge we have encountered within Zoho Desk. Initially, this customer was already present in our system
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