Zoho Desk - Archiving Contacts
Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.Export all Zoho desk tickets for past 3 months
Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the mostZoho CRM <> Zoho Desk Account Sync
I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync toIP Addresses for Whitelist
Hi, Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIAUsing Agent Email Address as From Address
Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage. Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions aboutUnable to update desciprtion field
Hi Team, perviously, we had hidden the description field on our Help Center as we used a diffirrent field to name our ticket description. Now, the description field suddenly became available on our help center and there are no option to disable it toEnable Image and Hyperlink Sync in Zoho Desk - Jira Integration
Hi, We are using the Zoho Desk - Jira integration, which allows comments to sync automatically between a Zoho Desk ticket and its linked Jira issue. However, we have noticed a limitation: When adding a hyperlink or image in a Zoho Desk comment, it isZoho desk Spam Folder
Dear Zoho Support Team, We are experiencing an issue with Zoho Desk, where all emails sent to our customers are being marked as spam. As a result, they are not receiving notifications for new ticket replies. Please assist us in resolving this issue.Automatically Open an On-hold Ticket at Prescribed/Scheduled/Delayed Time/Date
We have tickets that require followup depending on the situation. Is there a way to change an open ticket status to an on-hold status and assign a date/time that the ticket will set its status back to open? My use case is scheduling. We schedule work,Zoho CRM Roles to Zoho Desk
I have created my role hierarchy in Zoho CRM, Can i import/sync those roles from CRM to Desk or should i create role hierarchy again in Desk?Presence of draft messages are not obvious
I can't count how many times this has happened to me. It's at least 20 or 30 times. I go to compose a message to a customer on a ticket, I think I hit "send" but maybe it didn't register, or I moved off the tab for another task and then closed the tabUpdate 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 fromWhatsapp groups support
Hi Can we use whatsapp groups with zoho desk I have managed to link whatsapp channel , howeer when i connect my whatsapp number in a group, it does not trigger a ticket in zoho desk. thank youExtension: Send reply to customer, with attachment
Is there an API call available for extensions to send a reply to the customer with an attachment attached? We have created an extension that generates an RMA sheet based on custom fields from the ticket and makes a PDF file out of it. It would be greatучиться работать в ЗОХО
Здраствуйте! Подскажите, пожалуйста русскоязычного преподавателя обучению использования ЗОХО?400 Bad Request - Unable to process your request
Hello, Today (13/03/2025) there was a problem with the advanced forms in ZOHO DESK. I have them integrated into my site - I front-end collect the data needed for the form - populate the form with them and submit according to the POST method in the codeWhat am I doing wrong? (updating existing tickets via email)
I'm trialing the free tier of Zoho Desk. When I try to send email to my support address to update an existing ticket, Zoho Desk keeps creating a new ticket. I've tried putting the ticket number in the subject in the format [#ticket#] and [##ticket##].Notifications mention the wrong user when tickets are updated.
I'm having an issue with the notifications/Feed in Desk when tickets are updated in any way. All actions taken are assigned to a single user no matter who performed the action. For example lets imagine my organisation has 3 users: User A, User B, UserAssign layout when using TIckets API
When using the tickets api to create a ticket, can you assign a layout? I don't see it in the list of fields availabe.Zoho Desk Users Meetup Coming to Australia & New Zealand in April 2025
Hello to our Community in Australia & New Zealand, Here's some news for you : Zoho Desk Experts are coming to your city! While you take the opportunity to meet with them and widen your business opportunity, you also get the chance to meet with fellowClient reminders
Hi Is there anyway to send automatic client reminders when we are pending a response from them? For instance, in a blueprint, say you have a transition that asks them for some additional information... They may take a while to reply, so is there a wayRetain Jira Ticket When Merging Tickets in Zoho Desk
Hi, We would like to request a feature enhancement for Zoho Desk's ticket merging process regarding Jira ticket retention. Current Behavior: When merging two tickets (manually via the interface or through the API), we can select the "master" ticket intoCreated delayed alerts
We have a custom alert & rule that notifies our service alerts email address when new tickets are created but these alerts are sent out immediately when a ticket is created, is there a way to set the alerts to be sent out 15 minutes after the ticket isQuestions About Portal
I am trying to set up our portal for internal use by company employees and I have a few questions: 1. Where is the portal pulling the form template from? Or more to the point, where can I go to edit it? 2. Tickets submitted by users through the portalEmail Body as Ticket Description
Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would likeTicket/email attachment automation
Is it possible for a ticket to grab any attachments included in the email chain(s) and add them as ticket attachments? Or at least is there a better work-around than saving attachments to a workstation and then uploading them to the ticket? What is the best workflow others have found to include files sent to and from clients in tickets?Using Direct Assignment Automation for Keywords in Tickets
Hello, I'm trying to use the Direct Assignment automation to move a ticket from one department to a different one based on a keyword found in the tickets subject OR description. SAMPLE: Ticket Create (Checked) Ticket coming to - Dept A Criteria - Subject contains keyword OR Description contains keyword Move Ticket to - Dept B Assign Ticket To - Unassigned I saved and tested this by sending emails to Dept A using the keywords, but it keeps sending it straight to Dept A. Am I doing something wrongSuccessfully Changed Customer's Ticket Status on Help Center Portal
in the Zoho Desk Help Center Customization I entered the following CSS Code to change the color of each ticket so the customer can easily determine the status of the ticket: /* Change Made - Already Working */ .Badge__badge.change_made { background-color:Ticket details view - add module to display other tickets open by the same user
Hello, In the ticket details view, we have down the left-hand column 'modules' for 'Contact info', 'Key Information', 'Ticket Information' and 'Additional Information'. Is it possible to change this view and add another module to display links to otherPossible to flag urgent tickets?
Hello, I was wondering if it would be possible to flag urgent tickets in some way so that when they are replied to, they stand out in the 'My Open Tickets' list? What I would like to do is when I reply to a customer's ticket, flag that ticket so thatUnable to add custom fields to Tickets through API
I have added two custom fields to our Ticket layout. Company ID and Location ID. The Fields page shows that in the API their names will be cf_company_id and cf_location_id. When I submit a ticket through the API I get: {"errorCode":"UNPROCESSABLE_ENTITY","message":"AnWorkflow isnt execute when record is created via sync with Desk
Hi, as in subject, why executing workflow doesn`t work when someone new sent mail to Zoho Desk and via integration email address is created as Contact in CRM?Request for Information on Zoho Desk Webhooks Availability and Security
Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if twoClosing multiple ticket in Zoho Desk
Good day! Im trying to close a multiple ticket. For example: When Ticket #3 is received. Ticket #1, #2, and #3 will automatically close. Can anyone help? Thank you!Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk
Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.How to Assign Tickets Based on the "To" Address in Zoho Desk
Hi everyone, I have multiple support email addresses forwarding incoming messages to Zoho Desk, where tickets are automatically created. I would like to assign tickets to specific agents based on the original "To" address that received the email. However,First Assigned Time
How to add "First Assigned Time" in reportOption to automatically open the recipient list on ticket replies
We definitely need some enhancements on the recipient functions of the tickets. The recipient lists can sometimes get very messy. If our agents also don't pay attention to the individual recipients when replying to such tickets then the conversation getsSet ticket threshold for the agents for optimum ticket assignment
Hello everyone, The round-robin assignment allows the admins to set a department-wide threshold. In addition to this, admins can now set thresholds for individual agents within a department. Note that the agent-level threshold is available upon request.Add a canned reponse system
Canned responses are vital for companies that need to send the same answers to multiple tickets with placeholders such as adding the ticket creators name, etc. Currently, there is no such system in Zoho Desk which is a huge inconvenience to us as we eitherNext Page
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Control the precision of answer bot responses
Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.Compose Emails Faster Using Templates and Snippet
Hello everyone, We have made an enhancement to the Send as Email option in Tickets. Agents can use templates and snippets to draft their response, which helps save time and maintain consistency. The Send as Email page will display the available templatesInclusion is the new engagement
When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a trulyZoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynoteCreate an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
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WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent
Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assignedHow Does Knowledge Base Search and Article Recommendation Work?
Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determineDheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?
Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj SudanFull Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage
Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses forActual vs Minimum
Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
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Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote2024 Email Authentication Standards: Elevating Security with Google and Yahoo
In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust emailWhatsApp pricing changes: Pay per message starting July 1, 2025
Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business PlatformUsing Agent Email Address as From Address
Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage. Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions aboutEdit and Delete options in Comments
A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
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