How to create a validation rules in Zoho Desk.
Hello Team, In Zoho Desk, a validation rule needs to be created.depending on departments and department heads, therefore kindly provide a way to accomplish this. Thanks & Regards, Thisai Moorthy.Setting the email subject when replying to a ticket?
When we go to Tickets, click on one, and click on Reply... how do we customize the email subject line? We have our Shopify support forms routing to Zoho Desk, and it is less than ideal for customers to get emails titled things like "Re:[## 112 ##] NewPaste a photo as attachment
In our process we take photos and snaps of everything we do as the job is completed. It would be a time saver, we could paste a snap in the attachment module. Currently, we have to save the snip, upload it, then go back and delete the file. Thanks RTime Entry Layout
Is there a way to create a Lookup Field in the Time Entry layout, We would like to be able to assign a product each time we enter a time, or have the ability to do an import for the "ticket Time Charge" field. We classify time-based on the type of workGet custom fields - Creating FSM Work Order from Ticket in Desk
I have created a custom function to create a Work Order in FSM from a Ticket in Desk. I would like to have some other specific information to come across from the Ticket and populate in the work order. Ticket ID (from Desk) to replace the Work Order NameAdd team tag in a ticket
Hello, I'm trying to insert the agent's team into a tag, I managed to get the ticket service agent's name, and put the tag with his name, but I don't know what value for the team field. can anybody help me? ThanksProblem with dashboard URL
Hello Folks! I've already submitted a ticket but also wanted to post on community as this is an urgent matter. I recently changed help desk providers to zendesk but now I want to change back to zoho desk. Whenever I go to my dashboard URL (for zoho desk)Announcement: Canada Zoho User Group Meetups - Elevate Your Customer Experience
Hello, Folks! We are thrilled to announce the Canada Zoho User Group (ZUG) In-person Meetups! Join Zoho experts and your peers in your city for a day of networking, learning, and knowledge sharing. We are coming to your cities in just a fortnight. OurSerial Numbers In Zoho Desk
We have a few products but each product shipped has a serial number that is unique to the customer that we use to see when that product was built, the specs for that product and how the product was built. We do not want to create a product for each serialLookup field Limits
Are there any plans for more than five lookups in a layout? Due to the limitation, we have duplicate entries. Any way of requesting more than 5 looks on a layout? We are currently on the enterprise plan and only have five lookups. Is there any way toRemove Username and Password from Help Center Sign in Page when using Federated Logins
Hello, We have enabled Google Federated Login on our help centre but the button is very small and inconspicuous and users think their logins don't work. Everyone in our organisation and supported organisations use Google sign ins. Can we remove the username and password fields and make the Google sign in button much more promenant? Kind regards DavidLink tickets to more than just a contact....
We are currently using CRM for our property management business and are in the process of setting up Zoho Desk. The basic integration has been completed and we have modified the ticket layout in Desk. In CRM we have two custom modules called "Properties"Time-Based Action stopped running
We've had a simple Time-Based Action set up and working for some time now, but in the last 24 hours it has stopped being triggered despite tickets meeting the criteria. As far as I know, we have no control over when time-based events are triggered, butConstant Issues
Is anyone else having issues? I am constantly getting these errors randomly. I must close the browser, wait a few minutes, and start over. I already had a chat with support and was told the issue was that the activity module was off, now its on and stillHow to post announcement to all users in help center (and send via email)
Is there a way to post an announcement in the community and have it emailed to all users in a help center?Zoho Desk Advanced Web Form vs Zoho Forms
1) I'm just getting started with setting up Zoho Desk. What are the advantages / disadvantages for creating forms in Zoho Forms and using them to create tickets in Zoho Desk vs just utilizing the Desk Advanced Web Form? 2) Regarding the Zoho Desk Advanced Web Form, can I include other fields for the user to complete before submitting the form? The fields currently available seem very limited. So far I'm loving Zoho but a bit overwhelmed with the variety of ways I can use the cross-over featuresZoho Desk Chat not showing up on my site
Zoho Desk Chat is not showing on my site after everything worked great, this is the code showing up on my production env (anonymized): <script>var $zoho= $zoho || {livedesk:{values:{},ready:function(){}}};var d=document;s=d.createElement("script");s.type="text/javascript";s.defer=true;s.src="https://salesiq.zoho.com/support.private/float.ls?embedname=private";t=d.getElementsByTagName("script")[0];t.parentNode.insertBefore(s,t);</script>Zoho Desk - Customer Portal
I have a software platform where users use the mail and password to sign in. Can I add customers with the same mails and password for the user to access with in the customer portal in Zoho desk. I can update password daily. So, 1. Is there a way to add/updateHow do I put a date into a custom field?
I'm trying to build a code where I need the field I created, "Created Time", and populate it with the current date whenever the ticket is created. Every time I run my code, however, I receive an error: {"errorCode":"UNPROCESSABLE_ENTITY","message":"AnAvoid reopening tickets from 'Thank you' or 'Postmaster undelivered' messages
Hi, I'm getting several tickets reopened due to customers replying with thank you follow up emails and specially from 'Postmaster undelivered' since customers originally CC'd incorect email addresses and we accidentally reply to them when replying toCreating a task in Deluge like in a workflow
Hello, I'm wondering if it's possible to trigger creating a task within a custom function, but basing it on a template like in a normal workflow? The problem with sticking to workflow creating my tasks is that it just doesn't care about duplicating, andTicket Reply Assistant ZIA Dutch
Hello, I activated the Ticket Reply Assistant today. A nice functionality of ZIA. Unfortunately this is only working for tickets in English. When will Zia be available in other languages? ChatGPT is already able to deliver that. Regards, JasperZohoDesk outgoing emails blocked by SpamCop
Some outgoing messages being rejected as junk mail because ZD mail is blocked by SpamCop's filter This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This isKnowledge Base Accordion elements in HTML
I am wanting to build up a user guide in your knowledge base using articles. I would like to use collapsible sections (accordions) elements in my pages to make the reading better. I have used Bootstrap Accordion before or looking for other types of Java Script I could embed in the HTML editor of articles. Is this possible?... any advanced plugins or other I can use to make more rich content in my articles?Desk API - what is the correct way to associate a new ticket to an account.
We are trying to automate the creation of tickets that are linked directly to an accountId Some background. When we onboard a new customer, we create their new account in Zoho Desk that contains all of the company details for that customer, and we linkAPI to get Spam Tickets.
Currently the result of Ticket Search API does not include spam tickets. Is there any params or filters need to be added for Ticket Search API to list spam tickets or Is there any another API that lists spam tickets? Please provide the API details.Flutter - Unable to SHow Create Ticket
Hi Team, I have initialized the Zoho ASAP SDK by calling the ZohodeskPortalApikit.initializeSDK() function. Now when I try to show the create ticket using the ZohodeskPortalSubmitTicket.show() I'm getting the below error. Unable to start activity ComponentInfo{com.xxxx.dev/com.zoho.desk.asap.common.activities.ZDPBaseActivity}:Workflows/scripts/custom functions stopped working after deactivation of the admin user who created them
Hi there, one of our admins left the company, so I had to deactivate his user. Sadly, this results in chaos, because nearly all of the workflows, scripts and functions he created in Desk, Analytics and Flow stopped working. We changed the neccessary connectionsIs it possible to notify a non-ticket owner agent (who has previously also replied to a ticket) when a user sends a response?
User (our customer) sends a support request in. An agent replies - an automatically becomes the ticket owner. Another agent also replies The user replies A notification is sent BUT only to the owner agent. Can the user response notification ALSO be sentKnowledge base and Dropbox
I am trying to embed a video saved in Dropbox using a public link, but I keep getting the below message.Agent on Holday
Is it possible that if an Agent is on holiday, that tickets can be temporarily assigned or something similar to another agent or Team? So the Agent would amend a setting somewhere or mark himself on holiday somewhere and the reassignment or notificationAPI trigger when image is received over an email
Hello, Can API be triggered once an image is received from a customer on Zoho and change a ticket owner ?How to customise Authorisation Request email
How do I access the template for the authorisation request section in blueprints ? When the email comes through it has no styling at all and could be mistaken for a phishing email Where can I change this as I can't find it in the Template sectionZoho Desk Auto Response to Outside of Business Hours ticket
Hi I am trying to automate response to requests that are coming in over the weekends and outside of the regular work hours of 9 to 17:00. I have tried using the Work flow Rules but the criteria for time requires date and time to be specific, which I do want to avoid. Same thing happens when I try to add the weekend response as well. Is there a way to add auto response to a ticket (comes in either via e-mail or web form) that would include a message that the request is out side of office hours?Flag/Set Mail as private afterwards
Hi! Is it possible to flag or set a Mail after sending/receiving for example from an internal conversation to private to hide it in the help center. If this is not possible, why is this not possible. Sometimes it is necessary to flag/set an Mail to public,Scheduled Reports missing charts
I've scheduled a report in my Zoho Desk application. While looking at the report from a browser, it has the chart at the top and the supporting data underneath it. When I schedule the report and email it as a PDF, the report is missing the chart at theZoho Desk - Account Owner bulk trasfer
Hi guys, I have a Customer Success Manager who is leaving his job, i recruite a new CSM to replace him, On the old CSM agent , there are roughly 200 accounts (the clients he was managing), i want to bulk transfer the whole accounts from his account ownershipLookup field to be visible in help centre
I'm building an internal helpdesk and want end users to be able to select their Line Manager from a lookup to the Contacts module.... I can create the module, but can't get it to be visisble in the Help Centre How can I do this ?"ROUTE_TO" function not working when the user is in the context of "All Departments"
Hi, I'm trying to load my extension side panel automatically when the agent navigates to a ticket, using the background widget. I'm using the following code: ZOHODESK.invoke("ROUTE_TO" , { entity : "extension", location : "desk.ticket.detail.lefttab",Integrating Two-Way SMS Conversations via Twilio with Zoho Desk and Linking to Tickets
I am looking to integrate two-way SMS conversations into Zoho Desk using Twilio. My objective is to enable our support agents to send and receive SMS messages directly within Zoho Desk, with all SMS communications linked to the corresponding tickets.Next 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 forHow exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?
Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to 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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