Zoho Desk custom functions to merge tickets.
We have a situation where we want to create tickets for alerts received from another PSA. The tickets are currently creating fine, but the replies received to that ticket is not getting merged. We tried using custom function "Auto Merge Tickets with identicalTicket Status - Color code
Has it been discussed to have a color code system for ticket status, or is there a view that is already built in that I may be over looking? I know like it Zoho Projects with the statues we can color code them which makes it easier to look at over all status and it could be very helpful when i am looking at a view with all open tickets to have them color coded by status in a listing view. I have included a mock up to visualize what I am talking about. Just curious if this has been requested beforeTicket Attachment
Hey, In the Ticket form Layout, Is there an way to have multiple attachment fields. Let's say 2 different options one for images another for videos or documents."Display Tickets from private departments in the Help Center" and "Show departments list page on choosing to submit a ticket" don't works in my environment Zoho One
Hello, I've set up a help center with a public department and several private ones. In the help center settings, I have validated the following 2 options: - Display Tickets from private departments in the Help Center - Show departments list page on choosingCierre de Ticket En espera, luego de 24 horas
Hola. Actualmente veo que no puedo crear una regla cuando el ticket se encuentra en espera por 24horas. Este cierre de manera automática. Ya que en el personalizado de la fecha, seleccionas una fecha/hora en específico pero no las 24 horas que el ticketZoho Desk iOS app update
Hey Zoho Desk Community, In the latest iOS (v2.8.3) version of the Zoho Desk mobile app, you can now respond to customer requests that come in through Instagram Posts and Direct Messages. This update also provides support for replying directly to specificCreate a workflow to merge duplicate tickets
My backup solution will send me automated emails whenever a workstation goes from a status of "healthy" to a status of "troubled", and then send me another email whenever they go back to "healthy". I have it forwarding these to my support inbox, and itRemoving one commend or thread from a ticket
Hi, Sometimes, and against our warnings and disclaimers, our users still send a password in a ticket. Is there any way to delete that thread/comment within the ticket, which contains the secure data? Currently, we are forced to inform the user of it,Missing Zoho Desk Data in Zoho Analytics
Hello, we have problems with the synchronisation between Zoho Desk and Zoho Analytics. We don't have general sync issues, it's individual records that are present in Zoho Desk and not showing up in Analytics. Of course, we have already tried to startAll emails out of desk bouncing back as undeliverble
As of about 3:45 pm central US time, all of our outgoing emails from desk began bouncing back as undeliverable. Contacted Zoho support who could not find the problem. Our email accounts are sending emails just fine from outlook. Is anyone else experiencingWe're revamping how you name custom fields.
Dealing with APIs and custom fields on a regular basis can prove to be tricky. When you create custom fields using an API in the back end, these fields are replicated in the GUI of your Zoho Desk modules. The labels your developer gives to every customAssign tickets to agents in a defined sequence
Hello everyone! Assignment rules in Zoho Desk provide an automated mechanism to distribute tickets among agents based on predefined criteria. This ensures a streamlined and efficient way to manage customer requests. Currently, there are two types of rules:Zoho Desk's Instant Messaging | Feature Update | Status and Notification Settings
Hi All, We have some helpful new features to highlight in Zoho Desk's IM module. Set your status as online or offline Instant Messaging has become one of the most popular tools for delivering customer support. One of the most simple, practical featuresUsing SMTP to manage outgoing email via an O365 shared mailbox
We use Microsoft 365 and would like to start using their SMTP to manage outgoing emails for our various Zoho departments. The issue we're running into is authentication - since each department is built using a shared mailbox, and shared mailboxes don'tNew to Zoho Desk -- Layout versus ticket template
Are ticket templates just subsets of layouts? I'm still a bit confused as to what the difference between the two is.Filter Emails Based on CC'd emails
3 years ago, a user submitted a question about having a filter based on the BCC (here). I'd like to know if there is an update for the said feature. I'm trying to create a filter using the CC field or the other recipients of the email. Is this now possible?Confusing Ticket Views for End Users
The tickets' statuses don't necessarily equal the VIEW choices for the END USER in the self service portal. For example, what's ON HOLD for AGENTS is actually AWAITING INFO for the END USER. More specifically, when the AGENT needs more info from the ENDHighlight Field in ticket information sidebar
Hi, we have a custom field, that get the data (support stop date) from the products. Now I want to validate this field and if the date is older than the current date this field should be highlighted. See the attached picture for clarification. Is thisZoho Desk integration to Books, CRM, Inventory stopped working.
Wondering if it's just us. I don't believe any security permissions were changed in our tenant, however after nearly a year of using these integrations with desk it has stopped working stating "Insufficient Privileges to perform this operation. ContactSLA configuration
Hi, I am currently configuring a SLA in our Zoho Desk instance and I can't find the setting, how to define a fixed resolve time. The use case is the following: If a ticket is created and the customer has no SLA set a resolve time 15 days after and theLink Invoice/Estimate to Ticket
Hi, is there an API that can link a zoho invoice or estimate to a ticket? I have a number of custom processes that create an invoice and estimate for customers and I want to link them to a ticket so that they appear in the Invoice tab of zoho desk.Is there an ability to keep the status field unlocked while having an active blueprint?
Hi, Is there an ability to keep the status field unlocked while having an active blueprint? Thanks,Zoho Desk's ASAP announcement | Help customers find the content they need
Hi All, The expeditious Zoho Desk's in-article search for ASAP mobile SDK is here! Users can search for words or phrases within a specific article to find the most relevant content based on their circumstances and the issue they're experiencing. For example,Managing en administrate prepaid hours to cusomer in zoho desk
Good day, As a Digital Agency, we have been looking for a solution for some time to administer and communicate pre-purchased hours in Zoho Desk. This is a solution where: A pre-purchased number of hours can be added to a project or organization The remainingChange assignment from a Team to an Agent when edited by said agent
Hello, I am trying to create a setting/workflow for the below. Tickets are created when a SalesIQ chat is missed or someone emails our mailbox. These are auto assigned to the Support Team. We would like the ticket owner to change when the ticket is edited,Remove Signatures from emails to ZOHO support desk
Hi There Is there now way for you to automate the removal of signatures when i email your support email? our signatures are dealt with at organisational level through mimecast , so i have no control over it, but I am not confortable having all my contactZoho Desk's ASAP announcement | Introducing the only text-to-speech app you need
Hi All, We're happy to announce the release of a highly anticipated feature for Zoho Desk's ASAP mobile SDK: The one-click text-to-speech (TTS) function for mobile applications will increase accessibility and make it easier for users to get support. TurnProblem on a Workflow
Hi all, based on this answer: https://help.zoho.com/portal/en/community/topic/loop-with-other-ticket-system we have a problem if the process includes multiple criteria (see the screenshot): If we have only point 1 and 2, the workflows works properly.Featurecast Story 9 - QR Code
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 9 - QR Code Use QR codes to add customers to your communication channels QR codes provide a convenient, simple way to connect with customers. In this article, we'll provide all the informationNo email sent to customer
I am able to email the support email address and the ticket is created in zoho desk. When I reply to the ticket in zoho desk no email is received at the email address used to create the ticket.Auto Merge
Hi, We receive emails from IT on another ticketing system. When a ticket is resolved on the IT system it send 3 emails; 1 update to say its been fixed, 1 to say the ticket is now resolved and 1 asking for feedback on the service. These emails are generatedRegister for Our Next Zoho Desk Webinar - How to run optimal customer service operations!
Hello there, This is a friendly reminder for the sixth session in our webinar Series. Webinar Topic: How to run optimal customer service operations Date & Time (PST): November 29, 2023, at 11:00 am | Registration Link: https://zurl.co/qhKq (IST): NovemberIs it possible to reorder the options of the Jira Projects in the Zoho-Jira integration?
Assume that I have a Jira-Zoho integration sucessfully running. I have 3 Jira Projects assigned to the Zoho Department following the STEP 5 of this documentation. "Project 1", "Project 2" and "Project 3" are the names of the Jira Projects. However, IDesk Not Creating Ticket From Email With Two 'From' Addresses
I have a situation where a specific customer sends us an email to our support@ address but Desk isn't receiving and/or processing just that customer's email. Anyone else sending to support@ works as expected. The only thing different about these emails,Portal Customization
Is there any way to change the icons used for things like the ticket icon? Or a way to change the unprofessional looking comic character that comes up on the page when someone signs up for our customer portal?Search and replace in knowledgebase
I'm sure we're not the only company that has renamed a feature, changed a label for a field or reorganized a menu in our software. Sometimes these seemingly small changes cause a lot of work for kb admins as they have to go in and rename the thingZoho Desk iOS app update - Share ticket
Hello, everyone! In the latest iOS version (v2.8.2) of the Zoho Desk mobile app, we have included support for the Share ticket functionality. 1. Share Ticket: With this feature, you can seamlessly share tickets with agents in other departments, fosteringZoho Desk's Instant Messaging Update | New Integration | Nov '23
We're adding more ways to stay connected with your customers! Hi All, We've been working on many improvements for the last few months, and we're excited to announce a highly anticipated integration with Facebook Messenger! Let's dive right into the benefitsChatting / IM - Zoom or Microsoft Teams integration?
Is it possible to have Zoom or Teams set up as an IM option? Also, if possible, is it also possible to limit it to a department? We want one specific department to have the ability to IM (or chat) but not enable it for another department. The general3CX and Zoho Desk
Hi, I want Zoho Desk to open the related Customer Contact Card when an advisor accepts the call on 3CX. They already manually copy the number and search Zoho Desk but surely there is a way to make it automatic? I have found https://help.zoho.com/portal/en/community/topic/contact-search-api-sends-204-every-timeNext 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, it helps to have peers or friends around you saying, “Everything will be okay.” They speak to you in common or shared language. But your inner voice comes to you in a truly uplifting language that stays close to yourZoho 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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How 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 theActual 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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