Tickets associated with my service contract are not subtracted from the pool of hours configured in contracts in Zoho Desk
Hello community, I hope you can help me with this query. I have set up contracts in Zoho Desk, and it is associated with a client that has a quota of 30 requests per month. In my client I have 4 email accounts associated that can make requests and these
I am unable to view a client's related information within their account, a lock appears in Zoho Desk
Hello community, I have a problem that I can't solve, I have a client with a related contract and I can't see their associated tickets, it tells me that I don't have permissions, I've already checked the permissions everywhere, but I can't fix the problem.
Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI
Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not
Send email to customer in blueprint and show it in thread
Hi there, We have a blueprint that sends an email to the ticket contact whenever the ticket changes status. On every transition, "after" the transition an email alert is sent to the customer. The problem is, that the email is not shown in the ticket thread,
How to create knowledge article base on ticket?
How to create knowledge article base on the tickets? For example: There is a ticket and several conversations. Finally, the ticket is solved. How to make an article to include all the content of conversation in this ticket. I know there is Resolution,
first contact resolution
interested to know how others are dealing with first contact resolution (fcr). i cannot find any articles on this subject.
Elevating Email Security on Zoho Desk: DKIM Now Mandatory
Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
Making the Resolution Tab Mandatory
Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
In focus: Customizing agent details in Radar
Managing agent performance just got smarter! Imagine having all the key details about your agents right at your fingertips. That's exactly what the Agent Details feature in Radar offers. Whether it's their pictures, names, statuses, or ticket metrics
How to listen to ticket change
Hello community, I created a widget, which checks all departments, if the user has written there as well, as some customer do this. Overall it works fine, except that I have to refresh the widget tab every time I go to another ticket. How can I listen
Is there a way to get Guided Conversation responses to appear on a ticket?
Hello When using the Create Ticket block, is there a way to save all of the responses the user has inputted on the ticket once it's been made?
Tickets Assigning Automation
I am trying to build a bot which can automatically assign the tickets to the concerning team as of now we have a dedicated person who read the emails, understands the query and then assign it to the dedicated team. I have built an prototype of the same
Zoho Desk using APIs
We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns
Knowledge Base - Import PDF/Doc
Our company already has guides and manuals in PDF/word format. Is there a way to directly important these as articles for our customer portal? When doing a copy/paste the formatting gets a little skewed and images don't post over either.
Allow Selection of Multiple Threads and Notes for Splitting into a Separate Ticket
Dear Zoho Team, We would like to request an enhancement to the Split as New Ticket feature within Zoho Desk. Currently, users can only select one incoming thread to split into a new ticket. However, there are many scenarios where the ability to select
Final reminder: Zoho Desk Old UI will be deprecated on December 15th, 2023
Greetings Zoho Desk users! Effective December 15th, 2023, the Zoho Desk old UI will be deprecated. This means that the option to switch between the old and new UI will no longer be available. We kindly request all users to move to the new UI by clicking
How to view all departments on one dashboard or ticket view?
Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
How to link Custom Fields in Ticket view
Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making
How can I delete Customer Portal User?
Hi, I have added two portal user. Now I want to delete these users (setup->customer portal->users), but I can only activate, deactivate and re-invite user. Before adding these users in customer portal, I have added them in contacts and after that I have deleted them. I have added theses two user with my 2 different email id. The reason behind is before going live I wanted to test my invitation mail, how its looks in template and its embedded link to accept the invitation, whether acceptance link
Notify on new comment
I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis
Stopped getting zoho notifications in Email for Customer response to support tickets
Hello , I stopped receiving Notifications from customer response in my company with attached to this account.
Zoho Desk iOS app update- Save drafts on the social channel tickets, send replies via blueprint transition on social tickets
Hello everyone! In the latest iOS version(v2.9.3) of the Zoho Desk app, we have brought in support for the following features: Save drafts on social tickets Send replies to social tickets via blueprint transition. Save drafts on social tickets We can
Round-Robin with Load Based Assignment, can you limit which Status are considered?
Hello, We are currently using Round-Robin with Load Base Assignment. Is there a way to exclude tickets of a certain Status from being considered by the Round-Robin Assignment rules? For example... I have the following statuses. Escalation Review (meaning
Insufficient "previlleges" to perform this operation? All of a sudden
Trying to create a ticket report in the free version of Zoho Desk (Analytics > tickets by contact), same as I have always done for the past 4 years every 2 weeks, and I am receiving the following message: I am labeled as Support Administrator, and we
Ticket sends email to 2 different email addresses
Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets
Grandstream PBX
Good day, all, Has anyone integrated Zoho Desk with Grandstream PBX? Looking to have the system ask for a ticket no if no ticket then create one and provide it to the caller before the call is put through. Am I asking for too much? Thanks
In focus: Cliq integration in the Agent Details page
Collaborate smarter, not harder! Managing your communication and collaboration just got easier! With the integration of Zoho Cliq into the Radar app's Agent Details page, you can now communicate and collaborate within a single platform. Why use the Zoho
What is the Desk API?
I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"
View tickets
Is it possible to have 1 person in a organization which can view all tickets of that company? Example: IT Manager of Company X wants to view all tickets of Company X, no other user can see all tickets of Company X.
Automatically associate contact with product
Hello, I created a Real State scenario at CRM where I have property owners that are contacts, and properties that are products. After creating a contact and a product, I associated them. My Desk is integrated with my CRM, and it automatically creates
Zoho Desk Deluge get tickets info
When using Deluge, Need to use "tickets" to obtain ticket information. Example : ticketDetails = zoho.desk.getRecordById(XXXXXX,"tickets",ticketId); Is there a way for me to query ticket information while only knowing "ticketNumber"? The "ticket Number"
Would like to set up the rule to auto close the ticket
Hi, i would like to set up rule if ticket body, descrion contain text:”from: DE-2”. Postal code which start with DE -2 should be closed. Is there any symbol to replace all five digits or how to do it? Thanks.
Recipient accidentally added to ticket?
One of my users copied email text from a client into the description of a new ticket. The ticket was intended to be for internal use only, so imagine our surprise when he received an email notification, replied, and his reply was added to the ticket!
Issue with Blueprints in Zoho Desk
Hello, I’m experiencing an issue with Blueprints in Zoho Desk. I have some Blueprints that haven't been modified since July 28, 2023, but they suddenly started having issues. In some cases, it’s not possible to move to the next stage; when clicking the
Where can I find my documents
I am evaluating solutions to store text documents. I once created one text document on zoho and worked on it. I came back to zoho a few weeks later. Impossible to find it again. Is there a web page containing my documents or my folders? How can I retrieve
Customer Happiness not clickable when using API
Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
Email Alerts for New Audit Log Entries in Zoho Desk
Dear Zoho Desk Team, The Audit Log feature in Zoho Desk is a fantastic tool for tracking changes and ensuring transparency in the helpdesk. However, to make this tool even more effective, I’d like to request an enhancement. Currently, there is no option
Getting 401 Unauthorized while creating Ticket
I'm getting 401 UnAuthorized when I try to create a ticket using the Zoho Desk API. I am using using OAuth2.0 for getting access token and generated accesstoken and used Desk.tickets.ALL as a SCOPE . Kindly help me to resolve this issue while creating
Ticket Views: filter criteria -> dynamic date values in relation to the current date
Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
Automation#26: Notify Parent Ticket Owner on Child Ticket Status Updates
Hello Everyone! Ever found yourself juggling multiple service requests that seem like pieces of a larger puzzle? Managing interconnected tickets can be challenging, especially when updates on child tickets need to be tracked. That’s where our custom function
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