save customer contact
Customer data such as name, telephone and email will always be saved without having to re-enter if the same customer sends an email again.
ISO Zoho Desk Consultant - Help with Training
Our Company just switched to Zoho Plus and the team member responsible for project management of all the modules just resigned. I'm looking for a Zoho Desk expert to help us with training to get our Customer Care team up and running on the platform.
Is there any way that I can trigger ticket receipt confirmation email per my contact group type
Hi Team, Is there any way that I can trigger ticket receipt confirmation email per my contact group type, for example if client is from region UK then send them this ticket notification for ticket creation and if Australian then trigger this ticket creation
Zoho Desk Community Digest - June 2021
Product Enhancements Added a "Discard" option to the Article List and Article Detailed view page. You can also view the time that the article was last modified in the Article List view. Added Telugu to the list of languages supported in the multilingual
How to track total volume of all ticket touches in a set period of time?
The dashboard clearly identifies new ticket and closed ticket volume for a period of time, however it does not count all the times the ticket had activity on it in-between open and close. I need to be able to quantify my agents work and many times a
Limit to number of product records
Hi, Is there a limit to how many Product records we can create?
Schedule announcements
I think it would be nice if we can schedule announcements in the Community.
Editable Field on Ticket List Table View
Hi, Is there a way to allow the "classifications" field to be updated on the ticket list table view of tickets screen to allow for an update using a our preset dropdown in the same manner as which you can update the status field? The "ticket owner" can
What is the purpose of email aliases in Desk?
I see my list of email aliases in Desk, and I do not understand what it's supposed to do. Selecting any of them does not change what I see as my "Send From" address.
multiple phone fields- calling out
finally started using Desk. We have it linked to CRM and we use Ringcentral. In CRM we can ringout from either a customers home, office or mobile number. In desk only one field has that option. Any ideas
Action to create an invoice on a transition
Hi, Is there any way to create an invoice as an action on a transition in a blueprint? Or is there a way to do so via workflow in Desk? Ideally, I'd like a draft invoice created automatically at a certain transition, based on a couple fields in my ticket.
Are you seeing odd layout of elements in ZOHO Desk on a 4k Monitor?
On 19-Jul-21, I started to see odd layout behavior of ZOHO Desk when displayed on a 4K monitor. It has the following issues: - Side bar appears with your login information but no method to make it disappear - The normal side menu on the left with ticket
Connecting Zoho community feature to slack group message
Hi Team, Is it possible to connect zoho community with slack group message if yes how? I would like any feature post submitted to our community portal to trigger a message to the designated slack group message just like how we have our zoho desk ticket
Permalink edit button brings up a blank page
Hi! I've been trying to update the permalink of one of our knowledge base articles without success. I know you have redesigned the permalink edit feature. The thing is - it is currently rendering a blank page instead of the permalink update pop up. I've
Power Automate Emails sent sucessfully but it won't show up in Zoho Desk tickets queque
Hello there, I created a microsoft flows that send emails to Zoho Desk. I input the Zoho email address I had in the outlook 365 email exchange. The flow testing was sucessful and it said the emails were sent. However, I did not get the emails or email
Unable to submit ticket to Locast help desk: Zoho Desk says “Unable to process your request”
Hi! Locast uses Zoho Desk and I’ve double checked all the fields and Can can we help the Locast team (a non-profit) fix this problem? You may try to reproduce the issue at their public portal here: https://helpcenter.locast.org/portal/en/newticket
Layout set by department
is it possible to have 1 layout between different departments? I need the same layout with those fields and information across many departments. I can only find how to create new layouts in each department, which will take me days.
Top-Right text alignment in table cell
Hello For knowledgebase articles, is it possible to align text top-right? When I have a two coloumn table with an image in one of them, the text in the opposing cell always seem to want to align center. Can you align it top-right instead somehow, maybe
Desk - New ticket email not received when using exchange admin centre
We have setup exchange admin centre to route an email sent to support@[myCompany].com to support@[myCompany].zohodesk.eu When support@[myCompany].com is used - a new ticket is created as expected. However, the sending email address (an external @gmail)
Getting rid of automatic replies like for vacations
Hello Community ! I'd like to get rid of the auto replies like this one in the pictures. It seems like the only way for me is to create another ticket from it and then delete it. It's a little bit "too much" It would be cool to be able just to delete
i want to get the embed code of ticket page
HI sir, i want to get the embed code for my wordpress website of this page , its ticket page , please tell us the steps for it.. : https://desk.zoho.com/portal/kayakdistribution/en/newticket?departmentId=471315000000006907&layoutId=471315000000074011
Is there a way to indicate the author of a knowledge base article?
I want to be able for KB readers to be able to tell which KB Author wrote each KB article, because we address different things or address the same topics but in different ways, and some people will prefer one over the other. Is there a way to do this? Somewhat like how in the Community you can see who submitted a topic?
Merging departments
Happy new year! With the new new year taking place, our service team is being restructured and we would like to merge some of our departments in zoho desk. Currently we have departments based on products for example interviews, Daily etc The proposed
Mass delete customers in DESK
Hello community ! Fisrt question here. New user to DESK, I made the mistake of linking desk and CRM together.. seems somes contacts from CRM appears now on DESK but it's not wanted. I don't find an option to mass delete them in DESK. I can select them
Accessing fields in the Jira integration via Zapier
I am attempting to build a small automation in Zoho Desk via Zapier. The automation would update a field in Jira when a field in Zoho Desk was changed. The fields on the Zoho Desk ticket that have to do with our Jira integration (Jira ticket number,
Converting Chats to Tickets is no longer working
The option to add a chat as a ticket was a really nice way to create a ticket based on a support chat. This feature is no longer working in our account. When we click the link, we get an error 'Unable to convert chat to ticket". I previously
Notify contact owner no longer available
Hi team, I used to be able to select notify record owner in my alert workflow under Macro but I don't see it anymore why? See screenshot below:
Is there any way to get CSAT survey link via API or Webhook after a ticket is closed?
Hi, I'm working on a project that aims to allow a customer to lodge their issue via Slack. I want to send the customer a CSAT survey link via Slack after the ticket closes. Just like in the case of email but I want this in Slack. Till now I haven't been
Can you give Zia a list of tags that you want it to learn?
We have just reached the point that Zia will start auto tagging but it did not pick up on some of the tags that I hoped it would. Is there a way to guide it to look for certain things? Namely we have a bunch of named entities like "Lake Side", "The Elms",
Introducing customizable widgets in the Zoho Desk iOS app
Hello All, In the latest version (v2.5.11) of the Zoho Desk mobile app, we have introduced two new widgets, one to view the ticket stats and the other one to view the tickets list. You can customize these widgets based on the custom views that you have
Desk Reports - You Have No Permission to Perform this Action
Hi, I've used a default Ticket Report to create a custom Report, i can save it but i cannot run it after saving with error "You Have No Permission to Perform this Action". Steps i did 1. Open Zoho Desk 2. Go to Reports 3. Open "All Overdue Tickets" 3.
Is there an easy way to mass update URL's in KnowledgeBase articles?
We've recently switched our company name, which has broken all the URL's that were manually added throughout our Knowledgebase articles, (these are links that cross reference other articles). The old site was at: https://desk.zoho.com/portal/sonocentltd/kb/articles/
Is it possible to make custom fields that are dependent on other fields show/hide when the parent field is left blank?
Our current helpdesk software allows users to make custom field "Categories" that are categorized by department with which users can then associate custom fields. When one category is selected, only a predefined set of fields show up and the others hide, which enables our departments to tackle multiple kinds of tickets as well as prepare them for escalation to other departments. For example, when we select the Communications category under the Marketing department's category in the drop-down (see
How to I auto assign a specific account name to CRM existent contact information generated from a zoho Desk?
Hi, How do I auto assign to tickets, i mean a specific "ticket owners", when a ticket submit in desk and if this ticket already exists in CRM and has an account manager in CRM, automatically the ticket owner in desk to be the account manager of crm for
Field Dependencies should be available in Webform
Currently, the field dependencies are not supported on Webform. e.g., if I have project X in location A, Y in B and project Z in location C. The field values of project should be shown based on location selected. This feature is available on the Zoho desk portal but not on Webform. This should be included in Webform.
Shareable Dashboard Links
It would be great to be able to share a link for a dashboard, that doesn't require an agent to login. When I put up ticket metrics on a tv, I dont want whoever has access to the tv to have full access to my zoho account, since i'm forced to log in.
Zoho Desk Help Center portal integration with my website
Hello there; 1. I try to integrate Zoho Desk Help Center portal(shown in the attached Portal.png) with my website. When users in my website(shown in the attached MyWebsite.png) login and click the button associated with Zoho Help Center Portal, they will
[ASAP] [iOS] Troubles to open the ZohoDesk Chat in version '2.0.6'
Hi Zoho Team. The chat had been working well until today , I tried to open the ZohoDesk chat from ASAP module, and I got the following error in the console: ✅ ZohoDeskPortalSDK 2.0.5 11:22:32:506 {UI} ZDPortalNetworkService.swift-setASAPheaders():452
Introducing Ytel, Salesloft, WooCommerce, and 8 more extensions for Zoho Desk
Deliver stellar customer service and win customer loyalty with Zoho Desk. Here's a list of all new extensions for Zoho Desk released in the second quarter of 2021. Connect your favourite business apps with Zoho Desk in a snap without writing a single-line
ERROR 404 - PÁGINA NO ENCONTRADA
Estimados Solicito su ayuda, cambiamos de proveedor de host y hoy nos sale el error en nuestra pagina 404 - PÁGINA NO ENCONTRADA (gestion-electronica.cl) de Zoho desk la url de nuestra pagina es https://www.gestion-electronica.cl/support/gehelp/ShowHomePage.do#
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