Reports and Dashboards are now together called "Analytics"!
We have now grouped Reports and Dashboards modules under a new heading called Analytics. This is similar to the Customers module, which houses both Contacts and Accounts. So the next time when you are looking to access a report or a dashboard, you need
iOS ZohoDeskPortalServices integration issue with latest Xcode 13.3 and swift 5
Hi Team, We are integrating ZohoDeskPortalServices in our iOS app but facing run time exception. Below is the log: We are using Xcode 13.3 and swift 5 for our iOS project. This integration is using pod. Please have a look at the issue. Thanks.
On screen pop-up for agents?
Is there any way to have Desk provide an on screen popup if an account matches a set requirement?
How can I create available time slots for every employee?
I want when assigning a ticket to an employee on a specific date-time. the system defines the available slots for the employee.And when I assign a ticket to an employee at a specific date time, the system prevents me from assigning another ticket at the
Zoho Desk not working using Site Domain Name
I am trying to access my Zoho Desk. It is directing me to my website However I am getting a 400 error. I suspect it is becasue I have moved hosts and changed my Cloudflare. I need to have the redirection removed on my Zoho Desk so that i can again
Can't follow forums in Zoho Community
I don't know where to add this but I am unable to follow any community forums. Take this Desk one for example. It shows 169 followers, I click follow and it says success and goes up to 170 followers but it does not save and as soon as I refresh or navigate
Associate a new Account to an existing contact in bulk
Hi, I would like to associate a new Account to an existing contacts in bulk I see this is currently not possible - see article https://help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/account-management/articles/how-to-associate-contact-with-account-if-contact-is-created-before-the-account
Update contact numbers from ticket
Would it be possible to update the Contact phone information from the fields in a ticket, ONLY if the contact numbers are empty? The scenario is that on the ticket, I have the phone number set as mandatory. It happens that agents are filling in the phone
Daylight Savings Time change
We have the following Business Hours set for our company. When Daylight savings time ends on the East Coast in the USA, what must we change? Will the system automatically pick up the time change? For the East Coast of the USA on Sunday Nov 4th, our clocks fall back by 1 hour. So 2:00 AM becomes 1:00 AM.
Pagenumber in search results in the help center
In the help center I only see a forwards and backwards arrow on the bottom of the search results. Is there the possibility to add the page number, which I am currently viewing. See my mockup below. Thanks and BR
Zoho Community Leaderboard
Doesn't your community platform offer a membership page listing all members or a leaderboard etc else what is the point in the badges and point scoring system?
Agents photo included in email response from Desk and autosignatures
Hi Within Desk we have our agents and they include the photo of the agent. When replying to a customer via a ticket, can the response include the photo of the agent who has provided the response. Also, can agents have their own signature on the bottom
Add multiple users
How do I add multiple users to the Help Center at once?
Embed Videos in KB Articles from Gallery
Hi, I'm currently writing articles for our new KB with Zoho. There is a gallery feature which also lets you upload and show videos. I uploaded some tutorial videos and wanted to embed them in the corresponding articles. It turns out that you can not embed
Dispatch Scheduling
When will zoho desk build in dispatch scheduling, as an MSP we have to schedule on-site visits, currently we have to use Outlook or another system to schedule..... Thank you
Zoho Desk Limitations
Hello, 1. We have 100 landingpages and wanna map each form from website with an specific zoho desk team. But i see in desk plan a limitation: Supervise - Time-based Rules -> max. 30. See also my attached screenshot. Question: Is it possible to map each
add Products to modules sitemap
is there a way to add Products module to the main zoho #desk sitemap, similar to standard modules - tickets/kb etc., so that to get to the products one would not need to go to the Setup-> GENERAL-> Products, but rather directly from the menu? Thank
Service hours provided vs available in Zoho Desk
Hi, The use case is the next: A company sells service hours, for example sells to 10 hours of "X" service of service, I mean the customer has 10 hours available to request "X" service, the client generates requests, the agents attend them and record the
Domain Mapping
Currently I have mutiple domains mapped eight in total. When I add an addtional domain and get to the Apply Domain stage it states it will replace the original account domain. That is it replaces and deactivates the first domain name on the list (the
Unable to save integration in Desk
Hi, we are trying to integrate ZOHO CRM with DESK but from another customer, the integration looks like is correct after the authentication steps but when I hit CONFIGURE button and then select the Fields to be sync, I try to save the changes in order
Zoho Desk Portal SDK for IOS
Hi, When will this be released, compiled with 5.1.2? Im getting error message when attempting a build in XCode 11.2 Module compiled with Swift 5.0.1 cannot be imported by the Swift 5.1.2 compiler: / ZohoDeskPortalSDK/native/ZohoDeskPortalSDK.framework/Modules/ZohoDeskPortalSDK.swiftmodule/arm64.swiftmodule
Creating tasks in Projects from a ticket in Desk
How do I create task/issue in Projects from a ticket received in Desk? I activated this extension and cannot see that any change has happened in our Desk account - no additional items were added to the actions dropdown in a ticket...
Mail Not Delivered
Hi Team, When I am trying to send email to recipients through Zoho help desk, But it doesn't deliver and it returns the below error message. mailer-daemon@mail.zoho.com To <support@optisolbusiness.zohosupport.com> This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Mon, 18 Sep 2017 06:31:21 -0700 from support@optisolbusiness.zohosupport.com [support@optisolbusiness.zohosupport.com]
Zoho Desk ticket status costumization blank page
Hello, When I try to access ticket status costumization, I get a blank page. I tried on Chrome, Mozilla, and another account in my company.
How Can I send email Tempalte by deluge script
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Agents are seeing notifications from everyone.
In the Notifications in the upper right of the web interface, is there a way to make it so each agent only sees notifications for tickets that pertain to them? Right now whenever an update happens to a ticket it's showing up for everyone in the Not
Email for assignment and remiders for task not showing in Zohodesk
I have not been able to receive Emails for assignment or reminders for task in Zohodesk. I can confirm that I am able to receive them on our email server but I cannot see them in ticketing system. I am able receive all other emails just fine.
Notification that an item has been submitted for review
Hello all, I have set for a category that all submitted articles must be reviewed and approved by a specific person. I noticed the following things. If and what the reviewer has to do / to check, he must manually and actively gather. For example, he must
Notification Email not sent on ticket creation
I have enabled "Contact Notifications" -> "Receiving a new Ticket". My understanding is that this will send an acknowledgement email to the contact. Unfortunately, emails are not being sent to the contact on ticket creation. A look at history suggests that this is not being triggered either. "Contact Notifications" -> "Closing a Ticket" and "Department Notifications" -> "Creating a new Ticket" seem to be working fine though. Only "Contact Notifications" -> "Receiving a new Ticket" seems to be having
Multiple locations
I have many customers (accounts) that have multiple locations, like bank branches. How can I manage them under one account?
Report for all Support contracts
HI All Is there a way to pull out a report that shows all the support contracts with start date, expiry date,Name, contract number, Account assigned to, who to notify and the amount of days before expiry
Knowing when customer has viewed ticket
Is there a way of knowing when a customer has viewed a ticket? Most other helpdesk systems show something on the ticket to say '{customer name} viewed {xx} ago'.
Beta User Group: Share your Feedback
Every now and then we release new features to our Beta community with the intent of receiving valuable feedback from you all, our end-users. Some of you have been using Zoho Desk for years, while others are newcomers to the software, and to this platform. To ensure that your feedback doesn't get lost in the crowd, we've introduced this separate Community Topic where you can contribute your experiences and feedback. Posting within this topic on our Community will not only bring all your experiences
One agent doesnt trigger notification in Slack
Hello, I have one agent in our solution that doesnt trigger the Slack integration when updating a ticket. Everyone else does, and it works fine. The only difference i can see is that the email is from different domain, but i dont know if that could be
Can't reply to emails
Hi, I am struggling. Our IT department has turned on MFA on O365 and it seems to have had a knock on effect. We can no longer send emails from Zoho Desk. Does anyone have any ideas? Thanks.
Edit Subject Line for Reply and Forward
Is there a way to edit the subject line when you are sending a reply or a forward?
Product Sync from Zoho CRM
Hello, I synchronized the information located in our Zoho CRM to Zoho Desk. The accounts and contacts are perfectly synchronized, but the products won't show in Zoho Desk at all. Could someone assist me with that please. Looking forward to an answer.
Whatsapp integration with Zoho Desk
Hi everyone, We are one month and three weeks into the process of struggling to find out what solution we have to integrate Whatapp messages that our business receives (through website visitors clicking on a Whatsapp widget on our website) with Zoho Desk,
Help center / KB - user management interface
Hi, Hope you're all good. I would like you to consider improving on the Help center / KB - user management interface Right now users are broken down by ALL, ACTIVE, INVITED and DEACTIVATED - see screenshot. These options are is very limiting in terms
Force Ticket owner to update ticket fields before replying
Hi Zoho Gurus, Is there anyway I cant restrict ticket owner from replying until certain fields updated in the ticket. I have the validation rules and all that but that does not stop ticket owner from hitting reply button.
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