Parent-child ticketing in Zoho Desk

Parent-child ticketing in Zoho Desk

Hello Zoho Desk users!

We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child units, work on them in parallel and offer resolution faster, as a team.

This helps your agents handle numerous customer issues simultaneously without becoming overwhelmed and losing productivity. Linking the tickets through the parent-child feature helps synchronize these conversations and minimize the resolution time. 

Why do you need parent-child ticketing?

In scenarios where there are repetitive tickets on similar topics from multiple customers or when there are several sub-tickets for one master ticket for a single customer, it will be easier to categorize and solve them simultaneously. Parent-child ticketing is the new way to offload such tickets more efficiently.

Your teams can:

1) Offer faster resolution

2) Save time on related tickets and can focus on critical tasks

3) Can co-ordinate better within team members






How will parent-child ticketing boost the team's productivity?

Work smarter and faster

Agents working on multiple tickets related to the same issue can use the parent-child feature to group those conversations for easier organization. Once the problem has been resolved, an agent can close the parent ticket, and all associated child tickets will automatically be closed. This will help your teams resolve tickets faster and more efficiently.



Collaborate with context
All related tickets can be categorized as a parent or child. This will help agents break tickets down into groups that share the same context and resolve those related issues efficiently. This will ensure that no ticket gets missed and all the requests are closed systematically.



Maximize efficiency
Since tickets can be grouped and closed together, agents can save time and attend to more customer requests. This will improve the productivity and overall efficiency of customer service teams.




Example: Ecommerce business

It is common for online sellers to receive multiple tickets from a customer related to a single product or order. For example, imagine that a customer places an order for three items. First, they submit a request to check on the shipping timeline. Then, they receive the products but find that one of the items is defective and needs to be returned for a refund, while another needs to be exchanged for a different option.

 

The customer might submit a fresh ticket for each issue, but they should all be dealt with together for an efficient resolution. These requests can be linked through parent-child ticketing to ensure that any agents who work on the matter have all the context and approach the situation in an appropriate way.

 

The support team can address and close the child tickets one by one, and the parent ticket will automatically be closed once all the child tickets are resolved. Grouping related tickets helps prevent inadvertent delays, simplify the resolution process, and ensure that all tickets are closed at the right time.

Resolving parent-child tickets:

  • Closing a parent ticket will also resolve all associated child tickets.

  • A parent ticket will also be closed automatically if all the associated child tickets are resolved. This helps save time while ensuring tickets are closed appropriately.

          Read the help document on parent-child ticketing to learn more.

Note: 

1) The feature is available in the Professional and Enterprise editions of Zoho Desk and will be available for customers with early access upon request.

2) Parent-child ticketing is available in all DCs.

                                 Click on the link below to raise a request to tryout the new feature.

                                                                 Request access 

For further information and assistance from the team, you can comment on this announcement or send an email to support@zohodesk.com

Hope you like the new feature! Let us know your feedback in the comments.

@Sumaya Howth @Rahul JR @Zohodesk

Thank you, 
Zoho Desk team.



    • Sticky Posts

    • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

      Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
    • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

      Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
    • 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 keynote
    • Zoho Desk Cheat Sheet For The Year-End

      Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
    • Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

      Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions
    • Recent Topics

    • BIN Locations

      Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
    • Automation Webinar Recording

      Hello developers, As we mentioned in our previous post, we've created the Zoho Finance Developer community to help developers learn, share ideas, and solve various business challenges related to the Zoho Finance apps. As the first step of this initiative,
    • Integrate MS Teams with Zoho CRM for faster collaboration

      Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,
    • Announcing new features in Trident for Windows (v.1.20.4.0)

      Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
    • Related list Mobile Device

      Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
    • Getting Data into zoho calendar from a creator app

      So how do you get a date that's created in an app, for example when a site visit is due, into the zoho calendar for the field engineers.
    • [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

      Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for
    • Can I Integrate ADP Payroll with Zoho Books?

      Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?
    • Currency Field Does Not show commas upon entry - leading to inaccurate entries!

      Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being
    • Portal orders

      Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?
    • Simplify Zoho API integration with Deluge’s invokeAPI task

      Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
    • Default account for service invoice

      Hello, My client has some invoices for which he has entered a service description rather than using an item.  Is there a way to set the income account on this invoice, or can that only be done by using an item?
    • Issue with Missing Email on Reply or Forward

      مرحبًا بفريق دعم Zoho، أواجه مشكلة مع Zoho Mail. عند الرد على بريد إلكتروني أو إعادة توجيهه، لا تظهر الرسالة الأصلية أو البريد الإلكتروني المرسل بشكل طبيعي للمستلم. بدلاً من ذلك، يتم عرض رمز ثلاثي النقاط، ويتعين على المستلم النقر فوقه لعرض البريد الإلكتروني
    • Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

      I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from
    • Editing data in Related List tables

      Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list
    • ssue with Zoho Mail – Original Email Not Displayed Properly in Replies or Forwarded Emails

      Hello Zoho Support Team, I am experiencing an issue with Zoho Mail. When replying to or forwarding an email, the original message or the sent email does not appear normally to the recipient. Instead, a three-dot icon is displayed, and the recipient has
    • Simplify Zoho API integration with Deluge’s invokeAPI task

      Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
    • Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign

      As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)
    • Tracking Emails sent through Outlook

      All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
    • How to create Sepa Direct Debit XML file: solution and code

      Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
    • CASE Module - email function

      HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
    • Enhanced duplicate check for Leads in CRM

      Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
    • remove one field

      we want to remove compensation amount field from our offer letter,As we are hiring interns we don't want compensation amount.
    • Context and convenience just got better with Zia's email intelligence

      Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
    • Bounced Emails

      Hello, Is there any chance we could have an alert for bounced emails in Recruit. This functionality is available in Zoho CRM. It would be really useful to be able to see at a glance who's messages have bounced back.
    • Images Added as Attachments to Email

      Hello, I am not sure if I am doing something wrong, but I am new to Zoho CRM.  I just created my first email template that contains about 5 images.  When I test out the email, it includes each of the images as an attachment to the email. Is there a way to remove this functionality/feature so that the images are shown in the email, but are not also included as attachments?   Thanks in advance.   Jo-Ann
    • Formula fields - Request for dynamic recalculation / proper implementation

      Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
    • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

      I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
    • Using LinkedIn to generate contact/company information

      Hi, we are currently in the process of implementing Bigin. One thing we really miss is a functionality that automatically generates contact or company information based on an email address or name/address. Before switching to Bigin, we were using Teamleader,
    • How can I visualize the events of a pipeline records?

      Hi I need a list of events, including the date and address of the event related to the pipeline record. Can I do that? I know that for every pipeline record I can create events associated (Tasks, events, calls). But what I need it is an easy way to get
    • Caso de Uso | Fermax omnicaliza su atención al cliente con Zoho Desk

      “Zoho Desk nos ha permitido gestionar la omni-canalidad. Ahora nuestros clientes puedan comunicarse con nosotros desde cualquier plataforma", José María Vázquez, CTO de Fermax. ¡Hola, Español Zoho Community! Sabéis que nos encanta compartir cómo otros
    • Zoho Creator HTML Snippet - Can't get list to iterate

      Hi! I'm trying to create an HTML Snippet on a page in Zoho Creator and would like to create an HTML table pulled from a list of time entries that I have in a form. I have successfully pulled the collection of time entries, but the code that I have built
    • Issue with Exact Phone Number Match in Zoho CRM Search Record API

      Hello Everyone, I am working on a custom function that works as a REST API. This function receives API calls via a third-party webhook, where the payload data contains various details, including phone numbers, names, dates, etc. A single payload can contain
    • Ticket owner for desk ticket can't be set using Zapier "Create ticket" function.

      I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if I
    • Form to update a CRM contact field

      Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as
    • How to Automatically Populate the Deal ID in the Parent Lead After Creating a New Deal with Blueprint?

      Hello Everyone! 🎉 I wanted to share a solution to a problem that some of you might have encountered. In Zoho CRM, when creating a Deal from a Lead using a Blueprint, data can only flow in one direction—from the Lead (parent) to the Deal (child). But
    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
    • Strange pop up windows when sales order saving.

      Hi, May I ask what's the meaning of this pop up window. Our client script don't have this setting..
    • Next Page