Can I trigger an action in an extension using automation in Zoho Desk?
I have integrated Zoho Survey in Zoho Desk. I'm wondering if I can create an automation that would send a survey based on the classification/category of a ticket when it is closed. Is this possible?
Blueprint transitions are compatible with IM tickets
Hi everyone, We are excited to announce that Blueprint transitions are supported for instant messaging (IM-related tickets in Zoho Desk. This is designed to streamline the process for agents managing IM tickets, making it easier to engage with customers
Zoho Books and Zoho Desk Billing Time
Is there a way to integrate Zoho Books and Zoho Desk so when an agent logs time on a ticket, a client can be billed for the time. worked. Thanks, Cameron
Help Center Mixed Access Settings
Is there a way to give some Help Center End Users access to all of the tickets on the account (like managers), but other users access to only their own tickets? Thanks!
Block Duplicate Phone Numbers?
We provide more phone support than we do email support. As a result, we do not collect many email addresses. Desk prevents duplicate contacts by checking email only. We need to check for duplicate phone numbers also. A solution we found is the following
Zoho Desk integrates with Qntrl for effective task management
Hello everyone, We are happy to announce that you can now integrate your Zoho Desk account with Qntrl. This integration provides an effective way to manage tasks, collaborate, streamline processes, and deliver projects on time which helps to collaborate
Workflow auto-assigns ticket without being asked to
To prevent ALL tickets from being replied to on create, we have disabled that notification, and replaced it with a workflow. The workflow criteria checks the sender, and then sends an auto-reply that the ticket was created. However, we have 2 huge issues
Nested picklist. Showing only top level in report
Hi, We have a ticket field that contains a nested list category field. I'm looking for a way to create a report that shows the number of tickets in that list. But I only want to display the top level category. With a sum of all underlaying nested chosen
No confirmation email after signing up for Help Center
We have set up a help center for our customers and want to enable them to sign up themselves. I tested this a while back and it worked fine. However, now there is no confirmation email being sent after signing up and getting to the following screen: However,
Auto CC feature - unclear behaviour
Hello, I have activated the setting: but what does it exactly? I was testing it: - created a new ticket manually - clicked on "Reply" --> No mail address was inserted into the cc-field:
ZohoDesk Private Departments
How do you determine the Portal link to send to End Users of a private department?
Is it possible to send a auto email when a ticket is created?
Is it possible to send a auto email when a ticket is created? containing their ticket number
Alert vs. Email Reply in Blueprint / Workflow
Good evening, I have spent most of the day trying to figure out the best way to achieve what I believe should be a fairly simple task. Our CRM system automatically generates a support ticket when a property compliance certificate is within 30 days of
Ticket customer to be created as CRM Leads
Hello, We noticed that when we create a tiocket or a ticket is created from salesIq Chat, the contact name use in the ticket create a contact inthe CRM. Our process is that it should create a Leads instead. There re no way I found to change this behaviour.
Is it possible to create a Zoho CRM lead from within Zoho Support?
Hi, my client has a group email address enquiries@domainname.com. They're thinking about linking that to Zoho Support. This would work well for customer service emails but I'm wondering how they would handle new sales enquiries. Is it possible to create
Zoho Desk Notifications Stopped
It appears that the notifications in the desktop web session have stopped showing up so I no longer get the red dot appearing over the icon to show a new one. The last notification listed is 30th August after that, nothing. Does anyone have any insights
Has anyone actually gotten Zia Field Prediction to work?
Title. The more tickets we have available to train on the worst the confidence level gets.
Set plain text as default.
Hi guys, All my emails should be send in plain text and it's very annoying change from Rich Text to Plain Text every time I've to send an email. How can I set Plain Text as default?
Pre Paid Blocks of time
My customers buy X amount of support time. Once a ticket has been resolved that used time is deducted from their support contract. Please show me how this is achieved? This is the same question as asked here. But from the link posted. This does not answer
"Reply all" can also CC to addresses that are also connected to Zoho, thereby disrupting ticket management
What happened? 1. info@yourdomain.com and support@yourdomain.com also connected to Zoho as Email Channels. (Support@ is the default.) 2. customer (customer@example.com) wrote email to info@yourdomain.com and also CC it to support@yourdomain.com 3. when
Email-direct-to-ticket Functionality - Hidden from Help Centre/Customer
New to ZohoDesk, but long-time CRM user just adopting ZD - can't find an answer to this in the KB or community so far! Is it possible to email direct to ticket, but without such emails appearing to the customer? We are a B2C customer service provider,
New Updates to Zoho Desk Notification Center
We've made a series of updates to the Zoho Desk notification center to improve how agents manage and respond to notifications. These updates address common challenges faced by agents, such as not being able to apply a filter to view notifications where
Any way to have the total time from all tickets being merged show in the master ticket
Hello, I noticed when I merge 2 or 3 tickets, that the only time shown in the time entry tab is the time that was in the ticket chosen as the master ticket. This could be a problem when pulling time reports. Is there a setting that enables time from all tickets being merged to show in the master ticket?
Blank screen with my main account ("Banned" according to support)
Hi, To make it short, I contacted support because I get a blank screen when I try to access Zoho Desk to check if it's a viable solution for one of my customer. According to them, the screen is blank due to the fact that the old account was inactive for
Multiline text fields no longer supports bullets?
We previously used a custom multi-line text field and have recently determined this no longer supports the bullet (unicode U+2022) - is this by design?
Change Zoho Desk Super Admin
Hi Zoho support team, May we ask on how we can change our super admin for our subscription? Currently, the person in our company primary contact and account administrator is different from our super admin This is because we are trying to enable the chat
Guided Conversation Widget - Can it Auto-Start?
Finally got our guided conversation to work like we hoped and create tickets. Doing some testing this morning of how to lay it out on our website and rather than getting an active chat dialog, I'm presented with this (relatively hideous) thing I've never
Discourse integration with Zoho Desk
Hi, We want two-way integration between Discourse forum with Zoho Desk, Any topic created on the forum will create a corresponding ticket on Zoho Desk. Any subsequent posts on the forum should appear as a customer reply on the same Zoho Desk ticket. Any
Unable to Star Ticket List Views
I currently have 9 ticket list views "starred." I had 12 starred a few days ago, but while trying to troubleshoot this issue, I removed some lists I felt I could do without. Whenever I click on the star from a ticket list view to add the view to my starred
PGP Support
Hello. Are you planning to add a PGP support to Zoho Desk? Thank you.
Compressed notifications create more work make them useless / Notificações compactadas criam mais trabalho e as tornam inúteis
Not fit for purpose. / Não é adequado para o propósito. The problem is that the most important notification @MENTION ... is now lost in a tier that you have to click on each one to see if you were mentioned. This should be a priority notification and
Inviting Clients to Meetings and Receiving Meeting Invitations in Zoho Desk
Hello, We are a B2B and therefore we need our agents to be able to send and receive meeting requests in Zoho Desk. We use one support address for our clients and we then assign tickets by the manager of the Deal in Zoho CRM. We want the assigned agent to be able to accept a meeting invitation from a client and have it integrate with their calendar in either Outlook or Zoho Calendar. We also want an agent to be able to invite a client to a meeting from Zoho Desk. Ideally sending a meeting request
How do I change the default close status when I hit the "Close Ticket" Button?
Hi Gang I have several closed status, however I want one as the default. At the moment it is defaulting to one that I don't desire. How can I configure it so that it defaults to my preferred close status?
CRM Related Lists in Desk
I set the name of the Custom modules in CRM as ShipmentItems in zoho desk. Where should I see this modules information in zoho desk?
Attachments on Forwarded or Replied emails
Replying to an email with previously attached files all attachments are removed. Forward cannot be used as the email is flagged as private. Is there a way to reply to include attachments to a reply as the alternative right now is download all attachments, compose the reply, re-attach all attachments which is very cumbersome to do.
Split ticket option is not showing on the "More actions" menu
Hi Team! I want to report that the "Split as new ticket" option is not showing on the "More actions" menu, as showed on the documentation on: https://help.zoho.com/portal/kb/articles/spawn-a-new-ticket You can see this behaviour on our client the following
Zoho Desk layout Save
Hi Every time I try and update the customer layout and save it comes up with - Unable to process your request Please help
ASAP Unable to raise ticket
Hi, I have created a new ASAP widget, but when you click on raise ticket in both the preview and live, it just presents a blank box with no form to fill out. Can anyone assist?
Email Approval in Zoho Desk
Hello! We would like to set-up an approval process, so that agents will prepare the reply to a ticket, the reply will be sent to an agent who will act as approver and then the approver should have the option to: -Comment requesting for improvement of
How do I customize the Knowledge Base tab in our customer portal?
It looks like we only have the option to customize the Home Page of the customer portal. How can I gain access to control what shows on the the Knowledge Base? It shows 'Recent' and 'Most Viewed' articles - but what if I want to arrange specific links
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