Mail forwarding to zoho support
I have just started a trial, I have authorised mail forwarding to zoho support from our business gmail account, yet emails to that do not appear as a ticket so far not liking zoho support,
Canceling a Zoho Desk Ticket search
Hi, While using the top search bar in Zoho Desk to findparticular tickets, a little 'x' used to pop up to the right of the bar to let me cancel out of my search filter and go back to the general ticket screen. That little 'x' seems to have disappeared
Ticket Followers automatically set to Account Owner in CRM
I'd like for the Account Owners in CRM to be set as Desk Ticket followers for tickets that come in for their Accounts. Is there a way to do this?
Knowledgebase not showing in Zoho Desk
When I log into zoho desk I don't see the knowledgebase "help center" menu navigation. See attached.
Track support hours remaining
There's probably 10 ways to do this, ideally there's at least one that will work for us. We have CRM and Desk linked. We sell support hours in advance. Ideally we enter the amount of hours or a dollar amount (or it's pulled from invoices) in Zoho CRM
Synchronize Products from Zoho CRM with Zoho Desk
Hi, We have configured Zoho Desk for Customer Support and we would like to allow customers to specify the product while creating a ticket from the portal. We already maintaining 18000+ products in CRM and it will be dynamically updated every day. So we need the same list of products in Zoho Desk also. Whether there is any possibilities to sync the products from CRM to Zoho Desk? Thanks, Selvamuthukumar R
Add subdomain zoho desk, cname
good I am trying to add a custom domain to my zoho desk, but I get the following error, I already added the cname in my zone dns I don't know what else I could do, I've been in this for days but the support is a bit slow, if you can guide me attached
Twilio Blind Call transfer
We been testing Twilio Integration with Zoho desk. It works well with warm call transfer. That is, transfer call from one agent to another. But, we have a scenario to transfer the call to another department which doesn’t use Zoho desk. That is, if a customer
Some emails not bring forwarded into Zoho Desk
I've noticed that several emails are not bring forwarded into Zoho Desk. They are in my inbox, so the issue doesn't appear to be related to email filters. Anyone else experiencing this?
How to send monthly repport to our customer
Hi, is it possible to send automatic tickets repport to our customer ?
Zoho Desk
Hi all. Can anyone please tell me if there is a user's manual for Zoho Desk, and if so, where can i download a copy? TIA
Community tab should not be visible for users who don't have access
Hi, A user that doesn't have access to the community should not see the tab community in the top menu. Kind regards, Helen
Zoho Desk took one hour to receive emails
This happened once or twice, but the emails from clients have arrived in my Outlook client an hour before it appeared on Zoho desk. We can't have this happen again and would like to troubleshoot this issue. Please see attached screenshots and video. In
How to auto closure ticket after 3 days.
Hi, I would like to ask regarding this closure after 3 days. I already follow step "Go to Setup->Supervise->Create Rule->Enter a name->Next->Criteria->Hours since requester responded is 72 -> Actions ->Field Updates ->Status - closed." That published
Create a general task that can be used by any agent
Hi, I'm just trying to create a general task/tasklist that can be used by any agent. Say, if there is a certain workflow I have for any desk ticket, I want to make sure when the ticket is created, any agent can follow this list of tasks to close that
Zoho Desk - reply window - font not showing, text is invisible.
Hi, I use Safari 14.0.3 on Mac OSX 11.2.3 - recently, within the past week or so, the reply window in Zoho Desk, appears to have a styling issue. The cursor moves when I type, and if I select text in it, I can see the outline of the block of text, but
Apply workflow rules to existing tickets
Hello, In Desk, after creating a workflow rule, is there a way to apply it to all existing tickets? Use case: adding a rule to automatically put into spam all tickets marked as Spam by our emai system (subject begins with a spam label). Then I want to
Can I have a Contact associated to multiple Accounts?
Hi, In my company we often have Contacts that need to be associated with several Accounts. Currently, this doesn't seem to be possible: as soon as you assign a Contact to a new Account, it removes it from the previous Account it was associated with. Is
How to do Issue Type x Month
I'm not very experienced at creating views and reports - I think I need to find training materials, but I haven't been able to find them! Right now I want to do something that seems obvious: create a report with a column for each month (or week or day),
Chat Fitur
I saw a chat menu on the bottom left corner, but when I was looking for my teammates who were online, I couldn't find it. what exactly is this function?
Agent not receiving notification on comment made by customer
I have turned on notifications on Adding/Editing/Deleting a comment. When agent makes a comment, the customer gets a notification. But when the customer comments, the agent is not getting a notification. Agent gets notification only when the customer
Paste Image from clipboard when agent creates ticket
When creating a new ticket, Agents cannot paste images in the Description field. An agent should be able to paste in screenshots directly. Saving the image and inserting it afterwards, is a bit tedious. Pasting inline images was a recently added feature
Customize submit new ticket form in customer's portal
Hi, I'd like to know how to customize the submit new ticket form in the customer portal. I want to add the option to select the ticket's due date. I know I can customize the portal's home screen (HTML and CSS) but I could not find the option to modify the submit new ticket form. Thank you.
Assigning tickets to only online users/ticket owner
Hi Zoho team, I would like to ask if it is possible if we assign new tickets/pending response tickets to online ticket owners/users only. At the moment, I am seeing that whenever my customer responds to a ticket, it would assign to those who created it
Company Mails forwarded to the zoho desk support mail not displaying or creating a ticket
Mails forwarded form the company support mail to the zoho desk support mail not displaying or creating a ticket
Consumer trouble logging in
Customer is having issues logging in? Cookies have already been enabled in settings. How to proceed?
Link Survey using the google form
Can you help me? I want a survey link when the ticket is closed. the survey link using the google form, is it possible?
How to Auto close tickets
Dear Team, We are using ZOHO Desk now. We are getting many email from our technical or operations email ID which is just for some notifications. we would like to auto close such tickets which we can do with particular subject or particular email let us know
Help Center article issues
In the Help Center Knowledge Base I'm having several issues with number lists and images when doing copy/paste from another document and also with editing an existing article. The images show until the document is saved and then they disappear
Can I make a private or invitation-only forum?
I want to have forums that only allow a sub-set of logged-in users to be able to see & engage in a particular forum. How can I do that?
Multiple Tickets in Zoho Desk
Can anyone help with creating multiple tickets in zoho Desk for single sales order
How do I integrate Zoho desk with zoho sign and zoho form
I need to send a document to the client when the agent makes a resolution of the Ticket. I want to generate a document with Information from the ticket and then when the agent makes the resolution of the ticket send automatically the document to the client for SIGN with Zoho sign. Let me know is this possible o what is the best way to implement that proccess.
How to create a notification if an agent hasn't replied to a new ticket within 22hours?
What would be the best approach to create an automated notification email to a Contact if a ticket has not had any response within the first 22 hours it was created? We basically want to send something out automatically that says "We've received your
Tickects are not beign assigned to one of my agents
We recently onboarded a new agent who is not getting tickets assigned to them automatically. Please advise on how to resolve this issue
Limit user by department
Hello, Here's a little background before asking my question just in case my set up is not optimal. I have several customers that I moving to my support site. Since i was not able to split them by organization (unless I'm missing something) what I did
Assuming Identity Of End User
I would like to assume the identity of my customers end user accounts on my portal. I have some customers whom want me to make changes for them or to post in the forums on their behalf because some are not familiar with technology and this would be
Zoho Desk
Hi, Iam creating tickets in zoho desk based on the subject name in sales order. I had attached the products in contact modle and writen a function to map the product names with subject in sales order. Based on the subject i had created a ticket and
Problems with zoho desk
Good morning This email is to tell you if you can help us, because we have been having problems with zoho desk. The emails have been arriving in mail clients but not in our zoho desk, we thought maybe if our configuration of our emails could be wrong
Remote Login URL
Configure Help Center SAML - Zoho Desk Knowledgebase Step 5 of the instruction to set up SAML 5. On the SAML page, provide the following details: Remote Login URL: Enter the remote login URL of your IdP where Zoho Desk will redirect your end users when
Advanced Workflow - Handling After Hours requests seperately from during hours
I would like to be able to setup rules to handle after hours requests differently from during hours support. I see how to setup supervise actions to update a custom feild (RcvdTime) to designate During and After hours, but am struggling getting the SLA
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