UI and other enhancements in Community module
Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the following
Move a ticket from one department to another without creating the product in both departments
Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.
How do I setup product syncing between Desk and CRM?
How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to
Zoho desk Instant messaging no notification
We are using whatsapp inside zoho desk instant messaging, however my agents are not notified if there is someone who send a message. We all miss messages because there is no indication there has been a message send. No notification badge, no notifications
Determine agent work hours and break timings with Desk's agent availability report
Hello everyone, We are excited to tell you about updates to the agent availability report, designed to enhance efficiency in tracking agents’ activities. What is the agent availability report? The agent availability report helps managers monitor team
Autotranslate only have 2 of my 3 languages
My HelpCenter has three languages, as you can see below: I chose to use Google Translate for my automatic translations: I can only see 2 languages: How do I add the Portuguese here? Is this a bug? Thank you.
how to do bulk delete for Zoho Desk tickets?
how to do bulk delete for Zoho Desk tickets? The old UI has this function and now i cannot find it on the new UI.
Workflows being applied and the Large unwanted popup
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
Delete a lot of entries...
Hi!, I synchronized a lot of accounts from my CRM and now I would like to delete them all. How to delete more than 50 accounts at once? Thx
Merging 2 tickets
Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not
Block certain emails from creating tickets
Hi there! We get a lot of tickets into Zoho desk from people emailing our support email that feeds into Zoho. We have created some 3rd party accounts using our support email and we get notification emails from these accounts. These emails create tickets.
Zoho desk not sending call reference to user
Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there
Display CRM account field on Zoho Desk Ticket
I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked
What is the difference between a template and a snippiet
Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are
Is there a way to set up templates for commonly occurring issues on Zoho Desk
Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There
What is the Use Case for Business Messaging when Live Chat already exists?
Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the
Article Update Event
I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am I
Feature Request Improve parent-child relationship visibility
Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
Add Button on Tickets
is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.
is Zoho desk down ?
We have not received any tickets via email on the Zoho desk for the past hour. I also tried sending several test emails, but as of right now, no new ticket has been created on the desk.
Voicemail to Text Transcription
Hello, We use the Twilio phone integration in Zoho Desk. When a voicemail is left, it creates a Ticket in Zoho Desk, and we are able to listen to the audio recording in the Ticket. My hope is to also have a voicemail-to-text transcription show up in the
Train Zia answer bot on only part of Knowledge Base?
We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories
Monitor Ticket Transition Through Lifecycle Report
Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports Importance
Hide Admin Only settings
It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.
Customer Portal Zoho Desk | Sort ticket list
Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:
ZOHO Desk-Enable Ticket Notification sound
Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?
Create new ticket when another specific ticket is closed
Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same
How can a Zoho Desk Admin access restricted files?
How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?
Audit Log: Detailed View and Export for Better Tracking
Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experience
Effective project development with integration of Zoho Desk and MS Azure
Dear partners, We are happy to announce that you can now integrate your Zoho Desk account with Microsoft Azure DevOps. This integration provides an effective way to: Manage feature requests Collaborate with teams Streamline development processes Dispatch
How to add categories?
How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,
In Zoho Desk, is there a way to see a list of comments that I've been tagged in?
Thanks in advance!
Multilingual Ratings - Happiness Ratings in Your Customer's Language
Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,
Can't Update Tickets via Enhanced Import
I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?
Is it possible to display a custom contact field in the ticket properties?
I have a custom contact field called website. I want to show this on the ticker properties under the contact info (under the persons name). I can't figure out how to do this.
Customer Support Portal
Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.
Misleading Notifications
I have set a workflow so that unassigned tickets cannot have their Status changed to anything other than "New" The issue I have came across is that when you go to edit the status of a ticket, it doesn't not allow you to (which is good) BUT it still displays
IM WhatsApp chat initiation
WhatsApp is integrated on our Zoho Desk IM. Purpose of the integration was to offer a better client experience when communicating with clients. WhatsApp business cannot be managed effectively and multiple conversations cause some client chats to be missed.
Adding a KB article link in a ticket crashes the website
Hi there, for some time now we experience a problem where adding an article to a draft in a Ticket from the side bar crashes the website. When the crash happens, we need to close the tab and open it again. This causes us to reload the page and the whole
CUSTOMER PORTAL SIGN-UP FORM
Is there a way to customise the customer self sign-up form so that it asks for FIRST-NAME and LAST-NAME? The field "Name" is likely to get people signing up like "Bob". Also, is it still the case that we receive no notification of new user sign-ups? Is there a rule or workflow that will alert agents when new portal users sign up?
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