Order Starred Views by Alphabetically?
Hi, we have created a few views and mark them as Starred. In the Starred View list, the order is by creation date. Is it possible to order it by view name alphabetically??
Credit Card info stored in Chat
When a customer initiates a chat session and offers their Credit Card information. Once the Chat is closed it is then created into a ticket. I notice that in all formats 4711-1234-5678-9012 or 4711 1234 5678 9012 or 4711123456789012 all this is store in the ticket without being masked. Are there any plans to mask this type of string on a current conversation or in a closed ticket, or is this there a way we can mask it our selves?
Amazon Connect on Zoho.eu for Desk
It is good to see that Amazon Connect is supported in the US but will it be available on the EU server too?
Run Round Robin Feature After Record Has Been Created
I am new to the Zoho Desk program and have run into a unique need right away. It appears that the Round Robin feature only works when a new ticket is received. In our use case, each ticket needs to be reviewed and fields updated prior to assigning to our agents (using round robin logic). Am I correct that the system, as designed, will not accommodate this need? Is there a way to call the Round Robin feature via custom functions?
Unable to process your request
Good day, when trying to add a new agent, I keep getting a "unable to process your request" and some field are in red, but no matter what I do it will not add a new agent.
Help! Switching from Zendesk to Zoho Desk using Zwitch
I am migrating from zendesk to zoho desk via the Zwitch in Zoho Desk. I was told an email would be sent to tell me how long the migration should take. However I have checked every folder and never go it. It has been in migration status for 16 hours now. In Zendesk I have 114 organizations and a total of 400 tickets and think that this time is excessive for not alot of data. Is this normal? How do I know it has not hit a glitch? Anyway I can manually stop and restart it? What is the typical time
Zoho Desk user 'closed' and cannot activate
I am trying to activate a user but it appears as CLOSED, so I cannot activate it. Please help.
Is There a Way to Downgrade My Zoho Desk to the Free Version
Is there a link to downgrade my Zoho Desk to the free version from my dashboard without waiting for the trial ends. Thanks Surya
How to associate more then one contracts in one account?
Hello, My name is Juliano, im from Brazil and recently we update our version of ZOHO Support to Enterprise. We made that change because we need to associate the contracts to the products and the accounts, but we dont find that options in the portal. How
Open ticket and email.
When a customer has a problem, I create a ticket with his name and after I create, I send to the company that makes the products I sell. The manufacturer's emails are always the same. 2 questions:
1 - Is this correct way to create the ticket with the customer problem? Forwarding an email to the manufacturer later?
2 - Is there a way to save the manufacturer's email so that it automatically fills in, just by typing part of the email?
Thanks
Adjusting Email Address
There is a typo in my current email setup - the typo is AFTER the @ . Is there any way to fix this?
Creating Ticket not working
Clicking on the create ticket option does not yield anything. Have tired on several different browsers, clear cache and cookies. still will not allow anyone on the team to create tickets.
Question replying to and email and changing subject line
Does anyone know How when replying to and email through a zoho support ticket to change the subject.
Concurrent users limits?
Hi everyone, just trying to find out if there is a limit on concurrent users in Zoho desk? I have a situation where I may need 70+ agents (out of potentially 150 separate named agents total) logged on and working concurrently. Is this supportable? Thanks.
Email notification
how can I set up to only notify certain agents and not all of them? Thank you
Products related to accounts
How i can upload via csv a list of products related to the accounts module?
Change contact fields to optional
In Zoho Desk Enterprise, when you open chat on the website the Name, Email and Question fields are mandatory. How do we make these all optional?
Duplicating Templates / Rules / Alerts , etc ...
One thing we find that we are consistently struggling with is customizing the Zoho environment. For instance, we have Templates that we're trying to write, and they have some small nuances in them depending on the context that we want to insert them. Same goes for Alerts, Tasks, etc ... It would be quite useful to be able to simply duplicate an existing template/rule/alert, and make a small change and save it with a new name rather than having to create a brand new one, and do a juggling job
Announcing the Zoho Desk - Zoho Reports Integration
Access to the right data at the right time makes all the difference between possibility and reality. Data helps you understand what to fix, and even how to fix it. With that in mind, we wanted to help our customers dig deeper into their performance metrics, and have actionable information at hand all the time. We built dashboards like The Headquarters in Zoho Desk. When decision-makers wanted to see the underlying data, Zoho Desk allowed them just that through custom reports. While these reports
Open ticket and email.
When a customer has a problem, I create a ticket with his name and after I create, I send to the company that makes the products I sell. The manufacturer's emails are always the same. 2 questions: 1 - Is this correct way to create the ticket with the customer problem? Forwarding an email to the manufacturer later? 2 - Is there a way to save the manufacturer's email so that it automatically fills in, just by typing part of the email? Thanks
Can I see when a customer last logged into the portal?
Under customer views, I can view only customers which "isPortalUser". Is there a way to add to the view (and ideally sort by) the date that the customer lasted accessed the support portal?
Avoid sending email for customer on new ticket
In some special cases, I want to open a ticket for a customer, but I do not want to him/her to be notified. Is there anyway I could achieve this?
How to get a list of all published KB articles in a category (department) sorted by updated date
How do we get a list of KB articles with their hierarchy information for each category. Without this how can articles be managed, audited and updated periodically when the numbers are large. I am a little confused. Is it not there or I cant find it? We are currently evaluating Zoho and are at an advanced stage. But this might be a deal breaker. Please advise.
Remote Authentication not working : Invalid APIKey
Remote authentication not working for me. A response I m getting after redirect {"result":"failure","cause":"Invalid APIKey"}
Automatic Product and Time
good day, is there a way to automatically assign a product as well time to a ticket. Thanks Rudy
Chat Button Float on Mobile
The Chat button customization pane lets you choose which side to have the button appear on. This option works well on desktop but not mobile. See pictures below: OPTIONS: DESKTOP: MOBILE:
Agent Level Access
Hi There, We think that this would be a good idea for our staff and all Zoho Users. We have it set up in our company that certain agents can only access certain things. Like a Level 1 User can only view and reply to tickets assigned to them only. A Level 2 user can only reply to tickets assigned to them and reply to the forums A Level 3 user can assign tickets, reply to forums and configure customer accounts. A Level 4 user is considered a supervisor, this role can assign tickets, reply to forums.
Change portal user to agent and vice versa?
As title says, how do I change a portal user to be an agent and vice versa?
How to use Filters on emails so that all emails do not turn into Tickets.
Hi Team I have question related to Forwarded mails from my Support alias on to the Zohodesk email. Presently, all the forwarded mails are getting converted into tickets and hence choking my Zoho Desk with unwanted SPAM tickets. Is there a way \, I can use filters on relevant emails to be converted in Tickets only ? Also, how we can tap to get the same subject emails landing into the same Ticket no? Looking forward for a reply Regards Eesha
Spacer.gif in e-mail
When answering a ticket by e-mail, a 1x1 image 'spacer.gif' is placed into the e-mail. When a customer wants to answer this e-mail but doesn't allow external content to be in the e-mail, the e-mail gets a weird format. (see image below) Is there a possibility to remove this 1x1 image when sending an e-mail from Zoho Desk?
Workflow Rule - Switch Request to Department
I am looking to create a workflow rule that specifies when an email arrives with subject containing "[content]" move request from Department 'Customer Support' to another Department 'Accounting Support'. I apologize if this has been covered, I wasn't able to find solution easily and our business model would like this done quickly. Thanks for any assistance necessary.
Chat Widget
Hi, is it possible to change the extreme high z-index value oft he widget? It´s impossible to stack the widget behind a overlay or sidebar navigation etc. .zls-btnmn { position: fixed; z-index: 2247483647 !important; max-width: 305px; box-sizing: border-box; } Thanks for your help!
Block opening tickets vía email DESK
Hello, I want to block the functionality of opening tickets when someone send an email to our support email address. Actually everybody in the world can open a ticket in our systen just sending an email to our support email address I don´t want this feature!!!! Please help! Thank you, Unai
Create Admin's
Hi, I have recently upgraded from Free to Professional. Free version i had 1 Agent and one Administrator, now when i view the Agents my Administrator is deactived and cannot be activated? I can no longer create support administrators, it tells me my license is exceeded. Do i need to pay $12 per Agent,Admin,and Custom? Thanks
Send email when a Ticket received DESK
Hello, I have differente types of SLA (Standard, Deluxe, Premium) Each customer has it´s SLA associated. I want to send an AUTOMATIC email when a Ticket is received This email will be different for each SLA For example, Ticket received of a customer SLA Standard, send automatically email template 1 Ticket received of a customer SLA Deluxe, send automatically email template 2 Ticket received of a customer SLA Premium, send automatically email template 3 How can I set up this? Regards, Unai
Response Time Wrong, way off.
Hi, I submitted a ticket earlier about this issue but haven't heard back, maybe other people are experiencing this as well? Basically all my "First Response" or "Response Time" metrics are completely broken, I'm getting 49hrs for first response average. And the reason I know its broken, is the response time on individual tickets doesn't record properly (at least in the way it displays that information in the ticket). Recently we've been testing this with internal tickets created by us to measure
Zoho Support - Make changes on ticket layout - Zoho Portal (help center)
Hello guys, I have a question about the Zoho Portal ticket creation layout. Before changing the UI Zoho Support, I could change the layout of tickets, both on page Zoho Support Zoho as in the Portal page. I'd like to know how I can change the layout of the ticket creation screens, since I'm no longer able to do so. Best regards, Cleverson Darsie
Email heading
My business name is Sharwood Hampers, my email is info@sharwoodhampers.com.au, but when I send an email out it reads that it is from sharwoodhampers. How can I read that it is from Sharwood Hampers (with the capitals and spacing?)
Restricted department acces
Hello, Currently we have 15 agents in our Zoho Desk. All employees have different roles and profiles, so not every employee is allowed to view every department. We have restricted the agent profiles to the allowed departments, which works fine. The only problem is, when an agent creates a ticket, it is still able to select every department, also the departments they're not allowed to view. Allowed departments: Selectable departments: Is there any way to fix this problem? Thanks in advance. Kind regards,
Import Contacts
Import Contacts Importar resumo Data Imported Successfully. No. of Records added: 752 No. of Records updated: 0 No. of Records ignored: 0 (Reason: Due to empty values for any of the mandatory fields) Se não estiver satisfeito com esta importação, pode restaurar a mesma emImport History but No contacts were imported. Best regards
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