Training
How do I schedule some online training or contact a person to answer some questions?
Supervise Rule not working correctly
Hi I have a supervise rule set up to send me an email when a ticket hasn't been modified for 3 working days (26 Business Hours). One of the criteria isn't working. I have requested for it to send me tickets that have a due date before the current time, but the rule is sending me notification on tickets with a due date in the future. Here is the criteria and criteria pattern, please let me know how to fix this? Business Hours: Normal Working Hours (set as 9-5.30 Mon-Fri) Hours since modified is 26
Best way to move an email sent directly to a user to a ticket
As we begin to migrate to Zoho Support, emails related to existing tickets are still going direct to a user. What is the best method to transfer that to the existing ticket? Add the email contents to a comment? Or just forward the mail to the support email and then merge or transfer to the existing ticket? If an email comes in related to a new ticket direct to a user, should he just forward that to the support email, or create a new ticket and list the sender as the ticket contact and reply from
Can agents be notified when a ticket has an old draft email
Sometimes our agents start typing an email on a ticket, but then get caught up on other tasks, and the email is saved as a draft. Is there a way to send a notification email to an agent when they have a draft that is 2 or more hours old?
Is it possible to completely delete a portal user?
Hi, Is it possible to completely delete a portal user? I seem to only be able to deactivate their portal use instead of completely removing them from the system. Thanks, Scott
Not receiving emails into support
Hello, I have sent multiple emails to zoho support but haven't heard anything, my support is not receiving emails. please help. Our support email address is tpmsupport@leadershipservicesteam.ca Darren
Hi, Is it possible to print all open tickets on Zoho Support and if it is possible how do you do it?
I'm looking to print out all open tickets so I can go through them with a work colleague
Unable to upgrade our license to Professional
Hi, When I try to upgrade our license to Proffesional all I get is this error page: https://payments.zoho.com/html/store/error.html Can I get some help on that please?
Using Supervise function to lower Priority
When the priority is lowered with an action within the Supervise function SLA is not reapplied despite it being triggered on field update of priority. When opening the ticket and manually updating the priory the SLA is adjusted
Custom Tabs
Is it possible to create custom tabs in the support app?
Access to articles (Solutions)
Hi, Is it possible to only allow specific users access to the Solutions page? I've currently got it configured so you have to be registered to access the articles etc, however I only want to allow individual users to access it. Thanks, Richard
Not able to restore database (build - 9021)
Hi, Got an issue in manageengine service desk plus and reinstalled manageengine but not able to restore the data.. build is 9021 but not able to get old data migrated.. restoredata.bat get closed and on command promt let with a info:thread is going to sleep for [5] seconds info:coming out of stopDB can you guys help me out is restoration process !
Can't send email from Support App
Hi, We can't sell email from the Support App on iPhone.. Where can I find the email settings for that? Thanks,
White-Label / Multi-Tiered Support Communities/Chat
Hi Guys, we are currently using Zoho CRM and are quite happy with it. Now we are evaluating Customer Service Tools. Question: Can Zoho Support have multiple differently Branded Support Communities under one instance OR would we be able to connect multiple instances with the same setup? Background. We ourselves built a White Label Enterprise Software Solution within the Recruitment Space. Now we would like each of our White Label Partners to have their own (brand and content) support tool, chat,
Include more field mappings from CRM to Zoho Support
Hello, We have a number of custom fields we've created in Zoho CRM that we need exported / combined into Zoho Support (So when a support rep. pulls up a contact, he/she can see the information that was assigned to the contact at a earlier point in time. I see where I can assign different information (Via field mapping) during the export process, but the destination fields within Zoho Support look to be fixed - this would be a problem for sure.
Web form submits but no ticket created.
I am very new to Zoho Support so apologies for my ignorance. I created a web form, pasted the unadulterated generated text onto my web page, and now when submitting a ticket I get to the return URL, but I don't see any tickets. Could you please point me toward something I should be looking out for?
i need help
i recently integrated my domain with zoho support but now i cant access the zoho support admin dashboard how can i remove the integrated domain.
When opening a ticket, the screen jumps down to the comments section
This started happening today for our organisation. We used to open a ticket and be able to view the top of the ticket. Now the screen jumps to the bottom of the ticket, with the cursor in the Comments section. How can we stop this from happening?
Spanish translation for ticket
Dear team, I recently saw a change of the translation of tickets in Zoho Support. It is now Tiques. This is completely wrong. I do not know why you changed this! You should either have Tickets or Solicitudes but Tiques does not match this usage. Thank you in advance for the change. Best regards, Christophe Mendez | MZ Consultants - Zoho Alliance Partner
View CRM Info button not working
I have my integration with ZOHO CRM set up, accounts and contacts get imported but for some reason when I click the View CRM button on a ticket I get the following error message. API call cannot be completed as the Criteria parameter contains empty field name Please help! Without seeing previous info about customers in an easy way, this system is very cumbersome to use. This will make me want to switch back to our previous support system.
Zoho Support Integration Within Zoho CRM
Hello, My company utilizes both the Zoho CRM and Zoho Support applications. Our Zoho Support module can successfully import contact and account information from Zoho CRM. However, none of our employees are able to view the Support tickets in Zoho CRM. We have set up the support integration, and I have selected and authorized which employees (including myself) that are allowed to view the support tickets. However, under the Support section in any particular account, it says “ Sorry for the inconvenience
Customer portal - Contact us
I would like the contact us to show up for any and all users coming to the site. I have set it to "display to all users". Is there anything else i need to change?
Account on Hold
Is there any way to set an account to 'On Hold' so that no further tickets can be submitted for that account?
View ticket and avoid login
Hello, Is it possible to allow a customer to click on the 'view ticket' button in their e-mail and let it take them straight to the ticket instead of asking them to log in? The last thing a customer with a problem wants to do is to have to register just to view the progress of their ticket. Surely, the link is private enough. Thanks, Chris
Localization?
Can someone please explain how the localization works for the end user with Zoho Support? Can they choose their preferred language or is the only option a global language setting for the entire custom support portal?
Big delay in receiving Support emails
We have been experiencing a pretty big delay (up to an hour or longer) on emails coming thru Zoho support starting yesterday. This morning we had a couple come thru and then they just stopped. I sent an email into support about 30 minutes ago and it still has not come thru.
Support Emails take long time to arive
When I send email to my support email address in an effort to create a new ticket, the emails take hours to arrive. Is this normal??? Gee I hope not.
Not receing tickets
Hi I am not receiving tickets the last 2 days. I have tried to send an email directly to the zoho forwarding email to debug any forwarding issues with my email provider but not receiving that either. Is there a problem?
Is there a fee or charge if I downgraded from Professional Plan to FREE Plan?
When I upgraded to Professional Plan, I paid the necessary amount. But then, my other user/agent have been removed. If I'm going to downgrade again to FREE Plan, will there be a charge? After some time, If I decided to go back to my Professional Plan will I pay again the amount for upgrade? Will I pay the same amount for upgrade if I want to add user or agent?
First Response Time
Hi, I am looking to get the First response time from reports. is there any way we can do it?
ticket from an unknown mail address
I would like to receive tickets only from contacts. How to prevent an unknown mailer from opening a ticket? thanks, Ofir
Convert Customer to Agent
Is there a way to convert a customer to an agent? We have set our standard profile to only forums viewing and moderation. We are using the standard profile for our community moderators (customers) Can we do this? Regards, Kim
Contacts
Hi, I keep getting an error message when trying to add new contacts. I add all the details and when I click on "save" I get a pop up message saying "error occurred". This has been happening for the past couple of days now. Please can someone help? Thanks.
How to sync accounts and Contact from Zoho Support to Zoho CRM
Please help me to answer two questions as below 1. if i create account on Zoho Support. What unique constraint for each record in accounts 2. After i created account in Zoho Support. i want to synchronize them to zoho CRM. How to synchronize accounts and Contact from Zoho Support to Zoho CRM. if it cannot synchronize. please help me a solution to solve it Thank you so much for your help.
Having trouble with email to ZOHO support.
I have sent several tickets in via email and they don't seem to make it to support tickets. Some people just email me, and I use a forward to get tickets open. This was working up until about mid last week. Any thoughts?
Where can Agents Manuals be stored on Zoho Helpdesk?
Hi, I'm not sure this is the right place for this but will give it a go I'm using Zoho helpdesk for the last 2 years. A new support department is being added and one of the relevant feature for their operation manager is rather Zoho helpdesk is able to store documents that will be used as a knowledge base for their agents. The funny thing is that I was already able to locate a solution to this issue a few weeks ago, but I have spent the last hour looking on the setup screen and was not able to
Translation mistakes to correct on the french version of the Customer Portal
Hi, I have contacted your team by mail since 3 months and 31 mails, but I didn't get a correct answer, so I post my message on your forum. There are some simple changes to make in the translation of the french version of the customer portal. Here are the changes : Title of the second tab : "Mon requêtes" --> May be "Mes suggestions" Title of the third tab : "Soumettre un requête" --> May be "Proposer une suggestion" Title of the third tab : "Solutions" --> May be "FAQ's" In the third tab : "Soumettre
Support background Colour
Hi, Where can I change the background colour in Zoho Support?
How do I close my Zoho Support Ticket System
We've moved to another platform. How do I close the Zoho Support part of my account? Do I also need to get all employees to cancel their accounts as well?
minor issue with print page functionality
Hi, Just wanted to report a minor issue. Sorting a report by clicking on a column heading seems to be disabled after using the print page functionality. To reproduce: Generate any report with data suitable for sorting (e.g. Ticket Id, Ticket Created Time, etc) Click the printer icon near top left corner of the report data When the print page dialogue opens either print the page or just close the dialogue attempt to resort the report by clicking on a column header Although the cursor indicates the
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