Questions, tips and how-tos for Freshdesk, our customer support product.
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Hi! When exporting tickets to csv/excel I’d like to check how many times particular ticket was re-assigned between different groups. Is there any way to retrieve this metric?Cheers!
In the dynamic landscape of customer support, seamlessly transferring and synchronizing crucial data is the key to creating a cohesive ecosystem of information. We offer a range of apps on Freshworks Marketplace that seamlessly integrate with Freshdesk and empower businesses to achieve just that. In this month's edition of the Marketplace Navigator series, we will explore Freshworks marketplace data sync & migration apps that elevate support operations and streamline information flow. Shopify This marketplace integration enables a seamless connection between Shopify stores and Freshdesk by retrieving customer information, recent order information, payment status, and more. Agents can also initiate order modifications, enable full or partial refunds, exclude shipping charges, and more without having to switch between two screens. Streamline support processes and eliminate repetitive tasks by integrating Shopify data directly into Freshdesk. Asana ConnectThe Asana Connect integration
Here is an idea suggestion. I am forever telling students and teachers what key sctrokes to press for a particular command or menu. It would be helpful if there were short codes I could insert while editing a response or creating an FAQ that would allow me display keybord keys as small images or icons inline with my text.I was thinking something like this, I type this text in Freshdesk 1. <kbd>Alt</kbd> + <kbd>Esc</kbd> Switches to the next open window And the user sees this in the KB article, FAQ, or response via the web portalYou could even have a key combo like CTRL-K tht would insert <kbd></kbd> and then all I have to do is put the text in to appear on the key cap.
Email notifications were working fine three days ago. Now it is Monday and I, the administrator of our Freshdesk account, am no longer receiving email notifications for new tickets, responses, updates, etc. I also can no longer forward an email to our help desk email to automatically create a ticket. My other agent is not having any of these problems whatsoever, everything is working completely normally for him. I have looked through all settings (nothing has been changed in the past three days), support documentation, checked our Exchange server, and it is not a problem on our end.The most troubling part of this is we now have zero way of telling if users are emailing tickets that are not reaching us. PLEASE HELP!
When I try to update an agent's email, I get the error “The email you are trying to associate with the user belongs to another user in the organization”.There is no contact with that email, neither in “deleted”. There was a user with that email that I created by mistake, without associated tickets, and that I deleted permanently shortly after creating it.
As businesses seek to streamline processes and enhance productivity, the importance of automation, especially AI-driven automation, is only gaining more prominence. In the Marketplace Navigator blog series, we have consistently highlighted apps that extend your Freshworks experience. In this blog, we will explore Freshworks marketplace automation apps that can streamline processes, reduce repetitive tasks, and automate workflows, providing greater value for your business. QR Codes for TicketsConvenience is a top priority for agents, and the QR Codes for Tickets app fulfils that need by enabling them to access ticket information rapidly. This app introduces QR codes for tickets, enabling agents to quickly generate and share QR codes that lead to ticket links when scanned. It allows seamless ticket sharing among team members and enables agents to quickly switch between tickets efficiently by scanning the QR codes on their mobile browsers.Automate.io Connect Freshdesk to 100+ AppsThe Auto
We are seeing email delivery latency with ticket creation, updates to tickets lately. It is not happening all of the time, but sporadically. Some emails will come in an hour after a ticket is updated, and have had some where the emails are not reaching their target from 4 hours and have had a few up to 13 hours after a ticket was updated. Looking through the archives, it seems this has been a topic of conversation, but wanted to see if any others are experiencing this type of latency?
Hello, I have a ticket open with support, but not getting any help/response. Perhaps other customers have experience with this. I am brand new to FS, working on developing automations for my client. I’ve worked with PoSh for many years and written a number of fairly complex Azure Automation runbooks. The orchestrator node is running Server 2022 Datacenter. There are two main issues:Execute command will intermittently not return results, even when running something simple like Get-Service local to the orch server. Sometimes it works. The last time I ran Get-Service , it returned a 400 (permissions), which is nonsense. Ultimately we want this to write ticket fields to a .csv on a remote server for separate processing. In testing I can’t get it to write to file locally, much less to a remote server.I haveRead all the documentation I can find, including the examples Experimented with single and double quoting, despite examples showing quotes not being used. Nothing worksI have confirmedAll
So I’m trying to build an automation that will send me back the reply ( conversation ) id when a new reply has been added to a ticket The problem is I only have access to `{{ ticket.latest_public_comment }}` which is not really enough and I did read https://support.freshdesk.com/en/support/solutions/articles/87018 but I don’t get what’s different between an email notification and an on reply created webhook both should have access to the reply that triggered said event ?I have tried `{{comment.id}}` already and it doesn’t seem to work.
Hello! I’m currently running into an issue where we’re switching from using the /tickets endpoint to the /search/tickets?query=[query] endpoint. We were previously using the stats.resolved_at field to populate when a ticket was marked as resolved but it seems like we aren’t able to access that field from /search/tickets. I know for /tickets we could do include=stats to access the resolved_at field but when trying to apply the same logic to the /search/tickets endpoint, it errored. Does anyone know of another way to access the resolved_at field from the search endpoint? Seems like a very important field to be missing from the Ticket object.
Hi all!While you’re in trial mode, is there a way to disable reCAPTCHA in the customer portal for logged in customers?If I go in admin -> portal -> settings -> edit, you can only remove the flag from “Activate reCAPTCHA” only when “all customers can send tickets”. But if I select “Only logged customers can send tickets” the reCAPTCHA option is no more visible.Support team says the reCAPTCHA goes away when you start paying the instance. Do you have any confirmation on that? It seems really strange that this feature disappear only upon payment.ThanksMassimo
Can you assign a back-up agent for a particular ticket, when another agent is out of the office, and without using the Round Robin feature?
Can an option be added to require Time Tracking for a ticket to be resolved, if the ticket has an assignee/owner? Having trouble finding a way to do this.
In our Freshdesk page, we have a check box field. From the check box field, it is expected that user can send a Freshdesk ticket to Zapier automation. However, this check box is not working.According to Zapier support team, they already contacted Freshdesk support team 3 weeks ago but it has not been solved and I was recommended to contact Freshdesk support team.I appreciate if anybody could support with this issue.
Hello,The filters of the report we have been using for a long time via Freshdesk are broken. When we create a new report with filters, we cannot get any data. While we could receive data normally until November 29, 2023, unfortunately we cannot receive data now. Our report is registered on the mathematical analysis page. We have not made any changes recently. Report link: https://yssatis.freshdesk.com/a/analytics/reports/NzU1OTc0/page/1I request your support.
Looking for the right css to hide the name.Reason: we are using logo, which has name in it.If you UNcheck thisthen all you get on the browser title bar is: instead of Support: Company Name…. All browser pages have something that is descriptive…, but Freshdesk doesn’t separate these two operations.So in order to make the browser title bar more practical, you must check the “Display portal name...”I have inspected the page for this:<div class="fs-22 semi-bold fw-brand-name ms-4" title=""></div>Help appreciated
With Freshdesk, on a Pro license - and with our customer portal.So any user from any of our customers can access this portal and create a user either by signing up or creating a ticket.There are no (?) terms of service for this, and no way for the user to understand how we process and store the information they give us (and Freshdesk).How are others handling this? Have you somehow been able to add your custom terms of service for your users?
I tried to configure it with Captcha and without. Nothing helped. Any solution?URL is: https://wonderkindhelp.freshdesk.com
I’m looking to expose more than the default fields on the customer facing portal as below.Default is Subject, Ticket ref, created date and statusHow do I add into the overview page additional fields Last CommentPriorityAssigned agent The GUI allows you to add fields to filter on, but not actually show them on the summary page to the customer. (https://support.freshdesk.com/support/solutions/articles/50000004905-setting-up-advanced-ticket-filters-on-your-customer-portal)I believe it needs Javascript but an example of this, or list of fields is not available from FD support.
Is it possible to show TicketID in an Analytics page / report? I am sending Analytic reports to our customer en the customer wants to see the ticketid's in their report.How do i create an overview or table containing all the tickets of last month? Thank you.
Hi everyone! Hope you are doing well. We have some exciting news and we could not wait to share it with you - so here we go: We recently launched the Freshdesk Messaging - Google’s Business Messages integration* (in beta), to help you serve your customers better! Your customers expect your brand to be approachable on their channels of choice. A strong online presence is therefore critical to your business - especially to differentiate your brand against your competitors. This integration can help your customers to connect with your business instantly and also enables you to deliver helpful, timely, and engaging customer experiences. Do more with the Freshdesk Messaging and Google’s Business Messages: Enhance accessibility for your business Differentiate your brand and allow your customers to reach you while searching for your business on Google (Search and Maps). Manage customers who reach out from Google’s Business Messages via Freshdesk messaging - like any other messaging
Freshworks is a dynamic software company offering intuitive and user-friendly customer engagement tools. Their solutions streamline customer support, sales, and marketing processes, making it easier for businesses to deliver exceptional service and enhance customer satisfaction.Fm whatsapp
When an Email is sent by customer, few TO Email Address are marked along with the Support address and when the agent is replying, customer wants the To Field to be editable so that the response can be provided to the actual To ID of the email instead of the Sender of the email, Possible?
Hi, I’m looking for a way to change the from email address on NEW emails only, at agent level or even by group. I am not looking to default the email address on ticket replies, only new emails.The scenario I have is that our incoming emails are from our US and our UK business and therefore when we reply, we want to retain the same email address as the user contacted us on. When we send new messages, they are often sent from a specific team such as accounts or marketing and they don’t want to have to change their ‘from’ email address every time they send a message. I would be grateful for any suggestions. Thanks, George
I’m an adminstrator role user in freshdesk account.I need to migrate agents from freshdesk source account to destination account.In postman I Posted a contacts successfully with correct API key and url:http://{{dest-baseurl}}/contactsNow i am posting agents with same api key and same base url but it is giving me 403 error.http://{{dest-baseurl}}/agentsPOSTMAN ERROR:{"code": "access_denied","message": "You are not authorized to perform this action."} Please note that i can successfully add Agents from the freshdesk UI. Adminstration > Equipment > Agents > Add New Support Agent.This leads me to a freshworks domain where i can create agents successfully.
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