Questions, tips and how-tos for Freshdesk, our customer support product.
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I have it set that the subject is not required for the agent or the customer, yet the system insiststs that the agent enter a subject. How do I make this stop?
Hello,we just set up the system and testing it….at first the testusers were able to register and log in via mail & password….Now the Customerportal LogIn is asking for a API-Token?How can i change it back to the mail & password login?Plan: FreeThanks an BR
In the Canned Responses, it would be great to have a field where we can insert a description or instructions to our team about when and how to use the response like the picture below. This part is not sent to customers, but only viewable by support staff to get additional context/direction on a specific canned response
We have integration in Salesforce lighting and how can we redirect user to contacticketdetail page without login?It worked in classic salesforce.Thanks!Yi
Hi,I'm trying to setup an automation rule so that when a customer replies to a closed ticket that’s got a specific tag (the ticket gets the specific tag when 7 days have passed since it was closed), that instead of reopening that same ticket, the last public comment is used to create a new ticket via a webhook.However, I have a automation rule that ranks third in the ticket updates order stating that “When an action performed by Requester When Reply is Sent If Status is not Open AND If Status is not Need to check Set Status as Open” (we would like to keep this rule for tickets that have been closed prior to the 7 days mark).I don’t have coding background but nevertheless I took the challenge head on. I am not sure why the thrid rule gets executed first when the first rule is the webhook one as per my screengrab.
Dear all,we have various portals within Freshdesk, which we use for internal users i.e. as knowledge base. In order to have a smooth login process, i’d like to add SSO for those portals. The admin configuration has been done and works. If i go the the agents login i see SSO as a button and this works fine.Now i want to have the same button for my portals, but don’t find any code, which can be used. I’m not a developer, but if i could get the code do create the button and then call the SSO, i believe i can get around with it.Anyone, who could help me here and send me the necessary code?Thanks a lot in advance,Udo
I've created tickets by email and by portal.They all say "reported via phone".How can I change this?Thanks,Ricky
We have just launched ticketing via Freshdesk, and when we tested the Teamviewer V2 App worked fine.Now after going live, it is not possible to authorize Teamviewer in Freshdesk.It opens a Teamviewer Login Widow, but when the credials is entered, The Teamviewer window returns Not Found” and nothing more happensAnyone that knows if this is a general issue, or know how to fix it?
We are using the Sprout version of FD, upgrading later this year. The Dashboard shows 1 open ticket and 1 unassigned ticket. When I click on either one I am taken to a page that says “No tickets here.” Where are the missing open and unassigned tickets. We want to close them out.
I have an automation that adds an ‘inbox’ tag to all messages and notes where I am the owner of the ticket or when a ticket is assigned to me. I would like to add another automation to remove that tag when I respond or add a note to the ticket. I am doing this to simulate an email inbox since the only activity view (that I know of) is the dropdown at the top of the screen that is incomplete and not very user friendly.
I noticed a couple of customers would write in using agents' first and last names.We tested by sending and reply to a couple of emails to and from ourselves but didn't see the agent name. We think they may be seeing it when logged into the helpdesk. We're not able to change agent name in Freshdesk, but agents changed their names in their freshworks profiles? Will this resolve the issue? The changes aren't reflecting in the "agents" section of fresh desk.
Hi,I think helpful to configure which single users can access to the reports, also for the curated reports.Now that’s possible only for role and not for users.Regards,Davide
Has anyone come across a way of having Out of Office in Freshdesk set by Out of Office in Outlook? I am always in favour of only having to enter something like that into one system, rather than two, or more!
We recently implemented the default out of office feature in FD, we have hit a few hurdles and I wanted to check if the community have similar issues or suggestions:It appears as though only an administrator can perform an out of office for another agent and this is done by impersonating them. Not ideal I can’t seem to find any dashboard or report that provides a list of agents currently OOO. We have to manually assign people or a group that must receive the notification when a customer replies to an agent that is OOO. We would prefer a method to assign this to a specific role e.g. team lead, you can obviously do this manually but people change roles and then you have to remember to add them or change them.
So I just realized that I have load of tickets in the Freshdesk system, and I didn’t get notification about any of them…Under settings → Email Notifications all Agent Notifications are checked and enabled.Any idea what’s happening? It’s not in the junkmail, I receive notification about tickets sent via e-mail… But not widget...
Hello to the community, Our company have concerns that seems to be occuring in multiple account. After a look to the support, I was not able to find a precise answer to this problem. By advance, thank you for the help you could provide. First problem :Sometimes, when our customers respond to a mail sent from one of our freshdesk mailbox (contact@ or order@ for instance), using the “forwarding” or “answering” option, some of them never reach freshdesk. It means that we have an initial ticket with the original mail but nothing more (no new ticket or new message on the original ticket ID). It does not seem to follow any pattern, because we still receive some response. Is it possibly associated to the Gmail account parameters that prevent some to land in freshdesk feed in some cases ? That is a bit frustrating to answer to upset clients without being able to catch their answer in a first place. Second problem : Also, we have another concern where forwarded email do not make it either (exam
Has anyone had success adding the (4) CNAME records to Network Solutions so that the Freshdesk DKIM Verification check succeeds? I am unable to verify despite using both the NS Account Manager New or Classic interface. Below is an example for one record and where I am placing the values. Type = CNAMERefers to = Other Host [tritacSG.com]Host Name = algsq._domainkey.tritacSG.comAlias to = wl638460s1.domainkey.freshemail.ioTTL = 2 Hours Should I be making different selections or value placements to build the CNAME records correctly to pass verification? Thanks!
I am worked in Portal customization. i saved the page and publish . but go to the customer portal is not working. Always The customer portal shows default current theme.
Hi Team,Everytime I login to the portal, or reload the page, I am greeted with the attached banner. The banner is regarding a change in permission of my user by another admin user. I have received this notification 20+ times in a day and is starting to get irritating.
Test connection failed. Details: You are not authorized to perform this action.Hi i get this error when trying to connect power automate to freshdesk for some automation Could you advise on resolution please
Hello I would like to ask when someone is added as watcher he/she does not receive a notification from the system. Is there a way to add maybe a rule or other solution to be notified the assigned watcher (not with email)? Thank you
To have multiple ticket forms available for agent portal as well
Need to create a simple customer report listing all ‘not closed’ tickets for a customer (company) and schedule an automate generation/email of report to individuals in a customer.Just got off a call with support and identified the following options, but not workable solutions for us:Send a standard report to a client .. wrong information. Customer needs a simple list of unresolved tickets, not trends. Create a custom report, have this sent to an agent. Agent then would have to download the report and send it to the customer. Report is actual what we need, but we are not looking to add step to my teams workflows. This is the job for a system, but a human. Create an report in analytics (dashboard) and schedule it to be sent to a client .. there are no ‘list’ widgets, so can’t generate this simple list.From my vantage, the fundamental problem is reports/analytics are targeted at help desk management, not customer reporting. They do a nice job of this. Trying to get a customer report autom
Tener opción de mencionar personas de freshdesk a Jira, y actualizar fecha de vencimiento de ticket de Jira a freshdesk de ambos lados
This is an intermittent error linked to trying to create a new outbound email - I can’t replicate it but I get enough occasional reports from agents that I I do believe it is a legitimate issue My first guess is that these would be for contacts that do not yet exist in the contact DB and the call to create the record at time of email send is failing but as this is not reproducible I can’t really get FD support to look at failure logs or anything. Anyone else encountering this Unlike the post here the DKIM and SPF for this outbound email account are fully verified and this only happens occasionally (maybe 1 email in 10,000) so I don’t think it is a system setting issue
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