The Problem:At the end of 2025, we couldn't enter holidays for 2026 because the system's calendar for 2026 wasn't ready yet. This meant someone had to log in on January 1st, 2026 (a holiday!) to enter the holidays manually. This caused problems with how our ticketing system calculated response times.This led to incorrect "violation" marks on some tickets, which were received before 2026 calendar holidays were entered let us enter next year's holidays before the current year ends.
The entire OnBoarding journey depends on the link in the email sent to the Reporting Manager in the second stage. If they are not available (and they forgot to set the delegation), the flow is stuck and no tickets are created. The only way is to - assuming you have access - go to the Sent Items of the mailbox associated with FS and forward a copy of that email to someone else. I strongly suggest that Freshworks re-visits and removes this dependency or provides a workaround within the platform itself rather than depend on an external factor (email) for the journey.
I am wondering if there is any way to have Freshservice Contracts automatically calculate the amount paid to date.We have several contracts that utilize a monthly or quarterly subscription payment plan. In some cases, we may cancel the subscription partially through the year, either because it was determined not beneficial or due to budgetary constraints. It would be helpful to have the Contract Moule calculate how much was paid out for the duration of the contract up to that point.Is there method to include a formula in a Contract field ?
I believe that FreshService is missing a huge opportunity when it comes to the way tasks are handled. We just rolled out FS and I was hoping to use tasks in order to structure clearly defined processes within our organization. The idea is that a SR would be submitted and tasks created for groups that had work to do in order to fulfill the SR.The problem?Tasks are not working that well in FS. I see three different problems that require some solutions and improvements in order to make this function the way most people would expect it to work.No unique task URL. Since I’m assigning tasks to a group and not an individual, it takes multiple clicks for a user to see any upcoming tasks. (My Work → Tasks → My Group Tasks → Upcoming). If there was a unique URL, the URL could just be bookmarked. We tested this, but that doesn’t work. There is no UI notification when a new task is assigned. Like incidents, it should be easy to put a red bubble notification with the quantity of tasks assigned - as I mentioned previously, there is no UI notification that a task is assigned - you have to rely on the email and that is easily missed. Lastly, I have been looking for a solution - it seems that for years, people have been begging to get the tasks updated, so I’m not very hopeful that this request or any other will benefit the community. I think tasks could be used very powerfully for organizations where a ticket doesn’t need to bounce around, but instead just one ticket could remain open while groups complete their tasksI hope to see FreshService put some effort into the tasks - as I mentioned previously, they could be very powerful to organizations that don’t want to unnecessarily open child tickets to accomplish a task. The days of moving a ticket from group to group should be over - that’s a slow way to handle customer service when multiple groups need to be involved. Tasks are the future; we just need to treat them that way.
Hi everyone,I’m working with multiple service teams on CRM and workflow automation, and wanted to share some technical insights from my experience with GoHighLevel Automation & CRM that may benefit others here.1. Unified Automation Logic Improves ReliabilityWhen building automations across lead capture, follow-up, pipeline movement, and revenue tracking, keeping your logic inside one platform (rather than splitting it across multiple connectors) significantly reduces failure points. Consistent identifiers (like standardized email and phone fields) help ensure triggers fire reliably.2. Explicit Workflow Transitions MatterIn complex service workflows, implicit transitions often behave differently under high load or after changes. Wherever possible, explicitly define status changes, ownership assignments, and trigger conditions in your automation logic rather than relying on inferred behavior. This makes testing and validation more predictable.3. Validate With Real Data ScenariosTesting with synthetic or “happy path” data seldom reveals edge cases. Build test cases that mirror real user behavior — incomplete records, duplicate submissions, or rapid repeated actions — before deploying automations live.4. Keep Rule Logic Simple Before ScalingHeavy branching logic and conditional rules increase maintenance overhead and risk unknown side effects during platform updates. If a rule doesn’t directly support a clear outcome (e.g., conversion, retention, hand-off), consider deferring it until there’s measurable value.I’ve applied these principles at leadsflex while optimizing automated CRM processes, and it has noticeably improved lead responsiveness and pipeline accuracy. Looking forward to hearing how others are handling similar challenges with Freshworks tools.
The timer feature is super cumbersome to start and stop on tickets. It would be great for it to be a one button press as soon as a technician opens the ticket start the timer, do the work, stop the timer, and then close the ticket.
On the tickets table view, you can only sort the tickets on a few columns, like date created, priority and status.But it would help a lot if I was able to sort on any column, including columns from custom fields I've added.For my situation; I've created a custom date field 'Customer reaction expected date’. If I know a customer won't be able to look at his case this week, I use this field set a date in the future. When I'm able to sort on this date, I can see exactly which cases I need to work on today and don't have to bother with cases due for next week (or tomorrow)
Hey there,We’re so close to moving to StatusPage from a competing product, but subscriber management is our remaining roadblock.Current state: Subscribers must be manually added or imported via CSV to StatusPageDesired state: FreshService objects can be set as subscribers for a Service or Service Group, e.g.Agents Requesters Departments Requester Groups Roles Locations & location hierarchiesThis would enable users to be dynamically included in Status Alerts at time of provisioning, instead of requiring an additional (heavily manual) provisioning step for each user’s own service alert needs.This would also minimize the risk of accidentally adding external recipients for private Status Page sites, as the subscriber identity & contact details would be managed centrally within FreshService. Thanks for all you do! Brad at Material
Our organization requires Manager Approval for the majority of the Service Items in our catalog. Unfortunately, what this means is that from time to time, the manager’s approval queue can build up.It would be great to see a way for the approver to have a Select All button to click or for the ability to select multiple requests at a time and click Approve or Reject with their comments being applied to all selected requests.Current state is that an approver has to open each individual item and approve or reject, which can be time consuming for the approver.
It would be great if it was possible in Freshdesk to attach files in Proactive Outreach.
Using MSP mode, I have Quarterly reports that are sent out. Due to not having an option to automate these on a Quarterly basis I have set them up Daily and just turn them on each quarter, let them run and then turn them off again. (Not ideal and I have asked if a Quarterly option will be available - still with FreshService Support).Until such time as this is an option it would be good to have an option at the right hand side of the report:to turn these on rather than having to open each report, click on Export, click on schedule report and turn on
Training becomes more effective when users can apply concepts instantly. Integrating simple learning tools like an interactive calculator (similar to https://ti84calculatoronline.org/) within Fresh works products could help users test formulas, metrics, or logic in real time. This would bridge the gap between training and real-world usage, improving understanding, confidence, and long-term adoption.
On the main Dashboard page, I do not see any widget that allows to put Tasks lists or To Dos on the dashboard. Tasks can only be seen through the “My Work” section. How can I add tasks to the Dashboard view?
Recently dealt with a couple issues from a user who is trying to access a ticket that was routed to a restricted group. This user is an agent.If the user tries to access the ticket via the email that was sent on creation it (we are using {{ticket.url}} in the email) it routes them to the agent page, then they get a toast notification that they are not allowed to see the ticket and to view it in the support portal. If the user doesnt notice this popup or interact with it in time they can end up confused/with a poor experience.From a UX perspective, it would be nice that if the error with visiblity is experienced, it tries to route the user into the support portal to view the ticket and THEN if the user cant access it for some reason, a message is displayed. For now, I’m stuck replying to tickets and telling users to view them via the support portal.How are the rest of you handling this in the meantime? Any other protips? @mbutler @DanielRuff @Daniel Söderlund
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
OKSorry, our virus scanner detected that this file isn't safe to download.
OK