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Currently if you need to create similar rules (in ADMIN Observer for example) you have to add an empty rule and then build all the settings each time. It would be nice if you could copy an existing rule so that you would only need to change the settings that are different.-daniel-
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HiIs it possible to add an additional option when setting up the product portal so that you can determine at a product level if customers can sign up from the customer portal.At present you can turn this on and off from the main customer portal tab, but it affects all portals? That means if I want a private portal for one product (which I do!) then all portals/products will be private, likewise if don't all portals/products will be open and accessible for anyone to sign up :(This is a real pain, as I wanted to create a private portal for customers of a paid product and don't want any old tom, dick or harry signing up to see the content from the portal, where as with my main portal I want it open for anyone to sign up and access.This could all be resolved by adding an "Allow customers to Sign Up from the customer portal" to the options for a product level portal?Any chance of achieving this?
Hi Freshdesk, I am looking to export all client/agent interactions into one spreadsheet. The only way i have been directed to do this is by exporting the .xml documents and manually cutting the unnecessary information out. Any help would be great.
I have tried setting the help desk up to automatically set a ticket to pending when replying so that our agents do not have to do this every time as it is what also triggers our other responses. Can you add this in the rules as an action?Just would need to make it so that an action item would be "on response" then "set status." This would be very helpful! Thanks team!
When splitting a reply from a ticket to create a new ticket, it would be really helpful if the new ticket could be available in Edit mode straight away so that the Subject, Ticket Type, Priority etc can be changed before the new ticket is created and the email sent to the requester. As it stands, they get a ticket confirmation email with the same title as the original ticket they raised, which must be confusing.
Allow sellers to revert to Ebay and Amazon messages from the Fresdesk itself. Are you guys working on this integration?
In Email Notifications, Freshdesk displays the warning "Some translations are outdated" if the main language template is being changed. This is really useful. For any other changes that actually affect rules (Dispatch'r, Observer, Supervisor) or templates (Ticket Templates) there are no warnings. Like probably most Freshdesk customers, we have built a lot of rules in our account that depend on Ticket Fields, specific agents.... If for example we make changes to our Ticket Fields and the previously used fields are not existing anymore, all Ticket Templates where those fields were set do not contain those fields anymore and are simply empty. To stick to the same example, if an Observer rule was depending on those fields, it is not triggered anymore without any warning. Currently, we need to go through all of our set up rules and templates and manually update them if we change our Type Fields or an agent leaves the company. It would be a really helpful feature to mark anything that is affected by a change done in the account.
When I escalate a case to a supplier I often add extra notes. Freshdesk does not include what was forwarded so there is no visibility of these notes. This means if I revisit this ticket at a later date or if a colleague works it on my behalf there is no record of what was actually sent.Is there any chance of displaying what was actually sent.Many thanksLee.
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This ideas board reflects customer feedback and our current thinking, and is provided for informational purposes only. Roadmap decisions, including AI-related capabilities, are influenced by many inputs beyond customer votes, such as technical feasibility, security, compliance, and market conditions. They are subject to change without notice. Idea status labels (such as “Under Review” or “Planned”) do not constitute a commitment, promise, or legal obligation to deliver any feature, functionality, or timeline, and are not part of any agreement with Freshworks. Development and release of any product or feature remain at Freshworks’ sole discretion.
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