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Hi there!We are a logistics company that encounter a lot of the same issues. Therefore we use a lot of templates in these standard situations.As we grow, learn more about FreshDesk and with situational changes, we need to adjust the excisting templates. This is quite a task at the moment.Below I will state some problems and suggestions.Search option for templates As it is now, you have to go through the alfabatical list of templates to find your template. And when you change your template and save it, you jump back to the start. This could be solved by having a search function. After saving, FD jumps back to beginning As stated in my previous point, after applying changes you jump back to the start on page 1. Now you will have to remember the page and email you where working on. It would be helpfull if you would remain on the current page so you can continue. Sorting function A function where you can sort the templates. Assuming point 1 and 2 are options, you could search your templates, sort them by ‘last edited - Asc./dec.’ and work through them in order fast and efficiently. Function to open Template in a new tab At the moment when you try to open a Template in a new tab you get ‘an error’.“He who is wandering is not always lost”, if Im correct. Being able to open multiple Templates in new tabs allows me to go through them one by one and ensure I have not overlooked one. In some cases I need to change 10 to 20 templates due to multiple, minor, variations (receiver of email, different option, different carriers, etc.) Also, copy/pasting changes in each one will become much easier. If you for instance want to change multiple fields, you cannot copy/past it all at once. With this option you would be able to copy/past one field, and go through all 10 tabs. Next field, repeat.These changes can make a real difference. To adjust 10 emails can take me an hour or more, with these, hopefully easy to program, options I would be able to do it within minutes.The main task is not making the actual changes, but triple checking yourself if you have not overlooked any minor detail. We work with an automation where closed tickets re-open when they are replied to. When mistakes are made with a template it can mean an automation is not applied and the email does not re-open. Missing important responses from our customers and partners alike.Thank you in advance for reading my comments and I look forward to hear from you.
I've noticed that the "remove formatting" option is only available when editing a note, but should be available when creating a new one as well.Likewise, I've noticed that attaching a file is possible when creating a new note, but it should available when editing a note as well. Sometimes people add the wrong file and need to be able to change it.
We just purchased Freddy AI a couple of months ago. One of the great features of Freddy is the ability to generate Resolution Notes in a ticket; however, there is nothing in the Workflow Automator to support this. I should be able to create an event when a ticket is updated, and the status is Resolved or Closing - I should be able to generate those resolution notes at that point, so every ticket has a resolution.
It would be beneficial to have the option to choose which months we would like to run them automatically through the Report scheduler. Currently, the only options are Monthly (every month), weekly, or daily. We have several reports we have to run quarterly and this would be a great efficiency not to have to run these manually each quarter.
Dear Freshservice Admins and Users, It should be great to have Radio Buttons available in the Service Request Forms The Checkbox function allows you to tick YES or NO option at the same time.I love Dropdowns Lists but sometimes, it is more convenient for end-users and faster to just select a Radio button instead of selecting a dropdown value. 🍰 : Cherry on the cake : When selecting one value of radio button, please enable Dynamic Sections for values. Add Other Value as Google and other Editors already provide. See below an example on Google Forms Thanks for voting if you think it could be helpful for your orgs / companies RegardsMathieu
Would it be possible to attach/link multiple Post Incident Reports (PIR) to a Major Incident (MI) ticket? We generate 2 different reports for our major incidents, one is internal that can be quite technical and we also create an external that is more user friendly. Once completed they are reviewed and approved. Having the ability to generate, link and receive approvals for our 2 different reports would help us. Thank you,Scott
I have for example two charts on the same dashboard or a report in the analyze module, and the same attribute that is grouped by for example status. I want to be able to predefine that the same status will have the same color in the two diagrams. For example a configuration table that I predefine that status = Open always will be in a particular color. If I have not predefined a specific color, the application can choose an own color but not some of the colors that I already have used for other status.Today this status can have two different colors for two diagrams and this is not user friendly.
We’ve changed the way the conversation flows, so instead of the latest reply being at the bottom of a ticket, the latest reply is on top.This presents an annoyance, where the reply window is at the absolute bottom of the ticket; when you reply to the last received message you often cannot see the message while typing the reply.Simply put, the suggestion is: Add a setting to let us to change the reply/comment window alignment to top or bottom of conversation.
Well met,I searched for an idea to enable pinning of notes under the description field, but was only able to find it for Freshdesk, not Freshservice - which we’re using.Simply put, what I want is:The ability to post or edit a private/public note and pin it under the description field of a ticket.Motivation: Be able to quickly see important/vital information about what’s going on in the ticket.
One of the main features of any IT status page is to monitor up/downtime of services automatically (IT SLA’s etc).We have linked a number of alerts to Services in our FS instance but the only way to update the Status Page is by either;Posting to Status Page via an Incident Promoting an Incident to a Major Incident A Status Page components should be able to be updated via alert linked service’s for historical downtime / uptime.
Hello everyone The idea to is to have option to disable scenario 3 Requester-friendly multi-workspace email support : Freshservice I have several customer that have more then one departement in the same workspace. Like HR and payment and users e-mail both. Before it created 2 tickets now just one. Customer that have robots/system that sends out e-mail to several groups and some are in the same workspace.
We would love the ability to multi-select canned responses when added a note or a reply instead of individually. This would assist with signatures applying to the appropriate area of the reply in addition to the response.
This is possibly due to the evolving nature of Freshservice, but Incidents are referred to in varying ways: Ticket in the Agent PortalReport an issue in the Support Portal Incident in the Agent Portal whilst working on the ticket.This is confusing for requesters and to a larger extent, our agents. Some alignment would be welcome. At the very least - and this should not involve major changes to the platform because it only entails replacing an icon image - the ‘Ticket’ option in the agent portal should be replaced with ‘Incident’.
Hello, The consumable asset type is a great feature, we utilize this asset type for periphals that we do not need to track individual assets like mice, keyboards, monitors etc. The one thing this is lacking is being able to assign these to users, Currently each consumable record is only assignable to one user regardless of the quantity set. While we do not need the full asset management features for consumables it would really help out during offboarding to see what extra devices where sent to the user. The record should capture basic info about the product, like name, Vendor, price, quantity, model, manufacture. Ideally it should work similar to software where we can assign multiple users to one consumable record and this should show under the assets tab in the requestors profile.
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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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