Using Freshdesk

Our company does a lot of service tasks for B2B customers, and they often have more than 1 item for us to service.  I have not been able to find any way for us to record these items in Freshdesk without having us type the items into the description box or any other free text fields. I would like to have a way we can record all items, AND draw reports on them. Anybody have any idea?

Is there a way to hide dropdown choices in a ticket field based on the requestor’s company segment? In our ticket form, we have a Type field that determines which sections are shown. Only our Distributors company segment should be able to select the New license option. 

Anyone know how to change the label “Agent” to something else? Normally, I wouldn’t care about this, but I work in real estate so our “agents” are actually our users. We’d prefer it be labeled “technician” or similar to avoid confusion.

Hi peers. I’ve been extensively trialing the only product I found to be suitable for our tiny 2 admin service company - TRENGO and have been impressed. Just before buying what will be for us the biggest investment of this kind I did another search and found FRESH. I can’t spare anbother 2 weeks of my time trialing this as the trengo trial has already disrupted us in a bad way. From what I can see straight away is trengo is double the price however they are on hand on whatsapp to answer anything which is a big thing for a novice user. This support does not seem to exist here - I called UK support and did not go through. Help articles take longer to explore and often the key pieces are much quicker to get to just asking someone who knows.We can get over this obstacle and learn ofcourse but here comes the second issue: Fresh offering at glance is convoluted, I basically want an omnichat but here I am being thrown about 12 different products at me all with similar name. 

Is there a way I can autofill the CC mail when a user click on the forward btn?I found it can be done through workflow action, but it works only when you click the reply btn?

The “out of office scheduled” banner hovers over the ticket properties Apply button and there is no way to move it. If you want to click Apply, you have to revoke the out of office schedule and then re-apply it. This is terrible user interface design and yet another epic fail for Freshdesk. Please fix this! See the screenshot below, showing how the window looks before and after revoke. 

In Freshdesk, is there an option to have smiley face in satisfaction surveys? I see that it is in Freshservice but I don't see how to do it with Freshdesk for clients. I think that this option of the faces is much more focused on Freshdesk and customer service, when can we have this feature in Freshdesk satisfaction surveys? It is important in the eCommerce channel to improve the CRO, among other things.I await your response,Thanks a lot!

Bonjour, Nous souhaitons mettre en place la base de connaissance sur notre portail d’assistance.Notre portail Freshdesk est accessible depuis notre logiciel via un lien avec un secret.Cependant nous ne souhaitons pas que tous les utilisateurs puissent créer des tickets.Mais juste consulter la base de connaissance.Cela veut dire qu’il faut faire 2 portails ?  ou avez vous d’autres solutions ? Merci d’avance

I want to see the CC button on the submit a ticket page when I select "Can CC Only company contacts" from the ticket fields.  I checked the Display CC Field check box from Ticket Fields. I can not see the Add CC button when I check my ticket form. Note: If I select the “Can CC any email address” I can able to see the Add CC button in ticket form.When click the “Can CC any email address” But I want to see the Add CC button when I select “Can CC only company contacts”.

Hello Everyone, I hope you are doing fantastic. I am seeking help from you guys in performing one of the automation processes. I am trying to automate the email notification to one of the shared accounts within the organization for a particular service item requested in the ticket. It will be a great help if anyone can let me know the process. I have been trying with the automated workflow option but couldn’t find success. 

Hello folks! I am brand new to Freshworks environment and have 7 years of Salesforce experience.Today I started my 14 days trial and must get a Freshdesk POC ready for a prospect by Sept 27th.Can anybody offer some advice?I am on the EST time and available in any timezone if someone can help. Looking forward to learn from the community. 🤞

One particular user has mass spammed our support email address 2 times in the last 2 weeks.  For the first one, I contacted FS support and after a few days, they realized the user was blocked and had to manually unblock them on the backend.  I thought the issue was on our side until it happened again and realized it is some type of loop or issue on the FreshService email side.  4 days have passed, and support is lacking on helping.  The user is a VIP and needs to open up tickets via email for their processes but is blocked.  To explain further, the user opened 3 tickets last week, no issues.  The 4th one was opened via the support email address which forwards to the FS email.  In 8 minutes, 142+ emails flooded the support address along with all the users who were CCed.  As soon as FS blocked the requester, all emails to everyone stopped.  After troubleshooting with the user, the first time it happened, it was sent with Outlook via a Macbook.  The second time, an iPhone via th

I receive this error message “Email rejected due to an unexpected error. Please try again after sometime.” I tried it multiple times and allways get the same error message. At this time, I received this error only for two email addresses under tone specific domain. Direct mails to this address via outlook works fine.Any explanation or solution to this issue. Thanks.

I have a problem with forwarded email from agents. I’ve enabled the option “For forwarded emails, use original sender as requester” as explained in the article https://support.freshdesk.com/en/support/solutions/articles/208268-using-sender-s-name-as-ticket-requester-in-forwarded-emails but when i forward a mail received from a customer (i’m an agent) to our support email the ticket is created with my name and address as requesterHow can i solve this?

Hello,It is possible to change this default approval description? 

HiI am hoping someone can help. We are using email commands (@simonsays) to log tickets from emails populate fields such as category, group etc. These emails come from another system so we dont want to use the from address as the Requester. We achieve this by using the email command to write the email address as a string to a custom field and then use a Webhook to copy this text to the Requester field as below. This all works well.However we now have a requirement to add another email to a custom dropdown list that is also using the requester table. This dropdown is called “Person_Search” I am completely stumped as to what I need to put in the Webhook to replace the “email”. I have tried “Person_Serach”, “Person_Search_Email”, “lf_Person_Search” (and all the other endings and also. { "custom_fields": {

Can somebody help me setup the email forwarding feature?I have tried for the last 24 hours without success.I can do a Google Meeting anytime if you are available.Thanks!

Hello community,Does anyone have an automation set up that checks in with requesters once you have sent them a reply?As an example, We receive a request that someone needs help troubleshooting their voicemail. We respond that we would be happy to help, what’s a good time to stop by and take a look? The requester does not respond for several days.I would like an automation set up that automatically sends an email at 2 days and then at 7 days to verify if the issue is resolved or if they still need help - and then sets the ticket as “resolved” after the 7th day. (Our tickets get set back to “open” when a requester responds).Has anyone set this up in their system/workflow that would be willing to share the automation mapping required?Thank you,-J

I am looking for a feature in fresh desk to create a start date and End date . As a business and for our auditing purposes , we need to know when does the agent started his work and ended his work. The work around of changing the agent to occasional agent and making a dummy email is not the best practice .Please consider this requestthanks Murare Bharadwaj

Hi freshdesk Why are you allowing your platform to be used to send out phishing emails?! 

Hi, When forwarding a message the message is not displayed in the main view, but in the thread-view.The answer of the thread is however displayed in the main view, what is quite confusing.Is there a way that, the conversation stays in the thread? 

Is there any way for agents to view the scheduling dashboard for allocated field calls? The agents need to see what the technicians are scheduled for during the day so they can answer customers on when calls are scheduled.

Hi, I need the name or email address of the “responder” (assignee) for each ticket returned by /api/v2/tickets. Thank you   

Currently, there is a way to see how many tickets are affected by each automation rule via API (seems like a count of all time and no way to filter based on date of occurrence). Is there a way via API to get a list of the tickets that were affected by these rules and when or is there is a way to see if an automation rule has run via ticket details? 

Are there any events in workflow automator that can detect when a note/conversation are added to ticket? It seems like new notes/replies added to a ticket do not fire off the Ticket is Updated event in my workflow automator.