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Using Freshdesk

Using Freshdesk

CX and Customer Support

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anusrivasApprentice

asked in Apps and Marketplace Integrations

Include Requester Details in Custom Ticket Views API

Please include the requester details in below endpoint:: /api/v2/search/tickets?query=[query]

SPLENDID WApprentice

asked in Portals, Emails & Other Channels

Sorting tickets based on contacts

Hello!Is it possible to sort tickets by contacts, e.g. using the provided name or email address of the contact?Or alternatively to have an overview of the number of tickets / tickets when viewing all contacts.We usually have several tickets from the same contact and overviewing them or sorting through them would be easier if we could sort tickets based on contact info.Greetings!

dasselbergsCommunity Debut

asked in How do I....?

Vendor dropdown field in Tickets

Hi,I’m looking to use the (native) “Vendor” list in use in the Contracts / Software module as a dropdown list in the Ticket module, but it’s not displayed as a dropdown option. This seems higly unlogical, as you have to create shadow administration of your Vendors.Use case: We have added 2 fields to Tickets:External supplier involved? External ticket numberWe want to use a Dropdown field to be able to pick external suppliers in case these are involved in coming to a solution.

Berway72Apprentice

asked in How do I....?

Move Collaborators to Agents

Is there a way to move collaborators to agents?

andrewcruzrApprentice

asked in API and Webhooks

Could'n get tickets using per_page

Hello! I need to use pagination to get all open tickets from freshdesk, but it’s not working as expected when i try to use “per_page”:api/v2/search/tickets?query="status:2" works fine, but don’t retrieve all results If i use the “page” parameter, it work fine too. api/v2/search/tickets?query="status:2"&page=2 But if i try to use “per_page” parameter it doesn’t work. api/v2/search/tickets?query="status:2"&per_page=2 Can someone help me figuring out what i’m missing? Thanks

simonjh88Top Contributor

asked in Ticketing & Agent Productivity

When merging a ticket, that belongs to company A, why does Freshdesk allow the ticket to merged with Company B?

We have had an issue on a couple of occasions where an agent will merge a ticket incorrectly, into another companies ticket. Why does Freshdesk allow this to happen? There should either be the option to restrict ticket merging into the same company, or there should be a prompt that says “The ticket you are merging into, does not match the original company name of <insertcompanyname>.” As there is no way to undo a merge, I think there should be additional verification in place to ensure that ticket merging is going into the correct place.The current merge pop-out doesn’t give enough information. Does not mention the company name No company name is displayed hereNo company name is displayed here. No way of comparing each ticketAlso no company name here. And below this is a huge amount of white space that could be utilised better.There is a humungous amount of white space below the last screenshot, which really should be used to display additional information.

kireApprentice

asked in Ticketing & Agent Productivity

Facing Issue when creating ticket from customer portal

adrianSYAApprentice

asked in Ticketing & Agent Productivity

AutoAssign tikects to me

Hello, I am trying to assign a ticket to myself but the assignment email is not sent to my email box and I cannot track it from Outlook. This does not happen if the same ticket is assigned to me by another agent. Is there anything that can be done to get the email sent to me even though I am assigning it to myself? Thank you so much

LiamLucasApprentice

asked in Ticketing & Agent Productivity

How to Boost Customer Support with Freshworks Integrations?

I'm super excited to connect with you all. So, I'm diving into this project to amp up our customer support game of a food company, and I gotta say, I'm all ears for your expertise. How have you folks managed to seamlessly blend Freshworks with other tools or systems to really boost efficiency and wow our customers? Seriously, any little tidbit or big win you can share would totally make my day.

LeonLerApprentice

asked in Automations and Workflows

Slack channels are not showed in configuration

Hi,I’m trying to use the Freshdesk-Slack integration..I added some new public channels to our Slack in order to redirect the notifications there, and when I’m trying to add these channels to the Access Public Channels, they are not in the list of choices.Any idea on what the problem might be?This is happening only with the public channels, if I create a private channel it appears in the Access Private Channels list immediately Thanks!

nikki_18255Community Debut

posted in AI & Bots

Email Bot - Ability to exclude email addresses from automatic responses

Our company is trialling the Freddy Bot and has a concern that continual responses are sent to the same companies over and over again relating to the same issues.These responses are often wrong or not required. We have regular email contact with external couriers and suppliers and rather than have the BOT respond would rather these particular email addresses are removed from the automatic BOT responses.For some of our affiliates this has also created issues on their end as this then creates additional tickets in their own CRM.Example our supplier emails us to say they have cancelled an order and the BOT advises them on our cancellation policy. This happens everytime they cancel an order.When consulting Freshdesk, they responded that we could exlude ONE email address only.I want to address your concerns regarding our bot's automated replies. Currently, it is not possible to limit the bot's sending of automated responses to multiple email addresses. We have implemented a feature that al

gflazApprentice

asked in Automations and Workflows

Removing "Customer Responded" flag

I’m wondering if/when it will be possible to remove this indicator from a ticket. It’s annoying to be trying to visually scan the ticket queue and not be sure if I’ve already addressed something. Sometimes customers send auto responses, “thank you,” or “give me a few days” messages that don’t need an immediate response. I see that this is an issue that was brought up previously and the discussion was closed two years ago with a “bear with us” message. Any actual updates on the status of that change?

mymukApprentice

asked in Ticketing & Agent Productivity

Ability to change state in a freshdesk ticket

Is there any way of removing the Customer responded state when all the cust has said is "thanks" etc?I find I have to keep clicking on a case to check if they need to be replied to.Our issue is with things that some groups (such as Developers) will keep in pending status (potentially for quite a long time) and which Support would keep an eye on in case the customer replies and needs a response.At the moment, a "thanks" email will flag it as Customer Responded forever, meaning we have no way to know if a subsequent, more substantive response has arrived without clicking into the case.I have seen Thank You Detector - however it looks to only deal with closed or resolved cases, which we would have no issue with as we can just close or resolve those again.

scott77Community Debut

asked in Knowledge Base

URLs that should be visible without a login force a login page

We make most of our KBAs external-facing, however there's a couple of links that redirect to a login page, when we don't want them to.We seem to have visibility configured in our portals correctly; however when a customer who is not logged in (most of our customers do not log in, almost all KBAs should be visible externally without authentication) attempts to access a visible to all link, a login page appears. What customers see: When they click that link, it takes them here: So I went to take a look at the visibility settings for that folder...That folder’s settings: That Category's settings:It's in the correct portal, has the correct settings, so why can't unauthenticated users see the folder?

giorgio.chenTop Contributor

asked in How do I....?

Custom object usage for field manager

In service catalog we can use custom object as data source to set a dropdown field but not in field manager set for incident forms. I assume custom object should be available for both or more scenario since it is designed to cover the shortage of default framework of Freshservice. Could you explain why custom object is not applicapable for incident fields?

AleksSKContributor

asked in How do I....?

Changing CSAT Ticket Module Colors on a Dark Portal Theme

Hello everyone,We use a custom dark theme for our Freshdesk help portal, and while logged in, in the ticket view, our users see the CSAT module on the right with a white background, which makes it too aggressive and text not visible (see the screenshot below).I currently don’t have access to development time to help me, so I wonder if I could change it somehow myself having access to the “edit theme” functions as the Admin of our Freshdesk system.Any ideas would be greatly appreciated!Merci 💙

AlberMoreMontApprentice

asked in How do I....?

Images sent from Freshdesk are not showed in the recipiente's email

Hello.When I create and send an email from freshdesk and put some images on it, the images are showed correctly in freshdesk, but tehy didnt show in the recepiente´s email and just appear a little icon of a broken images. In the next image you can see that: Can you guide me to solve this issue? Thank you.

ahynesApprentice

asked in Portals, Emails & Other Channels

Customer Portal - Sort Messages Feature MISSING

Since the agent portal has a feature to sort replies and comments by date (most recent or oldest), it would be nice to have this feature for free in the agent portal.To expand further, when you visit the customer portal, what you see is the oldest message on the top of the webpage here: What is missing is a way to sort the messages in any way, this is rather incovieneint for customers with very long threads and hundreds of messages. They need to scroll all the way to the bottom of the page to see the most recent response in this view. Furthermore, a customer could sort their tickets by oldest - newest or vice versa. As you can see below, this feature exists for tickets in the customer portal, but not for replies.

EVDVApprentice

asked in Portals, Emails & Other Channels

How can I get the parent id in the same line as the child ticket in an export of tickets?

how can you get an export from freshdesk where in the child tickets the ticket id of the parent item is also included? Now you only have the relation (parent or child) but when you have a child ticket, it would be useful to have the number of the parent ticket in the export for reporting purposes. Anyone has an idea?

vidyasagar.nutalakantiCommunity Debut

asked in How do I....?

Do we have ability to access particular workspace catalogs?

Hello Team,We have multiple workspaces in our environment. When we access our portal it shows all the catalogs based on the roles assigned to the user. Here I would like to know if we can have a direct link or URL to access catalogs in a specific workspace.Thank you!

kohudafApprentice

asked in How do I....?

Integrating Freshworks Solutions for Improved Customer Support in Mobile Games

As a mobile game developer, I'm currently exploring ways to enhance our customer support processes and ensure an exceptional gaming experience for our players. I've been intrigued by Freshworks' suite of customer engagement software and believe it could significantly benefit our mobile game development and support teams. How can we leverage Freshdesk’s features to offer in-game support to our players seamlessly? Are there any best practices for setting up a knowledge base or FAQ section within the game to address common queries? How can we enable real-time communication with players to resolve their issues instantly?

DanielchApprentice

asked in Knowledge Base

Navigation menu to Knowledge Base

Hello.I’m wondering if there is any way to add a navigation menu to our knowledge base. When reading an article, the left pane shows “Related Articles” but if we wanted them to be read and followed in a specific order, it’d be much more helpful to have the entire Solution tree as something that can be made expandable. Sounds like basic functionality, but I can’t find how to make it work.Something like:Category A Folder 1 (expandable) Folder 2 (expandable) Folder 3 (expandable) Category B Folder 1 (expandable) Folder 2 (expandable) Category C Folder 1 (expandable) There wouldn’t be a need to always go back home. I know we can directly link from one article to another but that’s not what I’m looking for. Any help will be appreciated.Thank you.

caroljankinsApprentice

asked in Automations and Workflows

Automating Data Export in Freshdesk

I'm currently using Freshdesk as my primary customer support platform and I need to export tickets on a regular basis for reporting purposes. However, manually exporting tickets can be time-consuming and tedious, especially when I need to export large amounts of data.I'm wondering if it's possible to schedule export tickets in Freshdesk, and if so, how can I set up this feature? Are there any third-party tools or integrations that can help me automate this process?Specifically, I'm interested in learning about the different scheduling options available in Freshdesk, such as daily, weekly, or monthly exports. How do I determine the best schedule for my needs and ensure that the exported data is up-to-date and accurate?Additionally, I'm curious about the different export formats supported by Freshdesk, such as CSV, XLS, and PDF. How do I choose the right format for my reporting needs, and what are the benefits and limitations of each format?Moreover, I'm interested in learning about the

hraynerApprentice

asked in Portals, Emails & Other Channels

Removing Customer Support Portal

Hello, I’m thinking about removing the customer support portal for my business. We have created a new support website which uses freshdesk APIs to display our solutions and the support widget so we don’t want the old support portal to be accessible to customers anymore (although our agents will still be using their side which is not customer facing). I couldn’t find how to do this in the admin panel so some direction would be greatly appreciated.Thank you!

driftooorApprentice

asked in How do I....?

Automatically hide widget on close?

Hi, is there a way to have the widget automatically hidden on close? I’ve hidden it on pageload, but on our website we want it to only pop out if a button is clicked, and after that if it’s closed then the button still remains showing on the page. I’ve tried adding event listeners to the close button and modifying the `close` function to no avail.

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