Zoho Admin Issue Report: Ticket Issues in Zoho Desk

Issues with reporting can occur if a Desk ticket is created without a proper Ticket Type assigned. If you have been assigned Desk Ticket Types to correct, please follow the steps below:

1. Via the report you received, access the Ticket record by clicking on the provided URL.

2. Review the Description, Subject, Threads, etc. to determine the proper topic. 

3. Change the Ticket Type to the proper selection. 

*Please note, different Departments may have a different name for the actual field in Zoho Desk. 
Support Type, Traffic Item, Inquiry Type, etc. 

• Related Articles

• Zoho Admin Issue Report Instructions

  The IT Department has several reports that deliver to departments when system records have issues. If you have been assigned one of these reports, locate and click the file name below for instructions. Blank Region, Territory and/or Region in Sage ...

• Zoho Admin Issue Report: Owner Issues in CRM

  Sometimes internal users neglect to change the default Prospect or Contact Owner from themselves to the proper LE Consultant in CRM. If you have been assigned correct Contact or Prospect records in CRM, please follow the steps below: 1. Via the ...

• Creating a Ticket via Zoho CRM Contact

  Creating a Ticket via Zoho CRM Contact Tickets for customers are to be created against the contact record inside Zoho CRM.  While in Zoho CRM, locate and open the correct contact On the left menu, locate Zoho Desk and click the Plus Sign  Select the ...

• Zoho Admin Issue Report: Update Sage Contact

  If a consultant updates a Contact in CRM, those changes need to be reflected in Sage. If you are assigned a Contact to update, please do the following: 1. Click on the link in the email alert to open the Contact in Zoho CRM. 2. Open the customer in ...

• Can not create a Zoho CRM Desk Ticket

  If you do not see Zoho Desk to trigger a ticket, please note the following: To start a ticket, you must be on a contact. Tickets can not be opened for Prospects or Accounts. To open a ticket for a Prospect, they must be converted to a contact. A ...