Configure Zoho Desk

Configure Zoho Desk

Zoho Desk tickets can be displayed in the portal as long as it is properly integrated with Zoho CRM. After connecting Zoho Desk in ZPortals - Portal Setup, navigate to Customization - Portal Pages - Tickets to enable the menu.

Note* As of ZPortals' release 6.1, multiple Desk departments can be enabled for the Unlimited Plan. To enable it more than once, use the "Add New Page" button and select Zoho Desk in the drop down and follow the steps below.

Obtain the Desk Department ID by navigating in Zoho Desk to Setup - Organization - Departments. Select the Department you would like to enable and copy the ID in the URL into the Department ID field in ZPortals. Copy the email address for the department and input it into the Support Email Address field:


In ZPortals - Customization - Tickets:






Rename the menu and give it an icon, if desired. Enter a title and description if you would like a message displayed at the top of the page:


Set the ability for users to see tickets of other users. This primarily applies to the Default (Account) based portal. Enable the abilities to add a ticket and/or attachments and set a default filter based on ticket status:


Designate the columns to show, the default sort and picklist values for standard Desk fields in the following sections:


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