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Freshdesk FAQ
Email notifications
14
How to prevent email notifications for merged tickets?
Why are my requesters receiving two emails notifications when a new ticket is created?
Why am I, as an agent, not getting notifications when a new ticket is created?
How do I stop my users from receiving an email to sign up for the portal?
How to setup automatic email response to customers for new tickets?
View all 14
Accounts - Plans & Billing
60
Where can I download invoices for my account?
How do I delete or cancel my account?
How do I activate my Freshdesk Account?
How to upgrade my plan in Freshdesk?
How to add agent licenses to Freshdesk?
View all 60
Ticketing Workflow
97
What is the size limit for attachments to a ticket reply?
I want to insert a footer into all my replies. How do I do this?
What are tags? How can I add/merge tags?
Is there a possibility for a customer to check the status of their ticket without logging in?
How do I export my tickets from Freshdesk?
View all 97
Groups & Agents
19
I want my agents access to be altered while working on the tickets. How do I go about this?
How to send replies with the Agent Name in the From field of the email?
How to resolve issues with password reset?
I'm the account admin but my account has been set up as an occasional agent, and I can't login - what do I do?
According to the group selected by the customer, could we show a specific set of fields on the ticket form?
View all 19
Ticket Forms & Fields
23
How can I add a ticket field where a customer can only select one of multiple options?
What is a dependent field and how do I use it?
How can I create dynamic forms and have different fields based on the different values?
Can the ticket fields be configured such that the customers can't edit them once the ticket is submitted?
How do I delete a default ticket field?
View all 23
Knowledge Base
48
Is there way to add tickets automatically to the solutions or knowledge base?
Is it possible to have existing knowledge base articles pop-up before someone submits a ticket on that topic?
Is there a way to create an internal and external knowledge base?
How can I delete a draft in the Knowledge Base?
How can I map certain solution articles to a specific product portal?
View all 48
Community & Forums
15
Is it possible to change the Forum tab name with a different text?
Users are complaining that they are required to enter Captcha each time they start a Forum topic/ creating a ticket. How to have this disabled?
How to disable forum moderation emails?
How to setup private forums?
How to automatically convert forum topics to tickets?
View all 15
Helpdesk Rebranding
13
How do I rebrand the Agent side of the portal and change its colors?
How can we make sure that only logged-in users can submit a ticket?
What is the difference between the New > Ticket and the New > Email option?
How to communicate with a third party from a Freshdesk ticket without involving the customer?
How do I save the filters I apply under the Tickets tab?
View all 13
SSL & Security
14
Data storage and data security in Freshdesk
Why are we getting a 'connection insecure' error when we try to access our support URL?
TLS 1.0 Support Deprecation
How do I request a new SSL certificate?
Why is the Feedback Form not loading on my website after I added an SSL certificate?
View all 14
Automatic Ticket Distribution
9
What is automatic ticket assignment?
Is there a way to prevent automatic ticket assignment when an agent replies to an unassigned ticket?
Is it possible to automatically assign tickets based on agent workload?
What happens to a ticket when the caps for all agents are met?
Is there a report on the total time that an agent has been available for ticket assignment?
View all 9
Self Service Portal
36
How to ensure that users do not change their email address while submitting a ticket, from the portal?
What is the difference between the Garden and Estate plans in terms of portal customizations?
How do I restrict customers from editing the ticket properties after a ticket is submitted?
How do I allow my customers to submit tickets from the portal?
How do I change "Solutions" to "Knowledge base" on the customer portal?
View all 36
Phone Channel
55
What can I do if incoming calls are not being received by certain agents?
Can we keep our helpdesk numbers hidden?
I already have a Twilio number. Can I use it directly?
How long does it take to port a number to Freshdesk?
How can I record the calls that are made through the phone channel?
View all 55
Business Hours & SLAs
15
How do I change my Agent Profile's TimeZone?
Is it possible to display the clock in the 24-hour time format?
Will the reopening of a Resolved ticket count against Average Resolution time?
Which agent is attributed under the Tickets resolved/Resolution metric when there are multiple agents working on a particular ticket?
Can individual SLA policies be set up for different companies?
View all 15
Customer Satisfaction Surveys
12
I haven't sent out the survey to the customer but still there seems to a rating on the ticket. How is this possible?
How do I have an NPS score using Freshdesk surveys?
I have configured the Customer satisfaction surveys right, but when I run a quick test, I do not get the survey.
How do I change the Survey Pitch?
How to create a new Customer Satisfaction Survey?
View all 12
Social
15
Why are my company's posts not being converted to tickets, even though I've selected that option?
Why am I not able to associate my Facebook page with Freshdesk?
Why is the reply option not available on a few tickets created from Facebook?
How can we choose between replying to a comment and replying to a post on Facebook?
Why are replies sent via an agent's mailbox not being added in Facebook?
View all 15
Mobile & Apps
11
Is there an app where my customers or clients can login to raise tickets?
I'm not able to receive calls on my Freshdesk app - what am I doing wrong?
Do you have a Freshdesk app for Windows Mobile OS?
As an admin, why can't I see the admin settings on the mobile app?
Can I use the SSO that I've set up to log into the Freshdesk mobile app?
View all 11
Contacts & Companies
36
How can I stop verification emails being sent to customers?
How can I send activation emails in bulk?
Why can't I sign up again with an email address after I've deleted the contact associated with that address?
How do I send an activation email to the customers to start using their portal?
How do I add a custom Company Field?
View all 36
Login & SSO
22
Why am I getting ‘You’re not allowed to access this page’ error?
Why are the names under my agents' profiles automatically changed every time they log in?
I see the error 'Sorry we couldn’t locate your account' when I try to login. What is the issue here?
Why am I getting the 'Invalid Time Stamp' error when I try to login using an SSO?
Why are my agents logged back in to the portal automatically after they log out?
View all 22
API & Webhooks
23
What are Webhooks?
Is there any documentation for the APIs on Freshdesk?
How to handle and prevent webhook drops?
How can I prevent a webhook from being dropped?
What webhooks will contribute to my rate limit?
View all 23
Advanced Ticketing features
47
Would an agent with Group access be able to view Shared Ownership tickets?
Is it possible to trigger an action using the Ticket Update automation if the Internal group is changed?
Can I use a template to create a new ticket?
Can internal group or agents be included in automation rules?
Would an agent with Restricted access be able to view Shared Ownership tickets?
View all 47
Multiple Products
21
How do I set up multiple products on a portal?
Is it possible to use the same agents and SLAs for multiple products?
Is there a placeholder for a product-specific activation URL when a new customer signs up?
How can I make Facebook pages product-specific?
How to send product-based email notifications?
View all 21
Reports
50
Why can't I see all my fields in the filters on the Reports tab?
Are there any limitations in the drill-down option for the Reports?
How does the Top-Customer Analysis Report work?
How to export tickets to a particular email address?
How can I save my filters on the reports so that I don't have to repeat them each time?
View all 50
Arcade & Gamification
7
How can I reset the gamification points?
How are the points calculated for the Leaderboard?
How can I edit the level of each agent manually?
Why are the points I previously earned by completing a quest no longer credited to me?
How will agents be notified when they complete a quest?
View all 7
Integrations
37
Why am I getting the 'Opportunity creation failed. Required Fields missing: [custom_field_name]' error when trying to create an opportunity in Salesforce from the Freshdesk widget?
Why isn't status mapping in JIRA working for me?
I typed my auth token incorrectly while calling “/fd_ticket” - what can I do?
Why is a Salesforce contact not displaying in Freshdesk, apart from account details?
Is it possible to allow my agents to view opportunities while preventing them from creating/linking/unlinking them?
View all 37
Data Migration
7
Why am I getting the 'Currently one import is in progress, please try again' error while importing?
What can I do if the file size for the import is more than 50MB?
Can I do a bulk import of tickets from another ticketing system?
What type of file I should use for Zendesk import?
Why do you need the credentials for Zendesk import?
View all 7
Feedback Widget
14
How can I set the feedback form to be for a specific product?
Why am I getting the error ERR_INSECURE_RESPONSE when I'm trying to embed a contact form on our website?
Can we change the order of the fields in the Feedback Form?
Is it possible to add additional fields in the Feedback widget?
How to enable the feedback widget in our website?
View all 14
Agents
4
Why am I not able to see the Admin Tab?
Where do I set agent's ability to accept auto assignment?
How many agents can I add in the Sprout plan?
Agents should only be able to view tickets and not perform action on it.
Freddy Answers
34
How to test the bot before enabling it on support portal?
How to train the Bot?
How to set up the Answerbot?
How to change the bot's avatar?
How do I customise default messages displayed on Bot?
View all 34
Admin Settings
21
How to create a new portal?
I need to find how to change a survey response
Can I download Freshdesk?
How to make myself an Account Administrator?
How can I allow customers to access Solution articles without signing in ?
View all 21
Other Products
17
I need a call answering system.
What happens when I delete a product?
I need information on Freshmarketer
We would like to add Freshping to our service.
Is there a demo video of Freshdesk?
View all 17
Dashboard
11
Which ticket statuses are considered in the On-Hold count?
Can I edit an announcement in Team Dashboards?
Is the Team Dashboard realtime?
Error loading widget' - Error message on Team Dashboards
How to check the agent's availability for automatic ticket assignment?
View all 11
Help widget
11
How can I embed solution articles or the customer portal into my website?
What is the help widget?
How can I embed solution articles and/or the contact form on Wix?
How can I embed solution articles and/or the contact form on WordPress?
How can I open the contact form on the help widget with a button?
View all 11
PCI-DSS Compliance
23
What is the validity of our Freshdesk’s PCI compliance certification?
Are Freshdesk (standalone version) and Freshdesk Omnichannel PCI compliant?
Who provided the PCI-DSS certification for Freshdesk?
Which product lines in the Support BU are PCI Compliant?
Does the PCI field follow the Primary Account Number (PAN) format?
View all 23
Field Service Management
18
What roles and scope can be assigned to a Field service agent?
I do not see the Field Service Management option in the Admin tab. Why?
What is the difference between a Field Technician license and a Helpdesk agent license?
How do I enable the scheduling dashboard feature in Freshdesk?
Can normal agents be added to service groups?
View all 18
Analytics
28
I belong to Estate plan. But, why am I not able to create a custom report?
How to create custom reports in Analytics?
How do I find out how much time a ticket spent on each status?
What is the difference between Curated and Custom reports?
Can I configure widgets with the time period greater than the corresponding report time frame?
View all 28
Freshdesk-Freshservice integration
17
Will agents on Freshdesk be notified in-product when an internal team updates their status?
Will any internal team on Freshservice be able to contact or respond to the customer?
Do Freshdesk or Freshservice teams need an additional license to access this integration?
Is this integration available on the Freshdesk and Freshservice mobile apps?
Can multiple Freshdesk instances be connected to one Freshservice instance or vice versa?
View all 17
Troubleshooting-Errors
4
My Freshdesk page is loading very slowly, what should I do?
I am facing a latency issue with Freshdesk and it is not loading
What should I do if I get an error message in Freshdesk?
Steps to Clear Local and Browser DNS cache
Collaborators
6
Why can’t collaborators create tickets from inside Freshdesk?
Can collaborators create tickets?
Can we set up automations for collaborators?
How are Occasional agents different from Collaborators in Freshdesk?
Who is a Collaborator?
View all 6
Help Desk Software
by Freshdesk