UI and other enhancements in Community module

UI and other enhancements in Community module

Hello everyone,

The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement.

Improved User Interface

The new interface brings the following benefits:
  • Accessibility: Improved accessibility to ensure that the agents can navigate the community module at ease.
  • Enhanced navigation: Redesigned menus and controls that make it simpler for agents to find what they want.
  • Engagement: The improved layout and features encourage agents to explore more, increasing overall interaction with the platform.

Home page

The community home page is updated with elaborate information of the posts.
The following information can be seen for all the posts in the classic view.
  • Forum title
  • Brief of the content
  • Category name
  • Agent name
  • Agent who responded recently to the post
  • When the post was updated
  • Number of views, comments, and likes

Detail view

Clicking on a forum post from the home page will redirect to the forum post detail view.

This left pane displays the forum posts available in that specific category.

The right pane provides the detailed information about the post.

The post type, replies received for that post, and the insights received are available in the right pane. The agents can perform actions like Edit, follow, move the topic type, and so on by clicking the More icon ()on the top right.


If a post is converted to a ticket, then the ticket Id is displayed in the detail view page.

Editor

The WYSIWYG editor provides more formatting options.


Repositioned recycle bin

Earlier, the Recycle Bin was placed under Moderation, it is now a standalone option in the left panel for easy access.


Status Board

The status board is a kanban view provided for question, idea, and problem.
The posts are categorized under different predefined statuses as mentioned below:

Forum type
Statuses
Question
  • No status
  • Most voted
  • Need more info
  • Answered
  • Unanswered
  • Working on it
Idea
  • No status
  • Most voted
  • Under review
  • Maybe later

Problem
  • No status
  • Most voted
  • Not a problem
  • Temporary fix



Bulk moderate or approve posts

The waiting for approval and reported spam options have been given an upgrade.

Clicking on a post that is awaiting approval or is marked as spam will provide a quick view of the content, name of the agent who created the post, and the name of the agent who updated it recently.

The moderators can use the Approve All option to select and approve all the posts that are awaiting moderation.



For more information, please refer to the help doc Working with Community Forums.

Regards,
Akshaya. B | Zoho Desk - User Education

    • Sticky Posts

    • Using Agent Email Address as From Address

      Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about

    • Edit and Delete options in Comments

      A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important

    • Webinar 2: Supercharged customer support for growing business

      Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service

    • Customize Colors of your Customer Self Service Portal

      You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

    • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

      In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

    • Recent Topics

    • Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

      Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners

    • Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

      Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

    • Sum Total of various fields in child module and add value to parent module field

      Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

    • campaings flagging domain error but crm says OK

      campaings flags error with domain buy crm says notig wrong - this is new, help

    • Field Validation and Profile restrictions bypassed using Mass Actions

      We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the

    • Undelivered Mail Returned to Sender

      commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva

    • Creating Email template that attaches file uploaded in specific field.

      If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

    • Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

      Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.

    • Multicolumns fields for native forms

      It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.

    • Customize Thank You message for native forms

      While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.

    • Customize forms validation for native forms

      I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields

    • Assign values to hidden fields in native forms

      It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,

    • Mass emails - Allow preview of which emails will receive the email based on the criteria

      Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

    • Filter Vendors/Suppliers from Campaigns

      We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Add picklist in subform lookup

      Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in

    • Parent-Child Tickets using API or Deluge

      Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

    • Zoho Books | Product updates | May 2025

      Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances

    • Date & Time Field | Minimum 24 hour notice.

      I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future

    • Restricting Printing

      Hi Is it possible to stop users printing documents?

    • Delete a department or category

      How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • Presenting the brand new Zoho Bookings!

      Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

    • Zoho RPA is now available in your Zoho One bundle!

      Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

    • Looking for basic script structure course

      Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"

    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track

    • How to let only account-bound products visible to users

      Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possible

    • Canvas Detail View Related List Sorting

      Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

    • Add Lookup Field in Tasks Module

      Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

    • RTL Support on iPad

      hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is no

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Possible to reorder Pipelines position?

      I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

    • Zoho CRM Outlook integration: no option showing up even after installation

      I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook

    • No sync

      I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version

    • Validating an order by a superior

      Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments

    • Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

      I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:

    • Dark mode

      Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.

    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

    • Next Page