Webinar 2: Supercharged customer support for growing business

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 to each individual
  • Use Zobots to level up the game against seasoned players on the field.
  • Give your customers a seamless experience of rolling a live chat session into an audio call with your agent.
Register for the webinar here:  


We look forward to seeing you in the session! 

    • 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

    • No special characters on Brand's name.

      Our brand is called Haber's and we can't add that name because of the " ' " please allow special characters on brand's name.

    • setting owner of note when adding via deluge

      My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

    • Approver

      I noticed that this year, the leave approver for all employees has been changed to the portal admin. How can I revert this and set myself as the approver again, as I was previously?

    • Recurring Bookings

      Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to

    • How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

      We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?

    • Add Image Upload Field to Zoho Bookings Registration Form

      Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

    • Bookings duration - days

      Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

    • Bookings Sync with Zoho Calendar Breaks Again and Again

      I have documented notes since June 2019! The sync between Bookings and Zoho Calendar continues to break at random times. We are nearly 3 years later and still have sync problems pop up randomly! As I type, it's broken again. I have been a stubborn client

    • Can't Reschedule appointments

      Hi,  I am attempting to reschedule all appointments for this week from one Trainer to another. I have made sure the time is available in the Trainers calendar we are moving the appointments to but whenever I go to reschedule the appointment it still comes up saying the trainer has no available time at all this week.  The next appointment is Wednesday 11am so need to get it switched over ASAP!! Thanks

    • Zoho Bookings: How to set a limit for maximum bookings per day?

      Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

    • Calendar view - All-day with date-time fields

      Hi friends, I have a calendar view that is showing records based on e.g. start-time and end-time, both of datatype date-time. I couldn't figure out of to show "all day records" in the all-day section of the weekly and daily views. Trying to set start-time/end-time to e.g.  15-10-2012 00:00:00 was not helpful. What else should I try please? Kind regards, Idan

    • Zoho CRM Tags not carrying over to Zoho Campaigns

      We would like to create Campaign Segments and/or Lists based upon tags given in Zoho CRM, but we are unable to figure out how to do it. For example, if a customer is tagged "Residential" we would like Zoho Campaigns to create a list or segment based on

    • Zoho Bookings Not Showing Allocated Time Slots

      Hi, I have a real problem at the moment with Zoho Bookings not showing any available time slots and really not sure why this is happening. Could Someone from support please investigate. I have gone through all of my settings and calendar integration and can't see what the problem is. WOuld welcome some support please. https://zoho-tony1709.zohobookings.com/#/customer/coachcurl https://zoho-tony1709.zohobookings.com/#/customer/tagb Tony

    • Attention: Important updates to the payment gateway integrations

      Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the

    • Multi Day booking for resources

      I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

    • Export Options

      Hi, In calendar, List view, there is an option to show or hide fields, and we export this view daily, and use it to create a Gantt type chart for the days bookings. It would be SUPER helpful (and time saving) to be able to export the Notes and or Custom

    • Tip #3: How to change your booking page language

      Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

    • Ability to Set Text Direction for Individual Cells in Zoho Sheet

      Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

    • Create Google meet link for a group

      Hello, in the company that I work, we have been using calendly to create a consultation where more than one person can schedule at the same hour and day. I've been trying to implement it on zoho bookings and I don't know if it is possible. In my tests,

    • Link for booked scedule on invitation

      I hav installed some sites for booking appointments in the booking app ... but tht invitation does not contain a link to the meeting software e.b.ZOOM, Google Meet or Teams ... how do I fix this?

    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

    • Implement Meeting Polls in Zoho Bookings

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

    • zet pack not working

      We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

    • Adding number of days to an estimate.

      I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

    • Guided Conversation History Does Not Show in Ticket Submission

      Hello, An issue I've noticed is that once a user steps through the 3-5 questions on the guided conversations bot that raises a Zoho ticket for them, the history of the selections do not show on the ticket. It would be beneficial if the ticket could include

    • Function 58: Custom calculation in item table of invoices (2 fields)

      Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

    • Re-assigning a user account

      I’d like to reassign an existing Zoho One user account (for a member of staff that is no longer working for the company) to a new member of staff that is joining the company. If I do this will we lose the emails associated with Contacts in the CRM for

    • How to Add a Contact to a Campaign Using Deluge Script

      Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is

    • Creator to WorkDrive workflow | Missing "Upload file" WorkDrive action in Flow or not?

      I am trying to build a Creator app with a form through which files can be uploaded to WorkDrive and simultaneously added to a Creator database. As far as I understood, automating this Creator-WorkDrive workflow can best be done with Flow, offering greater

    • Issue with Zoho CRM DELUGE Search – No Results Returned

      Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understand

    • Subform Bug during Approval Process

      If a field is editable during the waiting stage of an Approval Process and a record is modified, the subform glitches. Steps to reproduce: In the Approval Process, allow a field to be modified while waiting for approval. Edit the record during this stage.

    • How to get Created Time of a Record in Client Script

      In the record details I can see created time under the Created By I am trying to get the Created Time in the API Request var id = $Page.record_id; var res = ZDK.Apps.CRM.Price_List_Item.fetchById(id); log(res.Created_Time); In the JSON Response I cant

    • Google Maps API integration into Forms

      I looked around a good bit and could  not find anything on this topic. I was curious about using the Google Maps API on a Zoho Form. Specifically an order form for a product that we will only deliver within certain City Limits. We currently use the API to call the exact address (as dictated by Google) and if the City name does not match where we service it is very evident. (Using FormCraft Form in Word Press) The "exact address" name is also used later in the process as well.  I do not see a way

    • Global Search Custom Field

      I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results

    • CRM Quotes- Delete tasks when status is changed

      Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an

    • Public links for WorkDrive files

      Our company is considering building an app with Creator that allows one to upload files into the WorkDrive through a Creator form, simultaneously collecting information for a content database in Creator. Ideally, we'd like to centralise the entire workflow

    • Can't add company logo and favicon as a superadmin

      I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?

    • ERROR 554 5.1.8 Sender Address Blocked code(554)

      We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,

    • Bulk Update API

      I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading

    • Zoho Flow Debugging

      Hello I built a custom function that takes input via a webhook trigger into the flow. The custom function has input as strings and I have one single line that info each of the variables to debug. However, for each of the tests (instances of webhook triggers)

    • Next Page