2025 Ask the Experts sessions wrap-up : Key highlights from the experts

2025 Ask the Experts sessions wrap-up : Key highlights from the experts


Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so you have everything in one place.

Insights from Zoho Desk: A year of listening, learning, and connecting  

In every Ask the Expert (ATE) session, we received a diverse mix of questions. We addressed a variety of requests, ranging from tailored business solutions to customized feature requests and tips to support their businesses better.
In 2025, we hosted 11 ATE sessions covering a wide range of Zoho Desk features and modules, designed to help teams get the most out of the platform. We brought together panelists from across Zoho Desk to share real-world expertise for every business.


Live video ATE

ATE 19 focused on the 2025 Spring release. We hosted live sessions in a webinar style. This session was eventful as users got to interact with and listen to our panelists live. After the session, the panelists followed up with all the users over tickets and offered sessions to help users with customized solutions.
In an attempt to cater to as many of our users across the globe as possible, we hosted two live sessions: one serving users in Australia, Asia, and the Middle East, and the other to connect with users across the US and Europe. Here's a walkthrough of the sessions: Inside Zoho Desk Spring Release 2025 and Zia in Focus.
Ask the Experts, 2025, addressed various topics covering all the modules within Zoho Desk
  1. Onboarding and getting started with Zoho Desk
  2. Multichannel support and self-service portals
  3. Automation and AI with Zia
  4. Integration, accessibility, and personalization
  5. Analytics, data administration, and mobile apps
  6. Spring and Autumn releases for 2025
We wrapped up the ATE series in December with The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End Insights]

Guest panelists

In the ATE themed around integrations and extensions, we partnered with RingCentral. Luis Vargas and Matthew Ludwig from RingCentral shared the panel with Zoho Desk experts to discuss best practices for integrating RingCentral's telephony system with Zoho Desk.

ATE 2025 highlights: Best practices you should know

I. Migrating to Zoho Desk? Here's what you shouldn't miss
For simple and straightforward CSV imports, try the UI import feature to import data into your Zoho Desk account. Zoho Desk is equipped with dedicated templates to process and accept data from known help desk services like Freshdesk, Zendesk, Salesforce, Kayako, Help Scout, HappyFox, and others. For unsupported services, a CSV file is accepted.
To export data from the source service, submit a Zwitch form for migration. Share the required details relating to department mapping, agent mapping, and more in the Zwitch note section of the form.
Once the data is evaluated, the migration will be initiated. The migration engineer will follow up with you regarding the import and if there are cases of invalid files, source portal inaccessibility, or destination OAuth issues.
The migration time depends on the queue length and the volume of data being handled. On completion, a migration report will be shared.
You can also share the residual/delta backup via Zwitch. Residual requests are normally expected within two weeks of the full data import. The migration process for the residual import happens like the Zwitch migration.
Points to remember
  1. The migration data and information will be retained for 30 days and then wiped off from our import engine. This is in compliance with GDPR and its regional counterparts across the globe.
  2. Upon migration completion, a report will be shared with a module-wise list of all completed and failed entities with reasons for failure. Data availability and integrity are assured by the end of data transit.
Precaution
Please ensure imported entities aren't deleted/trashed from your help desk service until the completion of the last import batch.


II. Optimizing customer support across messaging platforms with Zoho Desk
Automate first-level support with Zia Answer Bots to reduce response times.
  1. Utilize chatbots to address frequently asked questions (FAQs), provide troubleshooting steps, and handle simple queries.
  2. Use preset replies and guided responses to help customers find quick solutions.
  3. Automate ticket creation and status updates to keep customers informed without human intervention.
Enable seamless hand-offs to human agents
  1. Design workflows where chatbots can connect to live agents based on the complexity of the queries.
  2. Provide agents with customer history from prior conversations across different platforms to avoid repetition.
Optimize response time with structured workflows
  1. Implement prioritization rules in IM tickets for priority cases (for example, billing issues or service disruptions).
  2. Set up automated notifications via custom notification for customers when their issue is being processed.
Utilize rich media for effective communication
  1. Allow customers to send screenshots, videos, or PDFs to clarify issues faster.
  2. Use videos to serve as engaging and quick troubleshooting guides.
Ensure channel-specific compliance
  1. WhatsApp: Requires approved message templates if beyond 24 hours.
  2. Facebook Messenger: Allows direct messaging for up to 7 days.
  3. Telegram: No restriction; allows an agent to message anytime.
  4. WeChat: Allows direct messaging within 48 hours.
  5. Line: Allows an agent to messages without restrictions.
  6. Instagram: Enables direct messaging within a 24-hour window.
Provide proactive support and notifications
  1. Send order updates, payment reminders, and appointment confirmations via automated messages.
  2. Implement triggered proactive chats based on customer behavior via WhatsApp (for example, abandoned cart reminders).
  3. Use push notifications on WhatsApp messaging apps to alert customers about service changes or outages.
Create a unified customer experience
  1. Ensure conversations remain consistent across platforms even if customers switch between apps and resume conversations from another app.
  2. Provide multi-language support via answer bots with automated translation where necessary.

III. Best practices for setting up an email channel
Setting up your email channel in Zoho Desk is key to streamlining your customer support process. The following approaches protect your brand and build trust with your customers.  
  1. Default setup & branded forwarding: Use the default Zoho Desk support email (support@yourcompany.zohodesk.com) and configure email forwarding to your company's email (support@yourcompany.com) to auto-create a ticket for every customer's email.
  2. Email aliases for departments: Create specific email aliases like sales@yourcompany.zohodesk.com or billing@yourcompany.zohodesk.com for each department, and set up a forwarding rule from your from addresses (like sales@yourcompany.com or billing@yourcompany.com). This will automatically route emails to the appropriate departments, ensuring efficient query management.
  3. Forwarding verification: After setting up email forwarding, verify the process by checking for the confirmation ticket in Zoho Desk to complete the configuration.
  4. Secure email with SPF & DKIM: Update your domain’s DNS settings with SPF and DKIM records to prevent spam and spoofing. To bolster email security, DKIM is mandatory for all business-owned domains used in your "From Address" configuration. DKIM cannot be configured for "From" addresses hosted on public domains like Google, Outlook, or AOL; in such cases, you must use your own SMTP servers.
  5. Custom “From Address": Add and verify your custom "From Address" in Zoho Desk, and update your DNS with the necessary SPF and DKIM values. Verify your domain using the DKIM keys.
  6. Default domain name: In Zoho Desk, you cannot change the domain name in the default support email address. This domain name is set automatically based on your portal name when you sign up (for example, support@<mycompany>.zohodesk.com). Update it with a unique portal name by reaching out to support@zohodesk.com. 

IV. How does a telephony system enhance customer support in Zoho Desk?
Instantly identify your caller
  1. When a call comes in, the telephony system in Zoho Desk pulls up the caller’s name, phone number, and recent tickets.
  2. Agents can view contact details and related tickets before picking up the call.
Track every call automatically
  1. Every call, answered and missed, is logged as a Call Activity in Zoho Desk.
  2. Answered calls update in real time, while missed calls get recorded at the end of the ring.
  3. Call duration and status update automatically, keeping your records accurate.         
Convert missed calls into actionable tickets
Configure Zoho Desk to create tickets for missed calls: inbound, outbound, or both. This ensures no customer inquiry falls through the cracks.
Handle unknown callers effortlessly
Zoho Desk automatically creates a new contact using the caller’s phone number for new contacts. Agents can edit and update details instantly.
​
Link calls to tickets for seamless tracking
  1. Agents can create a new ticket and associate the call activity with it or associate the call activity with an existing ticket.
  2. Zoho Desk automatically logs a call thread inside the ticket, keeping everything in one place.
  3. Call activity will be automatically associated with the ticket when you use click-to-call from the Ticket Detailed View.
Record call duration & summarize conversations
  1. A call timer runs in the background, helping agents track time spent on each call.
  2. Agents can add notes during the call and after the call.
  3. This call summary will be added to the call activity and to the ticket, if associated.
 
Never miss a voicemail or call recording
  1. If the PBX provider supports it, call recordings and voicemails appear in the call thread, complete with an audio player for easy access.
  2. Ensure fail-proof call handling
  3. If the system doesn’t detect an answered or ended call, agents can manually mark the call as answered or ended, ensuring accurate records despite vendor failures.
Keep calls organized with multiple tickets
Agents can create multiple tickets from a call while keeping the call linked to a single ticket.
Note: Creating a ticket automatically for every answered call is possible in Zoho Desk's enterprise edition via a custom function.

V. Enhancing self-service through Guided Conversations (GC) in Zoho Desk
Guided Conversations (GC) empowers businesses with structured, intuitive self-service through conversational flows. GC provides around-the-clock support and ensures a smooth transition from the bot to the support rep. It reduces agents' workload, minimizes response times by automating dynamic responses, and personalizes interactions based on user inputs. GC functions across the web, instant messaging, and mobile apps.
Tips to get the best out of GC
Structuring your flow
To prevent exceeding the 500-block limit, optimize your flow using the action blocks:
  1. Jump to flow – Redirect users to another flow instead of adding more blocks. It aids transition between different conversation sections.
  2. Fork – Split the conversation or branches logically into multiple paths efficiently.
  3. Button Block – Use buttons for seamless navigation across flows.
  4. Operation block – Executes predefined actions in a flow.
  5. Webhook – Connects with external services for data transfer
Maintain consistency in cards
Ensure uniform formatting on all cards. If the first card includes a title, image, and description, make sure all subsequent cards follow the same structure.
 
GC uses different types of variables to store and retrieve user information, enabling personalized interactions across IM channels, web, and mobile apps.
  1. Block Variables – Store responses within a specific block (for example, a user’s name after input).
  2. Local Variables – Available only within the flow where they are defined (for example, a discount percentage used within the same flow).
  3. Global Variables – Shared across all departments and flows (for example, company name or logo).
  4. Session Variables – Specific to a user’s session and accessible across all flows (for example, country-based redirection using the Fork block).
  5. IM-specific variables – IM variables can retrieve user details and automate tasks. These help identify users by name and unique ID, associate contact details from IM channels, customize experience based on the IM channels, and perform automated actions like creating and updating existing tickets.
Transfer to Agent Block (IM-Specific)
To enable agent transfer in GC on ASAP, GC must be linked to a business messaging channel, that should be connected to the ASAP widget.
You can use Integration Blocks to connect Zoho Desk with Zoho Cliq instead of webhooks, which require manual setup and coding.
Track performance with GC flow metrics
GC flow metrics track performance at each block level, identify areas for optimization, and improve flow performance based on real user interactions.
Get the best out of your Guided Conversations (GC) flows, ensuring a smooth, efficient, and user-friendly experience across instant messaging (IM) channels, web, and mobile apps.
 
VI.I Key insights on the RingCentral and Zoho Desk integration
Seamless user experience: RingCentral call recordings play natively within Zoho, and the WebRTC integration ensures calls are logged from any endpoint, including mobile. This means no app switching and a complete view of the communication history within Zoho Desk.
Boost team efficiency: Agents can save time with click-to-call and instant screen pop-ups, providing customer context. Automated call logging reduces manual work, leading to faster resolutions and a better customer experience.
Enhanced collaboration & coaching: Easy access to call recordings within Zoho Desk helps with training and quality assurance. A unified view of all interactions fosters better teamwork.

VI.II Mistakes to avoid while using RingCentral
Poor setup & training: Don't skip defining workflows or training users; it's crucial for adoption.
Ignoring mobile logging: Ensure calls from the RingCentral mobile app are logged in Zoho Desk for full visibility.
Underutilization: Don't just use basic features; leverage custom dispositions and analytics for maximum benefit.
Expert insight: The core value is unified, accurate customer data. The native recording, playback, and universal call logging (even from mobile) are game-changers for seamless, efficient customer interactions.
 
VII. Handling the Instant Messaging module in Zoho Desk
The Instant Messaging (IM) module in Zoho Desk provides a unified interface to manage customer conversations across multiple messaging channels.
Messaging channels
Zoho Desk supports the following instant messaging (IM) channels: WhatsApp, Facebook Messenger, Instagram, Telegram, WeChat (primarily used in China and its regions) and Line (commonly used in Japan and its regions).
Business Messaging
Zoho Desk supports its native-live chat application: Business Messaging (BM). Add the Business Messaging widget to your website to connect your customers with your support reps.
Tips for IM configuration (Across all channels)
  1. Channel integration: Integrate your official IM apps' business accounts with Zoho Desk's IM module to handle conversations from a single platform.
  2. Agent association: Associate agents with specific messaging channels to ensure a dedicated point of contact for the agents to improve response time and service quality.
  3. Embed channel options: Each channel provides embeddable options such as links, QR codes, or buttons to place on your website to make it easy for customers to reach out.
  4. Canned messages: Canned messages save time by responding to common questions with standard message formats. They can be used across all IM channels, and associated with specific departments for better control and consistency.
  5. Welcome messages: Configure a Welcome Message to greet customers automatically when they initiate their first conversation through IM.
  6. Offline notifications & business hours: Set business hours for each IM channel to manage availability effectively. When agents are offline or on a holiday, an offline message can notify customers about the availability of support.
IM offerings for 24/7 support
  1. Answer bot: Use the Answer Bot to handle Level 1 (L1) queries during out-of-business hours and holidays.
  2. Guided conversations: For structured customer interactions, configure Guided Conversations based on your business flow and associate them with IM to guide the customers.
  3. Automate notifications via workflows: Zoho Desk workflows support IM-based notifications using Reply via Instant Messaging and Notify via Instant Messaging. Define the criteria in workflows and select the appropriate channel and use templates for custom messages.
Note: WhatsApp supports template-based messages, and other channels support custom templates.
Tracking IM conversations as tickets: IM conversations → Tickets 
You can configure IM preferences to automatically convert conversations into tickets. Under Preferences in the Instant Messaging modules, if you select None, IM conversations will not be converted into tickets. If you select Always, all conversations for a contact will be tracked in a single ticket. Configure a time interval to track ticket creation based on your business requirements.
  1. Auto-closing conversations: Use Auto-Close to automatically close conversations when agents or bots remain idle beyond a configured timeout period.
  2. Automatic agent assignment (chat routing): Enable Chat Routing in IM to automate agent assignment where online agents are assigned conversations sequentially, while offline agents are excluded from assignment.
Leverage Instant Messaging in Zoho Desk to collaborate effectively with your customers.

From feature walkthroughs within Zoho Desk to personalized follow-ups via tickets, emails, and one-on-one meetings, every session reflected how Zoho Desk helps businesses grow and benefit customers worldwide. The ideas, questions, and feature requests shared during these sessions continue to guide us in crafting Zoho Desk into a more intuitive, accessible, and human-centered platform.
We thank everyone who participated and contributed to the 2025 ATE series. We look forward to continuing our conversations in the upcoming sessions.

Happy New Year, everyone!



Cheers,
Lydia | Zoho Desk
 
 
 

    • Sticky Posts

    • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

      Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any

    • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

      Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

      Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Ask the Experts 4: A 5 hour online Q&A on agent productivity

      Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

      Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Recent Topics

    • 日本語フォントの選択肢拡充についての要望

      日本語フォントの選択肢がとても少ないと感じたことはありませんか？ 多くのアプリ（たとえば Invoice）ではフォントが1種類しかなく、正直あまり使いやすい・見た目が良いとも言えません。 そろそろ、もっと多くの日本語フォントを追加してほしい、そしてすべてのアプリで同じフォント選択肢を使えるようにしてほしいと、私たちユーザーが声を上げる時期だと思います。 ご存じのとおり、現状ではアプリごとにフォント周りの仕様にほとんど一貫性がありません。 みなさん、一緒に要望を出していきましょう！

    • Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?

      I need to setup a call center so I can setup agents to make phone calls across Canada to market our services.  I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seem

    • Display actual mileage on an invoice

      My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice

    • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

      Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

    • Default font size for printing is too big

      A recent issue in printing e mails is that the default font size is huge. This happens in both Edge and Firefox. In order to get what I would call a "normal" printout of an e mail it is necessary to go into the printer preferences / options and set the scale to 75%, otherwise a short e mail with signature and logos etc printed at 100% can take 3 or 4 pages. The annoying thing is that it is necessary to do this each time a printout is to be made as a change in scale only applies to that particular

    • Request for Auto PO - Min–Max based Automated Purchase Feature

      Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • issue with deluge script

      i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

    • Introducing LinkedIn Apply Connect for Zoho Recruit

      Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

    • Recruit paid support?

      Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

    • Ticket Status email

      Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

    • Future Orders - Due Date

      Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

    • Introducing Withdrawal Reasons for Offers

      We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • GPS tracking only or Check out facility

      Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

    • Appraisals on Employee Information Profile

      Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

    • Kaizen #220: Actions API - Webhooks APIs - Part 2

      Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

    • Standard Payment Term is not pulled from account to quotation

      Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

    • Manage your invoices from Bigin's mobile app (iOS)

      Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accessibility controls and multilingual captcha authorization for Help Center users ​

      Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

    • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

      La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

    • Send email template "permission denied to access the api"

      Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

    • Copy, Paste, Highlighted text

      when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

    • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

      "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

    • Publish to LinkedIn via API

      Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

    • FSM - Associating and selecting Contacts based on Service Addresses

      Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

    • Do Unpublished Products in Shopify Sync to Zoho POS?

      Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.

    • Problem in Zoho POS frontend ERP.

      We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record

    • Categorize Items with Item Headers

      Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

    • Discount on the transaction level in POS

      "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Jobs at multiple locations

      Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

    • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

      I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Associating a Candidate to a Job Listing

      Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

    • WhatsApp Voice Message Sending Option in Bigin CRM

      I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.

    • Next Page