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

    • Keeping start and end time logged, when using the timer

      As it seems to be now: I sometimes forget to stop and restart the timer, when switching projects. And switching between projects happens upto 10 times a day. Since there's no indication to when a timer was started or stopped, I have to guess how many hours I have to remove from one project and add it to another.

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

    • Default tax type for mileage?

      Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

    • Cliq File Upload

      While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • What's New in Zoho POS - October 2025

      Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

    • Zoho Connect Module in Zoho Trident

      Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

    • File Field Validation

      Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

    • 100 record view limitation

      I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

    • Categorise Attachments

      We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

    • Scheduling a meeting for just a 1:1 phone call

      My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

    • Need more details on API Usage Dashboard

      Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

    • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

      Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Move orders scan ISBN

      Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

    • What's New - October 2025 | Zoho Backstage

      Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

    • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

      Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

    • Subform Disabled Fields Should Remain Disabled on Edit/View

      Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

    • Hide "Section" headers when using a form as a subform in "List view"

      When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and

    • Add additional field to quick search results

      IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

    • Need Help: Updating Related Records via Subform Entries in Zoho Creator

      Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record

    • Disable signing in using email aliases?

      Hi, I currently have user accounts that have multiple aliases, for example: Main: name@domain.com Alias: alias1@domain.com, alias2@domain.com Currently, I am able to use any of those 3 emails in the 'username' box during login, and it will log me into the email. Is there a way to setup so that email aliases cannot be used to sign on? I'd still be able to receive and send emails using those aliases in the main email account like it works now, except only the main email can be used to login. Cheers!

    • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

      Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

    • Add the same FROM email to multiple department

      Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

    • Lead to Contact Conversion with multiple email address fields

      We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)

    • Exporting Charts from ZohoCRM

      Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability

    • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

    • sms long credits

      I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits

    • Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'

      We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect

    • Insert Cookie Policy in Zoho Sites

      Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca

    • Forced Logouts - Daily and More Frequent

      In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

    • ENTER key triggering Submit

      Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed. 

    • Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?

      Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?

    • Cliq does not sync messages after Sleep on Mac

      I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.

    • Link to images

      I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can you

    • Respond faster and smarter with Zia in your IM Inbox

      You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows

    • WARNING : Smart list automatically unsubscribes your contacts.

      I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした

    • Next Page