Build data protection into your support

Build data protection into your support

At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how we write our code, test, deliver, and maintain the features.
On this Data Protection Day, we want to share how Zoho Desk practices these principles every day.
  

Privacy standards during free trials

When you sign up for a Zoho Desk free trial, your data is handled in compliance with global privacy regulations. Privacy-by-design ensures that data collection, storage, and processing comply with data regulation from the very beginning.

Consent, transparency, and respect  

How does it feel when a support agent suddenly asks to “take control of your screen”?  
Zoho Desk avoids discomfort by ensuring explicit customer consent before any remote session or debugging activity begins. Customers are informed about how their data is analyzed and used, and support teams access only what is necessary to resolve the issue.

Not everyone needs to see everything   

As an admin, imagine sharing a ticket with an agent, only to realize later that it contained a customer’s card number or personal ID. Zoho Desk helps prevent such moments by allowing organizations to mask personally identifiable information (PII) such as credit card numbers, phone numbers, emails, and identity details. Sensitive fields are encrypted and visibility is restricted based on roles. This ensures that even while support is fast, privacy is never compromised.

Place data in the right hands  

Not every agent needs access to every detail. With role-based permissions in Zoho Desk, organizations can control who sees what across layouts, fields, and modules. Support agents see only what is relevant to their role, while administrators retain broader visibility.
Give everyone the right key, instead of handing out a master key.

Secure communication across every channel  

Whether customers reach out via email or chat, all communication in Zoho Desk is encrypted. Emails are protected by configuring DKIM and SPF, so that every conversation remains secure within Zoho’s ecosystem. So even when customers share sensitive details, their data stays exactly where it belongs: secure and protected.

Safe file attachments  

We have all hesitated before opening an attachment that the email sites as “suspicious.” Zoho Desk reduces that risk by restricting file types that can be attached to tickets and emails. This prevents harmful files from entering the system while keeping customer data safe during document sharing.

Clear audit trails  

Privacy is not just about prevention; it is also about accountability. Zoho Desk audit logs track who accessed or modified data and when actions occurred. This transparency helps organizations investigate issues, meet compliance needs, and maintain trust.

Privacy-driven support

Our support teams comply with GDPR, ISO, and other regional regulations and industry standards. We stay updated on evolving policies, and always seek consent before accessing customer data. We believe in open communication even during an outage or accidents.

The right to be forgotten   

Zoho follows strict data retention policies. During imports, exports, or migration from one data center (DC) or service to another, customer data is retained only for defined periods of two to four weeks and deleted securely within a planned timeframe. Customer data is never stored for prolonged time frames on support systems, ensuring end-to-end data encryption.
Learn more about Zoho's commitment to GDPR compliance.

Privacy tips for Zoho Desk users  

  1. Enable data masking for sensitive fields.
  2. Configure role-based permissions.
  3. Review audit logs regularly.
  4. Use secure communication channels.
  5. These small steps make a big difference in protecting customer trust while delivering efficient support.

Zoho Desk, the privacy-driven support  

Privacy should not slow down support, and support can never compromise privacy. Zoho Desk brings together powerful customer service capabilities with security and privacy controls. You get transparency without complexity, compliance without confusion, and trust without trade-offs.
On this Data Protection Day and beyond, choose Zoho Desk to serve your customers with confidence, responsibility, and respect for their data.
Choose Zoho Desk. Deliver support that your customers trust. 

    • Sticky Posts

    • Register for Zoho Desk Beta Community

      With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
    • Share your Zoho Desk story with us!

      Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
    • Tip #1: Learn to pick the right channels

      Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
    • Welcome to Zoho Desk Community - Say hello here!

      Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
    • Webinar 1: Blueprint for Customer Service

      With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing
    • Recent Topics

    • Zoho Projects - Show Task List as dropdown field on Task records

      Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
    • My followed tickets extension is not working under the All departments view

      Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
    • Ticket Time Entry to Timesheet

      The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
    • Calls undetected.

      The call is not showing on the call log.
    • Calls undetected

      Zoho is not reading calls made.
    • Missing information data Zoho inventory

      there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
    • Calendar Events Issues

      Not able to view scheduled events on my calendar
    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
    • Where are recordings stored?

      I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks
    • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

      Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses
    • IMAP error message in Zoho mail

      I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?
    • IMAP stopped working today

      Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not
    • Are custom portals accessible on the Zoho learn smartphone app?

      In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help.
    • Multiple columns in a form

      I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  
    • Global search

      Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!
    • Any insights about API/v2? Having problem for a while.

      I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?
    • Edit QR code with redirect to form

      Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass
    • Getting all the ingredients together for baking an app

      Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have
    • Help Needed with Configuring ZC Microservice

      I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns
    • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

      Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
    • Zoho Mail : Email Outgoing Blocked

      I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
    • Creator and Tables

      Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the
    • customer Name and address details

      i created one application there is no customer details in that . how to add customer details and
    • Recalculate every row in the subform

      Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
    • Creating Repeat Forms that remove redundancies

      I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
    • What is the difference between the free plan and the mail lite plan?

      What is the difference between the free plan and the mail lite plan? How many emails can I send per day?
    • Unblock email

      Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can
    • Domain verification failure

      Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually
    • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

      My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493
    • URGENT: Email stopped workin - can't access admin panel

      For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however
    • Can I associate an invoice to a Project after the fact?

      We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott
    • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

      every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)
    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
    • Auto-fill Contacts in Zoho Mail not working for me

      We just switched to Zoho Mail for our company, and I am noticing that the "auto fill" feature when composing an email -- where the "to" field is autofilled (like in the attachment) from Contatcts works for everyone except me. Any way I might have made
    • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

      Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
    • Related to zoho survey

      Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For
    • Text Message

      When trying to sent a text message, it says its an error i should contact a zoho agent
    • Zoho POS is now available for Canadian retailers

      Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho
    • Next Page