Zoho Desk and Zoho Workplace integration

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• Sangeeta Priyadarshini

  

• Sticky Posts

• Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

  Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools

• Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

  Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help

• Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

  Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

• Zoho Desk Cheat Sheet For The Year-End

  Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

• Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

  Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions

• Recent Topics

• Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

  Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

• Inventory Valuation Method Feature

  Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

• Set up slack alert based on a field changing from one option to any other

  Hi, I'm trying to set-up a workflow to send a slack alert if a field changes from one option to any other. I've set-up a workflow to trigger on Edit and when a specific field gets modified but the only option I have 'is modified to' when really it should

• Better UI more user friendly

  Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This

• Chronicles of 2024: The Year in Retrospect

  As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features

• Power of Automation :: Automatically archive your inactive Projects

  Hello Everyone, 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

• 554 5.1.8 Email Outgoing Blocked

  HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.

• Zoho Inventory: Rewinding 2024

• Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

  #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho

• Assistance with Custom Attendance Report in Zoho People

  Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily

• Zoho analyticsでのタブを跨いだ集計

  Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか？ ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい 　※リード＝見込み客タブ　商談・成約＝商談タブ 　　　　　リード数　商談数　成約数 サービスA　　　10　　　5　　　2

• Key Highlights of 2024: Recalling a Year of Progress and Advancements!

  As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us

• How to refresh the page by widget in related list?

  Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any

• Organization Variables - Restrict Access

  Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

• How Can I Customize Sales Reports in Zoho CRM to Better Track Our Sales Team's Performance?

  Hello everyone, I'm new to using Zoho CRM and need some help with customizing our sales reports. We want to track our sales team's performance more effectively and visualize trends that can inform our strategy. What specific customizations or features

• your phone line in the uk doesnt work i need help now

  i need to speak with customer service urgently

• Top Menu Disappeared from Blog Page

  Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

• Customise 404 page in Zoho Sites 2.0

  Is it possible to customise the 404 page in Zoho Sites 2? You use to create a new 404 page and that became the default 404 page, but this does not seem to work anymore? Any pointers/suggestions/support appreciated :)

• [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

  Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

• Create workflow rules based on notes

  Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.

• Workflow sync between zoho books and zoho inventory

  Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development

• Item sales account via api

  Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?

• Zoho Please change your ways

  I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

• Make a ticket visible in the Community

  Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

  Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

• Zoho email folders gone

  Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?

• Pause/Resume Subscrtiption API

  I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?

• Update Department on Ticket (with applied Blueprint)

  Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,

• ERROR_CODE :554, ERROR_CODE :rejected due to spam

  Please verify bounce message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE

• Can't verify domain with AWS Route53

  I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them. For the TXT record zohomail says the value is wrong, whereas

• Sent emails not going and showing "Processing"

  Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology

• LinkedIn verification link and otp not receiving

  For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

• Admin Control for Default Email Templates in Zoho Desk

  Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

• Unlocking New Horizons: A Year in Review

  As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

• Zoho desk desktop application

  does zoho desk has a destop applicaion?

• send file to ftp or another external service

  i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Error 403: Forbidden When Updating Email Signature via API

  Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

• Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

  Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

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