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• ESTEBAN ELIAS

• Lawrence (Larry)

  

• Sandra A.

  

• Mathias O. Fechtenburg

• Ash | Zoho Desk

  

• Sticky Posts

• Webinar 2: Supercharged customer support for growing business

  Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service

• Customize Colors of your Customer Self Service Portal

  You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

• Edit and Delete options in Comments

  A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important

• 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

  In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

• Announcing the New and Improved Article Editor

  KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it.  We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!

• Recent Topics

• 📣📣 Zoho Bookings - Feature Roadmap 2024

  Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

• Allow Selection of Multiple Threads and Notes for Splitting into a Separate Ticket

  Dear Zoho Team, We would like to request an enhancement to the Split as New Ticket feature within Zoho Desk. Currently, users can only select one incoming thread to split into a new ticket. However, there are many scenarios where the ability to select

• Zoho Desk using APIs

  We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns

• Final reminder: Zoho Desk Old UI will be deprecated on December 15th, 2023

  Greetings Zoho Desk users! Effective December 15th, 2023, the Zoho Desk old UI will be deprecated. This means that the option to switch between the old and new UI will no longer be available. We kindly request all users to move to the new UI by clicking

• Access Denied

  good afternoon! When I try to access my Zoho Vault account, I get a message (image attached) that my access has been disabled by the administrator. It turns out that I am the administrator and I did not perform any type of action of the type, which is

• ZOho Vault access denied

  Hello Community, I have suddenly got restricted by accessing Zoho vault . How can I get access back ?

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• payment voucher, receipt printing feature

  Why dont ZOHO add the voucher printing feature in zoho book with authorised signatory and receiver's signature

• How to view all departments on one dashboard or ticket view?

  Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...

• Zoho Connect Desktop App Mac Signing Error?

  My Mac can not open the App and sais "can not proof it for Viruses" So i can not start it on different devices. Any idea?

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• Splitting a List into different rows

  I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - Rear

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

• How to link Custom Fields in Ticket view

  Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making

• How can I delete Customer Portal User?

  Hi, I have added two portal user. Now I want to delete these users (setup->customer portal->users), but I can only activate, deactivate and re-invite user. Before adding these users in customer portal, I have added them in contacts and after that I have deleted them. I  have added theses two user with my 2 different email id. The reason behind is before going live I wanted to test my invitation mail, how its looks in template and its embedded link to accept the invitation, whether acceptance link

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• Notify on new comment

  I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis

• Allow users to display columns dynamically

  I have a table with 50 users in Column A and the dates 1 Jan to 31 Dec along Row 1. I want users to be able to add data to the cells but would like to make it easier by allowing users to select a date and display that. So if the user wants to add data

• How to add medical insurance benefit for an S-Corp more-than-2% owner?

  I have an S-Corp owner who is also the sole employee. They are going to run health insurance through their business, which means it needs to be logged as a benefit to them as an employee, but as an S-Corp more-than-2% owner, the value of the health insurance

• How do I add a stipend to an employee's pay?

  The company is offering a home office stipend to remote employees, and this needs to be listed separately on the pay stubs since it is a flat amount and not related to hours worked. I can add it as a salary component, but can't figure out how to use that

• Date Range Field

  Hi Guys Does anyone know how I can create a date range field on a form? Cheers Chris

• Stopped getting zoho notifications in Email for Customer response to support tickets

  Hello , I stopped receiving Notifications from customer response in my company with attached to this account.

• Creating QR Code from sales order for each line item

  Hi there, process for QR is to receiving goods/item/equipment from our clients.. and service them and return back to clients. so upon receiving we have the following entries (item details, with serial number and accessories details and service details)

• Streamline Custom Dashboards

  I'd like every brand have the same dashboard. Is there a way to streamline them so every brand has one? Or that I can use the same dashboard from another brand?

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Evergreen email sequences in Zoho Campaigns

  Dear Zoho Campaigns Team, I’d like to propose a new feature for Zoho Campaigns called Evergreen Email Sequences, building upon the existing Autoresponders functionality. This addition would empower email marketers to create and manage long-term, sustainable

• Query About Updating Records in Batches via API

  We are working on integrating the Creator application with an external app, and we need to update thousands of records daily. I understand that the "Update Records" API is available; however, it appears to be designed for updating multiple records with

• W-9 Upload Limitation (250 kb) is Too Small

  Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While

• How do I embed the webinar into a webpage?

  All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?

• Zoho Flow reads record Tag as number instead of text string. How do I change it?

  I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does

• Default account for service invoice

  Hello, My client has some invoices for which he has entered a service description rather than using an item.  Is there a way to set the income account on this invoice, or can that only be done by using an item?

• Bulk create tasks - Zoho Projects API

  Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

• How can I delete duplicate transactions?

  I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,

• Portal orders

  Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?

• Lookup Field in Zoho Forms <> Zoho CRM Integration

  Hello, We use Zoho CRM to manage our products, create quotes, etc. I want to use Zoho Form to configure a simple form that allows customers to request quotes on our website. I completed the form and used a subform for the "Add items to your quote" part

• ChatGPT

  Hola, sabéis si además de tener la licencia de chat GPT Plus hay que comprar créditos para usar chat GPT en zoho social? Gracias

• Standalone function is not working

  Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function

• Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns

  Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential

• Last sync date/time as a widget

  Is there any way to get the last date/time that the data shown (reports and dashboard) was last updated.  For example, If I have our data being synced every 3 hours and the last was done 2 hrs ago, I would like to show date/time of update OR updated #{hrs}

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

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