Welcome to the Zoho Service Plus community

Welcome to the Zoho Service Plus community

Hey everyone,
 
We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together.

What's Zoho Service Plus?  

Zoho Service Plus is a unified customer service management platform that's designed to help offer a seamless omnichannel customer support experience for businesses.  


Sign up for a free trial
Starts from $45/user/month billed annually

Unified user interface 

Zoho Service Plus consists of the following modules: Desk, SalesIQ, Assist, Lens, Survey, Analytics, and Projects in a unified user interface. This makes it easy for users to switch between them and work together.  


Manage access from a centralized space 

Access to the right data and functionalities within the product is essential for your team to function smoothly. It's the responsibility of the admin to ensure that the team has the required permissions, and Zoho Service Plus simplifies the entire process. Users can be given the appropriate roles and permissions required to carry out their responsibilities across modules from a single place.


Collaborate with your team 

It's important for the customer service teams to collaborate and be on the same page so as to offer a personalized experience for customers in resolving their queries. To facilitate that, Zoho Service Plus makes it easy for you to connect with your team via chat or call. You can schedule meetings, create groups, channels, continue a conversation in a thread, and a lot more with the help of Cliq, that can be accessed from the Home tab.


Understanding the context - made simple 

Zoho Service Plus centralizes all the interactions with your customer across channels, helping your agents get the context of all conversations, avoiding the back and forth altogether. You get to see the current support ticket along with all the previous ones, interactions via the live chat widget or email campaigns, and even data from CRM. This equips the support agent with all the information that they need at their finger tips, making it easy for the customer.  

Unified analytics 

When it comes to monitoring important metrics, Zoho Service Plus gives you the option to personalize and unify all the dashboards that you have created across modules in a central place. These can be accessed right from the home tab where you can create a Dashboard from scratch or pin an existing dashboard that you have from Desk, SalesIQ, Projects, and Analytics.

What can you do in the Zoho Service Plus community? 

The Zoho Service Plus community gives you a space where you can interact with the Zoho team by sharing your ideas, suggestions, raising queries, or even reporting an issue. It also gives you a perfect platform to share knowledge with fellow users and work together. Important announcements related to the product, such as enhancements and feature releases, will also be posted here regularly.
 
Have an idea? Click the + Add Topic button and start drafting right away. Hit the Follow button to stay updated on all posts directly from your inbox.
 
Important Links: Sign Up | Resources | Complete feature list 
 
If you have any queries or need help with getting started, reach out to us at support@zohoserviceplus.com.

    • Recent Topics

    • Zoho One Down

      Zoho Team, Checking if when the services up - currently Zoho One is down

    • How can I track which zoho users are actively using Zoho CRM

      I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

    • Access to Detail View From HTML Snippet

      Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,

    • Billing Management: #10 Solving Common Mistakes in Billing

      Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending

    • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中！(参加無料)

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です！ なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Loading CSS Stylesheets into HTML Snippet

      Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?

    • Notes Attachments

      Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

    • Canvas: empty images

      Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in

    • Google enhanced conversions not working

      Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup

    • MS Teams Meeting to Zoho CRM

      Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • How do I move a section or element from one page to another in the NEW Zoho Sites UI

      I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch.  Is there a way for me to do that easily? I could use a quick answer on this please.

    • Zoho Projects app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

    • Export as MP4 or GIF

      Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

    • Page Layout- Horizontal Rule

      When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields?  I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section.  If this is not possible, does anybody have any other suggestions on how to create this same effect?   Thank you!

    • Zoho Books will discontinue support for older browser versions soon

      Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100

    • Zoho Projects - Q3 Updates | 2025

      Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and

    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

    • Issue with Trident exe file

      Hello Team, Exe Setup file It's showing harmful for user pc please check and do needful. this message for developer team. Thanks Bhargav Purohit

    • Different languages for users

      Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

    • Unable to change sales_order status form "not_invoiced" to "invoiced"

      I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

    • Apply Vendor Credits Automatically

      We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?

    • Apply Vendor Credit Automatically

      Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the

    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

    • Creator problem: Edit form View not displaying whole form

      I'm having problems with the form in my database. The edit view is not showing the whole form: This is how it looks in the normal view: As you can see, there is a whole section in the bottom right of the form which is not displaying in the Edit View. This means that I can't change or delete any of these fields... Anybody had a similar problem or know a solution? Any help would be appreciated.   Cheers,

    • Vendor Master Enhancements for Faster Purchase Entry

      I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

    • Quick Item Search & Auto-suggestion for Invoices

      Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Integrating Chatbot with Zoho Creator Application

      Is it possible to integrate a chatbot with a Zoho Creator application?

    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

    • 'Add Tax To Amount' not reflected in Invoice

      Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

    • "Subject" or "Narration"in Customer Statement

      Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

    • A real WYSIWYG field instead of the limited rich text

      Hi to everyone A "real" WYSIWYG or HTML field that outputs good HTML code when accessed through the API would be excellent. I tried to use the rich text field, but the styling options are limited. For example, there are no heading tags (h1 to h6), and

    • Delete my store of Zoho commerce

      Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

    • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

      As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

    • No feedback from Zoho Books regarding Yodlee feeds for Investec

      I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

    • Inappropriate Removal of Features

      It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be

    • Filtering report embeded in page

      Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho you

    • Next Page