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

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • New Zoho triggers Google Dangerous flag due toabnormal charcters

      Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

    • Is there a API to fetch tasks in a Board/Section

      I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?

    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

    • Adding an Account Name to Tasks/Reminders

      Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 

    • Triggering Zoho Flow on Workdrive File Label

      Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

    • SendMail to multiple recipients

      Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

    • Populate drop down field from another form's subform

      Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

    • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

      Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

    • Signup forms behaviour : Same email & multiple submissions

      My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

    • getting error in project users api

      Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

    • Change total display format in weekly time logs

      Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

    • Different Company Name for billing & shipping address

      We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

    • How to display historical ticket information of the total time spent in each status

      Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

    • Zoho Community Weekend Maintenance: 13–15 Sep 2025

      Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

    • Agent Performance Report

      From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

    • Show both Vendor and Customers in contact statement

      Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?

    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

    • Building a Strong Online Identity with G-Tech Solutions

      In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

    • Sending emails from an outlook account

      Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

    • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

      My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

    • can't login Kiosk URGENT

      already try, can't login pls help to support. thanks.

    • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

    • Profit / margins on Sales orders / Invoices / Estimates

      When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

    • Next Page