Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges

Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges

Hello Everyone!
The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk

What's in for you? 
Ask The Expert Series is a monthly online session hosted by a panel of experts on specific topics within Zoho Desk. It’s a five-hour live Q&A session where you can ask questions related to the month's topic. This series covers a range of subjects, from basic to advanced, ensuring your questions are addressed in real-time. 



What's in January 2025? 
Whether you're exploring Zoho Desk for the first time or transitioning from another platform, onboarding can
feel overwhelming. Differences in UI navigation, terminology, and configurations can take time to adjust to.
Switching to Zoho Desk may momentarily slow down your processes, but it doesn’t have to!
We’re here to ensure your transition to Zoho Desk is smooth and efficient. Join us this month as we tackle your onboarding challenges and help you adapt seamlessly. Let’s get your processes running smoothly and keep your business moving forward without a hitch!

Got questions? Bring them along, and let’s tackle them together.

When you sign up for Zoho Desk, the onboarding feature introduces you to essential modules and basic functions like creating tickets, adding contacts, and making minor changes.

But what about the bigger questions?
  • How do you migrate automation rules or workflows from your previous platform into Zoho Desk?
  • Have you faced challenges in automating your organization's processes within Zoho Desk?
  • What’s the easiest way to transfer all your contacts to Zoho Desk—or manually add them if needed?
  • How do primary contact roles differ from support admins and regular agents?
  • What’s the best way to configure your domain, support address, and organization name for a seamless setup?
These challenges can feel daunting, but we’re here to guide you every step of the way.

Get Your Questions Answered!
Drop your questions in the comments below as soon as you see this announcement, or bring them to our live
Q&A session! Our team of experts will be online and ready to respond during the 5-hour session.

The live Q&A session is on Thursday, January 30th, from 4:30AM to 9:30 AM (PST). Our panelists will address
your concerns, simplify the onboarding process, and help you get set up for success.

Looking forward to connecting with you!
Cheers,
The Zoho Desk Team

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

                                                              Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any
                                                            • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

                                                              Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
                                                            • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

                                                              Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
                                                            • Ask the Experts 4: A 5 hour online Q&A on agent productivity

                                                              Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
                                                            • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

                                                              Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Zoho Creator Form Search

                                                                                                                I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have
                                                                                                              • How to setup DKIM / SPF in Zoho Mail

                                                                                                                Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the
                                                                                                              • Mass update cant trigger a workflow?

                                                                                                                Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.
                                                                                                              • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                                                                                                Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                                                                                              • search and Smart Bar both missing in Mail

                                                                                                                One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
                                                                                                              • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

                                                                                                                Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3
                                                                                                              • Remote Control Functionality During Screen Sharing in Zoho Cliq

                                                                                                                Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control
                                                                                                              • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

                                                                                                                Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads
                                                                                                              • Let us add Lookup fields in the Blueprint Transitions

                                                                                                                We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected
                                                                                                              • Zoho Projects API Scope for Issue Attachments

                                                                                                                I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried
                                                                                                              • How to fetch custom fields for time entries in Zoho Project API v3

                                                                                                                In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using
                                                                                                              • Zoho Survey Enhancements

                                                                                                                We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would
                                                                                                              • Images Don't Display on Blog

                                                                                                                Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post.  I've not done anything different with this post than others regarding images, please advice. Thanks! Edit:  I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live.  This, even though my other blog posts are correctly
                                                                                                              • Creating multiple CRM leads from a Zoho Forms subform

                                                                                                                Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform
                                                                                                              • Checkbox Field Mapping Zoho Forms to Zoho Sign

                                                                                                                I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though
                                                                                                              • MCP > Creator connection failing with Claude

                                                                                                                I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving
                                                                                                              • Books P&L by Customer

                                                                                                                Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -Gina
                                                                                                              • Sent mail sort by date disappeared

                                                                                                                Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?
                                                                                                              • I cannot check out to Zoho People.

                                                                                                                When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs
                                                                                                              • Pricing Strategies: #2 Plan your Service Offerings using Plans

                                                                                                                Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception right
                                                                                                              • Open a record to edit based on another form being edited

                                                                                                                Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to
                                                                                                              • Problem with signature on zoho survey

                                                                                                                Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signatures
                                                                                                              • Change in Zoho CRM API?

                                                                                                                Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",
                                                                                                              • MTA - BAD IP reputation by outlook/hotmail

                                                                                                                Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
                                                                                                              • QuickBooks Extension for Zoho CRM - Advanced Features -2025

                                                                                                                Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set
                                                                                                              • Changing Department often causes the Firefox tab to freeze

                                                                                                                Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the
                                                                                                              • Need to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple

                                                                                                                Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks
                                                                                                              • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

                                                                                                                ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros
                                                                                                              • Anyway to move mail from one account to another yet?

                                                                                                                Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.
                                                                                                              • Using a CRM Client Script Button to create a Books Invoice

                                                                                                                Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
                                                                                                              • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

                                                                                                                Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers
                                                                                                              • Proposal for Creating a Unique "Address" Entity in Zoho FSM

                                                                                                                The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
                                                                                                              • Links are incorrect when sent out

                                                                                                                I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?
                                                                                                              • Tip of the week #16 - Search and filter threads based on criteria

                                                                                                                Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can
                                                                                                              • Introducing recipient authentication via Stripe Identity in Zoho Sign

                                                                                                                Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email
                                                                                                              • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

                                                                                                                We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
                                                                                                              • CRM: hosting a single html file in Zoho and displaying it as a widget

                                                                                                                I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I
                                                                                                              • Keep Converted Leads

                                                                                                                How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip
                                                                                                              • Customizing Global Search Settings for All Users

                                                                                                                Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
                                                                                                              • Introducing Formula Fields for performing dynamic calculations

                                                                                                                Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
                                                                                                              • Next Page