Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

Hello everyone!
It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours.
Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your business, manage contacts, accounts, and users, organize your agent and customer accounts, and more.
Share your experiences with customization, from creating layouts within tickets, custom modules, and tabs to adding and managing custom fields.

What to expect in the session:

  • Set up multi-branding in your Zoho Desk account and manage departments.

  • Explore agent profiles and productivity tools.
  • Balance user management and customer management.
  • Get answers to your questions on ticket creation, email templates, and managing contacts.
  • Learn how to personalize Zoho Desk by managing accessibility, highlighting tabs, and switching modes.
  • Discover ways to handle tickets and contacts efficiently across different layouts.  
This month's panelists have rich experience and are the brains behind customization and personalization in Zoho Desk. Bring your questions and use cases to get answers during the live session. We're looking forward to finding new ways to elevate your customer support experience.


How to participate:

  • This is a text-based discussion. Sign in to the help center to comment below.
  • Begin the discussion with your questions or use cases in the comments below.
  • No registration or signup is required.
  • Our panel will respond to your questions during the 8-hour live session.
We encourage you to share your use cases, challenges, or feature requests related to customization, utilization, and personalization. This is your chance to speak directly with our experts, gain insights, and discuss solutions that meet your organization’s needs.    
Customize, Utilize, and Personalize with Zoho Desk
Thursday, August 28, 2025
8:30 AM – 4:30 PM (GMT)
Drop your questions in the comments. No registration required.

 Connect from anywhere
 Thursday
August 28, 2025
 8:30 AM –  4:30 PM GMT
 2:00 PM – 10:00 PM IST
 10:30 AM – 6:30 PM CEST
 2:30 PM – 8:30 PM GST
 6:30 PM – 2:30 AM AEST
 1:30 AM – 9:30 AM PST

Like and follow this post to stay notified about the discussions. We look forward to another engaging and insightful session, just like our previous Ask the Expert sessions
See you in the session,
Lydia | Zoho Desk

    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 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

                                                                                                          • Billing Management: #1 Billing a Universal Business Routine

                                                                                                            Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,
                                                                                                          • Show/ hide specific field based on user

                                                                                                            Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                          • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

                                                                                                            No idea what this is. Can't see what it is explained anywhere.
                                                                                                          • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                            ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31(金)14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho
                                                                                                          • Zoho Calendar not syncing correctly with personal Google Calendar

                                                                                                            Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
                                                                                                          • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                            Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                          • Customer Parent Account or Sub-Customer Account

                                                                                                            Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                          • need a packing list feature

                                                                                                            In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
                                                                                                          • Workdrive 5.0 / API Documentation Workflows

                                                                                                            Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
                                                                                                          • How to keep track of bags, cans, drums of inventory?

                                                                                                            We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
                                                                                                          • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                            Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
                                                                                                          • How many ZOHO-Sites does the ZOHO-One Suite allow for?

                                                                                                            The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
                                                                                                          • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                                                                                            Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
                                                                                                          • Webhook from Zobot to Zoho Flow fails

                                                                                                            I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
                                                                                                          • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

                                                                                                            Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
                                                                                                          • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

                                                                                                            I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
                                                                                                          • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                            Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                                                                                          • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

                                                                                                            Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
                                                                                                          • Insert auto number from main form into subform rows

                                                                                                            Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
                                                                                                          • Dark Mode - Font Colors Don't Work

                                                                                                            When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                                                                                          • Integrate Bunq with ZOHO Bookes

                                                                                                            We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
                                                                                                          • Cliq iOS can't see shared screen

                                                                                                            Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                          • Access Denied

                                                                                                            I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
                                                                                                          • Using Zoho Desk to support ISMS process

                                                                                                            Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
                                                                                                          • Bin Locations

                                                                                                            Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
                                                                                                          • TaxJar vs Avalara

                                                                                                            Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
                                                                                                          • How to check Leads with no Task (open activity)

                                                                                                            Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
                                                                                                          • What can we do on our end to improve the Answer bot answers?

                                                                                                            Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
                                                                                                          • Taxes for EU B2B Transactions

                                                                                                            Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.
                                                                                                          • How to upload file to Connect using API?

                                                                                                            Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
                                                                                                          • Items Landed Cost and Profit?

                                                                                                            Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
                                                                                                          • Group Tax in Service Line Items

                                                                                                            Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
                                                                                                          • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                            I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                          • Zoho FSM API Delete Record

                                                                                                            Hi FSM Team, It would be great if you could delete a record via API. Thank you,
                                                                                                          • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

                                                                                                            I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
                                                                                                          • Access token generate from the refresh token not working for API

                                                                                                            Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
                                                                                                          • Function #4: Schedule Customer Statements

                                                                                                            Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                                                                                          • Limiting search or dependencies with an asterisk "*".

                                                                                                            I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
                                                                                                          • Improved RingCentral Integration

                                                                                                            We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
                                                                                                          • Cross Data Center Support for 1:1 Chats with External Users

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
                                                                                                          • Next Page