Autorefresh or on-page update notification

Autorefresh or on-page update notification

Is there a way to have a ticket autorefresh when there is an update? Or pop up a notification on the ticket that it needs to be refreshed? Often we will have a ticket open while it's waiting people/things to come together, and this would be a helpful feature.

    Access your files securely from anywhere



      Zoho Campaigns Resources

            Zoho Developer Community

                Bootcamp
                Community
                Pricing
                Webinars
                What's New
                Integrations
                Contact Support
                Contact Sales

                  Zoho Survey Resources
                    Features
                    Survey Templates
                    Integrations
                    Community
                    iOS Mobile Surveys
                    Pricing
                    Android Mobile Surveys
                    Insurvey Blogs
                    Insight Blogs
                    Tips & Tricks






                                  Latest Feature Updates


                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day




                                          Zoho Marketing Automation
                                            Zoho SalesIQ Resources

                                                  • Sticky Posts

                                                  • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

                                                    Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools

                                                  • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

                                                    Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help

                                                  • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                    Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

                                                  • Zoho Desk Cheat Sheet For The Year-End

                                                    Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

                                                  • Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

                                                    Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions


                                                  Manage your brands on social media
                                                  Access Zoho Social

                                                    Zoho Pagesense Resources


                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep 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

                                                                                                  • Changing Color Theme of Guided Conversations

                                                                                                    Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

                                                                                                  • Kaizen #121 : Customize List Views using Client Script

                                                                                                    Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

                                                                                                  • Open Tickets

                                                                                                    Is it possible to get a notification if a ticket is left open for X amount of time? For instance, if a ticket is left open for 1 week, can I get an alert to follow up on the ticket and close it out if necessary? Thanks!

                                                                                                  • Shout out Canvas!

                                                                                                    If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.

                                                                                                  • Cases module mail merge

                                                                                                    Hi Guys  Is it possible to use fields from the cases module within the word mail merge ?  I dont see this option in the word mail merge application. Thanks  Chris 

                                                                                                  • Auto select template when "Send Email" button selected?

                                                                                                    I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page

                                                                                                  • Limiting Knowledgebase Access To Logged In Users

                                                                                                    Hello, how can I restrict access to our Knowledgebase to only logged-in users? Our KB is not meant to be accessible to anyone. However, anyone can create a ticket. Thanks! Frank

                                                                                                  • API question - adding a thread to an existing ticket

                                                                                                    Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

                                                                                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                                                                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

                                                                                                  • Populating Lead ID in Deal Record

                                                                                                    I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversion

                                                                                                  • Attach image from Creator Subform to Deal

                                                                                                    Can anyone help me figure out how to attach an image from a creator subform to a Deal? I have read through all of the documentation and can't find anything for my specific scenario. Everything I have found is attached from the Creator form (not subform)

                                                                                                  • Can't sign in to Zoho using Google account

                                                                                                    Just checking if anyone else has an issue signing into Zoho with a Google account at the moment? (Have tried Zoho Books in the app on mobile and Chrome and Firefox on Windows 10 - doesn't work for the forums either). Error message appears as attache

                                                                                                  • Multi-Sort Functionality, Projects List

                                                                                                    It is proving so hard for us to manage any kind of decent view into our Active list of projects (which now hovers between 150 and 225 at a time).  In addition to my other suggestion here (which hasn't had any activity in a year), I'd like to suggest that

                                                                                                  • Email Alerts for Schedule Failures in Zoho CRM

                                                                                                    Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve

                                                                                                  • Questions about file size limits

                                                                                                    I'm looking at the limits published on this article: https://help.zoho.com/portal/en/kb/zoho-learn/general-1/image-and-file-sizes/articles/file-upload-sizes#Knowledge_module. I want to clarify my understanding of the limits. 1) Example: if my course has

                                                                                                  • Time field is empty text in pivot chart report

                                                                                                    Hello all, I am currently trying to create a pivot chart, where the y-axis is supposed to be a total sum of time. The problem Im facing however is actually using the field, where my metric is stored. It shows up as a simple time field in the form builder.

                                                                                                  • Creating Packages

                                                                                                    Hi I am trying to create a database for my company. I need to create packages from individual products. I have added products ie item 1, item 2 and item 3 I need to create a package where Package A will have items 1 and 3 Lookup only adds one product

                                                                                                  • Do workflow stop working when developing user is deactivated ?

                                                                                                    Hi, I have an interesting question of one of my colleague. In Creator, we have this colleague (normal zoho user, not developer) who is developing Forms, Workflows, and Connectors in Creator. When this user gets deactivated, ae connectors and workflow

                                                                                                  • Where do I get/create the API Key for my zoho app to talk to zoho calendar

                                                                                                    So I manage to cobble some code together, but how I sort out the API side things to get the app and zoho calendar to communicate with each other.

                                                                                                  • Phone Number Format Change - Bulk Add Country Code and Remove Dashes

                                                                                                    In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packages

                                                                                                  • Can't send emails to gmail accounts

                                                                                                    Hi there, My Zoho email is not allowing me to send emails to clients with gmail addresses. Sometimes it'll work on the second try, but sometimes it takes multiple tries to get through. What can I do?

                                                                                                  • Help upgrading from Zoho Workplace

                                                                                                    Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.

                                                                                                  • Super Admin Logging in as another User

                                                                                                    How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.

                                                                                                  • Add Action to Remove/Delete Users in Jira

                                                                                                    Hi, I hope you’re doing well. I noticed that Zoho Flow currently allows the creation of users in Jira, which is great. However, there is no option to remove or delete users from Jira through Zoho Flow. This limitation can be challenging when managing

                                                                                                  • DELETE EU VAT ID FORM MY ACTUAL INVOICE ADDRESS FROM MY ACCOUNT

                                                                                                    WE NEED TO DELETE (NOT CHANGE) THE EU VAT ID FROM OUR INVOICE ADDRESS. WHEN WE TRY TO LEFT IT BLANNK, AGAIN SAVE THE OLD EU VAT ID. YOU ARE SENDING US FALSE INVOICES WITH FALSE 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

                                                                                                  • Connecting Zoho Inventory to ShipStation

                                                                                                    we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

                                                                                                  • Introducing Social Toolkit

                                                                                                    Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit

                                                                                                  • How do we see data coming from paid traffic?

                                                                                                    I want to see number of messages, comments coming from my ads on facebook and instagram. Currently, Zoho Social only shows engagement data for organic. Also, how do I see number of messages I am receiving? In Z Social, there's a card that shows connections

                                                                                                  • Projects Integration - how can I bring the submitter of the form into Zoho Projects?

                                                                                                    I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the Projects

                                                                                                  • Different content per social media account..

                                                                                                    Is there a way to add different content per social media account on one post?

                                                                                                  • Writer Merge and Sign OAUTH API Call error.

                                                                                                    Trying to send a request to the Merge and Sign API. I keep getting "Merge data not found. Please try again with proper merge data." Request is sent via JS axios call. We use the same exact data inside a CRM function and everything works. Followed the

                                                                                                  • Can't connect Instagram to Facebook to work in Zoho

                                                                                                    I'm pulling my hair out here. I know this is not a problem with Zoho, really. But since Facebook provides absolutely NO support for their own products, I was hoping someone here can provide some insight or help. I cannot for the life of me get my Instagram business page to connect to my Facebook page. I have authenticated fine, but after that, trying to connect the page to the Instagram profile never works.  I've spent hours upon hours researching and going through the steps over and over, but something

                                                                                                  • 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

                                                                                                  • Gamescope is leveling upto Motivator for Zoho CRM

                                                                                                    Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

                                                                                                  • Calendly Maximum bookings per day

                                                                                                    This is a simple feature and I'm not sure why zoho bookings hasn't implemented it already. You set a maximum bookings per day (by consultant and/or by service). Calendly offers this in their free plan. This makes sure your schedule doesn't get 8 hours

                                                                                                  • Can we customize the default client-facing icons?

                                                                                                    Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to

                                                                                                  • Zoho Desk View Open Tickets and Open Shared Tickets

                                                                                                    Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

                                                                                                  • How do I enforce MFA for all agents in Zoho Desk

                                                                                                    We use Zoho Desk. Enabling MFA is an option at the individual user level - so they can enable/choose MFA for themselves or not. We need to enforce MFA - so there is no option. How is this done?

                                                                                                  • Agent working hours

                                                                                                    Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

                                                                                                  • Next Page