Better visibility into Zoho CRM Potentials within Zoho Desk
When we have a CRM contact put in a ticket, from within Zoho Desk, I can click on the contact and I can see the display name of the potential(s)/deal(s) linked to that contact in Zoho CRM. But I can't see additional details on the Deal, unless I click the new tab/window button to open up the deal in a new tab. I wish there was a way to specify maybe 10 fields from Zoho CRM Deals module that would display in Zoho Desk without having to jump into a new window to the whole deal. Like a quick card view of 10 most important fields from Zoho CRM Deal that would be visible in Zoho Desk. Would save time and would really make Zoho Desk integrated with Zoho CRM like customers expect.
Also would be nice to add the feature to actually associate a ticket with specific deal. This is similar to how invoices in Zoho Books allow us to associate an invoice with a Zoho CRM Deal. All of our tickets in Zoho Desk are in relation to a specific Deal within Zoho CRM, but we can't link a ticket to a specific Zoho CRM Deal. Would love to see better integration between Zoho Desk and Zoho CRM.
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
Zoho Desk: Scheduled Maintenance on 8 August 2021
Hello, everyone! Warm greetings from the Zoho Desk team. We have planned scheduled maintenance activity on 8 August 2021, around 11:00 am IST. It might engender downtime from 0.25 to 4 minutes for a few customers in the US data center. We do not expect
Issue: Responses sent multiple times from Zoho Desk
Hi All Im afraid we are facing an issue with Desk where responses from Desk are being sent out multiple times. We have all hands on board and we are working on fixing this. I will be posting a follow up shortly as soon as this is fixed with the RCA. Appreciate your patience in the meantime. Regards Aarty
Layouts just got a whole lot more customizable!
Dear Customers, Layouts help you organize your fields in each module. They help you quickly get to the information you care about the most. Until now, you could modify layouts and create custom fields only at the organization level. Today, we've made layouts more customizable. Each department can now have its own layout. Agents can create and use custom fields within each department, without interfering with those in another department. They can also configure department-specific picklist values
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