Build data protection into your support

Build data protection into your support

At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how we write our code, test, deliver, and maintain the features.
On this Data Protection Day, we want to share how Zoho Desk practices these principles every day.
  

Privacy standards during free trials

When you sign up for a Zoho Desk free trial, your data is handled in compliance with global privacy regulations. Privacy-by-design ensures that data collection, storage, and processing comply with data regulation from the very beginning.

Consent, transparency, and respect  

How does it feel when a support agent suddenly asks to “take control of your screen”?  
Zoho Desk avoids discomfort by ensuring explicit customer consent before any remote session or debugging activity begins. Customers are informed about how their data is analyzed and used, and support teams access only what is necessary to resolve the issue.

Not everyone needs to see everything   

As an admin, imagine sharing a ticket with an agent, only to realize later that it contained a customer’s card number or personal ID. Zoho Desk helps prevent such moments by allowing organizations to mask personally identifiable information (PII) such as credit card numbers, phone numbers, emails, and identity details. Sensitive fields are encrypted and visibility is restricted based on roles. This ensures that even while support is fast, privacy is never compromised.

Place data in the right hands  

Not every agent needs access to every detail. With role-based permissions in Zoho Desk, organizations can control who sees what across layouts, fields, and modules. Support agents see only what is relevant to their role, while administrators retain broader visibility.
Give everyone the right key, instead of handing out a master key.

Secure communication across every channel  

Whether customers reach out via email or chat, all communication in Zoho Desk is encrypted. Emails are protected by configuring DKIM and SPF, so that every conversation remains secure within Zoho’s ecosystem. So even when customers share sensitive details, their data stays exactly where it belongs: secure and protected.

Safe file attachments  

We have all hesitated before opening an attachment that the email sites as “suspicious.” Zoho Desk reduces that risk by restricting file types that can be attached to tickets and emails. This prevents harmful files from entering the system while keeping customer data safe during document sharing.

Clear audit trails  

Privacy is not just about prevention; it is also about accountability. Zoho Desk audit logs track who accessed or modified data and when actions occurred. This transparency helps organizations investigate issues, meet compliance needs, and maintain trust.

Privacy-driven support

Our support teams comply with GDPR, ISO, and other regional regulations and industry standards. We stay updated on evolving policies, and always seek consent before accessing customer data. We believe in open communication even during an outage or accidents.

The right to be forgotten   

Zoho follows strict data retention policies. During imports, exports, or migration from one data center (DC) or service to another, customer data is retained only for defined periods of two to four weeks and deleted securely within a planned timeframe. Customer data is never stored for prolonged time frames on support systems, ensuring end-to-end data encryption.
Learn more about Zoho's commitment to GDPR compliance.

Privacy tips for Zoho Desk users  

  1. Enable data masking for sensitive fields.
  2. Configure role-based permissions.
  3. Review audit logs regularly.
  4. Use secure communication channels.
  5. These small steps make a big difference in protecting customer trust while delivering efficient support.

Zoho Desk, the privacy-driven support  

Privacy should not slow down support, and support can never compromise privacy. Zoho Desk brings together powerful customer service capabilities with security and privacy controls. You get transparency without complexity, compliance without confusion, and trust without trade-offs.
On this Data Protection Day and beyond, choose Zoho Desk to serve your customers with confidence, responsibility, and respect for their data.
Choose Zoho Desk. Deliver support that your customers trust. 

    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

                                                            • Register for Zoho Desk Beta Community

                                                              With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
                                                            • Share your Zoho Desk story with us!

                                                              Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
                                                            • Tip #1: Learn to pick the right channels

                                                              Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
                                                            • Welcome to Zoho Desk Community - Say hello here!

                                                              Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
                                                            • Webinar 1: Blueprint for Customer Service

                                                              With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing


                                                            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

                                                                                                              • Missing Import Options

                                                                                                                Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                                                                                              • Zoho CRM Portal Field Level Permission Issue

                                                                                                                Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                                                                                              • Custom Fonts in Zoho CRM Template Builder

                                                                                                                Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                              • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

                                                                                                                Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
                                                                                                              • CRM Canvas - Upload Attachments

                                                                                                                I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
                                                                                                              • TrueSync regularly filling up my local disk

                                                                                                                Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
                                                                                                              • Kaizen #194 : Trigger Client Script via Custom buttons

                                                                                                                Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
                                                                                                              • [Webinar] A recap of Zoho Writer in 2025

                                                                                                                Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred
                                                                                                              • Picklist field shows "none" as default

                                                                                                                Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
                                                                                                              • Stage-probability mapping feature in custom module

                                                                                                                Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                                                                                              • Field Description is very small

                                                                                                                Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
                                                                                                              • StatusIQ

                                                                                                                Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
                                                                                                              • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

                                                                                                                In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
                                                                                                              • Marketing Tip #14: Increase cart value with product bundles

                                                                                                                Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
                                                                                                              • Problem with Workdrive folders

                                                                                                                I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                                                                                              • Pre-orders at Zoho Commerce

                                                                                                                We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
                                                                                                              • Zoho Books' 2025 Wrapped

                                                                                                                Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
                                                                                                              • Can multiple agents be assigned to one ticket on purpose?

                                                                                                                Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
                                                                                                              • Edit default "We are here to help you" text in chat SalesIQ widget

                                                                                                                Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
                                                                                                              • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

                                                                                                                Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
                                                                                                              • Compensation | Salary Packages - Hourly Wage Needed

                                                                                                                The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
                                                                                                              • Multiple currencies - doesn’t seem to work for site visitors / customers

                                                                                                                I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
                                                                                                              • Archiving Contacts

                                                                                                                How do I archive a list of contacts, or individual contacts?
                                                                                                              • How do people handle using Outlook and Zoho Project calendar at the same time?

                                                                                                                We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
                                                                                                              • 10GB Email Storage Limits in Zoho CRM

                                                                                                                We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
                                                                                                              • Performance is degrading

                                                                                                                We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                                                                                              • How to set page defaults in zoho writer?

                                                                                                                hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                                                                                              • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                                                                                                Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                                                                                              • Enable History Tracking for Picklist Values Not Available

                                                                                                                When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
                                                                                                              • Vault crashes on Android Devices

                                                                                                                Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
                                                                                                              • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

                                                                                                                ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
                                                                                                              • Camera access

                                                                                                                My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
                                                                                                              • Are static links available

                                                                                                                I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
                                                                                                              • Why is Zoho Meeting quality so poor?

                                                                                                                I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                                                                                              • How to print a label from zoho creator app?

                                                                                                                Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
                                                                                                              • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

                                                                                                                We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
                                                                                                              • Where can we specify custom CSS in Zoho Forms custom theme ?

                                                                                                                I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                                                                                              • Team Gamification

                                                                                                                Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                                                                                              • Sync Data from MA to CRM

                                                                                                                Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
                                                                                                              • Update CRM record action

                                                                                                                Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
                                                                                                              • Next Page