Monthly Release Round-up - November 2023

Monthly Release Round-up - November 2023

Hello everyone,

We are happy to share a quick overview of all the features and enhancements that were released last month. 

Search tickets in My Area using views and custom filters

My Area in Help Center is one place where customers can view all the tickets they have raised. We have introduced a separate tab called "Views" where tickets are categorized into different groups such as: Open, Overdue, On Hold etc.
In addition to these predefined filters, customers can filter tickets based on the following parameters:  
  • Departments: Useful if the user is part of more than one department. They can quickly filter the tickets created under a particular department.
  • Channels: Search can be further narrowed down to see tickets created in different channels such as email, web, chat, forums, Twitter, and Facebook.
  • Priority: To find how quickly their tickets will be resolved, users can select the priority level: high, medium, or low. The priority status is the same as designated in the Desk account.
  • Ticket custom status: Ticket status can be customized to match ones business needs. For eg., an ITSM company would include urgent, customer requirement, service expired and so on. These custom status can be displayed in My Area allowing customers to use them to sort their tickets. Read more about setting ticket status. Note that, admins can select if they want to display custom status in the help center from the Help Center Access Settings.  
Assign tickets in a sequential manner using the Round Robin method

We have introduced a third form of round-robin assignment called Sequential assignment. In addition to the load balancing and skill based assignment, admins can now set sequential assignment to assign tickets equally among the agents. The system will follow the order in which the agents are added during configuration to assign tickets.
This method of assignment can be useful when tickets need to be assigned based on the expertise or level of proficiency. The subject matter experts can be first in the order followed with other team members, this will ensure that the tickets are first assigned to the SMEs.     
View tickets tab in the Social module
We have introduced the Tickets tab inside Social module, which will allow users to view the tickets that are associated with a specific post or message within their social media feeds, direct messages, or private messages. This allows users to review all linked tickets without having to navigate away from the social module.

Help Doc 


Optimize customer interactions in Instant Messaging channels with GC widgets
Businesses can experience the power of automated/bot conversations in instant messaging channels. By creating GC widgets and associating them with the IM channel, the chat service can be switched between a bot and a human seamlessly to add a personal touch to the customer support experience. It also proivdes a platform to improve agent productivity by allowing manual intervention in the conversation only when its required.
Integrate Facebook messenger with Zoho Desk
Another step towards providing seamless communication from one platform. By integration Facebook messenger with Desk, the agents can converse with the customers who sent a query through messenger right from the Desk's IM module without logging into Facebook.  
Skip "reply all" action during Blueprint transition
In Blueprints, during transition it was mandatory to send a reply to all the stakeholders. In some cases, it may not be necessary to send replies, for example monthly system maintenance. To facilitate this, agents can now check "skip this reply" option which will allow them to continue the transition without sending a mandatory reply.
Add more departments using the Department Add-on
By default the Enterprise edition users can add 50 departments to their Desk account. They can now use the Department add-on to add a maximum of 450 departments. Note that an org can have a maximum of 500 departments. The add-on can be accessed from Zoho Store. The charges for purchasing extra departments is as follows:
  • Monthly: $7 per department  
  • Annual: $6 per department
Notification to article owners when a comment is made
When a customer makes a comment in the KB article, the owner will be notified via email to take quick action.

Hope you find this useful.

Regards,
Anumita Gupta
Zoho Desk | User Ed

    Access your files securely from anywhere


          All-in-one knowledge management and training platform for your employees and customers.






                                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

                                                                • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                                  In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
                                                                • Using Agent Email Address as From Address

                                                                  Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
                                                                • Edit and Delete options in Comments

                                                                  A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
                                                                • Webinar 2: Supercharged customer support for growing business

                                                                  Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
                                                                • Customize Colors of your Customer Self Service Portal

                                                                  You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green


                                                                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

                                                                                                                    • Re-Apply SLA When Ticket Reopened from Closed Status?

                                                                                                                      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
                                                                                                                    • Check printing alignments always changes

                                                                                                                      Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time we
                                                                                                                    • Problem with the blueprint flow.

                                                                                                                      Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint
                                                                                                                    • Zoho ERP | Product updates | June 2026

                                                                                                                      Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every
                                                                                                                    • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

                                                                                                                      Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
                                                                                                                    • Zoho CRM upload files error

                                                                                                                      Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?
                                                                                                                    • "Make online" not clearing previously downloaded files from disk

                                                                                                                      I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—Finder
                                                                                                                    • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

                                                                                                                      Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
                                                                                                                    • WhatsApp Calling Integration via Zoho Desk

                                                                                                                      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
                                                                                                                    • Client Script | Update - Client Script Support For Custom Buttons

                                                                                                                      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                                                                                                    • Introducing Custom Columns in Forecasts in Zoho CRM

                                                                                                                      Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,
                                                                                                                    • Zoho Books - France

                                                                                                                      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                                                                                                    • 404 error at checkout

                                                                                                                      Our customers are getting a 404 error at checkout. Anyone else with the same problem?
                                                                                                                    • Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks

                                                                                                                      Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
                                                                                                                    • Will I see emails sent via campaigns in CRM?

                                                                                                                      It would be useful for people to be able to see emails sent via campagins in Zoho CRM is that possible?
                                                                                                                    • Zoho Forms - Failed CRM Sync Improvement

                                                                                                                      I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that the
                                                                                                                    • Zoho ZUGs Meetups 2026 en España: Descubriendo nuevas posibilidades con Zoho

                                                                                                                      ¡Hola, Español Zoho Community! Hemos celebrado una nueva edición de los Zoho User Groups (ZUGs) en España (Madrid, Barcelona & Valencia), una excelente oportunidad para reunirnos, formarnos y descubrir nuevas formas de sacar más partido a nuestras herramientas
                                                                                                                    • What is MCP and How Does It Connect to Zoho Invoice?

                                                                                                                      If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for Model
                                                                                                                    • DYK 7 - Set dependency from Gantt and List view

                                                                                                                      Did you know task dependencies in Zoho Projects can be managed across different task views? In a project, multiple teams work together towards the same goal but team members prefer accessing data with different perspectives depending on their responsibilities.
                                                                                                                    • Goods In Transit

                                                                                                                      Hi I was wondering if anyone had any tips or work-around to show goods in transit as a liability? We raise a PO with our supplier in China and when the goods are shipped and are invoiced, hence they are a liability of the business. However I can't convert
                                                                                                                    • Accounts Payable and receivable

                                                                                                                      I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?
                                                                                                                    • How to display Pick List values with vertical separation in Canvas

                                                                                                                      I have a Multi-Select Pick List whose values I would like displayed vertically. So far, I have only been able to figure out how to adjust the width and other sizing of the field itself or even how to wrap the values to the next line below. I am trying
                                                                                                                    • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

                                                                                                                      I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
                                                                                                                    • Introducing a knowledge management and training software in Zoho Projects Plus

                                                                                                                      Keeping your workforce updated on emerging technology trends is essential to stay on top of the game. While project management software focuses on planning, execution, and project tracking, incorporating a learning management solution within project management
                                                                                                                    • Problem with UTM Parameters: Zoho Forms - Zoho Desk Integration

                                                                                                                      Hi Zoho Support Team, I want to automatically capture UTM Parameters from my website URLs and pass it from Zoho Forms into Zoho Desk. I have activated the UTM tracking feature. I've integrated the UTM Tracking code in my website footer on all pages. I've
                                                                                                                    • #13 Fix Mistakes Without Breaking Your Records

                                                                                                                      A customer purchases 100 custom-printed invitations for an upcoming event. A few days after delivery, they call to say that some invitations were damaged and others need to be reprinted. They request a return. The customer isn't asking for a completely
                                                                                                                    • Zoho Directory : transformez vos données d’identité en décisions de sécurité

                                                                                                                      Que sont les rapports d’identité dans Zoho Directory et pourquoi sont-ils importants? À mesure que les organisations se développent, la gestion des identités devient plus complexe. Les informations existent, mais elles sont souvent réparties entre plusieurs
                                                                                                                    • How to use Zoho Billing info in a workflow

                                                                                                                      We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan
                                                                                                                    • Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)

                                                                                                                      Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something
                                                                                                                    • Auto-approval for shared key access not working for new users

                                                                                                                      Hello, I'm an admin of a Zoho Vault organization (34 active users, ZOHO identity provider). I have the "Auto-approval for shared key access" setting enabled in Settings → Fine-Grained Controls → Global, but it does not work as expected. The problem: When
                                                                                                                    • Zoho Analytics UI Bug

                                                                                                                      Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when the
                                                                                                                    • Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

                                                                                                                      Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
                                                                                                                    • Marketing Tip #37: Reduce purchase doubts with better product images

                                                                                                                      When customers shop online, they cannot pick up, turn around, or inspect a product in person. That is why your product images need to do more of the selling. Two simple upgrades can make a big difference: Use zoom-friendly images so customers can look
                                                                                                                    • Why don't Zia agents support file uploads?

                                                                                                                      I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their
                                                                                                                    • Zia Agent built in ChatKit UI does not render markdown

                                                                                                                      Hi, You have a major shortcoming in the Zia Agent UI. The test UI that is embedded in agents.zoho.com allows you to test the agent has full support for rendering markdown, but your ChatKit UI does not have support for rendering markdown. If I embed it
                                                                                                                    • 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
                                                                                                                    • Zoho Books | Product updates | June 2026

                                                                                                                      Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
                                                                                                                    • Add spaces to input format

                                                                                                                      In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on
                                                                                                                    • Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

                                                                                                                      Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
                                                                                                                    • GLM 5 not available

                                                                                                                      Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How
                                                                                                                    • Next Page