Zoho Desk: Q2 2025 | What's New

Zoho Desk: Q2 2025 | What's New

Hello everyone,

We are excited to announce Zoho Desk's 2025 Autumn updates.

This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience.

Spanning from Zia Agents to intelligent workflow management to advanced export capabilities and more, these updates will bring significant improvements in the way customer support is handled.

Info
Check out the Release Notes for more details

Let's explore each of these updates in detail.
For clear understanding the features are categorized below:
  1. Zia: Web and mobile
  2. Self-Service: Help Center and Knowledge Base
  3. Customization and Personalization
  4. Agent productivity: Web and Mobile
  5. Data Administration
  6. Integrations
  7. Instant Messaging
  8. Developer space
  9. ASAP
  10. Radar

Zia in web

Zia Agents: Support Specialist & Resolution Expert

Available on request basis only

AI agents can automate large amounts of work to reduce the load significantly and improve your team's efficiency. Zia Agents, namely Support Specialists and Resolution Experts, specialize in automating and simplifying daily support activities with the same precision you'd expect from any support professional. These AI agents assist human agents in resolving tickets faster by taking over simple tasks, which gives agents time to focus on complex issues that demand judgment, empathy, and deeper intervention.



The Support Specialist can draft empathetic, knowledge-base–driven replies for routine queries, ensuring faster responses while freeing agents from repetitive work. If the required information is unavailable, it steps back and reassigns the ticket to a human agent.


The Resolution Expert can automate adding of resolutions to the tickets by identifying the root cause and capturing the final solution. This saves significant amount of time, reduces manual effort, and ensures accuracy.




Together, Zia Agents help support teams scale efficiently, handle higher ticket volumes, and deliver a more reliable customer experience.

Every support ticket tells a story, because it often requires multiple conversations before the real problem is uncovered. These valuable interactions, however, remain locked within tickets.

With Zia’s Article Generation, agents can convert select ticket conversations into knowledge base articles, making solutions reusable for both agents and customers. The AI generates a draft article from chosen threads, which agents can refine before publishing in the Knowledge Base. This helps document real-time problems, reduce repetitive tickets, and improve self-service.




Zia’s Generative AI model, Qwen, delivers improved accuracy in content generation and ticket summarization, which enhances the overall performance and reliability of Zia’s Generative AI capabilities.

With 32 billion parameters, Qwen is trained on large-scale datasets, enabling it to generate more contextually accurate and relevant outputs for better user experiences.



AI-based automated actions executed through Workflows can improve work management capabilities in businesses by intelligently assisting human actions and decisions. Most importantly, these actions do not require training (except auto-email reply).

The following Zia actions are introduced in WFs:

Available on request basis only
Auto-email reply: Zia can analyze the ticket context and draft an email that best suits the reported issue while maintaining a tone that resonates with the customer's sentiment and intent. It sends the first response to the customer to help agents adhering to the SLAs.



Available on request basis only
Generate content: Zia can summarize the customer requirement and highlight the main points discussed in the email. It can also take into account fields such as recent thread content, ticket description, ticket status, priority level, and subject to understand the context and generate a summary. Users can also give a prompt instruction to help Zia generate a contextual summary. It then provides a concise, easy-to-consume text to help agents take appropriate actions quickly. The summary is auto- populated in the private comment, public comment, or in a multi-line text field as configured in the workflow.



Field prediction: Zia can analyze the email content, thread replies, subject, description, and several other fields available in the layout to predict values for specific fields. It evaluates the content and automatically maps the values to the most relevant field.



Field extraction: Zia can extract values, such as email, phone number, due date, case type, product code, order number, and purchase date, from the ticket conversation and autopopulate them in the ticket. This saves time and considerably reduces the chances of missing important details or causing errors while entering values manually.

Zia in mobile

Tickets and thread summarization (iOS and Android)
Zia simplifies the ticket and thread content and provides a concise overview in a simple, easy-to-understand summary to help agents comprehend the issues quickly. This text can also be regenerated and translated into multiple languages supported by Zia.



Generate content (iOS and Android)
Agents can generate content other than ticket replies, including emails, invitations, announcements, community posts, and promotional content, by entering a prompt detailing their needs.



Reply assistance for ticket conversations and IM chats (iOS and Android)

Zia can analyze tickets and IM chats to draft meaningful responses by leveraging the organization's knowledge base. This helps the agents send quick empathetic responses to customers while maintaining their company's standards.


Modify tone and length of the conversation and chat (iOS and Android)

Agents can rephrase ticket responses or chat replies right from the mobile app to modify the tone and length. They can either refine the whole reply or even selected sentences.

Self-Service: Help Center and Knowledge Base

The Help Center has reliably given customers the right platform for self-service tools where they can learn about the product or service, troubleshoot their problems, and engage with their peers and the organization's employees to share ideas and discuss their problems.

Now, we are extending this opportunity further to the internal stakeholders and employees of an organization to empower themselves with the self-serving capabilities of the Help Center.

The Employee Self-Service portal (ESSP) comprises two important tools that provide robust self-serving opportunity:

Knowledge base articles: Support agents or users in similar roles like IT or system administrators, employee help-desk professionals and the like can immensely benefit from having ready access to the knowledge base articles that they use to resolve internal and customer queries. For example, support agents may need to refer to pricing or subscription details, troubleshooting tips, customizable solutions, or additional charges while responding to customer queries.

These articles are not publicly available and published only under Agents mode. The ESSP, provides a single place for users to quickly access all such articles thereby saving time and preventing overseeing of information.



Training module: Organizations often run professional trainings for their employees, such as compliance and security training, training on soft skills and professional etiquette, and new employee or partner onboarding. ESSP brings these training courses within Desk by bridging two platforms: TrainerCentral (Zoho Spark) and Desk.



Zoho's online training and certification platform (TrainerCentral) integrates with Zoho Desk to facilitate the creation of courses within Desk's interface. It also provides employees an opportunity to complete these courses and view their certification status in Desk. The courses are readily accessible to the Desk users to complete at their own pace for a productive learning environment.

The Content Analysis tool acts as a digital proofreader. It scans KB articles to identify typos, logical errors, grammatical inconsistencies, poor sentence structure, readability scores, and more. This allows the writers to create more comprehensive, high-quality content that will be helpful to readers.



Documents created by different writers often follow different formats, which can bring inconsistencies to the overall structure of an article. Article Templates help define a consistent format for each type of content they create such as FAQs, learning guides, troubleshooting articles, and more. Templates ensure consistency is maintained for a specific content style irrespective who writes it, it can also help new writers adapt quickly, and greatly improve the readability and quality of documentation.


Open platforms help businesses engage with customers effectively, but they can also attract spam comments. To maintain brand's reputation and authenticity, KB admins can enable moderation settings.



Moderators can approve or reject public comments on articles to prevent spam or invalid comments from being published in the help center. Businesses that allow help center access to public can maintain brand authenticity and stay consistent with the guidelines by setting up moderation.


Customization and Personalization

Enhance the Help Center UI using JavaScript to create a more interactive interface. Add animations, improve visuals with responsive design, and integrate third-party tools such as analytics and feedback forms to boost user engagement and customer satisfaction.



For wider outreach and to address multilingual needs, the Help Center offers multi-lingual support for image (label) and audio-based captchas. During login, users can easily select their preferred language to understand and complete the captcha-based verification process.



Custom views are user specific; they allow a user to create exclusive lists of records that they frequently need for their daily activities, such as a list of premium accounts, overdue tickets, or high-value cancelled subscriptions.

Sometimes these views can be useful for other stakeholders in the organization, like the finance or logistics teams. To maintain data security and enhance collaboration, agents can be given permission to edit, share, re-share or view these custom views, depending on their role and requirement. This helps maintain data integrity and prevents accidental data loss.



Zoho Desk offers accessibility controls to help diverse user groups enhance their navigational experience and ensure complete inclusivity.
Help Center users can select an accessibility persona and further customize the elements such as color, font, alignment, and much more to make the interface comfortable and suit their individual needs




Help Center users can export tickets for reference and share them offline with other stakeholders for collaborative decision-making.



Admins who have the permission to manage agents can add a maximum of 10 agents at once. This can be particularly useful during onboarding, team scaling, and creation of new departments. While adding the agents, the number of remaining seats available under the current Zoho Desk subscription will be displayed for reference.


Users can apply filters to the standard and custom ticket views and save them to create user-specific views. These views can be beneficial in multiple cases, such as when support managers or leads need quick reference to premium business accounts; they can set the necessary filters and save them for quick access later. It saves time spent setting the same criteria multiple times, even reducing the chances of inadvertent errors. Saved filters are user-specific, allowing them to rename, delete, or modify it without affecting others' views.



Agents can be assigned tickets as soon as they close one from the backlog. This helps to prevent even minor time lapses that are very common due to the periodic assignment cycle. Most customer support services or critical operations where it's challenging to keep up with the rapid influx of tickets can benefit from immediate assignments.

Agent productivity: Web and Mobile

A spectrum of features have been introduced to improve agent productivity across web and mobile.

Web

Admins can send marketing template messages via Whatsapp from the Tickets and Contacts module, making it easier to connect with customers directly via one of the most widely preferred modes of communication. With this, teams can drive faster responses, deliver personalized campaigns using ticket history, and maintain brand consistency through pre-approved marketing templates. Agents can send messages individually, while admins can manage bulk or mass outreach.



Admins can improve outreach by sending bulk messages to multiple contacts from Tickets.
For example, service updates, reminders, cancellation notifications can be sent to the primary contacts from the relevant tickets.
This allows quick, consistent communication at all times.



Agents can receive task reminders, alerts, and notifications via Workflows through Zoho Cliq, Slack, Microsoft Teams, and Google Chat allowing smoother collaboration.


Mobile

Use multilingual templates to send WhatsApp messages (iOS and Android)

Agents can send WhatsApp messages to customers in their preferred language without manual translation using pre-approved templates, thus increasing user engagement and reducing the time needed to draft responses.



View user profile on mobile (iOS and Android)

Agents can view their profile in the mobile app to get an overview of information about the tickets they handle, including their average handling time, customers' happiness rating, and contact details.



Send Whatsapp Message from Ticket and Contacts Page (iOS and Android)

Agents can quickly initiate personalized conversations with customers by selecting a pre-approved WhatsApp message template right from the ticket and contact detail page without navigating to the IM module.

Data administration

The user interface has been revised to keep it sleek, intuitive and engaging. The field mapping capabilities have been improved to allow users to select a module and easily map fields from the import file to the Zoho Desk module.



A real-time preview displays how the imported data will appear in the module, giving users full control and clarity on where each field goes.



The new and enhanced interface offers advanced filtering options that allow users to export data based on views, criteria, and time period, from both standard and custom modules.


Additionally, to support easy access, exports can be initiated directly from the view's more option. Both standard views and custom views can be exported from all standard modules.


The Audit Log displays the following:
  1. Role and data sharing updates made to user profiles alongside addition, edit or deletion of users allow monitoring changes in roles and data accessibility across organization.

  2. See each agent's availability status (online or offline) across channels like email, phone, chat, and IM for greater visibility into agent availability.

In addition, up to 60 days of data can be exported; users can also filter the data to view and export specific data that can be used for monitoring and compliance purpose.


Changes made in the Contacts, Accounts, and custom module records can be viewed in detail page under the History tab. The date and time, agent name, IP address, and the action performed are displayed to ensure transparency.




Integration

The integration helps in consolidating data from Desk and syncing it with PowerBI via API connectors, which allows real-time data sync, customizable DAX formulas, and rich visualizations. By utilizing these capabilities within the PowerBI platform, organizations can perform in-depth analysis of various customer support analytics and gain better insights to support informed decision-making.

Teams often use different platforms to manage their work. This integration allows agents to file customer issues within GitLab to streamline issue tracking and enhance cross-team collaboration. It keeps everyone aligned by syncing comments and statuses across tickets, commits, and merge requests to ensure real-time updates and improved workflow efficiency.


Instant Messaging

The new IM Session Status Webhook ensures you never miss a moment in your instant messaging conversations. It provides real-time notifications for every chat status update, whether a session is opened, picked up, put on hold, reassigned, ended, or blocked. The webhook also shares detailed payload data, including assignee, session state, and message counts. This helps you integrate chat insights into your support processes and stay in control of every customer conversation. 



Voice Note allows agents to send voice messages directly from the reply editor, making conversations faster, more personal, and accessible. Instead of typing long replies, agents can record audio and send it for quick delivery. Voice Note is especially useful when explaining complex processes, comforting distressed customers, or engaging in multilingual conversations. It also helps busy agents work on their mobile devices or manage communication more efficiently while multitasking. 



Dynamic URL Setup for WhatsApp Templates in IM lets you personalize links with recipient-specific details like name or email. Instead of sending the same static link to everyone, IM automatically replaces placeholders with real contact data to create unique URLs and ensure more accurate tracking. Agents can easily add placeholders such as Contacts.First Name or Contacts.Email to call-to-action buttons, making WhatsApp interactions more relevant and impactful. 



Enhanced attachment support
Enhanced attachment support lets you receive and manage larger files directly within your instant messaging channels. Agents can now handle images, documents, videos, and audio files up to 50MB. Supported formats include popular file types such as .jpg, .pdf, .docx, .mp4, and .mp3. The update improves file sharing efficiency and enables richer interactions across IM channels.



Zia Reply Assistance in IM empowers agents with instant, context-specific solutions during live customer conversations. Zia analyzes queries in real time and retrieves relevant answers from the knowledge base. Agents can add the suggested reply into their composer, edit it if needed, and send it. By reducing research effort and improving accuracy, Zia enables faster resolutions and a better customer experience. 



Message Suggestions in IM help agents reply faster with AI-generated responses tailored to each conversation. Powered by Zia, this feature analyzes the context of incoming messages and provides quick, relevant suggestions. Agents can use a message generated by Zia as-is or edit it for personalization. Suggestions can be previewed and inserted directly into the composer. They can also be adjusted to match the agent’s tone and style. By reducing repetitive typing and enabling timely responses, Message Suggestions improve efficiency and enhance customer experience. 



In Instant Messaging, you can now set a timer to decide how long Zoho Desk should wait before converting a customer’s reply into a new ticket. You can choose a waiting period, select “None” for complete manual control, or use the new “Always” option. With “Always”, a ticket is instantly created whenever a customer responds. All subsequent replies are linked to the same ticket to reduce clutter and keep conversations organized. 



Easily personalize the Business Messaging widget to match your brand. Control its placement by removing the default launcher. You can position the “Chat with us” button anywhere on your site and adjust the appearance with light or dark modes, theme colors, wallpaper images, and container settings. You can also toggle the “Powered By” tag for a clean, branded experience. 



Leverage APIs to retrieve customer details such as name, phone, and email. This allows agents to access context-rich data during chats, enabling more efficient and personalized support.


Developer Space



Zoho Desk has transitioned from the older API limit model to the new API credit system. In the previous model, every API call was counted the same, regardless of complexity. The new system introduces a more balanced approach by allocating base credits based on your edition and adding variable credits for each agent in your organization.

API credits are consumed based on the complexity of each call, ensuring efficient usage. If your business requires more capacity, you can also purchase additional credits to support higher workloads. Together, these changes make the API credit system a more flexible, scalable, and reliable way to manage API usage.




A custom mobile application, whether customer-facing or for internal use, is a value-add for any business. It bridges process gaps and brings businesses closer to their goals and customers, while facilitating remote work. However, developing such an app remains elusive as significant time and resources are involved.


The Zoho Desk On-Demand App Service is a viable solution for businesses looking to add a custom mobile app to their tech stack. Using the service means entrusting development to the minds behind Zoho Desk. From requirement gathering and design to delivery, you get to oversee and shape the entire lifecycle.



The mobile app gallery is an exclusive marketplace within Zoho Desk that hosts a curated list of templated apps purpose-built for specific industries or verticals. These apps work in tandem with Zoho Desk to meet the customer experience (CX) needs of specific business functions, such as field service, facility management, and public grievance redressal.



Help desk administrators can purchase the apps—rebranded for their organization—directly from the mobile app gallery. Alternatively, they can collaborate with the experts at Zoho Desk to make further modifications to the applications.


ASAP

The events callback for the Tickets module allows developers to track, monitor, and evaluate user engagement with tickets and view this data in their preferred analytic tool.


Submit your tickets securely through a CAPTCHA verification
Customers can submit their tickets in the help center securely by verifying themselves through a CAPTCHA mechanism.


Radar

Respond faster and better with Zia generative intelligence in Radar

Effective communication is key in customer support. Zia generative intelligence in mobile apps, viz Zoho Desk and Radar, empowers agents to enhance their communication and send fast, clear replies. With the ticket/thread summary, they can quickly get to the crux of the problem and follow up immediately with a refine-able, pre-drafted reply from the writing assistant. Alternatively, they can prompt Zia to generate a reply, comment, or any other type of content and send it to their customers instantly.






Express your thoughts clearly with Radar x Apple intelligence
Apple's Writing Tools help users articulate their thoughts fluently and present them in the tone, length, and structure that they want. Radar iOS users can access these tools within the Radar app to draft more effective responses. They can also use Apple's Image Playground in Radar to stylize their profile pictures.




Two much-awaited additions to Radar's analytical capabilities: global dashboards marshal data from all departments to provide a birds-eye view of the entire help desk. Static reports, on the other hand, provide a deep dive into each department separately.




Accessibility preferences in Radar

Accessibility is a core value at Zoho Desk, which is why its companion mobile app, Radar, also extends relevant personalization options to give users a seamless experience.
Radar iOS brings optimized color contrast, auto-resizing fonts, and supports screen readers and voice control.






That's a wrap!

We believe that these new features will enhance usability and customer experience to a great extent. These features are available across all data centers.

Kindly give them a try and share your feedback.

Regards,
Akshaya. B

    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

                                                          • 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

                                                                                                          • How to set value of dropdown field to variable

                                                                                                            For the life of me, I can't figure out why the following code won't set input.status to the previousSelection. Steps to reproduce: 1. Click input.complete 2. input.status dropdown updates from '1-Backlog' to '4-Done' 3. Click input.complete again to deselect
                                                                                                          • Whatsapp Integration on Zoho Campaign

                                                                                                            Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can
                                                                                                          • Two factor authentication for helpdesk users

                                                                                                            The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
                                                                                                          • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

                                                                                                            Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
                                                                                                          • WhatsApp Channels in Zoho Campaigns

                                                                                                            Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                                                                                          • How to calculate separate totals for Product Line Items filtered by category in Quotes?

                                                                                                            Hello! I'm working with Quotes in Zoho CRM and need help calculating conditional totals for line items. Current setup: I have two tables in my Quote template (Zoho Writer), both displaying Quoted Line Items Table 1 (top): Shows all products where Product
                                                                                                          • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

                                                                                                            I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
                                                                                                          • Zoho Desk API Documentation missing a required field

                                                                                                            We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}
                                                                                                          • Fetch Subform values through a lookup of a lookup

                                                                                                            Hi, I'm having an issue fetching the values of a subform through a lookup field through another lookup field. The code works perfectly to show me the subform row ID, but the second I try to get any readable data, it says "Error occurred. Please contact
                                                                                                          • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                            Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                          • Turn Decision Box to a button

                                                                                                            Dear all, I need your help on CSS to turn a Decision Box to a Button. I have a Decision Box like: Turn on/off to refresh the information. (on User Input, either True or False, will refresh the information) Now I want to simulate to treat it like a Refresh
                                                                                                          • Emails not being received from a particular domain

                                                                                                            Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers
                                                                                                          • Contact data removes Account data when creating a quote

                                                                                                            Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                          • Stock Count

                                                                                                            The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
                                                                                                          • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

                                                                                                            We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                          • Send Whatsapp message from Whatsapp template with custom variables

                                                                                                            Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use
                                                                                                          • Less clicks, more connection – the usability edge of Zoho Desk

                                                                                                            Imagine joining a new workplace, eager to prove your skills, partner with peers, learn new tools, and build a strong foundation for your career. The standards you've set could drive pressure into your head. You now discover the organization is using Zoho
                                                                                                          • How to remove some users in zoho accounts

                                                                                                            How to remove some users in Zoho accounts.
                                                                                                          • Outgoing blocked: Unusual activity detected.

                                                                                                            I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
                                                                                                          • Circular record relationship in CRM

                                                                                                            Given there is a lookup in custom module Transactions creating a related list on the chosen Contact record. I. e. a lookup field on Transactions module points to Contacts. The related list on a Contact record can thus have have many transaction records.
                                                                                                          • Integrating with My Own Application and ZOHO CRM Simultaneously

                                                                                                            I have my own WhatsApp bot that uses my WhatsApp business account. I want to use the same phone number to integrate with ZOHO as well. What is the recommended way to do that? Should I integrate my application with ZOHO, forwarding messages whenever the
                                                                                                          • Kiosk can't merge picklist or multiselect

                                                                                                            There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
                                                                                                          • How do i move multiple tickets to a different department?

                                                                                                            Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
                                                                                                          • Transferring CRM Attachments to Workdrive

                                                                                                            relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",
                                                                                                          • Extract Archived Projects using Zoho Projects API

                                                                                                            In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3
                                                                                                          • How to restrict user/portal user change canvas view

                                                                                                            Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
                                                                                                          • New Customization options in the module builder: Quick Create and Detail view

                                                                                                            Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
                                                                                                          • unblock my zoho mail account. outlines@zoho.com

                                                                                                            please unblock my zoho mail account, outlines@zoho.com
                                                                                                          • SMTP email sending problem

                                                                                                            Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
                                                                                                          • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                                                                                            Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
                                                                                                          • Forwarder

                                                                                                            Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                          • No chat option

                                                                                                            Chat option is not supported.
                                                                                                          • Direct “Add to Google Calendar” Option in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
                                                                                                          • Multi-currency and Products

                                                                                                            One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
                                                                                                          • Default Tagging on API-generated Transactions

                                                                                                            If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
                                                                                                          • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                            Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                                                                                          • unable to send message reason 554 5.1.8 Email outgoing blocked

                                                                                                            unable to send message reason 554 5.1.8 Email outgoing blocked
                                                                                                          • I can't log in to my account on Thunderbird

                                                                                                            I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                                                                                          • Should I Use DMARC?

                                                                                                            When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
                                                                                                          • Next Page