Final reminder: Zoho Desk Old UI will be deprecated on December 15th, 2023

Final reminder: Zoho Desk Old UI will be deprecated on December 15th, 2023

Greetings Zoho Desk users!

 

Effective December 15th, 2023, the Zoho Desk old UI will be deprecated. This means that the option to switch between the old and new UI will no longer be available. We kindly request all users to move to the new UI by clicking the Switch to New Version button before the deadline.


On December 15th, 2022, the new version of Zoho Desk was launched to provide a more user-friendly, intuitive, and engaging platform. The new UI also paved the way to introduce a wide range of features to enhance Zoho Desk's overall functionality. We hope you have had the opportunity to explore everything the new UI has to offer! Read more on what the 2023 release had in store!

Why you should migrate to the new UI?

Migrating to the new UI offers a comprehensive design philosophy that prioritizes enhanced communication and navigation for agents, simultaneously providing scalability without compromising management flexibility. This makes Zoho Desk an entirely inclusive platform, ensuring accessibility for individuals with different abilities. The implementation of our DOT design system introduces a rich library of components accessible to developers, solution provider partners, and software SIs of Zoho. Furthermore, the design system will be externally shared to support all development and design activities reliant on the Zoho Desk platform. Read more on DOT design for Zoho Desk.

How to migrate to the new UI?

To switch to the new interface, within the old UI of Desk, click on the "Switch to New Version" button located in the top band. This action will initiate the migration process and transition you to the new user interface.


 

Here is a quick walkthrough of some of the updates that are available exclusively in the Zoho Desk's new interface:  


  • New functionalities: Mark tickets read & unread, accessibility controls, user-level personalization and preferences, date and time formatting, read receipts, data backups, and more.

  • Enhancements: Table View column adjuster, tag edit and delete, subject quick edit, ticket timeline (with department and activities filter), quick assignment, capability to merge up to 5 records, and more.
    Complete details on the new features and enhancements in the New UI

  • Features in private Beta (available in the new version only): Custom module, scheduled reply, mass reply, API dashboard, support contracts and support plans, and custom look-up field.

  • Upcoming features: Parent-child ticketing system, Audit log, Admin sandbox, regex field support, and round-robin sequential assignment.

 

Important dates:

  1. Since December 15th, 2022, new users who signed up were automatically directed to the new version of Zoho Desk, hence they will not undergo any transition. 
  2. After the December 15th, 2023 deadline, we will manually transition all existing users using the old version to the new version in case they have not done so already.
  3. During the transition period (Nov 15th 2023 - Dec 15th, 2023), users on the FREE plan will be gradually moved to the new version.


We request all our existing users who are still using the old interface to quickly switch to the new UI before December 15th, 2023, and also explore the new functionalities that Zoho Desk has to offer. 

 

Our support team is here to assist you through this transition. Should you encounter any challenges or have questions, please write to us at support@zohodesk.com.

 

Thank you for being a part of the Zoho Desk community. 

 

Best Regards,

Varsha P.

Zoho Desk | User Education



      • 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

        • Recent Topics

        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
        • How do you print out the invoices comments

          I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.
        • Unable to load a specific image

          Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David
        • Why does the Address field show the wrong map location even with a correct Pincode?

          I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems
        • Books <-> CRM synchronisation with custom Fields

          Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
        • Archive Option in Conversation View

          Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
        • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

          We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
        • Outlook is blocking incoming mail

          Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks
        • Track Marketing Automation Campaigns in Zoho CRM

          Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in
        • Zoho Social API for generating draft posts from a third-party app ?

          Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
        • Temporarily rate limited due to IP reputation.

          We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
        • Incorrect Functioning of Time Logs API (Version 3)

          We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
        • IMPORTANT: It doesn´t search for letters with portuguese characters.

          Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
        • IMPORTANT: It doens´t show full article name on search - Should add line break

          When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has
        • Zoho Books - Payment Gateway - Revolut

          Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.
        • Zoho Books | Product updates | January 2026

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the
        • Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

          Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive
        • Connect Bank in Zoho Books

          Can I connect UOB or Ariwallex in Zoho Books?
        • Using MPN across multiple SKUs and inventory tracking

          I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
        • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

          Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,
        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
        • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

          Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
        • ZOHO Books Query

          Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile
        • Best way to schedule bill payments to vendors

          I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
        • ZOHO.CRM.UI.Record.open not working properly

          I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
        • inventory removal at packing list or shipment.

          currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
        • How to add employee and not invite them to log in?

          I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,
        • How is Your eCommerce Experience w/Zoho Inventory?

          First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
        • 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
        • Zoho Desktop App- Unable to Minimize/Freezes

          I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable
        • Zoho Invoice Zapier Integration

          Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.
        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
        • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

          I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
        • Zobot with Plugs

          Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
        • Print a document from Zoho Writer via Zoho Creator

          If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
        • Training for How can i Operate the Software Features

          need to Help for Training of the ZOHO Billing Software
        • Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow

          Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.
        • Problem applying batch operation error keeps looping that error

          Problem applying batch operation error keeps looping that error an wont login
        • Shared Email Sending Duplicate Copies of Emails

          Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send
        • Next Page