Share your Zoho Desk story with us!

Share your Zoho Desk story with us!

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



      • Sticky Posts

      • Register for Zoho Desk Beta Community

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

      • Share your Zoho Desk story with us!

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

      • Tip #1: Learn to pick the right channels

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

      • Welcome to Zoho Desk Community - Say hello here!

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

      • Webinar 1: Blueprint for Customer Service

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

        • Recent Topics

        • Feature Request Improve parent-child relationship visibility

          Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

        • Introducing Bulk Attachment Download from List View

          We're excited to introduce an update to attachment management in Zoho Recruit that lets you download attachments associated with selected records directly from the List View page of any module. How do I download attachments in bulk? You can now select

        • List of Mail Merge Templates via Deluge

          Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?

        • Zoho Desk MCP doesn't expose all functions

          Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).

        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

        • Tiktok

          When will Tiktok be added to the Zoho Social Platform?

        • Zoho Mail iOS app update: Spam Controls & Sender Verification

          Hello everyone! We are excited to introduce spam control enhancements in the Zoho Mail iOS app update. Let's dive into what's new. Spam Alerts in Mail Preview : Mail preview now shows warning alerts for emails identified as potentially harmful, helping

        • Mise à jour de Zoho Books – France

          Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

        • Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

        • Zoho Books API: Bulk update thousands of records using Node.js with OAuth refresh, retries and resume support

          Hello everyone, During Zoho Books implementations, one common challenge is updating a large number of existing records. The current options are usually: Update records manually from the UI using Mass Update (with limited batch size). Update records one

        • SalesIQ's Summer '26 Release: For The Moments That Matter

          Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation

        • CNIL - Suivi de Pixel

          Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

        • Customer/Vendor Portal session duration - can it be extended?

          Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our

        • Accessible & Customizable User Governance in Zoho Projects!

          As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.

        • Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

          Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. The Zoho CRM UI allows deleting records in batches of 100, which is not practical when dealing with thousands

        • CNIL - Suivi de Pixel

          Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

        • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

          Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

        • Automatically set the default VAT percentage on a quote

          Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

        • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

          Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any

        • Zoho Sprints - Q2 Updates for 2026

          Improve your agile project management experience with the newly released capabilities in Zoho Sprints. This quarter we've shipped a few new features and enhancements that are built around smarter planning and execution tools, tighter integrations, and

        • Building extensions #5: Creating custom user interfaces using widgets

          In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom

        • Images not saved in notes

          Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos

        • How to Change Notecard Color After It Is Created

          I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.

        • Cannot export Zoho Notebook data nor search via MCP (GDPR)

          Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent

        • Bring more clarity to your blueprints with color-coded transitions

          As your hiring processes evolve, blueprints naturally become more detailed. When multiple transitions connect different stages, it can take extra effort to identify approvals, rejections, reviews, and other actions at a glance. With this enhancement,

        • Add a MATRIX field to the forms creation

          Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

        • incoming mails not received

          incoming mails not received

        • Integrate QuickBooks with Bigin and streamline your sales and accounting!

          If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

        • Automatically calculate and include tax on quotes

          I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of

        • Relative Dates

          Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?

        • Change email addresses - Advise how

          Good day, I need assistance to change all our users email addresses Please advise

        • email signature

          How do you add an email signature

        • Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account

          Email Forwarding Issue: Enable and Disable Email Forwarding

        • Ask the Experts 31: Improving support performance with reports and dashboards

          Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools

        • Zia AI capabilities now available in all paid editions

          Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

        • Product updates in Zoho Workplace applications | June 2026

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Alphanumeric support for attachment extensions in rule conditions Attachment extension

        • Biggest supported size of a note

          I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application

        • I need help lease Email

          I' not getting an email replay when someone open a ticket

        • Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

          Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}

        • Draft quotes, sales orders, and raise invoices for services in CRM

          Create Quotes, Sales Orders, and Invoices for Services in Zoho CRM You can now draft Quotes, and Sales Orders as well as raise Invoices for services in Zoho CRM. And how is that possible? By filling out the Service subform in your Quotes, Sales Orders

        • Next Page