Spreading Love, One Ticket at a Time

Spreading Love, One Ticket at a Time

At Zylker Techfix, customer service wasn't just about solving issues, it was about creating meaningful human connections. The team believed that every interaction was an opportunity to understand their customers better and offer solutions that truly made a difference.
Understanding the Customer
Customer service is about showing love for customers and loving what you do. Every ticket is an opportunity to connect, solve problems, and make customers feel valued. Zoho Desk became the heart of Zylker Techfix operations to help them do just that.
The Ticket Module: A Treasure Trove of Insights
The Tickets Module records every interaction with the customer. This place helped establish relationships with customers. 
The team discovered the Ticket tabs as a wealth of features to understand their customers better:
  • Conversation Module held records of the ticket conversations and private comments, helping them keep an eye on interactions with the customer, ensuring no detail was missed.
  • Under the Resolution Tab, they mandated recording resolution to track customer actions, ensuring every issue was resolved with care.
  • The Parent-Child ticket feature linked related tickets, making it easier to see the bigger picture and provide consistent support.
  • Time Entry Module kept them in track with billable hours and time spent on tickets, ensuring efficiency and transparency. 
  • The History Tab offered insights into past interactions, allowing agents to filter by incoming responses, outgoing replies, comments, and attachments. This was crucial for tracking ticket progress and ensuring timely resolutions.
  • The Geo-Location Module is another powerful tool that works well with the Zoho Desk App. This enables to track the location of field service representatives, ensuring real-time updates and better service coordination. 
  • The Activity Tab helped filter activities based on specific criteria, providing a detailed view of customer interactions.
  • Approval Tab facilitated streamlined approval processes, ensuring that responses requiring managerial review were promptly addressed. 
  • The Attachment Module helped in organizing and accessing customer-related documents easily.
NotesNote: For early access to the Parent-child ticket feature, request here. This applies to Professional and Enterprise users only.



A Smarter Approach to Ticket Management

At times, when Zylker Techfix experienced a surge in tickets, the Ticket Detail banner on the left provided the following details on the ready-to-use extensions:
  • Ticket Properties showed the customer and ticket information
  • Field Predictions auto-filled customer details, saving time.
  • Zoho's AI, Zia leveraged the Answer Bot to provide solutions based on the knowledge base created by the user within Zoho Desk.
  • The Ticket Follower option let them keep a track of the tickets handled by them or other agents.
  • The Ticket Timeline let them keep an eye on the previous cases handled for the client in the specific Department or All Department. Within a specific department, agents could also merge tickets for efficient handling.
  • To ensure visibility across departments, the Share Ticket Option allowed teams to share tickets with different departments while maintaining appropriate access controls such as Full Access, Restricted Access, or Read-Only Access.
How would you love it if you could see all the insights in one place?
Presenting three essential extensions to stay on the go with customer service:
1. Customer Insights for Zoho Desk: Know Your Customers Better
The value of customer service grows as you gain deeper insights into your customers by understanding their experiences, emotions, and the journeys they have taken with your brand.
How well do you know your customers?
With Customer Insights for Zoho Desk located on the Ticket Detail panel on the left, you can access key interaction details, including response times, resolutions, the number of tickets handled, and happiness ratings. These insights help build stronger relationships and enhance service quality.
In customer service, care is more than just providing solutions.



Install Ticket Insights for Zoho Desk from the Marketplace Extensions to enhance your ticketing experience.
Where can you view the insights?
  1. Open a ticket in Zoho Desk.
  2. Click on the Marketplace  icon next to the Ticket Subject.
  3. Maximize Ticket Insights for a detailed overview.
This tool gave them a one-shot view of:
  • Threads: The number of incoming and outgoing threads within a ticket.
  • Average Thread Handling Time: How quickly they were resolving issues.
  • Ticket Module Usage: A detailed web of how each module was being utilized.
Install this extension from Marketplace  icon on the top right. You can view the Ticket Status Lifecycle on the Ticket Detail panel on the left.
The Ticket Status Lifecycle provides detailed insights into ticket status changes, including the exact time of each update and the agent responsible for the modification. These insights help identify bottlenecks and assess the efficiency of support processes.
For example, tracking the duration a ticket remaining in a particular status can highlight areas that need improvement. Additionally, the extension allows users to filter the timeline to focus on specific statuses, such as "Open", "On hold", or "Waiting on Customer", or "Pending Approval."
This level of detail ensures that support teams gain a clear and chronological understanding of each ticket’s progression, enabling more informed decision-making and process optimization.

Wrap Up 
This helped Zylker Techfix capture critical information in a short time, enabling them to stay on top of their game and offer proactive support.
Zylker Techfix realized that customer service is an act of love. With Zoho Desk and its extensions like Customer Insights, Ticket Insights, and  Ticket Status Lifecycle, they understood their customers better, engaged with them meaningfully, and delivered solutions that brought joy.
And so, they continued to spread love, one ticket at a time.


      • 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

        • it is possible to open a widget via deluge script function

          I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
        • Creator - Portal Custom Domain

          I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare
        • steps and options to change Domain DNS/Nameservers settings

          Please share the options or steps to change  Domain DNS/Nameservers settings 
        • Employees in Leave Policy exceptions

          In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
        • How I set default email addresses for Sales Orders and Invoices

          I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
        • Modular Permission Levels

          We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
        • Kaizen #157: Flyouts in Client Script

          Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
        • How get stock name from other column ?

          How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
        • Adding a developer for editing the client application with a single user license

          Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
        • Download an email template in html code

          Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
        • Attachment is not included in e-mails sent through Wordpress

          I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
        • Upcoming Changes to the Timesheet Module

          The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
        • 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
        • Cant update image field after uploading image to ZFS

          Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
        • Billing Management: #4 Negate Risk Free with Advances

          In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
        • Is there an equivalent to the radius search in RECRUIT available in the CRM

          We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
        • Zoho CRM Inventory Management

          What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
        • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

          Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
        • Get Workflow Metadata via API

          Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
        • Zoho Projects - Q2 Updates | 2025

          Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
        • FSM setup

          So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
        • Upcoming Updates to the Employees Module in Zoho Payroll (US)

          We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
        • Possible to Turn Off Automatic Notifications for Approvals?

          Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
        • ZOHO Creator subform link

          Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
        • Allow Resource to Accept or Reject an Appointment

          I have heard that this can be done, is there any documentation on how?
        • Create new Account with contact

          Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
        • Python - code studio

          Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
        • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

          Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
        • How To Insert Data into Zoho CRM Organization

          Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
        • Where can I get Equation Editor por Zoho Writer?

          I need to use Math Formulas in my document. Thank you.
        • Filtering repport for portal users

          Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
        • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

          Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
        • BUTTONS SHOWN AS AN ICON ON A REPORT

          Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
        • Dropshipping Address - Does Not Show on Invoice Correctly

          When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
        • RFQ MODEL

          A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
        • Will zoho thrive be integrated with Zoho Books?

          title
        • Product Updates in Zoho Workplace applications | August 2025

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
        • Notebook audio recordings disappearing

          I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),
        • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

          Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
        • Next Page