Welcome to the Zoho Service Plus community

Welcome to the Zoho Service Plus community

Hey everyone,
 
We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together.

What's Zoho Service Plus?  

Zoho Service Plus is a unified customer service management platform that's designed to help offer a seamless omnichannel customer support experience for businesses.  


Starts from $45/user/month billed annually

Unified user interface 

Zoho Service Plus consists of the following modules: Desk, SalesIQ, Assist, Lens, Survey, Analytics, and Projects in a unified user interface. This makes it easy for users to switch between them and work together.  


Manage access from a centralized space 

Access to the right data and functionalities within the product is essential for your team to function smoothly. It's the responsibility of the admin to ensure that the team has the required permissions, and Zoho Service Plus simplifies the entire process. Users can be given the appropriate roles and permissions required to carry out their responsibilities across modules from a single place.


Collaborate with your team 

It's important for the customer service teams to collaborate and be on the same page so as to offer a personalized experience for customers in resolving their queries. To facilitate that, Zoho Service Plus makes it easy for you to connect with your team via chat or call. You can schedule meetings, create groups, channels, continue a conversation in a thread, and a lot more with the help of Cliq, that can be accessed from the Home tab.


Understanding the context - made simple 

Zoho Service Plus centralizes all the interactions with your customer across channels, helping your agents get the context of all conversations, avoiding the back and forth altogether. You get to see the current support ticket along with all the previous ones, interactions via the live chat widget or email campaigns, and even data from CRM. This equips the support agent with all the information that they need at their finger tips, making it easy for the customer.  

Unified analytics 

When it comes to monitoring important metrics, Zoho Service Plus gives you the option to personalize and unify all the dashboards that you have created across modules in a central place. These can be accessed right from the home tab where you can create a Dashboard from scratch or pin an existing dashboard that you have from Desk, SalesIQ, Projects, and Analytics.

What can you do in the Zoho Service Plus community? 

The Zoho Service Plus community gives you a space where you can interact with the Zoho team by sharing your ideas, suggestions, raising queries, or even reporting an issue. It also gives you a perfect platform to share knowledge with fellow users and work together. Important announcements related to the product, such as enhancements and feature releases, will also be posted here regularly.
 
Have an idea? Click the + Add Topic button and start drafting right away. Hit the Follow button to stay updated on all posts directly from your inbox.
 
Important Links: Sign Up | Resources | Complete feature list 
 
If you have any queries or need help with getting started, reach out to us at support@zohoserviceplus.com.



        • Recent Topics

        • Make CAMPAIGNS email look as simple as possible

          Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)
        • Canadian Banks ?

          Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks
        • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

          Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find
        • Can I remove or divert certain contacts from an active Campaigns workflow?

          I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.
        • How to map fields from Zoho Recruit to Zoho People

          I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho
        • UTM in zoho campaigns

          Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u
        • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

          Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for
        • Knowledge base printing

          I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and
        • Search not working!

          I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
        • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

          Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
        • How do i integrate google analytics to Zoho Campaigns?

          Looking to track Zoho Traffic from email Current topic is outdated
        • How do teams manage meeting follow-ups across Zoho tools?

          We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations that
        • Mejoras urgentes para ZOHO MEETING

          Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,
        • Saving sent email campaign as PDF

          I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?
        • Exporting All Custom Functions in ZohoCRM

          Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
        • Conditional Layouts On Multi Select Field

          How we can use Conditional Layouts On Multi Select Field field? Please help.
        • Appreciation to Qntrl Support Team

          We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,
        • How can I hide "My Requests" and "Marketplace" icon from the side menu

          Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,
        • 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
        • Mandatory Field - but only at conversion

          Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important
        • Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created

          Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue
        • Free webinar: AI-powered agreement management with Zoho Sign

          Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflects
        • 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.
        • CRM For Everyone - Bring Back Settings Tile View

          I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
        • Lets have Dynamics 365 integration with Zohobooks

          Lets have Dynamics 365 integration with Zohobooks
        • Add notes in spreadsheet view

          It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.
        • Opening balances - Accounts Receivable and Payable

          Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or
        • Cancel Subscription

          Hi , Im want to cancel my account but without success please help me to do it
        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
        • Direct Access and Better Search for Zoho Quartz Recordings

          Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
        • Multiple Cover Letters

          We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,
        • URGENT: Deluge issue with Arabic text Inbox

          Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If we
        • File Conversion from PDF to JPG/PNG

          Hi, I have a question did  anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps.  I do know there are many third parties API provide this with
        • Now in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter

          Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:
        • annualy customer report

          we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and
        • Totals for Sales Tax Report

          On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
        • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

          Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
        • Exported Report File Name

          Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I am
        • Automatic Refresh on Page?

          Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG
        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
        • Next Page