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

        • Ensure Consistent Service Delivery with Comprehensive Job Sheets

          We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
        • Something wrong with client script??

          Someone have the same feeling? Client script behavior become very strange..
        • API 500 Error

          Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
        • Polish signer experience to compete with docusign

          I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the
        • how to change the page signers see after signing a document in zoho sign

          Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
        • Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

          Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cette
        • contact support

          I have 2 request for a phone call and not received one call as promise!
        • Can we fetch Deal owner and Deal owner email with COQL?

          While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coql
        • Zoho Social - Cliq Integration / Bot

          Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our social
        • Comment to DM Automation

          Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
        • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

          We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
        • Transfer Amount from One Vendor to Another Vendor

          One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
        • Webinar - Getting Started with Zoho LandingPage

          Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Marketing Tip #19: Upsell on product page to increase order value

          Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making
        • CRM limit reached: only 2 subforms can be created

          we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.
        • Kaizen #198: Using Client Script for Custom Validation in Blueprint

          Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
        • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

          I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says
        • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

          Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
        • 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?
        • Capture Bank Charges for Invoice Payments

          We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add
        • How to apply customized Zoho Crm Home Page to all users?

          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
        • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

          Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
        • Enrich your contact and company details automatically using the Data Enrichment topping

          Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
        • Zoho Billing Partial Proration...

          Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
        • Getting Subform Fields to Display Top to Bottom

          I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top
        • [Feature Deprecated] Gamescope in Zoho Projects

          This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and
        • Creating a task, i can not work out how to get ID for What_Id

          hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try
        • Can't connect to POP and SMTP over VPN

          I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
        • my zoho mail is hacked

          my email is sending my username and password to people i dont know
        • Suministrar accesos

          Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments
        • Introducing real-time document commenting and collaboration in Zoho Sign

          Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
        • Ticket Loop from Auto Responce

          We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates
        • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

          Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set
        • Zoho Signatures Missing

          In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly
        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
        • New activity options for workflows

          Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to
        • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
        • Next Page