Zoho Desk Cheat Sheet For The Year-End

Zoho Desk Cheat Sheet For The Year-End



Check out these Zoho Desk best practices to end this year on a high and have a great one ahead!

#1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available.


#2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next year as well.


#3 Auto-Acknowledge with Holiday Templates -  Tell your customers that you are on a holiday through the auto-acknowledgement that you can configure via email template customization. Give them alternate options to get help if there's an emergency situation.


#4 Let your signature say "Season's Greetings" - Say thank you to all your customers via your agent signature. Include a New Year's message in the signature and thank them for their support over the years.


#5 Take your helpdesk with you via Zoho Desk Mobile apps - Use the Radar app, or Zoho Desk's mobile app as a way to stay in the loop when you are away from your desk.


#6 Personalize Zia Bot to greet your customers - If Zia is enabled in your account, personalize the Zia Bot with a perfect holiday greeting message and give people a warm welcome when they reach out.


#7 Give your agents additional perks to get work done - Allocate extra cost for staff-time through the time tracking feature and give people some extra pay for their willingness to work during the holiday season.


#8 Stay away from spam. Spammers are not welcome! - Filter out the spam that you'll receive during the holiday season and segregate legitimate emails by enabling the auto-spam detector.


#9 Automate to avoid disasters when you are not around - Configure workflows, Blueprints, Ticket Assignments, and other relevant automation to set yourself free and keep customer issues from falling into the cracks.


And lastly,


#10 Enjoy the holidays - Don't forget to enjoy the holiday season! After all, it is the year-end and you do not want to miss out on the fun.

We wish you a HAPPY NEW YEAR, 2020!


Cheers :-)

Rahul JR & Zoho Desk Team




      • Sticky Posts

      • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

        Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

      • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

        Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools

      • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

        Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help

      • Zoho Desk Cheat Sheet For The Year-End

        Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

      • Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

        Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions

        • Recent Topics

        • is Zoho desk down ?

          We have not received any tickets via email on the Zoho desk for the past hour. I also tried sending several test emails, but as of right now, no new ticket has been created on the desk.

        • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

          Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

        • Subject: Urgent: Unrelated Email Automation Issue – Request for Immediate Resolution

          Dear Zoho One Support Team, We are currently facing a critical issue with email automation in our Zoho One account. Despite deleting the associated templates and workflows, the same email templates are still being sent to our customers. This has become

        • Zoho Sites

          Does anyone have experience building Zoho sites or know how I can find someone who does?

        • Tip of the week 63- Know your contacts well with polls in Zoho Campaigns

          Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well.     There are three types of polls available to be enabled in your email campaigns:   Basic poll Rating based poll Reaction based poll     Basic poll-    Provide a question and allow the email recipients to

        • CRM->INVENTORY, sync products as composite items

          We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

        • Relocating from Zoho Connect External to Zoho Connect Internal or Zoho CommunitySpaces... or move off of Connect completely.

          This conversation is aimed at Zoho clients that currently use Zoho Connect's External network platform. As I discovered in the comment section of another post, Zoho Connect is halting development of Zoho Connect EXTERNAL networks in favor of the new Zoho

        • Limited review (/questions) for Bookings 2.0

          Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly

        • Recurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer

          I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappear

        • Create Funnel to Track Email Outreach Conversion

          Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

        • Relay Mail Failed

          Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails will

        • Can't lock timezone in new Zoho Bookings

          Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-person

        • Leverage layout rules to customize workflow

          Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processes

        • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

          Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

        • CRM Hack #3: How to update formula functions for already created records.

          Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios

        • Leave request for 0 hours is registed as 24 hours

          I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a

        • How can I see sent mail ?

          Hi, When you send a sale order or invoice to the customer using the email function, where can bee seen the sent email ? I can't find it in the "sent" folder of my mail client, nor I can't find it in the mail Related list under the company or the contact.

        • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

          Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides

        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

        • Formula Fields inside of Blueprint Transitions

          We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit

        • Zoho Creator Populate radio field with values with all the created rows subfor

          I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list

        • Recording Credit Card Fees when Recording Payment for Bills

          It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if

        • Search function in Zoho Sheet mobil app on android - not working

          Hello, Im new here and registered for Zoho Sheet. Than i installed the android mobile app on my tablet (redmi note pro 5g). But I cant use the search function for my added excel table. When I use the web version for zoho sheet with the same imported table

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • Zoho Books | Product Updates | April 2025

          Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format

        • How to control the # of version of files to keep?

          Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks

        • Creating Layout Rule With Formula Field

          By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?

        • Rich-text fields in Zoho CRM

          Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

        • Meet Zoho Sign's AI answer bot!

          Hi partners, Our goal has always been to ensure all our resources are readily available for our users. With this in mind, we're excited to introduce Zoho Sign's answer bot, a solution designed to help users instantly find relevant help articles by eliminating

        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

        • Widget JS SDK to Upload a photo to a record in a Module

          Good day,  I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM.  My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html

        • Making emails and notes private......

          Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people.  The attached image from another CRM displays this feature.  While company policy at some firms could be that all information added to the CRM is public information.  This is a two way street.  Lots of companies have employees that are independent contractors in sales industries like

        • Search WorkDrive File Contents from Creator

          Good afternoon, I am building out a Creator app where I want to allow users to input search terms from Creator that will return the appropriate files that contain those keywords from their Creator search. Is this possible?

        • LinkedIn X-ray Search on Google

          Are there any workarounds or ways to extract mutliple Linkedin Profiles from a google Linkedin X-Ray search. My ideal would be copy the X-Ray search

        • How to send invoices to 2 emails?

          Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.

        • 2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view

          While i love timekeeping I am finding some things slow me down.  Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view.  It is somewhat painful to have to

        • A few Issues when using "Pay Bill via Check"

          We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding

        • Writing a single vendor check for multiple bills

          I need to be able to create a single payment for 15 to 75 bills.  We have a few vendors that bill us per transaction.  During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringing

        • Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field

          Hello Everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup field

        • 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

        • Next Page