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

      • 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 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

      • 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

        • Assistance with Code to send email on subform data

          I am trying to trigger an action off the successful submission of a form that emails the details of the subform to a distinct email. This subform is setup as another form in the app and I can get the below code to work: for each subrow in input.New_Payment_Subform

        • Can you sync CRM contacts to TeamInbox?

          Can you sync CRM contacts to TeamInbox? Or at least upload them? From what I can see, you have to enter them manually one at a time.

        • Bulk Importing Personal/Shared contacts via csv or excel

          Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assist

        • 【Zoho CRM】アナリティクスタブのグラフに関するアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からアナリティクスタブのアップデート を紹介します。 今回のアップデート内容： アナリティクスタブ内で作成したグラフの特定の項目に、任意のカテゴリー追加をすることでデータのグループ化が可能になりました。 以下2つの項目について、カテゴリーを作成することができます。 選択リスト項目 数値項目（通貨、数値、長整数、小数、パーセント、数式、ロールアップサマリー） 項目ごとに作成手順を紹介します。

        • Introducing Bot Filtering for Accurate Email Campaign Analytics

          Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

        • Inventory Valuation Method Feature

          Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

        • Zoho Should Improve Efficiency and User Experience in Zoho Inventory

          We have been using Zoho Inventory extensively, there are several areas where we believe improvements could significantly enhance user experience and efficiency. Below are the specific issues and suggested enhancements: Default Carrier Setting for Shipments:

        • Stock Count

          The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

        • Items (products) Export to PDF Feature as a Catalog Generator

          Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,

        • Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

          Hello, We’re updating the Authorize.Net integration in Zoho Inventory on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction

        • Assign task owner using Deluge

          Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

        • Ticket sends email to 2 different email addresses

          Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets

        • What is the Desk API?

          I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"

        • Create custom rollup summary fields in Zoho CRM

          Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

        • Restrict Payment Methods

          Allow us to restrict certain payment methods specific for each customer.

        • Justworks

          We are in the process of moving from QB Online to Zoho Books. Our PEO service Justworks.com had an integrations with Quickbooks but, not Zoho Books which means we will have to manually enter payroll. Anyway to integrate?

        • Rollup summary for custom module

          Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

        • Feature Request: Search in the PC client. Some thoughts about the search.

          Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

        • Analyze Business Scenarios?

          Hi All, We are a small museum consultancy that works with small to medium-sized museums on business planning, strategic planning, and museum master planning. We are currently using spreadsheets to do this work. I am imagining analytics that could build

        • Cannot use a Zoho Form in CRM Email Template

          I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get

        • Function Only Working Manually

          Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void

        • How to send binary data in invokeurl task?

          Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

        • Campaign email bounces and CRM entries

          Using campaigns.zoho.com and utilizing a sync'd list works fine.  But when emails bounce, they are removed from the campaign side, but there is no way to update the CRM record.    You can see that the email bounced in CRM by looking at campaigns-> member status, but you can not use that field to create a search or any other way in which to update those bad records.    I have a list of several thousand emails, and to update each record that bounces is a nightmare.  There has to be a way to utilize

        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk.  We then need to be able to reply back from Zoho desk which sends the user an sms message.  This seems like a fairly common thing to need - sms handling for support tickets.  There is basically no good information from any third party vendor for Zoho Desk, while there is a ton for CRM.  Zoho is pretty unhelpful when I've reached out to them, and a lot of vendors just direct

        • Tags When Importing

          My biggest wish right now for making Zoho Notebook easier to work with would be to have the ability to add tags while importing files/clips. This includes using the web clipper, adding web pages with Share on my phone, and adding pages by using Attach.

        • WhatsApp in Zoho Social

          Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get

        • Allow users to display columns dynamically

          I have a table with 50 users in Column A and the dates 1 Jan to 31 Dec along Row 1. I want users to be able to add data to the cells but would like to make it easier by allowing users to select a date and display that. So if the user wants to add data

        • Download fails

          We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:

        • Webhook when estimate is refused is not firing

          Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

        • 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

        • Calculations in item custom field

          Dear Sirs,    Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,

        • I can't send and receieve any email ERROR CODE :550 - 5.7.26

          Hello, I can't receive and send any email for months. I already sent an email to Zoho support but didn't get any response. I attached a screenshot of a message i get always when i tried to send an email. Please help me asap.

        • Zoho Email Not Working After Domain Transfer and Nameserver Change

          Dear all, I hope you're all doing well. We recently transferred our domain, which is linked to Zoho, to another hosting provider. As part of the transfer, we updated the nameservers to the new hosting provider's ns1 and ns2. However, after this change,

        • Linkedin - Recruiter System Connect

          Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

        • 2025 Just Got More Exciting for Developers!

          Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

        • Does Client Script work on Zoho CRM Portal?

          Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!

        • Alter a system defined field from a 'single line' into a picklist

          Hello,  I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?

        • SOLVED: Stopping Multiple Invitations when sync with Google Calendar

          I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and

        • Zoho Analytics - Data source timezone

          Hi, I have a Zoho Desk data source that should display date information / timestamps in Europe/Paris timezone (CET/CEST). However, as shown in the attached screenshot, the data source is using America/Mexico_City timezone despite having my Locale Information

        • Merging Writer Titles

          When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. Is there a way to link the document automatically to the module?

        • Next Page