Recap - Desk Story Series

Recap - Desk Story Series


In our exploration of the Wheels of Ticketing Series, we kicked things off by diving into a fundamental element of Desk Ticketing: the fields. These fields serve as the building blocks that gather essential information about tickets, customers, organisations, products, and other relevant details.

 

Next, we examined how these fields are organized within layouts. A layout is crucial for businesses as it defines how they present their services to customers and collects the information for each record. With multiple layouts in a help desk setup, we can better cater to the varied needs of our customers, thereby boosting both the efficiency and effectiveness of our support processes.

 

Another key aspect we touched on is data segregation. By categorizing data into logical groups, we can significantly reduce ticket backlogs and improve response times, ultimately enhancing the overall customer experience.


Modules are powerful organizational tools that facilitate efficient help desk operations. Modules allow businesses to align the user interface with their help desk processes and provide a tailored experience for support agents and customers.

 

We also discussed lookup fields, which act as primary connectors to different modules. These powerful tools allow us to display and use information from other modules directly within our current module, making it easy to access and work with related data without any hassle.

 

Each department operates with its own set of agents, customizable mailboxes, live chat support, community forums, web forms, and social media channels. This independence enables each division to effectively address its customers' unique queries. Furthermore, by customizing automation processes, service agreements, and business hours for each department, we enhance adaptability and responsiveness.

 

Finally, we wrapped up the series by highlighting a crucial element of maintaining a solid ticketing system: data cleaning. This process is essential for ensuring that our data remains accurate, consistent, and complete. By removing duplicates, correcting errors, and filling in any gaps, we not only improve the quality of our interactions but also streamline our operations across the board.

 

Overall, these insights from the series highlight the significant benefits of a well-structured ticketing system in enhancing customer support and operational efficiency.

What's coming up next?

"Behind the scenes of a successful ticketing system - BTS Series"

Welcome to the intriguing world of ticketing wheels, where the magic unfolds behind the scenes! Think of it as having a backstage pass to explore the individual concepts and features that make these wheels truly spin!

 

In our Ticketing Wheels series, you'll find the essential support that keeps everything rolling smoothly, ensuring weight is evenly distributed across the wheel. But there’s so much more! I’ll dive into the various features and functionalities designed to handle the load effectively, along with the innovative automation actions that bring our ticketing wheels to life. It’s not merely about aesthetics; it’s all about blending function with flair!


Buckle up, folks! I'm gearing up to keep you entertained with my featurecast story series over the following weeks. Picture it as an engaging reading series, but rather than melodramatic twists and turns, experience coffee spills! That’s the POA as of today.😊

 

Please stay tuned for the Behind the Scenes series.

   

Cheers,

 

Kavya Rao

The Zoho Desk Team
    • Recent Topics

    • What's New in Zoho Billing | May 2026

      We're back with another round of updates in Zoho Billing! This month brings new capabilities designed to give you more flexibility and control over your billing operations. From associating price lists with business locations, and including annexures
    • ZOHO SURVEY to ZOHO CRM integration

      I am trying to use the ZOHO SURVEY to ZOHO CRM integration but the integration won't allow me to choose a record layout and that means there is a erquired field that i cannot input, is there any way around this?
    • Why don't Zia agents support file uploads?

      I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their
    • Re-Apply SLA When Ticket Reopened from Closed Status?

      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
    • Zoho Forms - Failed CRM Sync Improvement

      I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that the
    • Lead score decay timing and excluding specific campaigns from scoring

      Hi team, I have two quick questions about lead scoring: 1. When does a lead's score start going down? Like, after how many days of no activity does the score begin to drop? 2. Is there a way to stop certain campaigns from adding points to a lead's score?
    • How to show product cards in your chatbot

      Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,
    • "Make online" not clearing previously downloaded files from disk

      I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—Finder
    • Importing Tasks

      Few suggestions that would make creating project templates more efficient.   1. Having the ability to import tasks from a spreadsheet within the Project Template Task section.  You can do this when creating a "new project." 2. When importing Tasks from a spreadsheet, to be able to associate a milestone to a tasklist, just as I can associate a tasklist to a task.  This would alleviate a very tedious, time consuming process. 3. Another feature that would be very helpful is rather than a start and end
    • GSTIN Public Search API

      Does zohobooks have an api using which i can search GST numbers and get their details?
    • Zoho Books | Product updates | April 2026

      Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?
    • Spell Check Red Underlines Keep Appearing Even After Disabling

      Hello Zoho Support, I'm facing an issue in Zoho Writer where red spell-check underlines keep appearing even after I disable Spell Check. I have already: Turned OFF Spelling Errors Turned OFF Grammar Turned OFF Writing Quality Turned OFF browser spell
    • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

      I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
    • Truco del mes: Zoho Desk - Cómo mostrar tarjetas de producto en tu chatbot

      ¡Hola a todos! Si utilizas Conversaciones Guiadas (Guided Conversations) en Zoho Desk para ayudar a los clientes a encontrar productos, probablemente te hayas encontrado con este problema: el bot ofrece una lista de opciones, pero los clientes siguen
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • Retail Payment Receipt

      Hi, So "payment receipts" have a "Retail" template for thermal printers, but the template is configured at A4 paper size!!! How is this retail guys? On the other hand, Invoices have 3 Retail templates which have 3 and 4 inch paper size, perfectly fitting
    • Assign default Location + warehouse to Customer / Vendor

      Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
    • SalesIQ : Allow Operators to Manually Set Company Names in Visitor Info

      Hi SalesIQ Team. We have identified an issue where the Company name displayed in Visitor Info is sometimes incorrect or not displayed at all. Currently, there is no way for operators to manually edit or specify the company a visitor belongs to. I understand
    • How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

      Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
    • 404 error at checkout

      Our customers are getting a 404 error at checkout. Anyone else with the same problem?
    • Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

      Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
    • BUG and HANGUP - Add Row with Fields DOUBLES the amount of rows instead of Adding Just 1 Row

      As it says in the title, there is a bug with forms generated with Zoho Writer where the Add Row With Fields ends up DOUBLING the amount of rows instead of Adding just 1 row.
    • Import and Export of website.

      Hi, i have raised this ticket regarding challenges i am facing while importing a website on zoho sites. I have created my website on Squarespace and now i want to move it to zoho sites so i want to know what i am supposed to do whats the correct step
    • Approval Escalation based on time.

      How can I configure a multi-approval in Zoho creator. I want to have 2 approvers, say team lead and line manager. I want prices less than 50 to go to the team lead, otherwise they should to the line manager. Also if the price is 50 but the team lead takes
    • Zoho Analytics "Esc" key problem

      I frequently use the Escape (Esc) key while building dashboards, reports, and writing SQL queries. Since the recent updates to Zoho Analytics, the Esc key no longer behaves as expected. When writing SQL queries, pressing Esc to dismiss a suggestion now
    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
    • Error when subscribing to any iCal feed in Group Calendar

      When I try to add any iCal URL via Settings → Calendar → Calendars → Group Calendars → Manage → Subscribed by Group, Zoho pops up an ‘Internal Server Error’ and nothing is added in the ‘Subscribed by Group’ list. But - the feed then appears under my personal
    • Record Limit on Report

      I have set up a report that I'm putting on a "page". I have filters set up to only show the records with deadlines in the next 45 days. But I only want the report to show the first 3 records (and if possible have a pagination option at the bottom to access
    • Problem with the blueprint flow.

      Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint
    • Zoho ERP | Product updates | June 2026

      Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every
    • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

      Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
    • Zoho CRM upload files error

      Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?
    • Mise à jour de Zoho Books – France

      Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
    • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

      Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
    • Introducing Custom Columns in Forecasts in Zoho CRM

      Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,
    • Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks

      Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
    • Will I see emails sent via campaigns in CRM?

      It would be useful for people to be able to see emails sent via campagins in Zoho CRM is that possible?
    • Zoho ZUGs Meetups 2026 en España: Descubriendo nuevas posibilidades con Zoho

      ¡Hola, Español Zoho Community! Hemos celebrado una nueva edición de los Zoho User Groups (ZUGs) en España (Madrid, Barcelona & Valencia), una excelente oportunidad para reunirnos, formarnos y descubrir nuevas formas de sacar más partido a nuestras herramientas
    • Next Page