Hello again!
Have you ever needed quick insights into key indicators to help manage and streamline specific operations?
Have you started using AI to enhance your customer service in Zoho Desk?
From configuring simple bots using Guided Conversations to making your Self-service portal more accessible for all your customers, Zoho Desk's Spring Release 2025 has so much to uncover and explore.
This season, Ask the Experts 19 is back with a special edition!
On the occasion of our Spring Release 2025, we're giving you a special opportunity to meet our Zoho Desk experts face-to-face! Join us for a live session where you can connect directly with the experts. Share your thoughts and experience with Zoho Desk, ask questions about the latest updates, offer feedback, and engage in meaningful conversations.
Get an exclusive look at the latest releases, feature enhancements, and announcements. Our experts are ready to help with everything: improving agent response with Zia, gaining quick insights through Analytics, or managing queries pouring in through instant messaging channels or self-service platforms in your Zoho Desk account. We can even help with handling integrations, language settings, and Zoho Desk's mobile Radar app.
We want to hear your experiences, challenges, and insights! Let’s come together to learn, share, and make Zoho Desk more intuitive.
What's special this time?
This month's Ask the Experts session will be a live, face-to-face interaction for the first time! To ensure accessibility for our global audience, we’re hosting two sessions across different time zones:
Time Zone | | |
IST | 10:30 AM – 12:00 PM
| 10:00 PM – 11:30 PM |
PST | 10:00 PM – 11:30 PM | 9:30 AM – 11:00 AM |
GMT | 5:00 AM – 6:30 AM | 4:30 PM – 6:00 PM |
CET | 7:00 AM – 8:30 AM | 6:30 PM – 8:00 PM |
GST | 9:00 AM – 10:30 AM | 8:30 PM – 10:00 PM |
AEDT | 4:00 PM – 5:30 PM | 3:30 AM – 5:00 AM |
Get to Know the Experts You will Meet
Swedha C
Swedha's 10 years of experience in Zoho Desk have enabled her to contribute in terms of tech and product management. She is passionate about helping customers by extending the product in platform and customization.
Sumaya Howth
Sumaya has been in Zoho Desk's Product Management for seven years, specializing in its core module and shaping seamless Ticketing and Email experiences.
Kavil Rawat
With three years of experience, Kavil specializes in leveraging Zia’s development to provide insights and AI-driven solutions to optimize customer support operations in Zoho Desk.
Sathish Kumar
Sathish is an expert in fulfilling user-based requirements for customers across the globe. He has been a valuable resource as Zoho Desk's product expert consultant at Zoholics and User Meetups in India and Australia.
Darvin V
Darvin's four years of experience as a Senior Product Support Engineer have made him a dedicated and friendly specialist in customizing operations within Zoho Desk based on organizational needs.
Thiyagu
Thiyagu, fondly known as Theo, is a Senior Product Support Engineer with four years of experience. He specializes in configuring Zoho Desk and providing custom solutions for Zoho Desk users with large customer bases, especially across the US and Canada.
Heruthick Sundar S
Heruthick is a passionate Product Support Engineer with strong expertise in delivering tailored solutions to a global clientele. His three years of experience have shaped him into a swift and efficient problem-solver.
This opportunity to meet Zoho Desk experts is more than just a Q&A. This session is designed for you to interact and exchange thoughts, ideas, and experiences about Zoho’s Spring Release 2025 features. It's a great chance to discuss how the enhancements have improved your workflow and collaborate to find new productivity gains.
Register for the Ask the Experts session and add it to your calendar using the links below:
See you at the Session!
Lydia | Zoho Desk
Recent Topics
Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider
I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
Zoho Analytics Regex Support
When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
Change of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
Zoho CRM Formula - Current Time minus Date/Time field
Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:
Does Zoho Docs have a Line Number function ?
Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
Feature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
Organization Emails in Email History
How can I make received Org Emails to show up here?
How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
how to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
How to record company set up fees?
Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
How to create a drop down menu in Zoho Sheets
I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text --> Contains. But that is not working, is there any other way to do it. Thanks in Advance.
Show Payment terms in Estimates
Hi, we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms). How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions. Kind Regards,
How can I calculate the physical stock available for sale?
Hey Zoho Team, I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics. Can you please let me know how the physical stock available for sale is calculated?
When dispatched to crew, assigning lead missing
Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
open word file in zoho writer desktop version
"How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
I want to transfer the project created in this account to another account
Dear Sir I want to transfer the project created in one account to another account
Inactive User Auto Response
We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
Weekly Tips : Customize your Compose for a smoother workflow
You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
Zoho Slowness - Workarounds
Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with
Custom Bulk Select Button
Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
First day of trying FSM in the field.
What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
BUG - Google Business Buttons - Add a button to GBP Post
I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
Rich text Merge field - Not using font specified in HTML
I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The
Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
CC and/or BCC users in email templates
I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted
Trying to export a report to Excel via a deluge script
I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
Need help to create a attach file api
https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
Export view via deluge.
Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks
how to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crm
Outdated state in mexico
Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
Support new line in CRM Multiline text field display in Zoho Deluge
Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
Possible to generate/download Quote PDF using REST API?
See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
Bug in allowing the user to buy out of stock items
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
Zoho CRM Calendar | Custom Buttons
I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
Replace Lookup fields ID value with their actual name and adding inormation from subforms
Hi everyone, I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below. To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
Next Page