The present is a "present"

The present is a "present"

The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this challenge can lead to burnout because it requires absorbing frustrations and expectations of customers beyond dealing with our pressures and responsibilities.
Customers' challenges may include service disruptions, configuration issues, or simply the stress of navigating a new feature. Even when the problem is trivial, stress can make it feel heavier than it actually is. It takes remarkable strength for support agents to manage their own emotions while carrying the weight of others.

​
This World Mental Health Day, let's recall some essential ways to remain grounded and present.
  1. Take time-outs: Micro-breaks during the day can reset your energy and focus. Step away from the screen, stretch, breathe deeply, or take a short walk. These moments of pause help you return to work more grounded and composed.
  2. Eat mindfully: Healthy meals and snacks can help stabilize your mood and energy levels, preventing dips that contribute to frustration or burnout.
  3. Stay present: Try mindfulness techniques like deep breathing or short meditations between calls or tickets. Even a minute of focused breathing can reduce stress.
  4. Celebrate small wins: Every resolved ticket, every satisfied customer, and every helpful response is a victory. Acknowledging these keeps motivation high and reduces the weight of unresolved work.

UI tips for a clearer, calmer workspace  

Imagine a typical day: you wake up to the morning news, get ready for the day, commute to the office, and finally sit down at your desk. You log into Zoho Desk and find a flood of open tickets waiting for your attention. The sight itself can be overwhelming, but much of that stress can be managed simply by maintaining a clear and organized workspace. Just as a tidy desk keeps your mind clear, a clean and structured support portal can provide the same reward.
The sense of being overwhelmed can be a powerful obstacle. Here are some ideas on how to manage it better:
  1. Filter efficiently: Use the Filter button in the Tickets module to sort tickets based on priority, guiding you to address urgent issues first and reduce mental clutter.
  2. Create custom views: Group tickets owned by you or those you need to revisit. Star these views to keep them pinned at the top for easy access.
  3. Use ticket tags: Tagging tickets with similar issues lets you locate and handle related queries quickly, saving mental bandwidth.
  4. Leverage headquarters: Get a snapshot of ticket traffic, response trends, and ratings: channel-wise and agent-wise, all in one place. This overview helps you plan your day with clarity.
  5. Add reminders and notes: The Notebook icon lets you add reminders as notes, To-do lists, and upload images. If any of your actions are pending in Zoho Desk, the pending activities will list the approvals and the overdue. The recent items show the latest records of tickets. With all these, you can be on the track to offering great support.
  6. Check pending activities: Keep track of approvals, overdue actions, and timers at a glance, so nothing slips through the cracks.
  7. Customize accessibility: You can set your preferences on the ticket, details view, display, font type, and size. The accessibility controls provide your options to choose your reading mode, use focus rings, and personalize your workspace, reducing stress.  
When we combine mindful habits with the right tools, the work of customer support becomes a practice in balance. Staying grounded, celebrating small victories, and keeping your workspace organized helps you be in the present.
When you are present, you not only perform better for your customers but also find greater satisfaction in the work itself. Remember Master Oogway's famous present quote from the movie Kung Fu Panda, "Yesterday is history, tomorrow is a mystery, but today is a gift. That is why it is called the present." Learning to embrace it is the most powerful way to care for both your well-being and your work.
Wishing you a healthy, mindful, and peaceful World Mental Health Day!
Cheers,
Lydia | Zoho Desk 

    • Sticky Posts

    • Register for Zoho Desk Beta Community

      With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features

    • Share your Zoho Desk story with us!

      Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 

    • Tip #1: Learn to pick the right channels

      Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 

    • Welcome to Zoho Desk Community - Say hello here!

      Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here

    • Webinar 1: Blueprint for Customer Service

      With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

    • Recent Topics

    • Adding new data to the sheet with most recent data being added to top row.

      I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of

    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

    • Editing Item Group to add Image

      I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel

    • Zoho CRM Queries Now Support Databases and Cloud Data Sources

      Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query

    • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

      A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

    • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

      Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

    • Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

      Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

    • Assign Meeting in records

      It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to

    • Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)

      Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.

    • Sales Receipts in UK Free tier

      Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.

    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

    • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

      Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

    • Migrate different zoho subscription to zoho one

      Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

    • Bigin use in hospital- Human Med or Veterinary

      I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?

    • How to sync overtime from zoho people to zoho payroll

      Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime

    • Standardize email communication with Signature Template

      Maintaining a consistent and professional signature across all outgoing emails is essential for any organization. However, when users manage their signatures individually, it often leads to inconsistencies like varying formats, missing designations, or

    • How can I export all Deluge code across the application?

      I’m working on a application with multiple forms, reports, and HTML views, where Deluge scripts are used across workflows, field actions, and custom functions. Is there a way to export all Deluge scripts into a single file for easier search?

    • Zoho Books: tax is not automatically pulled from product-data anymore - why?

      Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • Zoho Creator to GMAIL API Setup - Where Do I Begin?

      Does anyone know how to connect Zoho Creator to Google Workspace (Specifically GMAIL?) We have FLOW setup and working fine to send emails via GMAIL, but Flow doesn't accept file attachments which is a major problem. So, we need to be able to send an email

    • Kiosk Page Refresh

      We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

    • Setting GC session variable programatically in a website

      Hi! Is there a way now to programatically set session variables from a website for a Guided Conversations? The current available methods are dependent on react-native.

    • Ticket Merge Error

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Update application by uploading an updated DS file

      Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

    • Two-factor authentication (2FA) Log-in Problems

      The Two-factor authentication (2FA) Login on my passwords doesn't match , so it wont accept login I'm down to my last backup code.

    • Remove my video

      Hi, How can I remove my video so that I don't have to see myself. It's weird so I always remove my own video from what I see but cannot find this feature here. Thanks!

    • Client Script: Any plans to add support for multi-select field with onChange

      Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

    • Zoho Campaigns API endpoint for contact details

      there is some REST API support for Zoho Campaigns, however, I am not able to find an endpoint for "get contact details".  in particular, I'd like to access contact's subscription status and also their topic. ideally there is all profile available including

    • Feature Reqeust - Include MPN In Selectable FIelds

      I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Windows Desktop Application for Bigin

      I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Salesforceに添付ファイルを格納したい

      お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。

    • Knowledge Base article lists

      Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend

    • Discrepancy in Contracts with Fields list/Layout

      The Support Plan field on the layout isn't in the fields list. What am I missing?

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Migrating all workflows to another Zoho account

      We are going to transfer into another company, and we are going to get new emails and new Zoho accounts. Is there a way to migrate (or save in some sort of external file) all presets and settings that we have on this account? That includes primarily workflows,

    • Edit The Newsletter

      There doesn't seem to be the ability add a title and a caption below the button. Can this be done?

    • Next Page