Share your Zoho Desk story with us!

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. 

    • Sticky Posts

    • Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021

      After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon.  At this event, we will explore the topics which
    • 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. 
    • Zoho Desk Community Meetups 2019 - Canada

      Hey there!  ​ Are you making the best use of Zoho Desk? Do you think meeting and learning from other Zoho users in your city would help? If yes, then Zoho User Group Meetups is the right place for you! We're happy to announce our first Zoho Desk User Group meetups in Toronto, Montreal, Quebec City, Calgary, and Vancouver. These meetups are a great place to meet local Zoho users, Zoho Desk product experts and partners, all under one roof.    Join us as we discuss some key Zoho Desk features and share
    • 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. 
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      How do I only show certain data labels on my charts? I have a combo chart with 3 data bars and 1 data line. I only want to show the data label for the data line, not the data bars. How can I do that?
    • Introducing more ways to customize your Bigin forms!

      Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to design
    • Apple Messages for Business in Omnichannel communications?

      Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
    • 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
    • Google ads - zoho crm integration problem

      dear zoho team we were starting to use google ads integration with zoho crm years ago.  but till April there was an error. we can see GCLID in zoho crm but we couldn't get any information from google ads. (keywords campaign name etc) is there any problem
    • CRM Multiline Field Spacing Bug

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    • Post to Bot doesn't work for Clickup extension

      I correctly configurated the extension but i don't received the notifications in my bot when a task has an update. Can you help me?
    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
    • What takes from the inventory quantity

      There are several options SaleOrders, PurchaseOrders, Invoices... which ones disminish the Inventory quantity of the product? Does the change occurs online?
    • Simple Deluge Script

      Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name
    • Show or hide a field based on the value selected in another field?

      Can this be done in CRM? If not and can only happen in Creator is there a way to combine Creator and CRM without paying for 2 accounts? Thanks in advance for your response(s). Moderation Update: I'm locking this post since a solution has been provid
    • Default account for service invoice

      Hello, My client has some invoices for which he has entered a service description rather than using an item.  Is there a way to set the income account on this invoice, or can that only be done by using an item?
    • Extracting data from ZOHO through API

      How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.
    • Tip of the week #42- Filter out suspected spam emails before they reach your team's inboxes.

      Are unwanted emails cluttering your inboxes and exposing you to potential threats like phishing and malicious content? The antispam feature in Zoho TeamInbox gives you the perfect solution to keep your inbox organized and secure. By adding trusted email
    • Pivot Chart - Zoho Creator

      In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields
    • Questions about ZohoCRM's portal features

      thanks for the care from you every time. I have a question about ZohoCRM's portal feature. Products are displayed to the customers invited in the standard portal, but the products and prices to be displayed differ depending on the segment of the customer.
    • Contact details when no answer in Chat

      Hello, it would be great to have a feature that when no one is answering in the chat for lets say 60 seconds ... the user gets a meesage to enter his email and we can follow up later. Now we can have only prechat forms ... which can loose potential clients
    • Customer Display Name

      The Customer Display Name defaults to only the first name.  Is there a setting to make it default to display both the first and last name? Thanks, Bryan
    • Introducing LinkedIn Apply Connect for Zoho Recruit

      Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
    • How do you apply field validation to a date field?

      We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
    • Field Updated based off Call Status

      I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Integrating Zoho Creator's Calendar Report with Zoho Calendar as App Calendar

      Hi, it would be helpful if Zoho Creator's Calendar report is integrated into Zoho Calendar as an app calendar.
    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
    • How Good Is Mail Search?

      I am thinking of switching to Zoho hosted mail. I have approx. 1.3G of mail in many hundreds of folders organized hierarchically. It goes up to 7 layers deep. I have to often pull up messages from previous years. Would I be able to search the entire content by using Zoho search? Right now I use an IMAP account. My desktop client is Thunderbird, the server is MailXchange hosted by 1and1. The server allows a multi layer structure, but the search function is useless. Because of that I have to use TB
    • Peppol Malaysia API

      Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
    • Problem when condition with lookup field in Zoho Creator

      this is my code: if input.promotions1 != null { info input.promotions1; } And this my result: when i info input.promotion1 (which is a lookup field), it turn back nothing, so what type of this field is? normally i use the condition: if lookup_field ==
    • Multiple workflows based on stage?

      I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.
    • Integrate WordPress site as a Knowledge Base for Zoho Desk Suggested Articles

      Dear Zoho Desk Support Team, We'd like to propose a feature enhancement for the Suggested Articles system within Zoho Desk. This feature would allow seamless integration with a WordPress knowledge base, enabling relevant article suggestions for agents
    • Error 403 (forbidden) when using get ticket API on a ticket in a new department

      Hi We use get ticket API and it works well. We created a new department and when we try to use the same API on the tickets from this department, it fails with the error: b'{"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}'
    • Custom Buttons

      Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.
    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
    • Issues with GC Integration and Ticket Retrieval in Instant Messaging

      I am using Guided Conversations (GC) within Instant Messaging (IM) channels. When a user sends a message, a ticket is created in Desk, but GC cannot identify which ticket it corresponds to. To address this, I have implemented a workflow rule to rename
    • Set Mandatory Lookup Fields in Ticket Layout

      I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
    • How to Initiate WhatsApp Message on SalesIQ?

      I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
    • Calculation of depreciation

      Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?
    • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

      Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
    • The current Account Name is amt-lubricatingoil.com, and I would like to change it.

      Hello, my current Account Name is a***********l.com, and I would like to change it to w*******x.com. Thank you!
    • Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?

      Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote
    • How to auto-update a task owner in a preset list of tasks on a new project?

      We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we
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