Geo-Powered Retail Intelligence with Zoho Analytics

Geo-Powered Retail Intelligence with Zoho Analytics

In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this data is visualized and interpreted.

Geo Maps in Zoho Analytics bring location intelligence to the forefront of decision-making. With powerful spatial analytics capabilities, retail businesses can now visualize store performance, identify untapped opportunities, and track customer behavior trends with a simple glance at a map.


This solution demonstrates how Zoho Analytics' Geo Maps can be leveraged to solve real retail business problems, using a step-by-step approach grounded in a practical, ready-to-use dataset.

Business scenario

Imagine you're a retail chain operating hundreds of stores across the United States. Each store generates data—sales, visitor footfall, customer satisfaction, marketing spend—but these numbers alone don’t explain why some stores succeed while others under-perform.
Key challenges include:
  • Identifying stores that are struggling before sales drop significantly.
  • Understanding whether poor performance is due to location, low visibility, or intense competition.
  • Evaluating which regions offer true expansion potential—and which are over-saturated.
With no visual correlation between location and business KPIs, many decisions remain reactive instead of proactive. This is where Geo Maps make all the difference—by transforming isolated data into contextual geographic insights.

Dataset Overview

To power this solution, we’ve created a comprehensive and realistic retail dataset that mirrors how actual store data behaves across geographies.
The dataset includes:
  • Store-level performance data: revenue, average purchase value, and satisfaction.
  • Customer insights: foot traffic, age, gender distribution.
  • Market context: competitor presence and market share, population density, and economic growth rate.
  • Geospatial data: zip code, city, state, latitude, and longitude of each store location.

Problem Description

Retail chains often operate on thin margins, and even minor under-performance at store level can have significant impacts across the organization. While dashboards provide revenue and performance trends, they often miss one critical dimension—geography.
Without geographic context, businesses face several recurring challenges:
  • Underperforming stores go unnoticed until major losses occur.
  • Ghost zones—areas with low store presence but high potential—remain unexplored.
  • Marketing budgets get wasted in regions where returns are consistently low.
  • Competitor pressure is misjudged due to lack of visibility on regional saturation.
  • Store closures become reactive decisions, made after performance has already declined.
In short, data without location awareness leaves decision-makers blind to spatial trends and risks. Businesses need a smarter, more intuitive way to analyze store performance with geographical clarity—before it’s too late.

Why Geo Maps Become a Game-Changer

Geo Maps in Zoho Analytics address this gap by unlocking a visual layer of intelligence that traditional charts can’t offer.


Here’s what makes them a game-changer:
  • Location-first insights: Instantly identify how store performance varies across the map - by city, state, or neighborhood.
  • Visual correlation of multiple KPIs: Compare revenue, satisfaction, and foot traffic geographically to detect hidden patterns.
  • Clutter-free, customizable visuals: Choose the right map type - bubble, filled, pie, or scatter - to match the data you want to analyze.
Unlike static dashboards, Geo Maps enable you to see the problem, context, and opportunity—all in one frame. Whether it's spotting trends, reallocating marketing spend, or planning expansion, this spatial layer puts decision-makers back in control.

Solution Implementation – Report Creation

This section walks through the step-by-step creation of four key Geo Map reports that reveal business insights from store-level data.

1. Store Performance Analysis (Map – Bubble)

To identify how stores are performing across different regions in terms of revenue and customer satisfaction, using a clean, visual-first map representation.
This helps uncover:
  • High-performing stores in key zones
  • Underperforming regions needing intervention
  • Patterns related to location-based store success

Why Map - Bubble?

The Map - Bubble chart is ideal for visualizing store-level metrics using geolocation.
  • Size indicates magnitude (e.g., Monthly Revenue)
  • Color indicates health or quality (e.g., Customer Satisfaction)
  • Each store appears as a distinct bubble based on its lat/long.

Procedure

  1. From the dataset, click the Create icon and select Chart View.

  2. On the designer page, drag and drop the following columns into their respective shelves:
    1. Latitude → X-Axis
    2. Longitude → Y-Axis
    3. Customer Satisfaction (out of 10) → Color
    4. Monthly Revenue (USD) → Size
    5. Store ID, Store Type, City → Tooltip

  3. Click Generate Graph.
  4. Click on the ellipsis icon and select the chart type as Map - Bubble.

  5. Click the Settings icon, and under the General tab, click Legend.
  6. In the Colors section, customize the color scale from red to green to represent satisfaction ranges.

  7. Under the Map tab, click Map control and enable Display Specific Country Map.
  8. From the drop-down, select Albers USA Projection. This displays the USA map by placing Alaska and Hawaii below the mainland USA on a single map.

  9. Rename the report as Store Performance and click Save.
Tip:
Add a User filter such as Store type or State to analyze performance by segment.
This configuration creates a bubble for every store, sized by its revenue and colored by customer satisfaction — instantly showing how happy customers are in high- or low-revenue zones.


Key Insights

Large bubble + Red color - High revenue but poor satisfaction — risk of churn!


Small bubble + Green color - Low revenue but high satisfaction — possibly underserved


Large bubble + Green color - Healthy performers — consider replicating success


Small bubble + Red color - Low performers — review for possible closure or revamp.


Business Interpretation

This chart acts as a live performance map for executives and analysts. Instead of scanning through tables or KPIs, stakeholders can instantly spot outliers, prioritize investments, and plan corrective actions by just glancing at the map.


2. Revenue-to-Traffic Ratio with Ghost Zone Detection (Map - Filled + Scatter)

To evaluate how efficiently each state is converting foot traffic into store revenue — and more importantly, to identify high-footfall regions without store presence, often referred to as ghost zones.
This chart helps:
  • Compare state-level foot traffic against actual revenue
  • Spot underutilized or over-performing regions
  • Discover untapped markets with high visitor potential but less to no physical stores

Why Map - Filled + Scatter?

  • The Map - Filled chart provides a regional perspective of traffic density and revenue generation.
  • The Scatter layer overlays actual store locations based on latitude and longitude.
This powerful combo allows you to measure performance where you’re active and spot opportunities where you're not.

Procedure

  1. From the dataset, click the Create icon and select Chart View.
  2. On the designer page, drag and drop the following columns into their respective shelves:
    1. State → X-Axis
    2. Foot Traffic (visitors/month) → Color
    3. Monthly Revenue (USD) → Text
    4. Marketing Spend (USD), Population Density (people/sq km), ROI (%) → Tooltip
  3. Click Generate Graph.

  4. Click on more option and select the chart type as Map-Filled.

  5. Click the Settings icon, then click Legend.
  6. In the Colors section, assign from light to dark green colors for the below range of foot traffic:
    1. Below 5,000
    2. 5,000–10,000
    3. 10,000–15,000
    4. Above 15,000

  7. Under the Map tab, change the map to Albers USA Projection.
    This filled layer highlights traffic and revenue across states.

  8. Toggle Enable Layers to add a second layer.

  9. In the new layer, drag and drop Latitude and Longitude into the X-Axis and Y-Axis respectively, Population density into the Color shelf, and click Generate Graph.

  10. Click Layer Controls, select Chart Chooser besides Latitude and choose the map as Map - Scatter from the list.

  11. To customize the second layer, go to Settings → Map → Latitude → Legend, and assign from light to dark red colors for the below range of population density:
    1. Below 2,000
    2. 2,000-4,000
    3. 4,000-6,000
    4. 6,000-8,000
    5. 8,000-10000
    6. Above 10,000

  12. Rename the report as Revenue-to-Traffic Ratio with Ghost Zone Detection and click Save.
This scatter layer marks the exact store locations, allowing visual correlation with high-traffic regions, revenue, and population density.

Key Insights

Dark green filled (high traffic) + Low revenue - Poor conversion - evaluate strategy or in-store experience


Mid to Dark green filled (high to mid traffic) + balanced revenue - Efficient zones — consider scaling efforts


Light green filled (low traffic) + high marketing spend (from tooltip) - Budget drain — reduce spend or re-evaluate targeting


Dark red marker (high population density) + less to no store markers - Ghost Zones — high opportunity areas for expansion


Example: In Las Vegas from Nevada, with a population density of 10,428 people/sq km and only two stores handling 10K–15K visitors/month, monthly revenue of the state remains modest at ~$278K. This indicates a high-opportunity zone for expansion, with strong footfall but untapped revenue potential.

Interpretation & Use

This map is designed for marketing and expansion teams who need to:
  • Justify where to open new stores
  • Optimize existing resource allocation
It visually answers the question:
Are we generating revenue where people are actually showing up?
Also, with the scatter layer:
Where are we not present — but should be?

​

3. Competitor Pressure Zones (Map – Scatter)

To evaluate how store performance is impacted by nearby competition, using a scatter map that plots every store across the U.S. and reflects competitor market share through color intensity.
This view helps:
  • Detect locations under competitive stress
  • Identify high-risk zones where your market share is at risk
  • Correlate competitor presence with satisfaction and store performance

Why Map - Scatter?

Map - Scatter offers a clean and lightweight visual that plots each store based on its exact coordinates. By encoding competitor market share as color and overlaying other attributes via tooltip, this chart becomes a competitive pressure radar.

Procedure

  1. From the dataset, click the Create icon and select Chart View.
  2. In the chart designer, drag and drop the following columns into their respective shelves:
    1. Latitude → X-Axis
    2. Longitude → Y-Axis
    3. Competitors market share → Color
    4. Competitors nearby, Monthly Revenue, and Store Type → Tooltip
  3. Click Generate Graph.

  4. Click on the more option and select the chart type as Map-Scatter.
  5. In the Settings panel, adjust the color gradient to reflect pressure levels
    1. 0 → Green
    2. 1-30 → Cyan
    3. 30-60 → Orange
    4. 60-80 → Pale red
    5. Above 80 → Red

  6. Change the Marker type under Maps → Marker tab.

  7. Under the Map tab, change the map to Albers USA Projection.
  8. Rename the report as Competitor Pressure Zones and click Save.
The resulting chart uses color to signal competitive heat around each store, allowing you to scan pressure zones across all regions visually.


Key Insights

Red (80-100%) - High competitor dominance — urgent intervention zone


Orange (30-60%) + low revenue - Growing pressure — performance risk emerging


Green (0%) + strong revenue - Market leader — low competition, strong position


Cyan (1-30%) + moderate revenue - Mild competition — possible opportunity to scale further


Business Interpretation

This chart empowers regional and strategy teams to:
  • Detect overcrowded areas where stores are losing share
  • Identify safe zones where your brand leads the market
  • Spot emerging competitor influence before it cuts into your margins
It acts as a competitive intelligence dashboard, mapping how your store network stands against external threats.

​

4. Customer Gender Distribution (Map - Pie)

To visualize how the gender distribution of customers varies across store locations. This helps identify stores with significant demographic skews, allowing for more personalized marketing, product selection, and in-store experience.

Why Map - Pie?

The Map - Pie chart is ideal for visualizing data composition across geographical locations.By breaking down each store’s customer base into Male (%) and Female (%) segments, this chart reveals who your customers are and where gender-targeted strategies might work best.

Procedure

  1. From the dataset, click the Create icon and select Chart View.
  2. In the chart designer, drag and drop the following columns into their respective shelves:
    1. Latitude → X-Axis
    2. Longitude, Male (%), Female (%) → Y-Axis
    3. City, Store ID, Average Customer Age, Store Type → Tooltip
  3. Click Generate Graph.

  4. In Settings, under the Map tab, change the map to Albers USA Projection.
  5. Click on Markers, adjust the Marker Size as shown.

  6. Click on Data Label, and enable the Show corresponding Y axis value as data label on the chart to display the percentage values on the map.

  7. Add Store Type as User Filters to slice down store-wise gender distribution.
  8. Rename the report as Customer Gender Distribution and click Save.
Each store will now display a pie chart representing the gender split among its customers, directly on the map.

Key Insights

Uneven gender split (e.g., 70% Male) - Potential to tailor offerings, branding, or promotions for the dominant gender


Balanced split (≈50/50) - Opportunity to run inclusive or diversified campaigns


High female ratio + specialty store - Indicates demand for niche products — expand category offerings


Business Interpretation

This chart allows marketing and merchandising teams to:
  • Understand gender-based customer clustering across regions
  • Launch targeted campaigns (e.g., loyalty programs, promotions)
  • Refine product assortments to suit local preferences
For example: A store with 70% female shoppers may benefit from deeper investment in lifestyle categories, while a balanced store could serve as a testing ground for unisex offerings.

​

Summary

In this phase, we laid the foundation for geo-powered retail intelligence using Zoho Analytics. Through a single, well-structured dataset and four powerful geo map visualizations, we transformed raw store data into real, actionable business insights.

Here’s what we achieved:

Report
Business Insights
Store Performance (Bubble)
Identified stores that are over performing or at churn risk based on revenue and satisfaction.
Revenue-to-Traffic Ratio (Filled + Scatter)
Detected ghost zones and optimized marketing ROI by comparing traffic and revenue.
Competitor Pressure Zones (Scatter)
 Mapped out competitor dominance and spotted at-risk or saturated regions.
Customer Gender Distribution (Pie)
Uncovered demographic patterns to tailor product, marketing, and in-store experience.

Click here to access the sample workspace.
These visualizations brought spatial awareness into every performance metric — turning maps into a strategic business tool.

And this... is just the beginning.

Stay tuned for Phase 2 — where Multi-Layer Geo Maps and Network Charts come together to supercharge your business strategy with even deeper spatial insights.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • What’s New in Zoho Analytics – September 2025

            Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

          • Announcing Agentic AI - Ask Zia!

            We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

          • Invitation-Based User Access in Zoho Analytics

            Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

          • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

            Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

          • [Webinar] Evolving BI & Analytics in the Age of AI

            Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ





                                ご検討中の方

                                  • Recent Topics

                                  • Help - Zoho CRM notification on mobile (IOS/Android)

                                    Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

                                  • Zoho Books Idea - Include another field in Bank Details for Address

                                    Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

                                  • a question about the COQL API v8

                                    When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

                                  • Zoho Books Idea - Bank Details Button on Banking

                                    Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

                                  • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

                                    Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

                                  • Function #55: Convert multiple quotes to single SO using Custom Button

                                    Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

                                  • Time based workflow without edit/action

                                    Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

                                  • What's New - August 2025 | Zoho Backstage

                                    Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

                                  • prevent selling expired items

                                    Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

                                  • Product details removed during update from other system

                                    We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

                                  • Client Customer

                                    I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

                                  • Add Ability to Use Zoho Finance Tags

                                    For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

                                  • Embeded Signing doesn't work on Safari Browser

                                    We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

                                  • Dataprep Webhook Limits and Cannot update column with Dataprep

                                    I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

                                  • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

                                    Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re

                                  • Project Management Bulletin: August, 2025

                                    We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,

                                  • Zoho Sign and Zoho Workdrive Integration

                                    Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

                                  • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                    Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

                                  • How do you list multiple contacts for a lead?

                                    My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve

                                  • Modifying Three Dot Menu Options

                                    Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for

                                  • Field Not Updating in FSM Script - Service and Parts module.

                                    Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

                                  • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                    Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

                                  • Zoho Books | Product updates | September 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

                                  • How to update Multiple Users field in Quote Module from Deal Module

                                    Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module

                                  • Auto-sync field of lookup value

                                    This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

                                  • Clone a Module??

                                    I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

                                  • Advance PDF creation from CRM data

                                    I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

                                  • how to disable staff selection Zoho Booking integrated to SalesIQ?

                                    currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

                                  • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

                                    I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?

                                  • Updating Subform Record from other Form

                                    Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

                                  • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                    Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

                                  • How do I bulk archive my projects in ZOHO projects

                                    Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

                                  • Cross-Data Center Collaboration and / Or allowing users to choose DC

                                    Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

                                  • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                    I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

                                  • Send / Send & Close keyboard shortcuts

                                    Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

                                  • Is it possible to register webhooks in Zoho CRM using API?

                                    Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that

                                  • Calls where the local audio is shared, have echo

                                    When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

                                  • 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?

                                  • Markdown support, code cells...

                                    Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!

                                  • Minimise chat when user navigates to new page

                                    When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.

                                  • Next Page