2025 Ask the Experts sessions wrap-up : Key highlights from the experts

2025 Ask the Experts sessions wrap-up : Key highlights from the experts


Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so you have everything in one place.

Insights from Zoho Desk: A year of listening, learning, and connecting  

In every Ask the Expert (ATE) session, we received a diverse mix of questions. We addressed a variety of requests, ranging from tailored business solutions to customized feature requests and tips to support their businesses better.
In 2025, we hosted 11 ATE sessions covering a wide range of Zoho Desk features and modules, designed to help teams get the most out of the platform. We brought together panelists from across Zoho Desk to share real-world expertise for every business.


Live video ATE

ATE 19 focused on the 2025 Spring release. We hosted live sessions in a webinar style. This session was eventful as users got to interact with and listen to our panelists live. After the session, the panelists followed up with all the users over tickets and offered sessions to help users with customized solutions.
In an attempt to cater to as many of our users across the globe as possible, we hosted two live sessions: one serving users in Australia, Asia, and the Middle East, and the other to connect with users across the US and Europe. Here's a walkthrough of the sessions: Inside Zoho Desk Spring Release 2025 and Zia in Focus.
Ask the Experts, 2025, addressed various topics covering all the modules within Zoho Desk
  1. Onboarding and getting started with Zoho Desk
  2. Multichannel support and self-service portals
  3. Automation and AI with Zia
  4. Integration, accessibility, and personalization
  5. Analytics, data administration, and mobile apps
  6. Spring and Autumn releases for 2025
We wrapped up the ATE series in December with The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End Insights]

Guest panelists

In the ATE themed around integrations and extensions, we partnered with RingCentral. Luis Vargas and Matthew Ludwig from RingCentral shared the panel with Zoho Desk experts to discuss best practices for integrating RingCentral's telephony system with Zoho Desk.

ATE 2025 highlights: Best practices you should know

I. Migrating to Zoho Desk? Here's what you shouldn't miss
For simple and straightforward CSV imports, try the UI import feature to import data into your Zoho Desk account. Zoho Desk is equipped with dedicated templates to process and accept data from known help desk services like Freshdesk, Zendesk, Salesforce, Kayako, Help Scout, HappyFox, and others. For unsupported services, a CSV file is accepted.
To export data from the source service, submit a Zwitch form for migration. Share the required details relating to department mapping, agent mapping, and more in the Zwitch note section of the form.
Once the data is evaluated, the migration will be initiated. The migration engineer will follow up with you regarding the import and if there are cases of invalid files, source portal inaccessibility, or destination OAuth issues.
The migration time depends on the queue length and the volume of data being handled. On completion, a migration report will be shared.
You can also share the residual/delta backup via Zwitch. Residual requests are normally expected within two weeks of the full data import. The migration process for the residual import happens like the Zwitch migration.
Points to remember
  1. The migration data and information will be retained for 30 days and then wiped off from our import engine. This is in compliance with GDPR and its regional counterparts across the globe.
  2. Upon migration completion, a report will be shared with a module-wise list of all completed and failed entities with reasons for failure. Data availability and integrity are assured by the end of data transit.
Precaution
Please ensure imported entities aren't deleted/trashed from your help desk service until the completion of the last import batch.


II. Optimizing customer support across messaging platforms with Zoho Desk
Automate first-level support with Zia Answer Bots to reduce response times.
  1. Utilize chatbots to address frequently asked questions (FAQs), provide troubleshooting steps, and handle simple queries.
  2. Use preset replies and guided responses to help customers find quick solutions.
  3. Automate ticket creation and status updates to keep customers informed without human intervention.
Enable seamless hand-offs to human agents
  1. Design workflows where chatbots can connect to live agents based on the complexity of the queries.
  2. Provide agents with customer history from prior conversations across different platforms to avoid repetition.
Optimize response time with structured workflows
  1. Implement prioritization rules in IM tickets for priority cases (for example, billing issues or service disruptions).
  2. Set up automated notifications via custom notification for customers when their issue is being processed.
Utilize rich media for effective communication
  1. Allow customers to send screenshots, videos, or PDFs to clarify issues faster.
  2. Use videos to serve as engaging and quick troubleshooting guides.
Ensure channel-specific compliance
  1. WhatsApp: Requires approved message templates if beyond 24 hours.
  2. Facebook Messenger: Allows direct messaging for up to 7 days.
  3. Telegram: No restriction; allows an agent to message anytime.
  4. WeChat: Allows direct messaging within 48 hours.
  5. Line: Allows an agent to messages without restrictions.
  6. Instagram: Enables direct messaging within a 24-hour window.
Provide proactive support and notifications
  1. Send order updates, payment reminders, and appointment confirmations via automated messages.
  2. Implement triggered proactive chats based on customer behavior via WhatsApp (for example, abandoned cart reminders).
  3. Use push notifications on WhatsApp messaging apps to alert customers about service changes or outages.
Create a unified customer experience
  1. Ensure conversations remain consistent across platforms even if customers switch between apps and resume conversations from another app.
  2. Provide multi-language support via answer bots with automated translation where necessary.

III. Best practices for setting up an email channel
Setting up your email channel in Zoho Desk is key to streamlining your customer support process. The following approaches protect your brand and build trust with your customers.  
  1. Default setup & branded forwarding: Use the default Zoho Desk support email (support@yourcompany.zohodesk.com) and configure email forwarding to your company's email (support@yourcompany.com) to auto-create a ticket for every customer's email.
  2. Email aliases for departments: Create specific email aliases like sales@yourcompany.zohodesk.com or billing@yourcompany.zohodesk.com for each department, and set up a forwarding rule from your from addresses (like sales@yourcompany.com or billing@yourcompany.com). This will automatically route emails to the appropriate departments, ensuring efficient query management.
  3. Forwarding verification: After setting up email forwarding, verify the process by checking for the confirmation ticket in Zoho Desk to complete the configuration.
  4. Secure email with SPF & DKIM: Update your domain’s DNS settings with SPF and DKIM records to prevent spam and spoofing. To bolster email security, DKIM is mandatory for all business-owned domains used in your "From Address" configuration. DKIM cannot be configured for "From" addresses hosted on public domains like Google, Outlook, or AOL; in such cases, you must use your own SMTP servers.
  5. Custom “From Address": Add and verify your custom "From Address" in Zoho Desk, and update your DNS with the necessary SPF and DKIM values. Verify your domain using the DKIM keys.
  6. Default domain name: In Zoho Desk, you cannot change the domain name in the default support email address. This domain name is set automatically based on your portal name when you sign up (for example, support@<mycompany>.zohodesk.com). Update it with a unique portal name by reaching out to support@zohodesk.com. 

IV. How does a telephony system enhance customer support in Zoho Desk?
Instantly identify your caller
  1. When a call comes in, the telephony system in Zoho Desk pulls up the caller’s name, phone number, and recent tickets.
  2. Agents can view contact details and related tickets before picking up the call.
Track every call automatically
  1. Every call, answered and missed, is logged as a Call Activity in Zoho Desk.
  2. Answered calls update in real time, while missed calls get recorded at the end of the ring.
  3. Call duration and status update automatically, keeping your records accurate.         
Convert missed calls into actionable tickets
Configure Zoho Desk to create tickets for missed calls: inbound, outbound, or both. This ensures no customer inquiry falls through the cracks.
Handle unknown callers effortlessly
Zoho Desk automatically creates a new contact using the caller’s phone number for new contacts. Agents can edit and update details instantly.
​
Link calls to tickets for seamless tracking
  1. Agents can create a new ticket and associate the call activity with it or associate the call activity with an existing ticket.
  2. Zoho Desk automatically logs a call thread inside the ticket, keeping everything in one place.
  3. Call activity will be automatically associated with the ticket when you use click-to-call from the Ticket Detailed View.
Record call duration & summarize conversations
  1. A call timer runs in the background, helping agents track time spent on each call.
  2. Agents can add notes during the call and after the call.
  3. This call summary will be added to the call activity and to the ticket, if associated.
 
Never miss a voicemail or call recording
  1. If the PBX provider supports it, call recordings and voicemails appear in the call thread, complete with an audio player for easy access.
  2. Ensure fail-proof call handling
  3. If the system doesn’t detect an answered or ended call, agents can manually mark the call as answered or ended, ensuring accurate records despite vendor failures.
Keep calls organized with multiple tickets
Agents can create multiple tickets from a call while keeping the call linked to a single ticket.
Note: Creating a ticket automatically for every answered call is possible in Zoho Desk's enterprise edition via a custom function.

V. Enhancing self-service through Guided Conversations (GC) in Zoho Desk
Guided Conversations (GC) empowers businesses with structured, intuitive self-service through conversational flows. GC provides around-the-clock support and ensures a smooth transition from the bot to the support rep. It reduces agents' workload, minimizes response times by automating dynamic responses, and personalizes interactions based on user inputs. GC functions across the web, instant messaging, and mobile apps.
Tips to get the best out of GC
Structuring your flow
To prevent exceeding the 500-block limit, optimize your flow using the action blocks:
  1. Jump to flow – Redirect users to another flow instead of adding more blocks. It aids transition between different conversation sections.
  2. Fork – Split the conversation or branches logically into multiple paths efficiently.
  3. Button Block – Use buttons for seamless navigation across flows.
  4. Operation block – Executes predefined actions in a flow.
  5. Webhook – Connects with external services for data transfer
Maintain consistency in cards
Ensure uniform formatting on all cards. If the first card includes a title, image, and description, make sure all subsequent cards follow the same structure.
 
GC uses different types of variables to store and retrieve user information, enabling personalized interactions across IM channels, web, and mobile apps.
  1. Block Variables – Store responses within a specific block (for example, a user’s name after input).
  2. Local Variables – Available only within the flow where they are defined (for example, a discount percentage used within the same flow).
  3. Global Variables – Shared across all departments and flows (for example, company name or logo).
  4. Session Variables – Specific to a user’s session and accessible across all flows (for example, country-based redirection using the Fork block).
  5. IM-specific variables – IM variables can retrieve user details and automate tasks. These help identify users by name and unique ID, associate contact details from IM channels, customize experience based on the IM channels, and perform automated actions like creating and updating existing tickets.
Transfer to Agent Block (IM-Specific)
To enable agent transfer in GC on ASAP, GC must be linked to a business messaging channel, that should be connected to the ASAP widget.
You can use Integration Blocks to connect Zoho Desk with Zoho Cliq instead of webhooks, which require manual setup and coding.
Track performance with GC flow metrics
GC flow metrics track performance at each block level, identify areas for optimization, and improve flow performance based on real user interactions.
Get the best out of your Guided Conversations (GC) flows, ensuring a smooth, efficient, and user-friendly experience across instant messaging (IM) channels, web, and mobile apps.
 
VI.I Key insights on the RingCentral and Zoho Desk integration
Seamless user experience: RingCentral call recordings play natively within Zoho, and the WebRTC integration ensures calls are logged from any endpoint, including mobile. This means no app switching and a complete view of the communication history within Zoho Desk.
Boost team efficiency: Agents can save time with click-to-call and instant screen pop-ups, providing customer context. Automated call logging reduces manual work, leading to faster resolutions and a better customer experience.
Enhanced collaboration & coaching: Easy access to call recordings within Zoho Desk helps with training and quality assurance. A unified view of all interactions fosters better teamwork.

VI.II Mistakes to avoid while using RingCentral
Poor setup & training: Don't skip defining workflows or training users; it's crucial for adoption.
Ignoring mobile logging: Ensure calls from the RingCentral mobile app are logged in Zoho Desk for full visibility.
Underutilization: Don't just use basic features; leverage custom dispositions and analytics for maximum benefit.
Expert insight: The core value is unified, accurate customer data. The native recording, playback, and universal call logging (even from mobile) are game-changers for seamless, efficient customer interactions.
 
VII. Handling the Instant Messaging module in Zoho Desk
The Instant Messaging (IM) module in Zoho Desk provides a unified interface to manage customer conversations across multiple messaging channels.
Messaging channels
Zoho Desk supports the following instant messaging (IM) channels: WhatsApp, Facebook Messenger, Instagram, Telegram, WeChat (primarily used in China and its regions) and Line (commonly used in Japan and its regions).
Business Messaging
Zoho Desk supports its native-live chat application: Business Messaging (BM). Add the Business Messaging widget to your website to connect your customers with your support reps.
Tips for IM configuration (Across all channels)
  1. Channel integration: Integrate your official IM apps' business accounts with Zoho Desk's IM module to handle conversations from a single platform.
  2. Agent association: Associate agents with specific messaging channels to ensure a dedicated point of contact for the agents to improve response time and service quality.
  3. Embed channel options: Each channel provides embeddable options such as links, QR codes, or buttons to place on your website to make it easy for customers to reach out.
  4. Canned messages: Canned messages save time by responding to common questions with standard message formats. They can be used across all IM channels, and associated with specific departments for better control and consistency.
  5. Welcome messages: Configure a Welcome Message to greet customers automatically when they initiate their first conversation through IM.
  6. Offline notifications & business hours: Set business hours for each IM channel to manage availability effectively. When agents are offline or on a holiday, an offline message can notify customers about the availability of support.
IM offerings for 24/7 support
  1. Answer bot: Use the Answer Bot to handle Level 1 (L1) queries during out-of-business hours and holidays.
  2. Guided conversations: For structured customer interactions, configure Guided Conversations based on your business flow and associate them with IM to guide the customers.
  3. Automate notifications via workflows: Zoho Desk workflows support IM-based notifications using Reply via Instant Messaging and Notify via Instant Messaging. Define the criteria in workflows and select the appropriate channel and use templates for custom messages.
Note: WhatsApp supports template-based messages, and other channels support custom templates.
Tracking IM conversations as tickets: IM conversations → Tickets 
You can configure IM preferences to automatically convert conversations into tickets. Under Preferences in the Instant Messaging modules, if you select None, IM conversations will not be converted into tickets. If you select Always, all conversations for a contact will be tracked in a single ticket. Configure a time interval to track ticket creation based on your business requirements.
  1. Auto-closing conversations: Use Auto-Close to automatically close conversations when agents or bots remain idle beyond a configured timeout period.
  2. Automatic agent assignment (chat routing): Enable Chat Routing in IM to automate agent assignment where online agents are assigned conversations sequentially, while offline agents are excluded from assignment.
Leverage Instant Messaging in Zoho Desk to collaborate effectively with your customers.

From feature walkthroughs within Zoho Desk to personalized follow-ups via tickets, emails, and one-on-one meetings, every session reflected how Zoho Desk helps businesses grow and benefit customers worldwide. The ideas, questions, and feature requests shared during these sessions continue to guide us in crafting Zoho Desk into a more intuitive, accessible, and human-centered platform.
We thank everyone who participated and contributed to the 2025 ATE series. We look forward to continuing our conversations in the upcoming sessions.

Happy New Year, everyone!



Cheers,
Lydia | Zoho Desk
 
 
 

    • Sticky Posts

    • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

      Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any

    • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

      Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

      Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Ask the Experts 4: A 5 hour online Q&A on agent productivity

      Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

      Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

    • Recent Topics

    • Zoho Writer Frequently not loading

      I've reported this as a problem already but I can't log into my email right now or get onto the main site so you're going to hear about it again here: at least once a week, Zoho Writer will just refuse to load entirely. The main page will load and load

    • Read Thread Details

      Does anyone know how to "read" the complete thread details in a ticket? I figured out how to pull a summary of the threads using a webhook, but it doesn't have all the details I want. I tried to create a loop in flow, which should have worked, but instead

    • How to Structure Data in Zoho Creator Applications

      Data structure is undoubtedly one of the most critical pillars in application development within Zoho Creator. Well-structured projects scale easily, enable more robust automations, and drastically reduce rework. Poorly modeled applications, on the other

    • Application Architecture in Zoho Creator: Why You Should Think About It from the Start

      Many companies begin using Zoho Creator by building simple forms to automate internal processes. This is natural — the platform is extremely accessible and allows applications to be built very quickly. The challenge begins to appear when the application

    • Captcha can't be enabled conditionally

      Hi Problem: captcha on a form can't be enabled conditionally. Why is this a problem: Because I use the same form on our website (public) in the portal and mobile app. In the portal it works but in the mobile app it doesn't. So there should be a way to

    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

    • WorkDrive issues with Windows Explorer Not Responding

      We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or

    • Is it possible to retrieve function (Deluge) code from Zoho CRM externally?

      Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or if

    • Zoho CRM Integration Form + Custom Fields

      Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.

    • Como estruturar dados em aplicações Zoho Creator

      A estrutura de dados é um dos pilares mais críticos no desenvolvimento de aplicações no Zoho Creator. Projetos bem estruturados escalam com facilidade, permitem automações mais robustas e reduzem drasticamente retrabalho. Já aplicações mal modeladas rapidamente

    • Creditos API

      Queria saber se alguém poderia me ajudar a resolver um problema na compra e utilização de créditos de mensagens API do WhatsApp. ja tentei todos o tutoriais porem não consegui realizar a compre, pois ao clicar no botão de comprar créditos aparece a mensagem

    • Using Zoho Forms vs Zoho Survey

      Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.

    • Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application

      Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho

    • Zoho Certified Workshops in Berlin | 20. - 21. April

      Liebe Mitglieder der deutschen Zoho-Community! Wir freuen uns, Ihnen mitteilen zu können, dass unsere Zoho Certified Workshops am 20. und 21. April nach Deutschland zurückkehren! 📍Wo finden die Workshops statt? Die zertifizierten Workshops finden im

    • Zoho Payroll Expansion Plans

      Dear Zoho Team, I truly appreciate the continuous innovation and improvements you bring to your suite of products. However, I—and I’m sure many others—would love some clarity on your Zoho Payroll expansion roadmap. Currently, it’s only available in the

    • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

      Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

    • How do I setup the performance review module?

      I am pretty adept when it comes to learning software and I've set up quite a few Zoho Apps over the past 3 years.   But for the life of me, I can not figure out Zoho People performance reviews. I've figured out the "Organization" & LMS Modules, but the

    • Recurring Addons

      Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item

    • Cancellation Fees

      Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees

    • Allow agents to enable or disable feed notifications from certain departments

      Hello everyone, Agents who are part of multiple departments receive feed notifications frequently from across the departments. They may not be actively involved in performing every action in all departments. For example, an agent could be a part of both

    • WorkDrive API returning empty response even after placing file in Team Folder

      Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The

    • Address Typeahead Extension for Zoho Books

      I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?

    • Transaction Rules & Customer Payments

      So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are

    • Can I Integrate ADP Payroll with Zoho Books?

      Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?

    • Zoho Books | Product updates | February 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

    • Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

      Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?

    • Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!

      Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically

    • How to create a new Batch and update Stock via Inventory?

      Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

    • Zoho books Inventory valuation report VS Stock GL value

      At one client, we track inventory using composite (bundled) items, and in the system settings we have enabled the option to prevent stock from going below zero. After the year-end physical count and quantity adjustments, we identified a mismatch: Inventory

    • Zoho Zoom extension for CRM

      When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this

    • Stereo audio

      L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.

    • Zoho Surveys

      Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • Writing SQL Queries - After Comma Auto Suggesting Column

      When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

    • New Enhancements to Zoho CRM and Zoho Creator Integration

      Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

    • Desk API that can search Merged Tickets

      Is there any method that can still search a ticket that was already merged? zoho.desk.searchRecords - doesn't explicitly mention

    • Issue with "Send Email" from Quotes not loading Email Template data

      Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls

    • Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

      Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order

    • Zoho Projects and CRM Integration in Analytics

      Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

    • Cursor lands on disabled fields when tabbing through forms

      As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of

    • Next Page