Welcome to the Zoho Service Plus community

Welcome to the Zoho Service Plus community

Hey everyone,
 
We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together.

What's Zoho Service Plus?  

Zoho Service Plus is a unified customer service management platform that's designed to help offer a seamless omnichannel customer support experience for businesses.  


Starts from $45/user/month billed annually

Unified user interface 

Zoho Service Plus consists of the following modules: Desk, SalesIQ, Assist, Lens, Survey, Analytics, and Projects in a unified user interface. This makes it easy for users to switch between them and work together.  


Manage access from a centralized space 

Access to the right data and functionalities within the product is essential for your team to function smoothly. It's the responsibility of the admin to ensure that the team has the required permissions, and Zoho Service Plus simplifies the entire process. Users can be given the appropriate roles and permissions required to carry out their responsibilities across modules from a single place.


Collaborate with your team 

It's important for the customer service teams to collaborate and be on the same page so as to offer a personalized experience for customers in resolving their queries. To facilitate that, Zoho Service Plus makes it easy for you to connect with your team via chat or call. You can schedule meetings, create groups, channels, continue a conversation in a thread, and a lot more with the help of Cliq, that can be accessed from the Home tab.


Understanding the context - made simple 

Zoho Service Plus centralizes all the interactions with your customer across channels, helping your agents get the context of all conversations, avoiding the back and forth altogether. You get to see the current support ticket along with all the previous ones, interactions via the live chat widget or email campaigns, and even data from CRM. This equips the support agent with all the information that they need at their finger tips, making it easy for the customer.  

Unified analytics 

When it comes to monitoring important metrics, Zoho Service Plus gives you the option to personalize and unify all the dashboards that you have created across modules in a central place. These can be accessed right from the home tab where you can create a Dashboard from scratch or pin an existing dashboard that you have from Desk, SalesIQ, Projects, and Analytics.

What can you do in the Zoho Service Plus community? 

The Zoho Service Plus community gives you a space where you can interact with the Zoho team by sharing your ideas, suggestions, raising queries, or even reporting an issue. It also gives you a perfect platform to share knowledge with fellow users and work together. Important announcements related to the product, such as enhancements and feature releases, will also be posted here regularly.
 
Have an idea? Click the + Add Topic button and start drafting right away. Hit the Follow button to stay updated on all posts directly from your inbox.
 
Important Links: Sign Up | Resources | Complete feature list 
 
If you have any queries or need help with getting started, reach out to us at support@zohoserviceplus.com.

    • Recent Topics

    • COQL order by COUNT not working

      Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select
    • I want to duplicate a report and name it something else

      Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please
    • Zoho CRM: Sales Rep Professional Certification Program on Coursera

      We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
    • OS X Notebook quits immediately upon launch

      NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>Log
    • Can External users upload files or images to WorkDrive?

      I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?
    • Multi-line fields character limits

      Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone.   Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.
    • Taz bot not working — What should I do to resolve this issue?

      I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!
    • OneNote Migration

      I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancel
    • Set various time slot reminders for task and event

      Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min and
    • Zoho Calendar not functioning---cannot edit, add attendees, etc.

      Hello, My calendar is acting strange. I'm using Chrome as my browser and pop ups are not blocked (the calendar worked fine yesterday). When creating an event, I'm not able to "edit" the event and add attendees, etc. The link is non-responsive. I cannot
    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
    • Spilt Axis for stacked column and line graph

      Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked
    • Pin a note on top

      Dear Zoho Notebook Team, Please highly consider adding ability to pin a note on top and arrange pinned notes. I have a lot of notes that I want to pin important ones on top and this feature is missing badly. Thank you.
    • Windows 11 app ver 2.2.8

      I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to
    • Deluge Script: Onboarding → Access Form

      Hello everyone, Edit: Sorry, I think I put this topic in the wrong section. I’ve recently run into an issue that’s been giving me a bit of a headache for the past few weeks. Context: This is my first time using Deluge to create a script, but it’s not
    • Windows Device Authentication

      We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, it
    • How can I change spell check language?

      I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it from
    • Mail is so slow - doesn't even work!

      Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the useless
    • User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.

      I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that it
    • My domain did not activate

      Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
    • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

      Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
    • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

      I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
    • how to see if a specific contact opened an email in zoho campaign?

      how to see if a specific contact opened an email in zoho campaign?
    • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

      Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.
    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
    • Using files from Zoho CRM in Gemini/ChatGPT/Claude

      Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
    • Maximum file limit in zoho people LMS

      Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations
    • Dynamically prefill ticket fields

      Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
    • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

      All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it
    • Has anyone created a public ASAP Guide that I can check out?

      I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
    • 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
    • Zoho MCP has no tools for Creator or 3rd Party Apps?

      I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.
    • Zoho Forms - Zoho Drive connection - Shared Drives not supported

      Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need
    • Can't create package until Bill created?

      I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally
    • Whats the Time out Limit for API Calls from Deluge?

      Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default
    • How to get the authorization code for domain transfer from Zoho?

      I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun
    • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

      ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para
    • Next Page