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• Sticky Posts

• Zoho People 2.0 Help Manual

  Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Recent Topics

• Zoho Forms Lookups Not Accessible

  I am trying to set up a sign-in form where visitors can scan the QR code onsite, select the job from the lookup field, and it attaches to the job in the CRM. It looks like external users cannot use the lookup feature. Is this correct? It seems almost

• Notes Filter is not working

  I am trying to filter the CRM down to specific notes that I want that'll show up all the data that has a specific keyword for example, "stocks" and it says no leads are found... Don't know how to fix. don't know if it's a system glitch. I even put a note

• Customize the Date Format based on preference

  Hello Everyone, We have rolled-out a new field called Date Pattern in the user layout under Locale information. Note: If you notice any change in the date format after this roll-out, please select your preferred format from the settings. Previously, the format of the date was automatically set on the basis of the country locale selected by the user. Now, the user will be able to edit the format in which the date is displayed according to their preference.  The Date pattern field has around 40 patterns

• Scheduled function not firing workdrive.uploadFile task

  I have a creator app that takes submissions from a published form. I setup a daily scheduled function to send a record template of the form, as well as 3 different uploaded files to workdrive folders. (Initially I intended for this to happen on the submission

• E-mails to suppliers

  Hi, i want to upload a spread sheet every day and send an e-mail to our suppliers every day (or when triggering a button?) with info from the spreadsheet lines. The supplier e-mail would be on each line. Unfortunately, when creating a scheduled automation,

• Rearrange web - hidden components

  When you have a good number of forms, reports and pages, searching for one among the hidden components to add it to the menu is simply hell. Huge amounts of time are wasted.

• Using Insert into to transfert a date in another form

  Hi, I have an order form that creates a record in a calendar form, for managing the delivery date. My customer can change that date in the calendar form, but i need the new date to be put in the original order form. I tried the following but it doesn't

• Migrating from Zoho to Cpanel

  I would like to migrate my few of my email accounts to Cpanel, yet keeping Zoho Mail active just in case. Is there anyway to do that? As all my mail still goes to the Zoho Account instead of Cpanel

• Zoho books api - sales order last ordered date

  I would like to get the last ordered date for each contact in the book. How can I do this?

• Pay Contractor Timesheets

  I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?

• Telegram -> Zoho Creator answer via API.

  Hello! Did anyone work or established back connection from Telegram to Zoho Creator via API? I'm able to send notification from ZC to TG Bot successfully. (webhook is set) My notification consists of some information and inline buttons "yes" and "no".

• Update a form record based on another form with same user ID

  Hi, I have 2 forms linked : Customer and Subscription When a customer fills-in a subsequent subscription form, there is a automatic subscription number created in the subscription form that I want to paste in a miroir field in the customer field. What

• Issue Configuring SSO Integration with Cognito in Zoho Help Center

  Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The

• Date Time

  Hi Everyone, I would seek some help about this concern that bugs me. I'm currently working using Zoho Flow to automatically plot a calendar on the Calendar Report. Whenever a ticket from Zoho Desk Field was updated this will trigger to create a plotted

• Introducing Bot Filtering for Accurate Email Campaign Analytics

  Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here. Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign

• How can I make time entry mandatory for tickets?

  Hi guys,  I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket.  Thanks in advance 

• Zoho Workplace gets yet another security boost: The addition of Zoho Vault

  Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

• inventory removal at packing list or shipment.

  currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

• Change to copy/paste functionality in Deluge code editor

  Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?

• Clear a date field?

  I've got a date field, let's call it Returned_date.  I'd like to write a script that clears the values from another date field called Expected_date upon a successful entry.  I know where to put the expression, but I'm having trouble building the expression.  Any assistance from anyone for a newb question would be appreciated.  Thanks in advance!

• Integrating ChatGPT with Zoho Creator for Automated Report Generation: Is It Possible?

  Hi everyone, I’m currently working on an application in Zoho Creator and would like to know if it’s possible to integrate ChatGPT to automate the generation of reports based on the data captured within the application. Has anyone successfully implemented

• There anyway to change a creator app Back to DEV thats not got a back up?

  As above, is it possible? Thanks.

• Submit to hiring manager

  It would be benficial to be able to send assessments as part of the attachment when submitting candidates to a hiring manager. Recently i created a recruiter assessment which i complete when phone screening the candidate. I would like to send the supporting

• Cross-Posting to a Telegram Channel

  We don't have a native way to cross-post to Telegram channels. Did anyone find a way around it? I checked Zoho Flow - but Telegram isn't there. Maybe some 3rd party integrations connecting Facebook, IG, etc., bypassing SalesIQ altogether?

• How to connect the Squarespace website with Zoho Thrive

  Our website is created using Squarespace. To boost our sales, I planned to do the affiliate program and I thought to integrate our website store with Thrive. but I don't see the Squarespace platform. if I choose the custom build, I have to generate the

• Chat Widget Does not appear for users

  The chat icon appears for some users, and not all. I know our integration is set up correctly because of the fact that some users can see and use it. I also cannot provide a link to our website for security purposes. But we need a resolution to this as

• Incoming Emails Landing in my News Letter Folder

  Hello, Most email is landing in my inbox but those that come from a web form from my site are landing inside my News Letter Folder. What do I need to do to make them land inside my inbox? Thank you, Cindy

• Possibility of Recording CookieConsent in a Hidden Field in Zoho Forms

  Dear Zoho Forms Team, We are using Zoho Forms on our website and have encountered a technical question related to GDPR compliance. Currently, we have Google Tag Manager installed, along with a script that tracks UTM parameters and GCLID. To comply with

• Snapshot of totals

  Hi, I'm more familiar with Creator so it's taking me a while to wrap my headaround the CRM. I've been asked to produce a metric that takes a snapshot total of ceratin fields everyday when they meet certain conditions : Total Average Value for example.

• Bulk change color of selected notes

  When I select several notes, I want to change their color, but there is no such function. I miss it.

• Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

  Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon. From complex neuroscience to simple note-taking, AI has seeped through every part of human lives,

• Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Le premier mois de l'année s'est écoulé à toute allure ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Dans un monde où l’information a une valeur inestimable, la protection des données sensibles

• Zohocliq status change automatic

  Greetings Zoho, So, i've sync my G-mail calender with zohomail, now every event i get from gmail goes thru zohocliq (WHICH is what i wanted) but the thing is that when the event is there  let's say from 11:30 til 12:30PM my current status doesn't change.

• Workflow rule to assign new case owner sends email to customer from Original owner issue

  I have a workflow rule to assign a manually created case from a sales rep. to a customer service repr to handle. I also have a workflow rule to send an introduction email from the case owner to the customer. The Problem: The email is going out on behalf

• Zoho Forms - Shared Forms

  I chose SHARED FORMS and noticed "Enter atleast" needs a space to be correct.

• Zoho Marketing/SEO Tools

  Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered

• Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?

  Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named

• Case and Left Join Problem

  I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"

• Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?

  I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,

• Rollup summary for custom module

  Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

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