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• 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

• Custom Field - cannot edit a dropdown field item

  We have a custom field within the project template (Dropdown) that is for the Dealer related to this project.  I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but

• Copying and pasting emails from CRM to Marketing Automation

  Hello, My Zoho consultants built all my customer nurture emails in CRM instead of Marketing Automation. I would like them all in Marketing Automation. Can they simply copy and paste the emails from CRM to Marketing Automation? Or will they need to rebuild

• haveibeenpwned Integration in Zoho Vault

  Hey there I remembered, that a while ago i have read something about an haveibeenpwned integration into Zoho Vault. After some research i have found this landingpage: https://www.zoho.com/vault/features/dark-web-monitoring.html Where can i activate this?

• Articles page into Moodle as an iframe

  I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(1/30)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 1月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

• Allow Using All Variables Multiple Times in Templates

  Hi, We would like to request an enhancement to the template creation feature in Zoho CRM. Currently, some variables can only be used once per template. For example, when creating a quote template, the item quantity variable can only be added once. If

• Zoom Phone SMS Integration

  Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..

• External View Access for Agencies

  Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's become

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• Case Email

  We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it. 

• Synched Zoho CRM fields When Campaigns field is updated

  I have Zoho CRM Leads synched with Zoho Campaigns. I have a workflow that updates a synched field. If the workflow updates the Campaigns field, will that field be likewise updated in the CRM?

• Subform Data in v2 REST API

  What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the

• Add Action to Remove/Delete Users in Jira

  Hi, I hope you’re doing well. I noticed that Zoho Flow currently allows the creation of users in Jira, which is great. However, there is no option to remove or delete users from Jira through Zoho Flow. This limitation can be challenging when managing

• INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th

  Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft article

• Zoho Projects - Add time logs in Offline mode

  Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.

• Experience sharing - creating quick prototypes to align understanding

  Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires

• All notes disappeared

  I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

• How to bulk edit on subform field

  Hi, It seems impossible to bulk edit on subform field. Is really it impossible? The subform field is well shown on view, and we can search as criteria, but the field doesn't appear in "bulk edit" dialog. Is there any other way for add the same subrecord in all records of a view? Thank you very much, Bernat

• Bar Charts in Zoho CRM

  Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new

• Sending two different reports through one e-mail schedule

  Hi. I have two different reports which I want to send to someone. However, I don't want two separate emails, but only one. Is this possible?

• Is there a way to see the code in parallel to what you are creating.

  So when you are creating a form, or making layout changes you see what is happening in the code. Similar I guess to some website editors, thanks

• Help with filtering Contacts from Accounts based on third module

  Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. Right

• WhatsApp phone number migration

  Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific

• WhatsApp For Zoho Commerce

  Team: Right now all trigger based communications happens via emails. Emails are outdated and now customers wants to interact with a business through whatsapp. Does zoho commerce support whatsapp based communication?

• Launching Snowflake Integration: Streamline Contact Management in Zoho Marketing Automation

  Hello Marketers, Here we are yet another addition to Zoho Marketing Automation, integration with Snowflake. This integration is designed to streamline your contact management and enhance your marketing efforts. Let's dive into the features that come along,

• Possible to disable "Quick Create" option for new record creation?

  Is there a way to disable the "Quick Create" option for creating new records? Some of my layouts are heavily reliant on conditional layout rules and these don't work when in the "Quick Create" mode. It's very annoying and confusing for the end users to

• Manage Approvals like Never Before: More Control and Flexibility in your Approval Processes

  Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data enters

• Enhance email sending for custom functions in Zoho Connect

  Dear Customer, We would like to share an important update to how emails are sent via Custom Functions (Deluge) in Zoho Connect. What's new? To improve security and email deliverability: The From Address in the Send Mail task used in Custom Functions must

• How to Check if the Access Token is expired?

  Hi Zoho CRM Team, I want to ask if there is a way or if there is an API to check if the access token is already expired. This is to avoid having several active access tokens. I really appreciate any help you can provide. :)

• Zoho Recruit is coming to the UK | Zoho Community Learning Series

  Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and

• Workaround for Backstage's non-compliant cookie banner

  Hi Does anyone has a workaround for the cookie banner Backstage uses when you publish an event? Currently there is no "Decline All Cookies" button, only "Accept All" and "Customise". Which means it is not compliant with data protection requirements, as

• [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

  Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

• Mass Update a Lookup Field

  How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!

• Batch Download Completed Documents in Zoho Sign

  I have thousands of completed documents that I need to download. There has to be a better way than individually clicking on each one?

• Relation name issue with getRelatedRecords

  Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants

• Uploading file to workdrive from creator

  Hello I am trying to upload a file from creator into my zoho workdrive but it does not seem to be working.  A file does get uploaded but there is nothing when I try to look at it and just gives an error message saying "We couldn't generate a preview due

• How do I delete survey responses (Customer Happiness)

  Hi,  I need to remove dummy survey responses (those I created during evaluation period), and invalid ones - responses received from Cancelled tickets - which is a custom status we use to close spam, duplicate, or internal emails. I cannot find anywhere to remove them, and one of your chat agents suggested to remove the response provider (contact).  I'm not inclined to do what was suggested as there could be valid responses from that contact, so kindly provide another option. And I did try that too

• Setting value while adding new entries to lookup field

  I have a question regarding this process: https://help.zoho.com/portal/en/kb/creator/developer-guide/forms/add-and-manage-fields/articles/fields-lookup-allow-new-entries If I set a value for a lookup field while adding new entries, and the form it looks

• product registration module / warranty

  i need someone who can create a online/product registration module for me. Our website is based in wordpress. We need our consumers to register their product and should they need to make a warranty claim, do so online as well. One way to do this is to create using zoho creator - Registration Page o To have normal information fields o Attach scanned proof of purchase o product purchase details o Point of purchase details o Database back end for all the information. o Access to database (view or download

• Product Registrations via Zoho CRM

  Hello, I would like to have a public page, where users can enter product registration details.  This needs to be many-to-one (registrations-to-contact).  I tried the CaseToWeb Form.  It adds a Contact and Case, which is fantastic.  However, it will only let me add a few details on the Contact such as Name, Phone, Email.  I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, Brian

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