Recent Topics
Cómo convencer a tu manager para venir a Zoholics 2025
¿No estás seguro de si a tu manager le convence que asistas a Zoholics 2025? ¡No te preocupes! Aquí te damos algunos argumentos clave que te ayudarán a convencer a tu manager de que participar en este evento es una inversión tanto para ti como para la
HTML Email in Zoho Books
Is it possible to create custom html email template in zoho books.
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Can you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how
Contracts Management
Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at
Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
Cancelled appointments still block out timeslot
I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until
Can you change the width of a template, and/or the size of images we upload to the template?
my images look good in preview, but are then skewed when sending email. Also, are image sizes "fixed" by which template is being used? Thanks in advance. CV
Tip of the Week #53 – Use Zia writing assistant !
Ever find yourself typing out a quick reply or discussing something with your teammates, and a tiny typo slips through? Or maybe you’re aiming to refine your writing for better clarity and context? That’s where Zia steps in , Zoho's AI powered writing
Sheet View for Reports
Hi - is there any plan to make a "Sheet View" function for reports??? It would be a huge improvement. Moderation Update (30th April 2025): We have a separate post discussing the same requirement. Please follow the below post to stay updated on the progress.
When adding or editing a contact in contact tab, the contact or edits cannot be seen in mail tab for up to 24 hours
When reporting this as a bug, I was informed that it can take up to 24 hours for a newly added or edited contact in the Contacts section to become usable in the Email tab—whether through autocomplete or when selecting recipients via the To button. Frankly,
Power of Automation :: SLA for Projects
Hello Everyone, In this post, we would like to highlight the feature "Time-Based Workflow Rules for Projects" Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements. Zoho Projects
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Let's Talk Recruit: An approval process with zero follow-ups
Welcome back to our Let's Talk Recruit series! Today, the topic of discussion is the Approval process. We’ll discuss how approval workflows function in recruitment, explore real-world use cases, and show how automation in Zoho Recruit can streamline approvals
Failed job notifications
Is there are way to receive an alert when a job has failed? If not this would be a useful feature.
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
Block certain emails from creating tickets
Hi there! We get a lot of tickets into Zoho desk from people emailing our support email that feeds into Zoho. We have created some 3rd party accounts using our support email and we get notification emails from these accounts. These emails create tickets.
Customer Statement Templates
Hi In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene
Request to View List of File and Folder Links in Zoho WorkDrive
Hello, I need to check a list of links for the files and folders stored in Zoho WorkDrive. Although it is possible to check them one by one, I would like to know if there is a way to view them all at once in a list format. Could you please advise on how
Where to find org ID and department ID?
Hi there All the existing info on this seems to be incorrect or out of date. It's not in my URL, it's not in the developer space > APIs anymore like was suggested in some other forum posts. How do I find it?
reCAPTCHA
Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?
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(5/28)
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。 5月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷登録はこちら:https://us02web.zoom.us/meeting/register/l6xddhOoR--8rroMIgKWyA ━━━━━━━━━━━━━━━━━━━━━━━━ 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
Outgoing blocked again.
Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora
How can i resend a campaign to only one of the recipients on the original campaign
How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
Zoho desk not sending call reference to user
Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there
Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.
ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts
Highlight a candidate who is "off limits"
Hello: Is there a way to highlight a candidate who is "off limits"? I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that. This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits. The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
How to Add Custom Sections in the Product Page?
Hi Zoho team, I’m currently using the Tranquil theme on Zoho Commerce and I have a question regarding the product page layout. Right now, under each product, I can see expandable sections like Product Details and Specifications. I’d like to add two additional
Apply Workspace First Day of Month Setting to User Filter Date Picker
I've noticed that the user date picker filter always has the first day of the week as Sunday, even when Monday is selected as the Workspace default. I would like to raise a feature request to apply the Workspace default to user date pickers. Thanks
Display CRM account field on Zoho Desk Ticket
I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked
Composite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
How does BadgeUp Work?
When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight Randall
Access a field from incoming webhook Zoho Flow
I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful if
What is the difference between a template and a snippiet
Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are
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