Recent Topics
Reusable Custom Functions Across Department Workflows
Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.
Why are Deals from ZOHO CRM not synced to ZOHO Desk?
We are working with Deals in ZOHO CRM to register new assignments from our clients. I would like to service the execution of these Deals via ZOHO Desk, but apparently ZOHO Desk does not automatically show the Deals connected to Clients as registered in
Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
Allow Validation Logic to Prevent Merging Specific Tickets
Is there a way to add a validation to the "Merge" process such that if one of the tickets being merged meets a specific criteria, the system prevents the merge? We have run into issues where a team member merged a ticket that clearly should not have been
Add second Help Center [resolved]
Hi, I need to create a second help center. My two help desks must be independent, each with a custom subdomain, and no common base for users. I don't want in center A they can send a ticker to center B, and vice versa. The first one is functional, and
Images not showing up in Desk tickets
Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!
Hide/Remove Zia search bar in Mobile app
How do i hide the Zia Search button " Search across Zoho apps " in the app?
Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from
Automating Follow-up Email After Call Ends – Best Approach?
Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyone
Adjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in the
Sales without Invoice refund
I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance
Zoho Creator App used through Zoho Connect/Workplace Account - Issues - Formulas & Connecting Zoho Forms
Good evening! I am having trouble connecting Zoho Forms to my Zoho Connect App (Workplace subscription - so not full Creator account). Does anyone have ideas on how to make the submitted form feed into the app to creator a record? Part of the trouble
hour() deluge function always return 0, how to get hour using deluge?
I am trying to get hour from Date/Time field like this createdTime = lead.get("Lead_Creation_Time"); hour = createdTime.getHour(); info hour; // this line will returns '0' but the result will always zero, I expect it will return '13'
How to enter Bank Account details for Auto-Charge via API
We need to add Bank Account info for a recurring invoice to enable auto-charge. Can this be done via the API? I know that we can add credit cards using the following: POST https://books.zoho.com/api/v3/recurringinvoices/<rec_inv_profile_id>/card/<customer_card_id>?organization_id=ORG_ID&authtoken=AUTHTOKEN
Close a task without tagging it as completed
Hey everyone, I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one). A task can be 'completed'
Cannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
Log360 Cloud is now integrated with Zoho One!
Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to Zoho
Can I trigger workflow rules only on weekend and certain hour?
I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?
"Extra keys limit has exceeded"
Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit payment
Merge Fields in Email Templates using Custom Object Data
I'm struggling with the following: MyCustomData has fields "serial number", "site ID", "chip number" Contact Has-a MyCustomData Account has-a MyCustomerData I want to email all contacts, or account contacts using an email template but I want to reference
Changing Customer Currency
It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer
How to Schedule onsite Estimate?
I just want to schedule a simple onsite estimate. How do I do this?
Linking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
Cannot receive Mobile Verification
I cannot receive any mobile verification since today.
Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. Thanks
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
Can I send Whatsapp template using Deluge function?
Hi, Can I send Whatsapp template in Business Messaging using Deluge function? I have tried to search the documentation but I can't find it
Zoho Meeting very bad video quality
Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like
ZOHO CRM Canvas for Hebrew
I would be happy if you would add the canvas form option to the Hebrew version as well. Moderation update (24th February 2025): We have an existing thread discussing the need to extend Canvas support for Hebrew (RTL), where users have been sharing their
Create Sticky Notes
Hi, the on page option to create sticky notes is a great idea and very useful. One thing that is more of an annoyance for me is that the word wrapping doesn't work very well. There are too many orphans which make it look untidy and awkward. See image.
Zoho CRM, can a deal be reverted back to a lead?
Zoho CRM, can a deal be reverted back to a lead?
Work Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
Adding a New Project Template.
I am currently using the ZOHO Projects Classic plan and am unable to add the new project template I have created. Could you please provide more insights on why I am unable to add the project template alongside the other templates?
Time calculations.
Hi, I have the simplest of forms, with two option buttons either Kiln A or Kiln B, and submit button. This is used as a stime stamp at the start of a firing at the time eack kiln is started. What I need or want to add in the All Entries are a couple of
Create a new contact when a new record is added in a custom CRM module
Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?
Découvrez Zia GenAI : l'IA générative native de Zoho pour Zoho Desk
Nous sommes heureux d’annoncer le lancement de la version bêta de Zia GenAI dans Zoho Desk, désormais accessible via notre programme d’accès anticipé. Ce modèle d’IA générative est conçu pour optimiser l’efficacité et la qualité du support client, et
Zoho Books | Product Updates | February 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
Zoho CRM - Attachment Issue
No one in my company can add attachments to lead in Zoho CRM. We keep getting and error message that says "Sorry, an error occurred while uploading the attachment(s) to the record. Could you please try again after sometime?" We have tried saving as PDF
iOS Widget Not Working
The iOS widget to display a specific note does not appear to be working, instead displaying a blank white screen. I’m on the latest version (6.5.12).
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