Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could ex...
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have ...
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions....
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize th...
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a s...
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community ...
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting ...
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch ...
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/...
Dear Zoho Desk Support Team, We'd like to propose a feature enhancement for the Suggested Articles system within Zoho Desk. This feature would allow seamless integration with ...
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way ...
I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to th...
The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow...
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects a...
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an ema...