Online meetings through Calendar Booking form with options
This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing
Zoho Desk Time Tracking and the Salary Privacy Issue
Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.
Article Numbers for KB articles
Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?
Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?
Team Feeds Improvements
Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to
Upload Logo to Account Page
It would be nice to set a logo for an Account
View Agent Collision on Ticket List Page
It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired
Restrict user from viewing the detail standard view
Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script
Upload Picture to Contact
It would be nice to upload a profile picture to a contact.
Allowing Pictures for Client Contacts
Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.
Agent name Alias
I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or Manny (First Name) This is want we want to show
[Feature Request] Add support for internationalized top-level domains mail hosting
This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below
Add Enable/Disable to Field Rules and other Rules
Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled
API PARAMETER FOR TICKET CLOSED TIME
Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias
Zoho Books - Sales Person Information
Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows
Emoji Support in Bigin CRM
We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
Bigin Booking Pages enhancements
I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.
Standalone LMS tool
Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?
Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States
Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the
Schedule sms to be sent later
When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you
Ecommerce integration with prestashop
Development of campaigns integration with prestahop. When???
Mandatory Messages for Specific Members in Zoho Cliq Channels
Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:
Admin Access to Message Read Statistics in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in
Online Member Visibility in Channels (Similar to WhatsApp Group Presence)
Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently
Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)
Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that
Multiple Products on Ticket
Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product
Add SKU to query options in `items` API endpoint
It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.
Allow Variable Insertion in Prebuilt "Update Record" Action in Schedules
Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records in
Custom Action for Subform row
Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the
Zoho Projects Strict Dates for Tasks
Hi Zoho Projects team, I would love to see a feature to allow Strict Dates for Tasks. Sometimes in projects you have dates which must not move, even if predecessor Task dates change. For example, perhaps you need to book access to a facility to perform
Subform Entry Limit from a Subform Field (A different Subform on the same Form)
Hi, I would like to be able to use a Subform 1 Field as the Dynamic Entry Limit for Subform 2. Even better would be able to use some code with the values, so for example using the Subform 1 Qty Field as the Max Entry limit for Subform 2, BUT only the
Custom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
Is there no way to duplicate an entire workflow or even custom function across multiple departments?
Is there no way to duplicate an entire workflow or even a custom function from one department to other departments, like it is done for field duplication from one department layout to other department layouts?
Visibility and Enforcement for Outdated Plug Parameters in Zobot Canvas
Dear Zoho SalesIQ Team, Greetings, We’d like to suggest an important usability and quality improvement for working with Plugs inside Zobot. Current Behavior: When we update the code of an existing Plug, any Zobot card using that Plug requires manual resaving.
Zoho Desk Lookup Field Reporting
Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields
Export Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
Linkedin: when Zoho Social is going serious with it?
Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on
ABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
Sort, filter & save views for BOOKS PROJECTS
Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings
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