Calendar view all appointments in workspace
In the Calendar page, add the ability to view all appointments in the Workspace. The Manage Calendars filter requires me to select at least one user or resource, and it only lets me select up to five of them. There's no filter option to view the entire
Shared Snippets Everyone
Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
Image Resolution Restriction Option in Zoho Forms File Upload
Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This
Feature Request - Copy Reschedule Link
Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open
Using an article already existing in Zoho Desk KB as a resolution for another tickets
Hi, I've read about the Resolution tab of the Tickets and the ability of adding a Resolution to the Knowledge Base so that both agents and customers be able to access this information. However, and considering several tickets may be solved by following the same procedure, here's my question: if, for a ticket, I solved it and added the way I solved it as an article in our KB, is it possible to grab that article and use it as a resolution for another tickets with similar characteristics? If it's not,
Custom Button - Location Choice is not changeable in creation
I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field
Introduce an option to hide the form title
My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and
đź’ˇ Feature Request: Custom App Bundle Plan (Pick Only the Apps You Need)
Request: Allow Users to Build a Custom App Bundle (Choose Only the Apps They Need) Hi Zoho Team, I appreciate the value that Zoho One and the Plus Bundles (CRM Plus, Finance Plus, etc.) offer. However, I’m finding it difficult to get the best fit for
Restrict Zoho One Account Notifications to Admins
Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administrators
Wouldn't it be great to have an option to schedule sending emails in Zoho mail? Schedule send feature request
The subject says it all - but just to clarify: This is to request a new feature that would allow users to schedule the delivery of an email for a given date & time. In small companies it is quite common to work unsocial hours on customer emails. But some
Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
Zoho Inventory Feature Roadmap Visible To All
Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
Feature Request - Improved booking layouts, specifically for individual booking links
I would like to see more layout options and specifically to have the meeting description beside the calendar booking function, when sharing booking links to specific consultations/meetings. Below is a screenshot from Calendly. I love this layout and it
Whats App Automation
It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively
add another department to helpcenter
After activating multi-brand, how to add another department to help center? For example department A has associated with help center 1. We have another department B and would like user to be able to submit ticket to department B via help center 1, how
Filtering Parent and Child Tickets in Analytics
Hello Zoho Support Team, We’ve noticed that when checking our ticket analytics in Zoho Desk, the data merges both parent and child tickets for key metrics like the number of new tickets, closed tickets, and first response time. This results in inaccurate
Link Zoho Inventory Sales Order with Zoho Desk Ticket
I'd like to, in a Zoho Inventory Sales Order, see linked/related Zoho Desk tickets. When I'm in Zoho Desk, I can look up related tickets to the sales order, but I can't seem to do it in the reverse manner (where when I'm in a Zoho Inventroy Sales Order,
PROJECTS - More flexibility with task and pricing
Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can have
Tiktok and Instagram Carousel with Music
Is it possible to add music or sound (can be downloaded or uploaded or attached) when we upload carousels in IG and Tiktok?
Convert Item to composite item
When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.
Access CRM Variables from Formula field
Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?
Zoho Books - Show Discount Totals When Greater Than Zero
Hi Books Team, I understand that to show or hide discount amount on a Quote or Invoice, I need to use different templates. It would be a great quality of life improvement for users if we had an option to show or hide the discount amount at line item and
Feature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration
Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoice
Edit Reconciled Transactions
I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To do
Look Up Field Type not available for events and tasks?
Look Up Field Type not available for events and tasks? Â Â
Ability to Remove/Change Zoho Creator Admins via Zoho One Interface
Dear Zoho One Team, Greetings, We would like to request a feature enhancement in Zoho One. Currently, it is not possible to remove or downgrade a user with the Admin role in Zoho Creator from the Zoho One admin interface. Unlike other Zoho apps where
How can we manage the tags in ticket
Allowing agents to use Tags indiscriminately can cause havoc. We could not find tag management where 1. The admin can create Tags beforehand for use by Agents 2. Permission can be allocated which roles/profiles can use existing tags or add new tags 3.
Feed Notifications filter?
I'd like to have filter settings for Feed Notifications just like we have for Personal Email. If someone dumps a bunch of files into a project, we get a notification for every file!
Custom fields and filters for Timesheet
HI Zoho Projects team. IT would be great and useful if we can add custom fields to the Timesheet design And is needed more options for filtering the timesheet dashboard, like "Milestones" and task list asociated to the record. Thank you
Enhance "Send Cliq Notification" Action in Zoho Desk Workflows (and also add Happiness Rating Support)
ello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the “Send Cliq Notification” action available in Zoho Desk workflows — specifically in workflows triggered by Happiness Ratings, but also relevant to all workflows
change subscription within customer portal
Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.
Restrict Agents from Editing Shared Custom Views in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the custom views functionality in Zoho Desk. 🎯 Background We’re actively using custom views to filter and display tickets for different teams based on specific
Feature Request: API Access for Managing Deluge Functions (with OAuth & Change Tracking)
Hi everyone, I wanted to share a thoughtful request that came in from one of our Zoho clients this week. I believe many of us as partners and developers might relate to it. “One quick item to flag: we’d love an official way to manage Deluge functions
Add Client Credentials Flow to Python SDK
The Zoho CRM API supports a client credentials flow to automatically generate ephemeral access tokens, and this can be done programatically. The Python SDK however requires you to provide a grant token, refresh token, or access token when initializing
Project Accounting
Hello Zoho, Can we also bring project accounting in Zohobooks as a ne feature in upcoming developments? This will be helpful for specific business and industries. Thanks
Fields of Look up in Custom Modules
We need to create a custom module in Books for Proforma Invoices Now I created a Custom Module and added a Table and in the table added a lookup field and chose Items Now I want Specific fields of the item such as Tax, Item Cost etc but it only displays
Weekly time log view
The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it should
How to add categories to community
In my Community, I would like to add several Categories but I don't readily see how this is accomplished. Currently, I have one category in my community with several forums. But I would like to add more categories. Thanks.
Multicolumns fields for native forms
It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.
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