Remove attachment from ticket
Hello, When we receive e-mails from our customers, lots of those e-mails contain attachments with sensitive information, which we need to delete from the ticket after using it. It is forbidden for our company to store these attachments, due to security reasons. Is there a possibility to delete an attachment from a ticket in any way? It is necessary for us that this possibility is available. Thanks in advance, Yorick
Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
Zoho Sheet - Option to disable "Embed" button when publishing a sheet
Hi Sheet Team, I've noticed that when I publish a Zoho Sheet publicly, there is an option for the viewer to "embed" the sheet. There is no option to disable this button and my idea/feature request is to include a checkbox in the Publish settings to hide
Quick resend/One-off send function
Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under
Is there a way within Desk to allow for this timeline overlapping?
We're encountering an issue where contract timelines for the same client at the same location might overlap or follow each other sequentially. Since a single client can have multiple contracts, and we offer various contract types, is there a way within
Zoho Bookings Integration with Make.com
Dear Zoho Bookings Support Team, We are writing to request a new integration between Zoho Bookings and Make.com, a leading automation platform widely used by Zoho users. Current Integration: We acknowledge the existing integration with Zapier, another
Leads Should Support Business-Centric Structure for B2B Use
We’re a B2B company that generates leads for other businesses and often engage with multiple contacts within the same company. For years, we’ve struggled with Zoho CRM’s limitation of requiring a Last Name field for leads. For example, if we’re pursuing
Equivalent domains
Need a settings feature for adding/modifying/deleting domains that use the same login service. The feature can also suggest some popular sites that use shared credentials to access domains under their control. For example: amazon.com and its local variations like amazon.in. For example: gmail.com and google.com. LastPass has this feature.
Create custom field using API.
Hi Zoho Support, can we create the custom field using Zoho API? Thanks, Parth Moderation Update: I'm locking this post as the feature has now been implemented. Please refer to the help link provided in the comment below.
Allow non admins to create folders
I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?
Zoho Rentals
Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!
Change default "Sort by"
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 the second option of "relevance" as the sort by default and not have to change
Enable Zia Bot for Intelligent Conversations in Zoho Cliq
Hi Zoho Cliq Team, We would like to request a new feature: the ability to interact with Zia via a dedicated bot in Zoho Cliq, in a way similar to how users interact with GPT-based assistants. Use Case: We're looking for functionality beyond the existing
Multi-column sorting
Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?
Add a Calender view in Zoho CRM
I would like to ask if it's possible to add a calendar view to a custom module in Zoho CRM. Is this feature planned for future development? It would be extremely helpful for us. I’d like to allow my users to view the data visually in a calendar layout,
Make the edit fields hover in Canvas View look the same as the Detail Page
The edit field UI in the Canvas View is not consistent with the standard detail page UI. For some modules we have Canvas views, for some we don't. We don't want it to look differently. We want it to look like one system.
How To Change Open Activities View in Canvas?
Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What
Mails to Deals
Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is very
You are forced to store/manage custom functions redundantly | Any solutions?
Hello there, you are forced to store code (custom functions) redundantly if you want to use the same functionality in multiple departments. I don't understand that you can't define global functions. When I make a change to a function I may have to do
Filter Multi-Line Properties with Plain Large Text
To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.
To be able to create a report sub folder
Hello Can we request the ability to create subfolders in report folders.
Add export option that only export one or selected notebooks
Currently the export function will export ALL data every time, this not only wastes user bandwidth, disk I/O and local storage space, but also consumes more resources on the server. Partial export should be a very basic and easy-to-implement feature.
Add haptic feedback when QR / barcode is scanned
Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !
In line code commenting in Deluge
A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changed
Custom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.
Customize Thank You message for native forms
While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.
Customize forms validation for native forms
I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields
Dark mode
Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
Allowing workflows to execute as an admin
Workflows currently seem to execute with the permissions of the logged in user. This is a problem for most of the forms we have where we have hidden fields that perform business logic. If we restrict the permissions of these fields so users can't view
Support for Digital Goods/Products and password protection
Hi! Some companies sell product licenses or digital products directly, these licenses are unique for each sale that later allow you to download a ZIP file with a passwod-key that can uses the same license code (for example, a market report) or, failing that, is used in the product such as an authentication in the software or a request. It would also be interesting those who sell in subscription mode and can be integrated with Zoho Subscription. Thank you
We need customizable sub-form layouts
Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously. The administrator
How do you make sure the same person doesn't answer the survey twice?
Preventing multiple responses to a survey is really important because letting people answer more than once can seriously ruin the data. It skews results, making it seem like certain opinions are more popular than they are. This can lead to misleading
Zoho Books - Feature Request - Show Custom Template Preview
When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional
Forecast UI improvements
Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could
Multiple Forecast configurations
Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue
Let's Take Custom Slideshow A Step Further!
Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of
Add Ability to Set Full Name When Inviting Users to Private Client Portals
Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access
Items (products) Export to PDF Feature as a Catalog Generator
Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document. Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers. I've been duplicating this feature in other apps to make a product catalog. Having a central repository of "items" makes good sense,
Allow SO Item table to search other fields in items to make entry easier
We have thousands of items, some of which need to be entered on the fly by desk people. We don't want abstracts like the vendor's part number in our SKU or Item name. It would make order entry much easier if the context search in the items table would
Enhance Bot Functionality for Scheduled Reminders
Dear Zoho Cliq Team, We are writing to request an enhancement to the bot functionality within Zoho Cliq. Currently, bots can be added to channels and send messages, but they lack the ability to schedule reminders. Our team utilizes a deluge code to send
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