Native SMS Integration in Zoho Desk
I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,
Timentry and Support Plan Relationship
Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits
Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?
Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
Create global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.
Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
Customer Portal Zoho Desk | Sort ticket list
Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Zoho Analytics pulling data from Zoho Sheets and Zoho Forms
It would be smart to have Analytics import data from Zoho Sheets or Forms.
Display All Admin Roles in Zoho One Admin Panel
Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,
Enable more than one custom domain
Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business
Possible to use Client Script to colour code picklist field value?
I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page
Increase the rows that can be exported in a formatted report
Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh
Sync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid
Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum
Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if
Publish exact date of posts
Hello Zoho Community members, I am new to the forums & I noticed that I cannot get the exact date of posts, replies or a topic starting. What I see is "7 months" ago. or even worse "3 years ago" I have a suggestion to post exact date so that we can back
Is it possible to set up draft content in Blueprint comment?
In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offer
Novedades en Zoho CRM: primer trimestre de 2025
Actualización de Zoho CRM para el primer trimestre de 2025 | Tiempo de lectura: 26 minutos ¡Hola, Español Zoho Community! Comenzamos este año con fuerza, con múltiples actualizaciones potentes y mejoras en tus funcionalidades favoritas. Además, estamos
Editing data in Related List tables
Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list
CUSTOMER PORTAL SIGN-UP FORM
Is there a way to customise the customer self sign-up form so that it asks for FIRST-NAME and LAST-NAME? The field "Name" is likely to get people signing up like "Bob". Also, is it still the case that we receive no notification of new user sign-ups? Is there a rule or workflow that will alert agents when new portal users sign up?
Lookup field in User module cannot look up to custom modules!
Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
Make Tasks universal across all Zoho Applications/Platforms
I feel it would be good for tasks to be a universal product across all Zoho platforms! Our company currently uses several Zoho products, but it is extremely frustrating that "Tasks" are not universal to all Zoho Platforms. As an example "Zoho Connect" has tasks but they are not the same as tasks in "Zoho Mail" tasks. Zoho Mail Tasks is much more user friendly, has more features and uses. As a company it is frustrating trying to tell users where to assign and use tasks as they would have to login
Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)
Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous
You should be able to edit the invite template of Zoho Meeting when sending it to an email
What the title says. Is there a way I don't know about?? Thanks. FV
Detect previously signed PDF in package
When you include a previously signed PDF document in a package, if that document had text tags in it, Zoho Sign will add new signature fields on top of the real signatures. That should be a disfavored action for two reasons: (1) it's almost never going
Displaying Notes/Description Columns in "All Expense" showing Tabs
It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.
Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
External Interviewer for Zoho recruit
We do three rounds of interviews. We are a IT Staffing firm and it is common for us to interviews scheduled with interview panel whose emails are not on Zoho one or Zoho recruit Round 1 - Technical screening interview. In this case the technical screener
How to Search Records Using Zoho Desk API with Custom Fields - Account, Contact & Custom Field
🔍 How to Search Records Using Zoho Desk API with Custom Fields Hello Team, Today, I’m excited to share a useful tip on using the Zoho Desk Search API to search data like Contacts, Accounts, or any other module using custom fields. This includes searching
Zoho Books: How to trigger workflow in Deluge script
💡 How to Force Execute Workflow in Zoho Books Using Deluge Hello Team, If you're looking to forcefully execute a custom function or workflow in Zoho Books, you can do so by using the special header node X-ZOHO-Execute-CustomFunction in your API call.
Solution for connections to HDR desktops looking overexposed in Zoho Assist
I have been having issues when connecting to HDR desktops (my monitors are also using HDR) from Zoho Assist and I managed to find a solution. Zoho support told me to turn off HDR but that was not an option in our current workflow. The issue was that the
Fetch extra products data from invoice in one query with invoice record
Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we should
1st Initial in Name Fields should automatically be capitalized
Need to have the 1st initial in the First Name and the 1st initial in Last Name fields to always or automatically be upper case when entering data from the web or the system, but especially the web. It provides clean data, if we are capturing names of
WhatsApp and Zoho Creator Integration
#Tips of the Day ======================================================================================== How to Connect WhatsApp With Zoho Creator. -> Create an account on WATI API EndPoint https://app-server.wati.io/api/v1/sendTemplateMessages Pass
RFID Scanning
With the Stock Count Module and ability to have multiple Warehouses, the ability to scan items via RFID Scanners is a HUGE advancement and time saver. While RFID tags can be assigned we need to be able to connect the RFID scanner to Zoho Inventory app
Not possible to remove mandatory system fields?
Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Better UI for proactive chat notifications needed!
It would be incredible if proactive chat notifications, instead of maximizing the widget—especially on mobile devices—would simply display a notification in this style. It’s not very good design for them to abruptly interrupt the visitor’s navigation.
developed an MCP server and can retrieve data from ZohoONE
https://x.com/Mac_nishio/status/1908715535585714481 Now that we have developed an MCP server and can retrieve data from ZohoONE, we can do corporate analysis for anything with just Claude. This is "Please connect to ZohoCRM and get a list of business
Reply via email for IM tickets
Ability to respond via email to tickets opened via IM channels, such as WhatsApp, Telegram, etc. Currently it is only possible in calls opened through Socials channels.
How to merge duplicate products?
merge duplicate products
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