New Feature : Copying tickets with all the contents such as conversations/history/attachments etc
Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations
Feature Request: Stripe Terminal Integration
I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would
Zoho CRM Community Digest - May 2026 | Part 2
Hello Everyone! The second half of May marked a new beginning. The old Zoho CRM UI finally has a retirement date, Zoho Projects is now accessible right inside Teamspaces, and the community came up with some noteworthy workarounds that you won't want to
Client Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
Mobile app - offline
If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying
URL (links) in social posts to X/Twitter?
X recently significantly increased the cost of social posts via API which include a URL (link) in them. Is this being absorbed by Zoho Social or should we expect additional fees charged against our account?
Reporting Tags and COGS
Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue
Integrate SalesIQ into Zoho Creator App
Hi, How can i do that? Or what other possibles do u know to put a chat in a zoho creator page o portal customer?
Where can I find documentation for "Hard bounce" webhook events
This document https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/webhooks/articles/webhooks-management#Structure has information on the various webhook events, but "hard bounced" is not documented. But "Hard bounced" is an event type you can enable
[Webinar] Agentic analytics: The emerging landscape of BI
Agentic AI represents a new class of artificial intelligence systems that can reason, plan, and act autonomously toward defined goals. These systems continuously observe context, make decisions, and drive outcomes with minimal human intervention. In the
View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and there
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
New Web Tabs feature not working ("mail.zoho.com refused to connect" error)
I've been trying out the newly introduced Web Tabs feature in Zoho Mail, but unfortunately, I haven't been able to get it to work not even once. Every time I try to load a webpage within a Web Tab, I get the following error message on my screen: "mail.zoho.com
FSM Module not available
Hello Latha and Team, I have created a connection in Zoho Creator to link with Zoho FSM using the built-in connection. However, the issue is that this connector is not able to access the Services and Parts modules in FSM. To run my in-house application,
How to add receipts
How to add receipts
Q3 USA ZUG Meetups - Build AI Agents with Zoho
Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI
Tip #50: Achieving cross-project collaboration
With its scrum and kanban type of projects, Zoho Sprints is equipped with many collaboration tools and capabilities that help teams effectively manage their individual projects. But, organizations often need the ability to work across projects to achieve
Kiosk Studio + Zia Agents: Use probabilistic AI inside deterministic workflows | Kiosk Studio Session #9
As Zoho CRM administrators, this community builds systems to govern user behavior and protect database integrity. We rely on deterministic tools to enforce these rules: We use blueprints to control the macro-state of a record, ensuring a deal cannot move
Tip 6: How to calculate the business days between two dates.
Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most asked questions in the forum. That's right. This tip would help you calculate the business days between two dates excluding the weekend. For example, if wish to know the number of working days in a particular month, you need to write a custom function to do this calculation. Functions are nothing but a unit of code written to perform a specific task. Let's see how
Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we have
Item Attribute Separate Pricing
I would like item pricing to be based on attributes/variants rather than only the item name. Example: Item Name: SS Ball Valve Attributes: 1/2" → Price ₹100 3/4" → Price ₹120 1" → Price ₹150 When creating a sales or purchase transaction, selecting the
Introducing the new Zoho Announcements Hub
Hello, Enterprise Support Community! We are excited to announce a new way to keep up to date with recent product releases and announcements for the Zoho apps you use on a regular basis. Introducing our new centralized location to bring together all Zoho
Zoho CRM - Kiosk Studio : Bring Zia Agents into your Kiosk flows
Hello Everyone, AI Agents are gaining momentum and they don’t just assist people, they act on their behalf, helping teams save time and to focus on more important work. However, deploying agents in an enterprise environment introduces a fundamental architectural
Zoho Creator + LLMs using Zoho MCP: Bring contextual AI into your apps
Hello everyone, We're excited to share that Zoho Creator can now be integrated with leading AI models(like Claude) using Zoho MCP. As you know, Zoho Creator has been a pioneering low-code platform with a razor-sharp focus on making it easy to build business
Formatted resume not working
Hello, We have u ploaded our Formatted/Branded resume template document and have copied a nd pasted the required merge field value into the template document mail merge fields as per the procedure. We then u pload the template document as per the procedure.
RSC Connectivity Linkedin Recruiter RPS
It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me
How to customize the "Placeholder Text" separately from the "Field Label" on the Booking Form?
Hi, I am currently customizing the Booking Form for one of my Workspaces in Zoho Bookings, and I need some help adjusting a custom text field. Right now, when I create a custom text field, the gray "placeholder text" inside the text box automatically
Deluge Learning Series: Error handling and debugging in Deluge - June 2026
About Deluge Learning Series Deluge Learning Series is conducted on the fourth Thursday of every month. In each session, we cover built-in functions and statements in Deluge and demonstrate how they're used across different Zoho products. With practical
Give us access to record comments through API/Workflows/Deluge
It would be great to have access to comments related to a record through API, workflows and deluge. This could open up a lot more possibilities on how the comments section in Zoho Creator is being used. One use case I would consider is creating workflow
Zohodesk extension uninstall
When I have tried to develop a extension . Why I can't delete connection or uninstall extension in zoho desk. Please help.
How to Download a File from Zoho WorkDrive Using a Public Link
How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teams
Candidate Assessments, no workflows.
I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if
Out of Stock items showing in Commerce
I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for
Is there a way to update the forecast category independently from the deal's stage through an API?
Hello, We're experimenting with the Forecast module and we've created custom categories to signal the top 10/50/100 deals currently in the pipeline. We would like to assign these categories automatically using custom functions but I found that the only
#15 Getting Paid Starts Before the Payments
Over the past few posts, we have looked at how to create professional invoices, organize customer information, and manage your invoicing workflow efficiently. What if I told you that creating an invoice is only part of the journey? Yes, once an invoice
Turn off workflow Applied pop-up
hi We are new to Desk. I have a rule to set to "waiting for customer" when agent sends reply. This comes up every time. How to i turn off? Or am i seeing as admin.
Tip #3: How to change your booking page language
Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
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