Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!
Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically
Negative Quantity on an Invoice
I need to be able to put a negative quantity on an invoice in books and inventory. Example, customer is buying part A, which has a removeable part, part B. Customer wants Part C which replaces Part B. We swap them for the customer. On an invoice we should
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
Announcement:Zoho DataPrep 1.0 has been deprecated — We have started auto-migrating your workspaces to 2.0
Zoho DataPrep 2.0 was launched in September 2024 with a brand new way to build and manage data pipelines with the new visual pipeline canvas. After the launch, we deprecated Zoho DataPrep 1.0 and asked our customers to move to 2.0. Most of our customers
Under Performance continuous review, how can Final reviewer can give rating.
Specifically, we require assistance on how the final reviewer or admin can provide the final continuous rating, not the manager which should be considered the final rating for all employees and properly documented.
Zoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
Search API filter/sort ignores comment-triggered modifiedTime updates
Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Please add "N/A" option for all questions
Hi Zoho, please add a "N/A" option for all or many of the questions types. Currently only ranking question has this option, but this is needed for all types of survey questions. (star rating, choice, matrix choice...)
Unable to edit TASK / CALL in small pop-up window - UI Issue
Issue: Unable to Edit Tasks/Calls in Pop‑up Window Over the last two days, we have been experiencing a consistent issue while creating Tasks or Calls in Zoho. Issue description: • When clicking Create New → Task / Call, the form opens in a small pop‑up
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Goods In Transit
Hi I was wondering if anyone had any tips or work-around to show goods in transit as a liability? We raise a PO with our supplier in China and when the goods are shipped and are invoiced, hence they are a liability of the business. However I can't convert
Salesforceにデータ添付をする際の容量について
お世話になっております。 SalesforceにZohoフォームを紐づけ、処理の「添付ファイル」にチェックを入れて、カスタムオブジェクト内のファイルに格納するフォームの開発をしています。 この時、添付されたファイルの容量の上限は料金プランのファイルストレージと同一になりますか？ また、Yesの場合、運用するには1.追加ストレージの購入 2.上位プランの引き上げ 3.回答を一定期間で削除等 になりますでしょうか。 https://www.zoho.com/jp/forms/pricing.html
Adding Audit Logs to Creator API
It would be great to be able to pull audit logs via Creator API. Our company would like to see the history of records in some reports we generate. There's a lot that we could do with this.
Controlling Target Environment (Dev/Stage/Production) in Zoho Creator API Using Connections
Hi everyone, I’m working with Zoho Creator and using zoho.creator.createRecord and updateRecords APIs through a connection. I have configured a connection that supports all three environments — Development, Stage, and Production. However, I’ve noticed
Warn users when leaving a form with unsaved changes
Hi all, I have an application that has a form with fields and a number of subforms. Does anyone know if there is a way to warn users that they have unsaved changes when they close the tab or warn them when they click the Cancel button? My research through
How to publish different instances of the same application.
I am using Creator for my internal management my store. I am opening a new location, and I want to have a somewhat separate instance of the same app for my new store to use, since the data will all be different, and there is no need to interact between
Use arbitrary images in deluge
I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security
Report Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, Allison
PDF TO HTML/FORM ENTRY
Hi i am looking at some solution for PDF processing i receive many sales order in pdf formats I has 2 sections 1st part with all basic details 2nd part with product wise details now i am looking at auto entry of data into a zoho creator form based on
Capture location upon submit
Hi guys, just got to know that zoho creator is now deprecated the Address Line 1 and Address Line 2 subfields from the Added Location and Modified Location. and i need the address 1 and 2 to know exactly where my employee submit the form (attendance). i used creator only for a year and i found they keep on removing good features which makes me think of migrate away from creator. anyway, any suggestion or workaround that i can do to get back the address 1 and address 2? thanks guys. Jeff
Tip #70 - Exploring Technician Console: Clipboard Sync - 'Insider Insights'
Hello Zoho Assist Community! Imagine you are a technician helping a customer troubleshoot a complex server configuration issue. The fix requires running a series of precise commands, entering long file paths, and copying error logs from the remote machine
Automation Series #4: Workflow vs Supervisor Rule in Zoho Desk
This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly
Data Sync
Hello Team, Super admin enabled the sync between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). I checked the sync progress for Customers, Contacts, Services, and Parts, and I noticed an issue with the Services and Parts modules.
Introducing Product Catalog in Bigin
Greetings, I hope all of you are doing well. For many small businesses, sharing products and collecting customer interest often involves multiple tools, manual follow-ups, or even building a full ecommerce website. To address this challenge, we're excited
Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application
Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho
Gain deeper insights with Stage History and Associated Products in Bigin Dashboards
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin' Dashboard. We'll go over each one in detail. Format Numbers with Ease Previously, dashboards displayed raw numbers like €53,670.06 or €93,034.40,
Add Color Coding Support for Severity Field in Issues (Parity with Task Priority)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding field consistency and visual prioritization in Zoho Projects, specifically for the Severity field in Issues. Current Behavior: In the Tasks module,
Fix the video flickering!!!!! Please
All my team members and clients are experiencing video flickering in their meetings. this was not happening with other meeting tools (Teams) so it's not an internet issue. Please we need a fix for this.
Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Hello Enterprise Support Community, Advanced Analytics is now accessible to Zoho CRM's team modules. You can choose to add team modules, their notes and fields to include them for reports, insights and other analytical functions. Alongside the standard
How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Zoho CRM Note @Mention → Zoho Cliq Notification
Hi all, Just sharing a custom function that I created in case it's useful to others. I wanted a way for users to receive a Zoho Cliq notification whenever they are @mentioned in a CRM note, while keeping all communication inside CRM. Users are already
Can't add Email Alias - AS101 error
Hi, It won't let me add a alias email address on any of my domains under Admin Console, User, add alias email address it just says AS101 error, I have never had issues creating an alias address before Please fix this
Importing Deals with e-mails
When I import Deals, I am unable to pick e-mail as selection for Deal Owner ID. If I pick Zoho User ID or Migration ID all the deals still are assigned to me (the user who imported the data). I have the option when assigning Account Owner ID. It looks
Linking ZOHO API with ICICI Bank api
has any one tried using ICICI Bank API with zoho creator for making Payments directly from Zoho and also fetching Fast tag details if so please let me know
Territories as filters
The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability
Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking
Zoho Books has a Reporting Tags feature which is excellent for segmenting financial data by cost centre, department, region, or project. However, tags are entirely optional. There is no way to make a reporting tag mandatory on specific transaction types.
Enable Sorting by All Fields in Tasks and Issues (Not Just Limited Columns)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding sorting capabilities in Tasks and Issues lists within Zoho Projects. Current Behavior: At the moment: In the Issues module, sorting is limited to
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