Open in same tab / openin new tab
Every time I open a table, it opens a new browser tab. That may be great for some people, but I would like to request an option to have them able to open in the same tab. That would be fantastic!
Zoho CRM WhatsApp - Phone-push messages, Autoresponse and workflow
Good day community and Zoho CRM devs, I would like to know if the following features can be added to Business Messaging (WhatsApp) feature on Zoho CRM. I constantly find myself frustrated with the lack of notification when getting replies on workflow-sent
Updating specific cell in google sheet
Hello, I have used the google sheet integration with other tasks and creating new rows of data collected from our CRM without any issues. However I am trying to work on another project that requires a specific cell to be updated VS the entire row. My
How can I list all views (tables, queries, etc) related to a single dashboard?
Hi, I was wondering if it is possible to list all files / views related to each of my dashboards so that I can best relocate them in folders.
Is it possible to allow Zoho sign-in using ONLY Google?
Hi there, I'm new to Zoho One and am configuring our security policy. All of my users login to Zoho using their company email address which is provided by Google. We can also successfully login to Zoho by clicking on the Google icon and completing the
Round off/adjustment field required for GST bills when entered as expense
At times the round off done by a vendor is negative. How would we enter a "-" adjustment bill total when recorded under expense not Bill.
Cash Entry in Expenses.
We are in partner company. i have purchased one Bag for my company and paid trough cash by myself. How can i add those expenses by categorized. and Also can it shows me that i have to take that amount from company account or can i categorized that thing
Cheque Bounce in Banking
I have received a cheque of a customer of amount suppose 5000/- and the cheque bounces. Additionally bank charged bounce fees of 300/-. Now I have uploaded statement manually in zoho banking module and the entries of cheque incoming and outgoing with
Client Portal Multi Language Field Label
There was a field named [End Account Website] at custom module. I changed the field name to [End Customer Website], but the field label is displayed differently in different languages.
Change Product Details Style for Specific Product
What code can I inject somewhere to make the product details style for just one of my products be one of the other styles? I want to change theme-product-details-style-02 to theme-product-details-style-06
Is there any way of hiding products from consumer view in Zoho Commerce?
I'm considering using ZCommerce as a POS in my physical store, as until now, there's no other POS option from Zoho (sigh...). The problem is that in the physical store, I will sell some products that are not available in the online store. So, my question
Timesheet not showing archived projects
Once I archive a project, I cannot see the time entries on timesheets. Is this correct or is there a workaround? I do not wish to leave all projects open just so I can see staff time. Bruce Letterle Creative Web Technologies
Email notifications does not state the correct sender if cc'd recipient has replied
When I get email notifications from Desk when a customer has replied to a ticket, it always states the main customer has replied even if someone that was cc'd in actually replied. I will show an example here:- The below screenshot shows two notifications
Allow explicit 'commit' of records created in the table grid
I've noticed that, if you enter a record directly into the table grid, the current view's 'filter' is applied as soon as you move from the first field. Since virtually the whole record (except the initial field and defaulted fields) is empty at the outset,
Field validation by calculation
I'd like to be able to validate fields using a calculation.
SOLVED: Record duplication on edit
I earlier reported a problem that occurred when a record was edited (a duplicate was created). I have since figured out that the record was being created by an automation we had set up that wasn't working correctly.
Zoho People - Unable to access terminated employee files
Zoho, this makes NO sense! I terminated an employee a month ago. She filed for unemployment and now I have to send unemployment her last paystub records + my performance reviews to prove that she should not collect unemployment. In order to do this, I
A better expanded data entry layout
For some records, it's almost essential that I expand the record view. When I do that, however, the data entry format is really barebones and hard to read. Fields aren't even outlined. It would be nice if the expanded data entry format was more like the
Email Outgoing Blocked
Dear Zoho Support Team, I hope this message finds you well. I am writing to bring to your immediate attention an issue I am experiencing with my Zoho Mail account. Recently, I have encountered a problem where the outgoing email functionality via SMTP
Individual Agent Signatures for automated Mails
Hi there, is it possible to add individual agent signatures to automated responses? For example, if Agent A closes a ticket, the customer will receive our automated "Ticket has been closed" reply. Can we add signatures depending on which agent closes
Calculated fields in automation record creation
I am setting up a fairly simple Task list. I have a field called 'Recurring' which can be 'Yes' or 'No'. I set up an automation that will duplicate the record (if recurring = yes) when the 'Status' field is changed to 'Closed'. For almost all fields,
Show/Hide in Subform
Hi, I want to hide/show the fields inside the subform. Hide works perfectly on load but show action doesnt work it says "Invalid task in Subform action". Code: if(Job_Work_Challan.Accessories = "Cartons") { show Job_Work_Challan.Quantity ; show Job_Work_Challan.Dimensions_Cartons ; } wherein Job_Work_Challan = subform Accessories = checkbox Job_Work_Challan.Quantity & Job_Work_Challan.Dimensions_Cartons = Both single line fields which i want to show.
Invoke.Function
Examples of how to use Invoke.Function
Shopify integration - items not syncing properly
Hello, thanks for your time and assistance to read and provide a response I have integrated my shopify store with zoho. After syncing items, I made changes to shopify products. Names, SKUs. added and removed products. After that, I am having difficulty
Search function for items on Sales Orders is weak compared to searching items in the Items Module.
How can I fix the search function to find items when creating Sales Orders. Items are easy to find when searching Items in the Items Module appear easily. Using the same search terms in the item field on a Sales Order often fails to find the item. It
Support placeholders in links
It would be really useful if we could use placeholder fields in links when creating a snippet. As an example we generate workdrive folders for each ticket and attach the url as a custom field. These urls a quite long so it's nice to include them as hyperlinks
Conversion between multiple units of measurement
Hi, I want to be able to convert a box of 4 units of Item B into 4 individual units of that Item B. Example: In my purchase order to our supplier I specify 10 boxes (each with 4 units/box) of Item B. However, as I sell Item B by the unit, I need the inventory
ID's become incorrect when exporting via csv
I have an application where I am exporting a view that has multiple ID's from several forms. When exporting the data via csv, the ID's are changed and are no longer unique. Yet when I export via "speadsheet" (xls) the ID's are correct. This is a similar issue that we had with the api a while back. I'll paste a link to that thread below. https://help.zoho.com/portal/en/community/topic/api-calls-on-a-combined-view
Canvas Broken/Gone
I've been using a custom Canvas on my Account and Contact pages for over 2 years, and haven't even changed then in that time, but as of this morning, none of them work. Any account or contact I click on only opens a black page (save for the footer where
Month/Year Data Format
I want to create a date field that only displays Month-Year. I believe the format would look like this: MMMM- yyyy. For example: November- 2017 The date formats in the general settings always has month, date and year. Suggestions? Thanks, David
SSL Exception When Querying REST API
We use functions to query regional data from GIS REST APIs. We're having an issue with one REST API that appears to be a problem within ZOHO, as I'm not having an issue querying the API in Postman or via the built in query tool. // test coords lon = "-84.29118695502028";
Question: Accounts owner notified when Lead owner convert to contact.
Hi, Let's say you have a Lead named Lead L, working for Company A. Lead owner is User 1. Company A already exists as Account. Account owner is User 2. When User 1 converts its Lead L to a contact, User 2 gets notified that a Lead has been converted to
Please allow us to hide the Google Adwords section on Contacts and Leads
Hi there, We recently integrated Zoho CRM with Google Ads using the built-in extension. This adds about 10-15 fields to the contact and leads module. Our users do not need to see these fields. It just clutters the screen up. Please allow us to hide this
No Support for DIGEST or CRAM MD5 SMTP Authentication Methods
I have discovered in CRM when configuring the IMAP email integration, Zoho only supports the PLAIN or LOGIN smtp authentication methods when communicating with any email server. We know this because during communication the zoho server asks for capabilities
FAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,
ZohoBooks - Invoice reminders turned off by "System"
Ever since I signed up for ZohoBooks, the system has been automatically disabling the invoice reminders. It's become a daily chore to ensure they're not unset now, which is incredibly frustrating, especially in a world driven by automation. Despite reaching
Enhancement to the "Start Calls" permission in Zoho Cliq admin panel
Hello Organization Admins, Greetings from Zoho Cliq. We would like to inform you about an important upcoming change to the "Start Call" permission in the Live Media section of the Roles module in the admin panel. What's Changing? 1. New location for "Start
Cookies
Is there a list of cookies used by my website? If I enable the cookie bar, does it automatically handle which cookies can be enabled or disabled?
Not able to delete users or directory
We noticed that there is no way to delete users, instead you can only deactivate them. First of all, we never signed up for zoho directory and now we can't remove users. We tried deleting the Zoho directory, and unfortunately we can only deactivate the
Themes in Zoho Sheet: Keep your spreadsheet's formatting consistent
Formatting a spreadsheet is now even easier with Themes. With Themes, Zoho Sheet empowers you to select, customize, and apply a uniform formatting style throughout the entire spreadsheet. When working on a data set with collaborators, you might notice
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