Tables - Additional Feature List

Tables - Additional Feature List

A few things I am missing as a Monday partner that I am hoping will make it on the roadmap:
  1. Status fields & rollup (very important for team project management)
  2. Conditions for status fields - so base owner can set a number of columns as "mandatory" before a status can be set. Example - certain fields needs to be completed before status "COMPLETE" can be selected. 
  3. Location fields with address auto-complete (very important for any vertical market that is heavily location based, such as real estate and sales/CRM)
  4. Locking rows and columns  (ideally role and user based)
  5. IMAP support so notifications / automations can be sent from domain of choice. 
  6. American English UI support for US based accounts. I noticed Uncategorised instead of Uncategorized in Kanban view, I am sure there are others. 
03/14 EDIT
  1. Allow to set field conditions on automation trigger WHEN RECORD IS CREATED. Right now, you can only set conditions on WHEN RECORD IS UPDATED. 


    Access your files securely from anywhere


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          Zoho Marketing Automation


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ








                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • A way to view the sales of leads conversion that were successful

                                                                                                    Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead
                                                                                                  • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

                                                                                                    Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
                                                                                                  • Office 365 or Outlook?

                                                                                                    Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks
                                                                                                  • Zoho Creator's 2025 Release Projection 1

                                                                                                    Hello everyone, This is Prakash, senior product manager at Zoho Creator. Today, I'm absolutely thrilled to pull back the curtain and give you a sneak peek at our first release projection of 2025, with an exciting lineup of features set to roll out in
                                                                                                  • Request for Information on Zoho Desk Webhooks Availability and Security

                                                                                                    Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if two
                                                                                                  • Is Zoho Marketing Plus part of Zoho One?

                                                                                                    Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon
                                                                                                  • Dashboard Auto-refresh

                                                                                                    Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
                                                                                                  • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

                                                                                                    The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
                                                                                                  • Create Quote does not show the "Product Description" entered as part of the Product setup.

                                                                                                    The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
                                                                                                  • Client Can't View Ticket

                                                                                                    Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed
                                                                                                  • Zoho Books | Product Updates | January 2025

                                                                                                    Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
                                                                                                  • Tailoring the Share info on an IFrame link

                                                                                                    I want to adjust my form size. It's customised on a theme and normally you would be able to edit the parameters in the attached image. Now all I can do is click on it to copy it. I want to stop it having to be scrolled when people access the form. The
                                                                                                  • Sync Zoho CRM Contacts to Microsoft 365

                                                                                                    I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I did
                                                                                                  • Changing Color Theme of Guided Conversations

                                                                                                    Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
                                                                                                  • Canva Integration

                                                                                                    Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                  • Downloading Image from Subform using Deluge (invokeUrl) - Data Mismatch / Connection Issues

                                                                                                    Hi Zoho Community, I'm struggling to download an image from a subform in Zoho Creator using Deluge and then attach it to a Zoho CRM Deal record. I've been working on this for a while, and I'm encountering issues that I believe are related to either data
                                                                                                  • Custom Related List anchor tag with tel protocol

                                                                                                    The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support
                                                                                                  • Custom Status for Purchase Orders

                                                                                                    Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
                                                                                                  • My workflows not working

                                                                                                    Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not have
                                                                                                  • Waiting Room

                                                                                                    Is there any plans to implement a Virtual Waiting Room for Attendees on Meetings and or Webinars?
                                                                                                  • Error AS101 when adding new email alias

                                                                                                    Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                  • Global Sets for Multi-Select pick lists

                                                                                                    When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                  • What's New - January 2025 | Zoho Backstage

                                                                                                    Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We've
                                                                                                  • How do you do ticket add ons in Backstage?

                                                                                                    Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
                                                                                                  • Re-create auth token

                                                                                                    I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?
                                                                                                  • Writing on sketch cards is bugged when zoomed in

                                                                                                    When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
                                                                                                  • Doesn't let me test my newsletter.

                                                                                                    Hello, I click "Preview and Test". I select the email address to send the test (usually my own email). I send the test email, appears the message "Your test email has been sent", but nothing happens. I mean, there is nothing in my inbox. I also tried
                                                                                                  • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

                                                                                                    We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
                                                                                                  • reset of user password

                                                                                                    User forgot her password, so she requests a password rest, but never gets the email. How do I reset her password, since that function is not an option, even for an administrator?
                                                                                                  • In what case it's better to use Developer Console? Only for marketplace?

                                                                                                    As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.
                                                                                                  • commision tracker

                                                                                                    I am after a zoho developer to finish my commission tracker as I hired someone on oDesk that started but now will respond to my emails.I really need to get It finished as it is holding up my plans Thanks Budget : $500 | Duration : a.s.a.p To leave a private message, please click the link for private response in post Action section.
                                                                                                  • Generate a Zoho Sign link

                                                                                                    From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                                                                                  • Queues Management ?

                                                                                                    I need to assign the new requirements equally between my support agents. How I can configure this feature in Zoho? Thanks
                                                                                                  • Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk

                                                                                                    Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.
                                                                                                  • How do you apply field validation to a date field?

                                                                                                    We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
                                                                                                  • Implement Regex in Layout and Validation rules

                                                                                                    Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?
                                                                                                  • 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?
                                                                                                  • Editing landing page after signup for a webinar

                                                                                                    Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standard
                                                                                                  • Kiosk GetRecords can't compare formulas

                                                                                                    (submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I should
                                                                                                  • Next Page