All Zoho Survey tables explained

All Zoho Survey tables explained



Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only to aid myself but also to assist others in navigating through these complexities.

I hope that this article is helpful and would be pleased to receive additions and corrections (if there are still errors despite my checking).

If you want to see prettier tables, have a look here :D

The table plays an important role in the administration of surveys, especially when using the multi-collector feature. This feature makes it possible to distribute a survey to different groups and then filter the results by group.

A collector is basically a way to distribute a single survey in different ways. Normally a survey is shared via a single link, but with this feature separate links can be created for different groups. This makes it easier to filter and analyze responses by group. In addition, numerous settings such as restrictions, quotas, visibility and hash URLs can be set separately for each collector.

A practical example illustrates this: Suppose you are organizing a workshop for many different customers from different companies and want to get feedback from the participants. Instead of creating separate surveys per company, you can create a single survey and send it to each participant using multi-collectors. This way, all incoming responses are already automatically segmented by company without participants having to provide information manually.

The Collectors table therefore makes it easier for you to organize survey activities.

Column name Data type Explanation Table relationships Values
ID Number Primary key Respondents.Collector ID
Name Text Name of the collector

Unique URL Text The public URL where the survey can be accessed

Survey ID Text Reference to the survey to which this collector belongs Surveys.ID
Status Text Indicates whether the collector is still accepting submissions or is already closed.
open, closed
Type Text Specifies whether the collector is public or private. If a survey is set as private, it can only be opened by logged-in Zoho users.
public, private
Offline URL Text Zoho Survey offers the option of completing surveys offline. This means that responses can be received even without an Internet connection and can be viewed and uploaded after authentication. Further information can be found here: https://help.zoho.com/portal/en/kb/survey/launch/offline-survey/articles/offline-surveys

Attention: Even if this function is deactivated, a URL is displayed here. If this is opened, a corresponding message appears stating that it cannot be accessed.


Offline Enabled Boolean (DecisionBox) Indicates whether the offline feature is activated or not.
  • Yes
  • No
Published Date Date + Time Time at which the Collector was published.

Cut Off Date Date Time at which the collector should be closed (this is the deadline specified in the settings).If a collector was closed manually, the date is not entered here (unfortunately this cannot be found anywhere else).

Multiple Response Text This column is always empty, even the support team couldn’t help me here. It looks as if information on restrictions is stored here (Editor 🡆 Publish 🡆 Restrictions 🡆 Response Restriction).

This table stores basic information about a survey.

Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Survey IDQuestions.Survey IDVariables.Survey IDResponse Variables.Survey IDCollectors.Survey IDPages.Survey ID
Language Text Identification of the standard language selected for the survey
Set 1 of the ISO 639 language codes
Created Date Date + Time Date on which the survey was created (the publication date can be found in the Collectors table!)

Modified Date Date + Time Time of the last editing of the survey

Page Count Positive number Indicates the total number of pages in the survey.

Title Text A different title can be configured in the settings if the name of the survey (table column ‘Name’) is not to be used.

Submit Button Text The text stored in the settings for the button to send the survey

Back Button Text The text stored in the settings for the button to go back to the previous page has been changed.

Enable Back Text Indicates whether the respondent can return to the previous page or whether the button is not displayed.
true, false (Attention! Zoho uses the text true and false here and not the data type Desicion Box, this inconsistency is confusing and must be taken into account).
Next Button Text The text that was defined in the settings for the button to go to the next page

Group ID Number Reference to the department in which the survey was created Departments.ID
Name Text Survey name

Type Text As a rule, the value “survey” is available here. However, if scores have been configured under Editor 🡆 Advanced settings, the value scoring is available instead.
survey, scoring
Hint
If a survey is missing, please check the data source settings. Go to the Zoho Survey data source and select ‘Edit setup’. There you can select the desired or missing table. If the option Automatically import new surveys is selected, there should normally be no missing data!

The table contains all the information about the pages in the survey. Normally, this table should not play a major role in evaluations, unless you want to use the page title for segmentation.

Column name Data type Explanation Table relationships
ID Number Primary key Responses.Page ID
Questions.Page ID
Title Text Title of the page
Description Text Description text
Question Count Positive number Indicates the total number of questions on the corresponding page
Survey ID Number Reference to the survey in which this page exists Surveys.ID

All data relating to the individual questions is stored here.

Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Question ID
Type Text Indicates the type of question

Text Text Question text

Page ID Number Reference to the page on which the question is located Pages.ID
Trashed Boolean (DecisionBox) Indicates whether the question is visible or whether it has been deleted
  • Yes
  • No
  • NULL
Mandatory Enabled Boolean (DecisionBox) Indicates whether the question is defined as a mandatory fieldThis column can contain the value NULL! Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Random Enabled Boolean (DecisionBox) Indicates whether a random order of answer options is activated for the questionThis column can contain the value NULL! Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Hint Enabled Boolean (DecisionBox) Indicates whether a hint text is stored for the questionThis column can contain the value NULL! Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Other Option Boolean (DecisionBox) An optional “Other” field can be activated for certain questions. This column indicates whether this setting is active. Please note that the “Other” field cannot be used for all question types. Therefore, this column may contain the value NULL. Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Hint Text If configured, the information text is stored here

No. Of Stars Positive number Maximum number of stars to be awardedThis column can contain the value NULL! Further information on the supported question types can be found below.

Zoho Survey offers a variety of question types, and depending on which type you select, certain options may not be available, resulting in the corresponding Boolean (DecisionBox) fields having the value NULL. In the table below you will find an overview of all available question types.

Type Field name (on the UI) Note Mandatory Enabled Random Enabled Hint Enabled Other Option No. Of Stars
full_name Full name
NULL NULL Yes/No NULL NULL
demographic Contact details
NULL NULL Yes/No NULL NULL
heading_descriptive Heading and description This is not a question! This element is only used to display text NULL NULL NULL NULL NULL
single_drop_down Dropdown field (one answer)
Yes/No Yes/No Yes/No Yes/No NULL
multi_select_dropdown Dropdown field (many answers)
Yes/No Yes/No Yes/No Yes/No NULL
likert_rating Rating Scale The following setting is selected: Likert scale (can be selected when initially added) Yes/No NULL Yes/No NULL NULL
image_star_rating Image Selection The following setting is selected: Star rating Yes/No NULL Yes/No NULL Positive number
image_single_choice Image Selection The following setting is selected: Multiple selection (one answer) Yes/No Yes/No Yes/No NULL NULL
image_multiple_choice Image Selection The following setting is selected: Multiple selection (multiple answers) Yes/No Yes/No Yes/No NULL NULL
boolean_choice Boolean
Yes/No NULL Yes/No NULL NULL
combined_file_upload File Upload
Yes/No NULL Yes/No NULL NULL
calendar_box Date/Time
Yes/No NULL Yes/No NULL NULL
email_textbox Email
Yes/No NULL Yes/No NULL NULL
single_textbox Short Answer
Yes/No NULL Yes/No NULL NULL
textarea Long Answer
Yes/No NULL Yes/No NULL NULL
continuous_sum Continuous Sum
Yes/No NULL Yes/No NULL NULL
matrix_text_box Matrix Textbox
Yes/No NULL Yes/No NULL NULL
matrix_radio_box Matrix Choice (One Answer)
Yes/No NULL Yes/No Yes/No NULL
matrix_check_box Matrix Choice (Many Answers)
Yes/No NULL Yes/No Yes/No NULL
matrix_likert_rating Matrix Rating Scale The following setting is selected: Likert scale (can be selected when initially added) Yes/No NULL Yes/No NULL NULL
matrix_grid Matrix Grid
Yes/No NULL Yes/No NULL NULL
matrix_drop_down Matrix Dropdown
Yes/No NULL Yes/No Yes/No NULL
matrix_star_rating Matrix Star Rating
Yes/No NULL Yes/No NULL Positive number
multiple_textbox Multiple Textboxes
Yes/No NULL Yes/No NULL NULL
single_choice Multiple Choice (One Answer)
Yes/No Yes/No Yes/No Yes/No NULL
multiple_choice Multiple Choice (Many Answers)
Yes/No Yes/No Yes/No Yes/No NULL
nps NPS
Yes/No NULL Yes/No NULL NULL
ranking Ranking
Yes/No NULL Yes/No NULL NULL
slider Slider Scale
Yes/No NULL Yes/No NULL NULL
signature Signature
Yes/No NULL Yes/No NULL NULL
star_rating Star Rating
Yes/No NULL Yes/No NULL Positive number
numeric_textbox Number
Yes/No NULL Yes/No NULL NULL
matrix_weightage Matrix Rating Scale The following setting is selected: Weighted selection (can be selected during initial addition) Yes/No NULL Yes/No NULL NULL
choice_weightage Rating Scale The following setting is selected: Weighted selection (can be selected during initial addition) Yes/No NULL Yes/No NULL NULL

This table stores data on the specific completion of the survey, including information on who completed it and when, and to which collector it belongs.

Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Respondent IDResponse Variables.Respondent ID
Start Date Date + Time Time at which the respondent opened the survey

End Date Date + Time Time at which the respondent submitted/completed the survey. If the survey has not yet been completed, this value is of course empty

IP Address Text IP address of the respondent; whether this data is saved or not depends on the setting in the collector (under general restrictions)

Status Text Indicates whether or not the survey has already been completed or submitted by the user
completed, partial
Collector ID Number Reference to the collector through which the survey data was collected Collectors.ID
Survey ID Number Reference to the survey Surveys.ID
Time Taken in Minutes Decimal number Time difference between start and end time in minutes

Time Taken Number Time difference between start and end time in seconds

Survey Modified Time Date + Time Time at which the survey was last edited

Hint
This table also contains data records of survey responses that are not yet complete (type = partial). Please take this into account when evaluating the data, as these should generally be excluded…

URL parameters can be configured in the editor under Advanced settings. If data has been transferred in a survey link and a response has been submitted, this data is saved here.

In addition, URL parameters can also be used as response restrictions, whereby these can be set per collector. This means that only one submission is permitted per unique URL parameter value.

These parameters are not visible in the editor under Advanced settings, but are also saved in this table.

Column name Data type Explanation Table relationships Values
Respondent ID Number Reference to the data set of the respondent Respondents.ID
Variable ID Number Reference to the variable Variables.ID
Variable Label Text Description

Variable Value Text Value of the variable

Skipped By Logic Boolean (DecisionBox) ?
  • Yes
  • No
  • NULL
Survey ID Number Reference to the survey Surveys.ID

This table contains the basic data of the variables (URL parameters).

Column name Data type Explanation Table relationships Values
ID Number Primary key Response Variables.Variable ID
Name Text Name of the parameter, i.e. the exact string used in the URL

Label Text Description of the parameter

Type Text Data type
  • numeric
  • text
  • email
  • choice
  • date
  • essay (only for parameters used for response restriction!)
Unique Order Text Order in which the parameters were added (in the advanced settings)
Capital letters (A, B, C, etc.)
Trashed Boolean (DecisionBox) Indicator whether the parameter has been deleted
  • Yes
  • No
  • NULL
Respondent / Custom Text If the parameter is used for the response restriction, the value is Respondent, otherwise it is Custom.
  • Custom
  • Respondent
Survey ID Number Reference to the survey Surveys.ID

This table is of particular interest as it contains the answers to the questions that were submitted.

Column name Data type Explanation Table relationships Values
Respondent ID Number Reference to the respondent’s data record Respondents.ID
Question ID Number Reference to the question Questions.ID
Option ID Number Reference to the option: “Option” refers to the selected value in a drop-down field or the selected answer in a multiple choice question. Image selection questions also refer to an option. However, it should be noted that this does not currently contain any information about the image, so it is unfortunately useless. For further details, please see the section on the corresponding table! Options.ID
Text Text Answer to the question. This field is empty if it is a dropdown field or a multiple choice question (then the answer is the selected option)

Row ID Number Reference to the row Rows.ID
Column ID Number Reference to the column Columns.ID
Row Text The name of the row (this is simply a lookup, unfortunately the value at the time of the evaluation is not saved) Rows.Text
Column Text The name of the column (this is simply a lookup, unfortunately the value at the time of the evaluation is not saved) Columns.Text
Option Text The name of the option (this is simply a lookup, unfortunately the value at the time of evaluation is not saved)

Survey ID Number Reference to the survey Surveys.ID
Field ID Number Reference to the field if it is a text field or a number field. Further information can be found in the section on the corresponding table! Fields.ID
Not Applicable Enabled Boolean (DecisionBox) For certain questions, you can add the option “Not applicable”. If this option was selected by the respondent, this flag is set. The option can be activated for the following question types: ranking, image_star_rating, matrix_star_rating, matrix_likert_rating
Yes, No
Others Text For certain questions, it is possible to activate the “Other” option. You can find more information on this in the section on question types! If this option is activated and the respondent has used it, the answer is not recorded in the “Text” field, but in this field.

Page ID Number Reference to the page on which the answered question is located. Pages.ID
Field Text The name of the field (this is simply a lookup, unfortunately the value at the time of the evaluation is not saved) Fields.Text

The row information for multi-line questions, such as those that occur in a matrix, is recorded in this table. The data in this table relates to the following question types (Questions.Type):

  • matrix_likert_rating
  • matrix_grid
  • matrix_check_box
  • matrix_star_rating
  • matrix_radio_box
  • matrix_text_box
  • matrix_weightage
  • ranking
  • matrix_drop_down
  • image_star_rating
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Row ID
Question ID Number Reference to the question Questions.ID
Text Text Name of the row

Survey ID Number Reference to the survey Surveys.ID
Unique Order Text Specifies the sequence

The column information for questions with multiple columns that only occur in a matrix is recorded in this table. The entries in this table refer to the following question types (Questions.Type):

  • matrix_grid
  • matrix_text_box
  • matrix_radio_box
  • matrix_drop_down
  • matrix_check_box
  • matrix_weightage
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Column ID
Text Text Name of the column

Question ID Number Reference to the question Questions.ID
Survey ID Number Reference to the survey Surveys.ID

This table contains information on group input fields that are used to enable multiple entries per question. This also includes the file upload field and the Boolean (DecisionBox) field, as multiple fields can also be configured here as an option.

In the table, the fields of the following question types (Questions.Type) are listed:

  • continuous_sum
  • demographic
  • Boolean (DecisionBox)_choice
  • multiple_textbox
  • full_name
  • combined_file_upload
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Field ID
Text Text Name - Attention! If there is only a single switch, “Boolean (DecisionBox)” is displayed here. Otherwise, the corresponding values for the labels will of course appear.

Type Text Indicates the type of input field.
single_textbox, numeric_textbox, email_textbox, file_upload, single_choice
Unique Order Text Specifies the order.

Sequence No Number Specifies the order.

Question ID Number Reference to the question Questions.ID
Survey ID Number Reference to the survey Surveys.ID
Mandatory Enabled Boolean (DecisionBox) Indicates whether the field is defined as a mandatory field or not.
Yes, No

The selectable values that are available in drop-down fields or for multiple-choice questions are saved here. There is also an option for image selection questions. However, it should be noted that this option currently contains no information on the image and is therefore unfortunately useless. In addition, this table is also important for weighted rating scales, as the weightings are saved here. A look at this table is therefore essential for evaluations with this type of scale.

Options are saved for the following question types (Questions.Type):

  • matrix_drop_down
  • single_choice
  • single_drop_down
  • image_single_choice
  • multi_select_dropdown
  • multi_select_dropdown
  • multiple_choice
  • matrix_weightage
  • choice_weightage
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Option ID
Text Text Name of the option/answer

Question ID Number Reference to the question Questions.ID
Survey ID Number Reference to the survey Surveys.ID
Column ID Number Reference to the column Columns.ID
Weightage Number For questions of the rating scale type and the Weighted selection option set, the respective weighting is displayed here.


    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



                                                        • Topic Participants

                                                        • Sven

                                                            • Sticky Posts

                                                            • What's New in Zoho Analytics - November 2025

                                                              We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
                                                            • What's New in Zoho Analytics - October 2025

                                                              Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                            • What’s New in Zoho Analytics – September 2025

                                                              Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
                                                            • Announcing Agentic AI - Ask Zia!

                                                              We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
                                                            • Invitation-Based User Access in Zoho Analytics

                                                              Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox 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

                                                                                              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

                                                                                                              • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

                                                                                                                Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom
                                                                                                              • Integration with...

                                                                                                                Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
                                                                                                              • Zoho Sign - Zoho CRM extension upgrade

                                                                                                                Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
                                                                                                              • Consultant-Only Booking Page

                                                                                                                Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
                                                                                                              • Start Workflow from Deluge Script

                                                                                                                I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
                                                                                                              • Request for Auto PO - Min–Max based Automated Purchase Feature

                                                                                                                Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
                                                                                                              • Masters in UK – Experiences, Universities, and Career Outcomes

                                                                                                                This forum discussion is for students who are planning or considering a Masters in UK and want to gain practical insights beyond official university websites. The UK attracts international students due to its globally recognized universities, diverse
                                                                                                              • Export your notes from Notebook!

                                                                                                                Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
                                                                                                              • Prepopulating Fields

                                                                                                                Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
                                                                                                              • Unable to sort as Descending order

                                                                                                                Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal
                                                                                                              • Export Invoices to XML file

                                                                                                                Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                              • Can I change the format of the buttons in the email templates?

                                                                                                                Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
                                                                                                              • issue with deluge script

                                                                                                                i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
                                                                                                              • Introducing LinkedIn Apply Connect for Zoho Recruit

                                                                                                                Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
                                                                                                              • Recruit paid support?

                                                                                                                Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
                                                                                                              • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

                                                                                                                We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
                                                                                                              • Ticket Status email

                                                                                                                Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                                                                                              • Customer ticket creation via Microsoft Teams

                                                                                                                Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                                                                                              • Holidays

                                                                                                                Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
                                                                                                              • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

                                                                                                                I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
                                                                                                              • Future Orders - Due Date

                                                                                                                Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                                                                                              • Introducing Withdrawal Reasons for Offers

                                                                                                                We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,
                                                                                                              • Zoho Creator customer portal users

                                                                                                                Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
                                                                                                              • GPS tracking only or Check out facility

                                                                                                                Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
                                                                                                              • HTML Tags added to Reports with Notes

                                                                                                                Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
                                                                                                              • In App Auto Refresh/Update Features

                                                                                                                Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
                                                                                                              • Appraisals on Employee Information Profile

                                                                                                                Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
                                                                                                              • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                                                                                                Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
                                                                                                              • Kaizen #220: Actions API - Webhooks APIs - Part 2

                                                                                                                Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook
                                                                                                              • Standard Payment Term is not pulled from account to quotation

                                                                                                                Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                                                                                              • 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,
                                                                                                              • Manage your invoices from Bigin's mobile app (iOS)

                                                                                                                Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of
                                                                                                              • HubSpot CRM to Zoho Creator Integration

                                                                                                                I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
                                                                                                              • Systematic SPF alignment issues with Zoho subdomains

                                                                                                                Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                              • Accessibility controls and multilingual captcha authorization for Help Center users ​

                                                                                                                Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users
                                                                                                              • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

                                                                                                                Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
                                                                                                              • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

                                                                                                                La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant
                                                                                                              • Zoho Desk Limitations

                                                                                                                Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
                                                                                                              • Item/service subtotal

                                                                                                                Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                                                                                              • Converting Sales Order to Purchase Order

                                                                                                                Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
                                                                                                              • Next Page