All Zoho Survey tables explained
Introduction
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
Collectors
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.
What is a collector?
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.
Table structure
| 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. |
|
|
| 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). |
Surveys
This table stores basic information about a survey.
Table structure
| 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!Pages
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.
Table structure
| 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 |
Questions
All data relating to the individual questions is stored here.
Table structure
| 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 |
|
|
| 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. |
|
|
| 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. |
|
|
| 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. |
|
|
| 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. |
|
|
| 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. |
Question types
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 | 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 |
Respondents
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.
Table structure
| 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…Response Variables
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.
Table structure
| 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) | ? |
|
|
| Survey ID | Number | Reference to the survey | Surveys.ID |
Variables
This table contains the basic data of the variables (URL parameters).
Table structure
| 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 |
|
|
| 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 |
|
|
| Respondent / Custom | Text | If the parameter is used for the response restriction, the value is Respondent, otherwise it is Custom. |
|
|
| Survey ID | Number | Reference to the survey | Surveys.ID |
Responses
This table is of particular interest as it contains the answers to the questions that were submitted.
Table structure
| 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 |
Rows
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
Table structure
| 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 |
Columns
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
Table structure
| 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 |
Fields
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
Table structure
| 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 |
Options
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
Table structure
| 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
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sven
Sticky Posts
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, expandedAnnouncing 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 securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you[Webinar] Evolving BI & Analytics in the Age of AI
Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.Mandatory field via deluge code
I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field.Revenue Management: #1 What does it mean to "recognize" revenue?
Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflectPower of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateZoho Forms and ChatGPT - populating a field using AI.
I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around thecampo tag para api
debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por masUploading file as attachment to Zoho CRM
Hi, I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1). Here is what I tried: Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101). Step 1: Creating a Webmerge document (screenshot 99) Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet duZia Answer Bot - Create Ticket
Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,meassure leads phases
Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an exampleZoho Desk API Documentation missing a required field
We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,
In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .Invoice template, how to change the text under "Notes" and "Terms and Conditions"
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.How to reply to thread via API
We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. RepliesSending merged mail templates for signatures fail since today
We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.Feature Request - Make Lead List Larger and Adjustable
Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit theZoho Projects - Pin Recent Projects
Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projectsZDK Error
I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}"Disbursing product components in phases, monitoring them, and displaying only the final product."
i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their deliveFollowed Subtasks doesn't show up in the Subtasks Section
I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed toTip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’
Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introducesAutomate timeout chat tracking with Workflows in SalesIQ
With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.Mass edit / Mass update products
Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?Automatic Verification of IMAP Integration Status
Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.
Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’tCV-Library: The Newest Source Booster in Zoho Recruit!
We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all withoutZoho AI Translate Task as Rest API
I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.Is there the possibility to book less than 250 customer portal users?
If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't needDisplay Parts custom fields in the Work Order
Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.Unable to edit Saved Estimates
We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.Translation Blueprint & Picklists with Custom Values
Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.ContactHow to create a custom sales signal?
I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me knowOnly show products in offers based on lead source
We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to onlyNarrative 7 - The importance of data sharing
Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. ThisTrueSync regularly filling up my local disk
Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no realCheck out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackIssue with Zoho Projet
Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho ProjectSecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface
I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePassPublished Components
@zoho team, Checking if we can add a password for the public links as we have non-licensed usersZoho 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 3Please Enable Snippets for Agents Adding Comments
Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only theNext Page