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Announcement: Zoho DataPrep 1.0 will be deprecated on June 30,2025
We'd like to inform you that the Zoho DataPrep 1.0 version will be officially deprecated as of June 30, 2025. This aligns with our efforts to streamline and improve your overall experience with Zoho DataPrep 2.0 which was released in Sep, 2024 . To ensure
Discussions from Ask the Experts 19 : Inside Zoho Desk Spring Release 2025
Hello Everyone, We appreciate the engaging discussions during the Ask the Experts 19 session on the Spring Release. It was a pleasure connecting with you. Our team is actively working towards your requests to deliver an improved experience. In this post,
Default Lookup Field Value based on Picklist
How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from
Automate pricebook per customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Variables in Zoho Mail Signatures defined by Administrator
Good afternoon, I'm looking at the Admin component of Zoho Mail, and I see we have the capability to define signatures for end users. We also have the ability to associate with multiple email addresses. Are we able to use any variables such as [FirstName}
Optimisez la gestion des bots et la conformité à Apple MPP
Filtrage des bots : une nécessité pour des données marketing fiables Les indicateurs de performance sont au cœur de toute stratégie marketing. Cependant, l’augmentation du trafic généré par des bots ainsi que l’adoption croissante de fonctionnalités comme
Asking for the implementation roadmap or step-by-step guide
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
One time batch workflow to repair omission of data
Hi, I created a parent form (Product) and another form (Prices) that is used as subform in the parent form. In the parent form I have a field Category that must appear in the subform, but I forgot to create the field at first in the subform and now I
Changing a Single-Line Text field into a Multi-line Field without losing data
Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da
Advance Your Churn Predictions with Zia's Usage Data Feature: Event Mapping
Greetings all, This is an important and exciting update about feeding usage data into Zoho CRM. To expand the scope of how usage data can be used by Zia, we are introducing a new section called Usage Data under Zia. Users can now easily import, edit,
Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing
Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
Web-To-Quote form would be awesome
It would be awesome to be able to embed a quote form on a website and have that filter in to Zoho CRM. Account Number to match the Account in Zoho Email address could match the Contact. Product Code could be required to match the product. Not sure about quantity? I am sure this all could probably be done via the API and maybe some middleman interaction with Creator, but it would be nice if it was as easy as the Web-to-Case form. Something like this could lead to further integration with CMS and Shops
Published Sheet - Share option to show "Save copy to WorkDrive"
Hi Sheets Team, I'm currently working on a Zoho Sheet which I want to share with other Zoho users outside of my organisation. Normally I would do this with Google Sheets but I'm trying to make better use of my Zoho tools. When I share a Google Sheet publicly
Can you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how
Refresh Page Or View After Workflow-Triggered Rule
Good Morning, Is this feature that's discussed on this CRM thread available on Recruit? https://help.zoho.com/portal/en/community/topic/refresh-page-or-view-after-workflow-triggered-rule
Newsletter Templates Are Not Mobile Responsive
Hi, I've already submitted this request to ZOHO once this morning, but for some reason your system logged me out, wouldn't accept my username/password login, and isn't showing any evidence that I've submitted this issue. So here we go again... I am under the impression that your newsletter templates are supposed to be mobile optimised: https://www.zoho.com/campaigns/blog/responsive-email-marketing.html This is clearly not the case, as the last 2 newsletters I've created in Campaigns look perfect
Bills vs. Expenses
Hi eveyone, Can somebody explain me a little bit better of how can I use Bills and Expenses in my business? I don’t understand their differences to be honest.
Integration to LinkedIn Recruiter
We'd like you to support Recruiter System Connect to sync our LinkedIn Recruiter candidates to the Zoho Recruit ATS. How can we do this?
List View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,
Assign existing general timelog to a task
Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
Add Video block needs improvement
I regularly send out links to videos in my campaigns and I find that built in video block is never good enough to use in my campaigns, so I have to make a thumbnail in Canva and upload it or screenshot the actual video on YouTube. The concept of the video
Profile cannot add tasks, calls or meetings
Good morning, I have a Profile of users that's called "Standard2" and their module permissions are set as follows: Despite this, one of my users on the Standard2 profile gets this when they try to add a call: Any idea how to fix this? If i bump them up
Creating Layout Rule With Formula Field
By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?
Zoho Developer Community Monthly Digest – April 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource
Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
Dataprep est-ce que zoho est sérieux ??
Nous venons encore de passer plus de 2 heures avec le support zoho qui est incapable de résoudre le problème rencontré dans la mise en place d'un pipeline de données entre le C>>RM et DataPrep Celà fait 5 mois que nous essayons de faire fonctionner le
Zoho Books - Feature Request - Show Custom Template Preview
When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional
STOCK COUNT - How is this even possible
Dear Zoho One, We have a lot of products from Zoho but I really don't understand this. We mainly use ZOHO FSM with ZOHO INVENTORY because we are in service and maintenance for electric charging stations for cars All employees of Zoho FSM have their own
Changing sequence of buttons
How can I change the sequence of these buttons? I want the 'Versturen referral campagne' to be displayed as the default button
Unapproved Articles for Review?
What is this feature and how do I use it? I'm not seeing any option to mark articles as unapproved and needing review.
One notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
Add haptic feedback when QR / barcode is scanned
Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !
Restricting Printing
Hi Is it possible to stop users printing documents?
Help Centre - Widget or Tab for Customer Downloads
USE CASE: We are a software vendor, using Zoho Desk (as part of a Zoho One subscription) to help mange support issues from our customer base. Customers can log tickets via email or Help Centre portal. QUESTION: I need to provide the capability for our
Trying to fetch related list data from deals module
I need to fetch stage history data which comes in related list in deals module using coql. How can I achieve that? { "select_query": "SELECT Technical_Survey_Date as system_order_confirmation_date, Stage,Created_By, Latest_Quote_Creation_Date,Originating_Source,
Stage-Probability Mapping
How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach a given stage (eg. Artwork/Price Quote), what percentage of them become Closed-Won? I want to populate
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