Recent Topics
Auto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?
Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote
display each individual salesperson target
Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when the
How to generate Zoho Meeting summary (key notes) via API
Is there any documented API call to generate a recording's summary (key notes)? I couldn't find anything in the API docs This action is available in the web UI and I replicated the API call that the web UI is making, which is (this API call was accompanied
Articles page into Moodle as an iframe
I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
Batch Download Completed Documents in Zoho Sign
I have thousands of completed documents that I need to download. There has to be a better way than individually clicking on each one?
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Custom Buttons
Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.
KPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing
WhatsApp Calling Integration via Zoho Desk
Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
Uploading file to workdrive from creator
Hello I am trying to upload a file from creator into my zoho workdrive but it does not seem to be working. A file does get uploaded but there is nothing when I try to look at it and just gives an error message saying "We couldn't generate a preview due
How do I delete survey responses (Customer Happiness)
Hi, I need to remove dummy survey responses (those I created during evaluation period), and invalid ones - responses received from Cancelled tickets - which is a custom status we use to close spam, duplicate, or internal emails. I cannot find anywhere to remove them, and one of your chat agents suggested to remove the response provider (contact). I'm not inclined to do what was suggested as there could be valid responses from that contact, so kindly provide another option. And I did try that too
Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential
Inquiry About Layout Rules for Items Section in Zoho Books/Inventory
Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to
Setting value while adding new entries to lookup field
I have a question regarding this process: https://help.zoho.com/portal/en/kb/creator/developer-guide/forms/add-and-manage-fields/articles/fields-lookup-allow-new-entries If I set a value for a lookup field while adding new entries, and the form it looks
product registration module / warranty
i need someone who can create a online/product registration module for me. Our website is based in wordpress. We need our consumers to register their product and should they need to make a warranty claim, do so online as well. One way to do this is to create using zoho creator - Registration Page o To have normal information fields o Attach scanned proof of purchase o product purchase details o Point of purchase details o Database back end for all the information. o Access to database (view or download
Product Registrations via Zoho CRM
Hello, I would like to have a public page, where users can enter product registration details. This needs to be many-to-one (registrations-to-contact). I tried the CaseToWeb Form. It adds a Contact and Case, which is fantastic. However, it will only let me add a few details on the Contact such as Name, Phone, Email. I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, Brian
Zoom Phone SMS Integration
Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..
How can we manage the tags in ticket
Allowing agents to use Tags indiscriminately can cause havoc. We could not find tag management where 1. The admin can create Tags beforehand for use by Agents 2. Permission can be allocated which roles/profiles can use existing tags or add new tags 3.
Open A.I assistant Connect with Zoho Desk instant Message Conversations
I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers
Approval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
Email Alert attachments unavailable for Vendor Payments
I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is
W-9 Upload Limitation (250 kb) is Too Small
Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While
Search Bar Improvement for Zoho Commerce
Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
Incorrect Shipping cost calculation - Zoho commerce Shipping method
Hi, there seems to be some issue related to logic used in shipping cost used. Consider the below case: For an item of 100 grams, I expect it to be 75 rupees as that is what I have given in the condition. But it calculates 0.1x75 = 7.5 rupees which is
Add "Merge by Ticket ID" Option on Ticket Screen
Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second
Custom Field - cannot edit a dropdown field item
We have a custom field within the project template (Dropdown) that is for the Dealer related to this project. I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but
So many tools...
As a low- to no-code user and no funds to budget, there are so many options to choose to get my work done and when I start thinking about workflows for people other than myself, I get confused about the most streamlined way to move forward if I can get
Embed Props data value not available in the Search across team folder API call response data
Issue I used the "Search across team folder" API to get a specific folder's data in a team folder even though the folder is shared. However, the response data from the search call does not contain "embed props" value for the folder whereas when I used
Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which
Invoices using purchase account instead of sales account from Items
We're running into an issue where invoices created from bills are using the purchase account on the journal entry for the invoices as opposed to the sales account. In the screenshot examples you can see that the sales account is janitorial services but
Custom Fields
There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.
Restrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
Zoho Finance in CRM Missing Key Elements
When creating an estimate through Books for a customer to accept, when you add a line item there is the dropdown to "Add New Item". Which opens up a panel to link it to Inventory (if needed), and affects Purchase Orders being received, the items being
Quickbooks Online Customer Creation Code
Hi! I'm looking for code that will automatically create a quickbooks customer account when clicking on a button located directly within Zoho CRM - Contacts Module. Here's what I have and I can't seem to figure it out. xxxxx is our company id which we
External View Access for Agencies
Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's become
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
Function deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked until
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