Community Round-up: 2020

Community Round-up: 2020


First and foremost, thank you for being a part of our growing community, and helping us build something great!

The year began with much excitement and with hopes of making 2020 everything we believed our community needed and more. Though the year didn't turn out the way we imagined, we were quick to adapt to the new normal and go virtual. 2020 was a lot of different things–here are some of our highlights:


Mumbai
A time to meet and greet you, in person (and otherwise).
We got the ball rolling in Mumbai , before we traveled to our first ever community meetups in Australia and New Zealand. Little did we know that these would be our first and last in-person meetups of the year!
In the second half of the year, we resumed our Community Meetups, but this time we went virtual. We hosted 10 virtual meetups, across 7 regions, in a span of 4 months, we are committed to staying in touch with our community. Besides, in a digital world saying hello is only a click away!



A way to help you work more efficiently
Through our interactions with you, we learned about some trends we wanted to explore this year. Automation was a big one. So, we created an online series to help you automate your customer service processes. All of the ideas are guided by different example use cases. We’ve detailed about 10 use cases so far, with many more to come!


A chance to connect you all with our experts.
Connecting our community with Zoho Desk product experts has always been our priority. We started the “Ask The Experts” Sessions in 2018 and we continue to host them still. They aren’t going away any time soon, as we plan to continue them for the foreseeable future. Our monthly “Ask the Experts” series has also been going strong and featuring plenty of interesting discussions.
A commitment to bring you up to speed.
We understand how important it is to stay up to date, and a big part of maintaining this community is to keep you informed about new features. We’ve had some long requested features go into the beta phase recently, and we’re excited for you all to use them quite soon.

We also found a way to say ‘thank you’ to customer service heroes during Customer Service Week last year. We believe it’s always a good time to thank our heroes. So go ahead and make your own card, and spread some joy of your own.

Over the past year, our community has grown quite a bit-by 1500 new users, to be precise! A warm welcome to all of these new members and product enthusiasts.

2020 may not have turned out the way we had anticipated, but we still have much to be thankful for, especially all of you, our customers! We thank you for your constant support and encouragement, and for helping us to build this community from the ground up. With this new year we’re both hopeful and excited for what the future holds. Whether it’s creating valuable content, or opening more ways to interact with our users, our efforts towards building an engaging community will continue in full-swing. From here, it’s onwards and upwards!

    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



                                                          • Sticky Posts

                                                          • Register for Zoho Desk Beta Community

                                                            With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
                                                          • Share your Zoho Desk story with us!

                                                            Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
                                                          • Tip #1: Learn to pick the right channels

                                                            Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
                                                          • Welcome to Zoho Desk Community - Say hello here!

                                                            Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
                                                          • Webinar 1: Blueprint for Customer Service

                                                            With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing


                                                          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 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

                                                                                                          • Marketing Automation List Entry Criteria is no longer an option

                                                                                                            For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone
                                                                                                          • GCLID arrives not in CRM with iframe integrated ZOHO Form

                                                                                                            Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.
                                                                                                          • How to overcome Zoho Deluge's time limit?

                                                                                                            I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
                                                                                                          • Add Webhook Response Module to Zoho Flow

                                                                                                            Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements
                                                                                                          • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

                                                                                                            Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to
                                                                                                          • Is it possible to edit placeholder text?

                                                                                                            In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting
                                                                                                          • Delay function execute

                                                                                                            I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there
                                                                                                          • How to allow download of a file AFTER information is collected?

                                                                                                            I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is
                                                                                                          • Add Baseline methods to API

                                                                                                            There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point
                                                                                                          • Bulk Fill In & Edit PO/Bill/SO/Invoice

                                                                                                            Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.
                                                                                                          • Fixed Assets beg balance

                                                                                                            Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process
                                                                                                          • Syncing with Google calendar, Tasks and Events

                                                                                                            Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                                                                                          • CRM Deluge how can link attach file with workdrive file.

                                                                                                            Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you
                                                                                                          • Feature announcement: AI-powered document generator in Zoho Sign

                                                                                                            Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in
                                                                                                          • Permanently deleted files

                                                                                                            Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.
                                                                                                          • Shared Mailbox in iOS app

                                                                                                            Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
                                                                                                          • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

                                                                                                            Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried
                                                                                                          • Revenue Management: #6 Revenue Recognition in Professional Services Industry

                                                                                                            If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project
                                                                                                          • Zoho fsm scheduled maintenance dispatch

                                                                                                            Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,
                                                                                                          • zoho.inventory.getRecords returns no records

                                                                                                            I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection
                                                                                                          • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

                                                                                                            We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found
                                                                                                          • Feature announcement - Simplifying document creation with Zoho Sign

                                                                                                            Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This
                                                                                                          • Integrating File Attachments in Zoho Flow Email Notifications

                                                                                                            Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger
                                                                                                          • Zoho Mail SMTP IP addresses

                                                                                                            We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
                                                                                                          • Zoho project purchases

                                                                                                            Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.
                                                                                                          • Create Tasklist with Tasklist Template using API v3

                                                                                                            In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                                                                                          • How can I restore all the deleted Time entries of a Task in Zoho Projects

                                                                                                            How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore
                                                                                                          • Is there a way to make an account inactive in ZoHo Desk

                                                                                                            We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                          • How to set the value of the Phone field importing contacts in Zoho Desk

                                                                                                            Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.
                                                                                                          • Set Custom Icon for Custom Modules in new Zoho CRM UI

                                                                                                          • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                                                                                            I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                                                                                          • How to center a field inside a section?

                                                                                                            I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but
                                                                                                          • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

                                                                                                            Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom
                                                                                                          • Showing the map along with mileage expense

                                                                                                            When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
                                                                                                          • Enable Validation Rule for Multi-Select Picklist Field

                                                                                                            Zoho, Please allow validation rules for multi-select fields.
                                                                                                          • File Upload field not showing in workflow

                                                                                                            Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
                                                                                                          • CRM Custom function updating a module record shows the Super Admin user as the record modifier

                                                                                                            Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
                                                                                                          • Best practice importing items and matching assemblies

                                                                                                            Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine
                                                                                                          • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

                                                                                                            Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data
                                                                                                          • get file api is returning Junk data

                                                                                                            I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
                                                                                                          • Next Page