Recent Topics
The Customer Happiness REST API is broken
1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per
Marketing Tip #48: Automate your marketing with workflow rules
Good marketing isn't just about campaigns and content. It's also about showing up at the right moment for the right customer. The challenge is that those moments happen constantly, at different times, for different customers. You can't be there for all
How long does Zoho keep your free account?
If i stop using my free account does it ever go away? Or does Zoho keep my free account for forever?
Zoho Cliq 7.0: Built for Uninterrupted Work
Work today moves fast, but follow-ups, meetings, and coordination still get messy more than we often like to admit. Zoho Cliq 7.0 is all about making everyday work feel a little lighter—better collaboration, smoother workflows, more helpful assistance,
Certification HDS de Zoho Creator : une avancée pour les acteurs de la santé en France
Zoho Creator est désormais certifié HDS (Hébergeur de Données de Santé). En France, cette certification encadre les conditions dans lesquelles les données de santé peuvent être hébergées. Pour Zoho Creator, elle couvre l’ensemble de l’environnement :
An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
Introducing Zoho DAP Integration: A user onboarding solution
Getting your agile team to quickly adopt Zoho Sprints as their project management system could be a challenge. There are principles, modules, and workflows that need proper assistance. Although there are abundant resources available, a simple, contextual,
Como distribuir chats do SalesIQ
Os chats do SalesIQ possuem as seguintes segmentações: - Chats ativos - Chats perdidos - Chats reabertos - Chats fechados - Chats monitorizados - Chats na fila Porém, o SalesIQ só envia os chats para Ativos e Fechados. Mesmo se um chat for perdido, ele
¡Compra tu entrada! Zoho Workshops: IA Agéntica - 3 y 4 de noviembre 2026
Los Workshops de Zoho vuelven a España este noviembre Si quieres sacar el máximo partido al ecosistema de Zoho y conocer de primera mano las últimas novedades en IA Agéntica y más, en noviembre tienes una cita imprescindible. Los Workshops de Zoho España
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected - does anyone have a solution for that?
Can't see Analytic components in full-size?
When I build a component into my Analytics dashboard, there is no option to either click on the title or into the three dots to expand the chart to full-size... Am I missing something? Trying to make sense of a tiny line chart would be a major issue!
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified
Bank reconciliation auto-selects checks that cleared the bank after the period end date
During bank reconciliation, Zoho Books pre-selects transactions as cleared based on the payment date recorded in Zoho Books — even when the bank clearing date, which Zoho displays in that same row, falls after the reconciliation period end date. The practical
Enable Credit Note creation for Sales Returns BEFORE receiving goods
Currently, it is not possible to issue a Credit Note linked to a Sales Return until the goods have been officially marked as "received" in the system. In our business, we often need to issue a credit note to our clients immediately upon the initiation
About products & categories URL
hello guys, I'm trying to migrate date from Magento 2 to Zoho Commerce and I have some doubt about URL. In my M2 for product I have "Url Key" field with value like this: "product-url" and page appear like this: "www.sitename.com/product-url.html" In ZC
Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received
Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
Mail Id’s backup
Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915
Converting universal measurements
I don’t understand why the system does not offer the conversion automatically of a unit into a sub unit or other fixed equivalent like feet, inches, meter and centimeter. Eg. if I produce 12 meter long cables, I can sell them as a unit or I can sell them
Add a MATRIX field to the forms creation
Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull
Data types inconsistent
The issue is a nutshell. Export customer data from Bigin into zoho sheet. Create a simple flow that any addition or update in sheet is synced back to Bigin. You would of thought the data type of the data exported from Bigin would be consistent with the
ZOHO Campaignで表のカラムの幅を調整したい。
表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。
Number of decimal places
Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help
ZohoAssust account security issue
24 hours ago I logged into my ZohoAssist account making sure not to trust the browser. When I was finished I did not log out but simply closed the tab. For 9 hours the browser was closed yet today I was able to get back into my ZohoAssist. This account
Can Timesheets be utilized without Jobs?
We are looking to streamline timesheets with our technicians and thought that Zoho People's Time Logs/Timesheets would be beneficial. However, it looks like all time entries and timesheets need to be associated with a job. The way we track time is just
Kaizen #257: Creating product-specific sales Pipelines with Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how an arrival readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. In this post,
Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign
Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Users
Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
Seperate rating scales for KRA's and Competencies in appraisals
Is there a way to set-up different rating scales for KRA's and Competencies?? I would like to have; Met/Not met for KRA's and a 1-5 scale for the competencies I know how to set up custom ratings but it spans across both sections and I need them to be
Remove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.
Workflow Preventing others from editing
Using workflows in WorkDrive to implement a document review process has been extremely helpful in my organization. The only problem is that other users who have access to the document via standard document sharing rules are unable to edit the document.
Zoho Campaign is running very slowly
For a week in a row it takes me about half an hour to an hour just to open the campaign and about an hour to make changes(even just opening targeting takes about an hour). I contacted support yesterday, but today still nothing has changed. I have a day
Zoho Writer for Android - Headings
Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung
Show backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
I just want a filter to stop emails going to newsletters and notifications! AHHHHHH *pulling hair*
I have been trying a filter, after an hr I know its not working, then another filter, and another, and another. Its been 3 days and I'm going crazyyyyy Has anyone had any luck with a filter that sticks, so that mail goes to the inbox (unless you have
[Webinar] Why branded communities matter
We're hosting a webinar on branded communities and what they can actually do for your business. We'd love for you to join us! In this session, we'll walk you through the benefits of building and rebranding your community, how community helps you engage,
Multiple domains with one user, plus one domain with three users, plus Thunderbird
Hi, I'm trying to understand how Zoho works with multiple domains and aliases but it is very complicated and poorly explained in so far as to what's actually possible and how much it will cost. I have gone though these forums finding questions from others with the same misunderstandings and difficulties but somehow, even though I now have a rough understanding, I am still left with more questions than answers. To explain my situation: 1) I send and receive only a few emails per day across a few domains
Feature Request: Render Markdown (.md) files in Zoho Cliq
Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it
Truncated Permissions Info
When selecting permissions in the Add Tools screen for an agent, the descriptions can be truncated to the point of not being able to distinguish what is actually being enabled. Selecting them lets one view the permissions in a bigger viewport, which truncates
The Social Playbook August edition: Simplifying social media for agencies
The Social Playbook August edition: Simplifying social media for agencies If you work at an agency, you’ve probably heard these questions more times than you can count. "What do we have planned for this client"? “Did they approve the post?” “What changes
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