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Allow Portal Users to log in using their mobile number.
I want to allow portal users to log in using their mobile number. I referred to below documentation, but it mentions that this is only supported for Indian mobile numbers. Is it possible to enable login using a Singapore mobile number? https://help.
Zoho Webinar Android app update - Organizer chat
Hello everyone! In the latest version(v1.4.0) of the Zoho Webinar app update, we have brought in support for the 'Organizers' chat feature. In addition to the existing public chat, co-organizers now have access to chat separately with organizers and attendees,
Task Due Time - Unable to Add
I have taken a trial version to test, I could not find “Due Time” feature. Only Due date is given
Sign - Introduce a feature to make fields required based on conditions
Add "Required" to conditional options for fields. Example: A Sign document contains 2 fields Company Type (picklist) Company Registration Number When "Limited Company" is selected from the Company Type, the Company Registration Number should become
Connect Zoho Creator on on prem database with databridge.
Hi im new to zoho creator. Been through many forums and training clips but cant find a solution. 1. I have an on prem mssql server called "Sales" with a tabel called "Monthly" the server address is 10.0.0.10 2.i have Databridge installed on the server
Add a URL to a note
I enter a lot of notes onto Account and Contact records. For example, I would like to add a note to a person with a link to their blog. When I paste the link into the note, it pastes ok, but it's not a "clickable" link. Is there a way to maintain the
Zoho webinar iOS app update: Introducing a dark theme, organizer's chat, emoji reactions, recording consent, and live answer on questions list.
Hello everyone! In the latest version(v1.1) of the Zoho Webinar app, we have brought in support for the following features: Dark theme. Organizer's chat. Emoji reactions. Recording consent prompt for attendees. Live answer on questions list. 1. Dark theme:
Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more
Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded
Field of Lookup in CRM
Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now
[Free webinar series] Get to know Deluge: Zoho’s powerful scripting language
Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for
Integrate with WooCommerce using Wordpress Plugin
We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless
Can't find field from ZCRM for a trigger
Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM
How do I add an all ready created module, to an page
So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)
Integrate Zoho CRM and Zoho Workdrive
I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(5/28)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 5月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷登録はこちら:https://us02web.zoom.us/meeting/register/l6xddhOoR--8rroMIgKWyA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
Zoho people - holidays apear on zoho calender?
holidays that are stored within zoho people holidays can they be subscribed to within zoho calender?
Contact and Deal details in Company Module
Hello, We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates. The Account/Company module will have all
Anone know how to add email body text in Button Properties ?
When adding a button there is an option use a "Link to Email Address" which triggers an email addresses to the To: email and with the Subject as per the Subject field. I want to add some text in the body of the email, such as My contact details are: Name:
remove email address from an old account
I have deleted the domain and/or closed the organization in my Zoho account, but the email address (e.g., info@brassprime.com , orders@brassprime.com , returns@Business Companion ) is still associated with the previous organization. Now I cannot
Multi-language Support Expanded!
We are delighted to share some exciting news following our previous announcement about multi-language support! Our multi-language capabilities have been significantly enhanced to better serve our growing and diverse user base. Below is the complete list
Dynamic Dashboard for CRM Flyout/Widget
Hello, Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms. I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices,
LinkedIn Inbox Auto-Responder
How do I set up an auto-responder message from my LinkedIn's company inbox?
Zoho Projects for Departments
We’re currently using Zoho Projects across multiple departments in our company (e.g., Marketing and Project Implementation), and we’re trying to figure out the best way to keep each department's projects and templates completely separate. Here’s what
Getting daily summary report from SalesIQ
Why am I suddenly getting a daily summary report from SalesIQ when I'm not even using it nor signed up to it knowingly?
Changes in the new UI of the record details page
Hello everyone, We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions. Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. The
Approval Process not triggering for specific user
Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger when
Turn Ticket into Zoho CRM Lead
Is there a way to set up Zoho Desk -> Zoho CRM integration in a way that would allow out support agents to turn a Help Desk ticket into Zoho CRM Lead?
Import a list of contacts from csv and delete them
I have a list of email addresses which I want to delete from all lists. The contacts are distributed over multiple lists. So I cannot delete whole lists because there are other contacts too? Is there a way to import the list and delete the contacts in
AUTO ASIGNACION DE TICKETS
Cuando uno se asigna un ticket y lo contesta se queda asignada esa persona automaticamente para cuando se tenga respuesta de ese ticket, ¿como puedo configurar que ningun ticket se auto asigne? que todo sea manual
Custom Time Range Support for Zia Trending Auto Tags in Zoho Desk
Dear Zoho Desk Team, We’d like to formally request an enhancement to the Zia’s trending auto tags feature to better support our business needs. 🧩 Use Case: We actively rely on Zia auto-tags to: Monitor recurring customer issues. Detect emerging trends.
Enhanced Tag Filtering and Selection in Zoho Desk Custom Views
Dear Zoho Desk Team, We’d like to request enhancements to the tag filtering and selection capabilities when creating custom views in Zoho Desk. 📝 Current Limitation: While it is currently possible to create a custom view using tags and status as criteria,
Creator help with max value
Hi! I come from MS access and I want to build in creator. I have a Registration App I want to make. The main table is called Registrations and I have a subform called RegProgress where the user can indicate the progress by selecting one of 6 steps. Those
Can't call function with ZML Button
Hi, I have a page where I have a subform and a button made in ZML. My initial goal is simply that onClick, I call a function that updates multiple entries. Even though the function exist, I am unable to reference it. If I try to reference it manually
How do i move multiple tickets to a different department?
Hello, i have several tickets that have been assigned to the wrong department. I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
Creating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup
ZUG is Hitting the Road — Across the USA!
We’re bringing the Zoho User Group (ZUG) meet-ups back to various cities across the United States — and we’re more excited than ever to reconnect with our incredible community! Whether you're a seasoned Zoho user or just getting started, this event is
Ask the Experts 20: Level up your customer service with Zia
Hello everyone! We're excited to reconnect with you again. The recent sessions of our Ask the Experts series have contributed to valuable conversations, beginning at the live sessions and evolving into one-on-one conversations and remote-sessions where
Custom Canvas Tabs
Hi Team Can you advise if there is a particular tab layout I need to be using in Canvas in order to have the numbers show on the tab ie for a new note it would show 1 as like with the standard view? The below is what I have: This is the desired outc
In focus: Profile permissions in Radar
Hello everyone, Imagine a help desk where everyone can access everything without restrictions. Newbies could answer tickets without supervision, agents would meddle with system settings, and contract employees would have unrestricted access to business
Deluge Script wishlist...
Just throwing it out there ;) 1. += operator. Pleeeeease no more var = var + "test"; 2. Ternary Operator for if/else. Man I wish I could just go myVar = myVar == "test" ? "it is test" : "it's not test" instead of having to write out a huge if/else block of ugly brackets. 3. square bracket notation for referring to record fields and map views. This would make it terribly hard for Zoho to debug which might break the whole goal of saving new users from themselves. But here's why it would be extremely
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