Recent Topics
Quick syntax check - Search Records returns invalid query w/ no details
Getting an "invalid query" error when executing a "for each" loop on Eventlist with the following code: start= zoho.currenttime.toStartOfMonth().toDate().toString(); Eventlist = zoho.crm.searchRecords("Events", "(End_DateTime:starts_with:"+start+")");
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
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(1/30)
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。 1月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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 ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。
Feature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
Self Client Authorization Issue
Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"
Kiosk Button Actions
I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.
More suggestions to the Ticket History Tab
Rather than this relative time, it would be great to see the timestamp on items like this. Using the history to try and figure out issues is tough when you have to calculate the time in your head. Additionally, it would be great if you could click on
See more information of records of related lists
Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.
Bar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new
Cisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
Mass Update a Lookup Field
How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!
Include Refresh Custom View on custom modules
The "Refresh Custom View" button does not appear for custom modules. This seems like a very silly thing to omit.
Change Home Page Component size
I have added a "simple" search kiosk to my home page but it takes up a lot of screen real estate. How can I reduce the size of that component so that I can get my screen real estate back.
Poor Email Delivery
Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain
Zoho form calculate date
Hi, which formula can I use so when guest select move in date is Monday 1/Jan/2024 and select 28 days, zoho will return move out date is Monday 29/Jan/2024
How to add sort order to API
Hi, I have tried using the parameter ?sortBy=createdTime on this api https://desk.zoho.com/api/v1/tickets/xxxxxxxx/conversations?sortBy=createdTime but its saying its an invalid parameter. Is there a parameter to sort on this API? Dane
Public and private KBs with Zia
I need to create an internal knowledge base and a public knowledge base for clients. Each needs to have a Zia answer bot for employees and clients to search our articles. Right now we have a KB set up in Desk, but I've seen topics mentioning multi-branding
Issue with ticket replies via Slack: '+' symbols replacing spaces in emails
Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution
Clarification on Lead Score Breakdown in Zoho Marketing Automation
Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed
Marketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
Jira integration - view the attachments in ticket
Hi, When i create a ticket in Desk with an attachment and after that i create a Jira Bug (via the Jira-Zoho integration) then my developers can not see the attachment. How to solve this? Regards Herman
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
Use of External Email Services
Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation. Services like SendGrid, Maligun Amazon SES, etc
Bold Keyboard Shortcuts Not Working
Formatting Shortcuts like Crtl + B, Crtl + I, Crtl + U, are not working. Is there a setting to get these reactivated? I can still do things like cut, copy, and paste.
Requesting a file upload in Zoho Workplace not possible?
I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive
Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online session
Can't see my older tickets
Hello Support, When viewing my older tickets in the "My Tickets" view, the earliest ticket I see is from October 2024. However, I started using this account in July 2023. Even when applying filters for 2023, I still can't see my older tickets. My colleagues
Enhancing Answer Bot's Capabilities
Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevant
What do you think about changing the panel's color spectrum?
"In my opinion, the color scheme feels a bit gloomy, and I think brighter shades would be better. It would also be great if there was an option to change the colors. What do you think?"
Problem when forwarding emails
When I want to forward an email received through Zoho, the layout changes: Buttons are cut Pictures change size Text changes alignment (left/right/center) Is this a common problem in Zoho? Thank you, Suzannah
More information Related Details widget area
It would be great to have more related information added to related details when creating a client ticket. For example Account Information. We have a "Support Plan" field where we select Gold, Silver and Bronze and it would be good if we could choose
Timesheet Export Template
Is there a way to save the export template when exporting timesheets? I have to select the fields I need/don't want before every export.
Intended workflow for estimates, received POs, etc.
In every sales organization I've been, the flow of information has followed the same path: RFQ received from customer Quote sent to customer PO received from customer Sales Order created internally (work begins) Invoice sent to customer Payment received
SEO improvements with ZIA
Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary
Leave Balance
Hi, I am new to Zoho People and currently trying to set up annual leave for all our staff. I configured the leave policy but when a request is made and approved, the leave balance doesn't reduce. Any ideas as to why this may be? Cameron
Closing Accounting Periods - Invoice/Posting dates
Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
Allow the usage of Multi-Select fields as the primary field on "Layout Rules"
We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
Several language in Chat Bot in SALES IQ
Hello, I'm creating a chat bot for my company and would like to have a chat bot replying in French and English. As I understand, I must create 2 different bots, then according to the first sentence of the Client the system will choose the right one: FR
Include Suggested Articles in New Ticket Email
When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
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