Recent Topics
How to download Zoho Meeting recordings via the API?
When I hit the /recordings.json API endpoint it responds with a JSON which also contains a downloadUrl for each recording. HOWEVER, I have not been able to figure out how to access this recording. 1. If I access the downloadUrl as is, it results in a
Zoho Desk iOS app update - Rich Text Editor in comments, Hyperlinked Ticket Ids and Default Comment Type
Hello everyone! In the latest version(v2.9.4) of the Zoho Desk iOS app update, we have brought in support for the following features for the comments section: 1. Rich Text Editor 2. Hyperlinked Ticket IDs 3. Default Comment Type Rich Text Editor: You
Automatic Email Alerts for Errors in Zoho Creator Logs
Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is
Editing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.
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
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
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
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Manage Approvals like Never Before: More Control and Flexibility in your Approval Processes
Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data enters
Creator Simplified #13: Identify the user's device type using system variable
Hey Creators, Welcome back to this week's post in the Creator Simplified series. For today's post, we will learn how to determine the user's device type using a simple system variable. Identify whether the users are accessing your application via web,
Download all the Attachment From Document Section Zoho Project
Hello Team, I hope this message finds you well. I am currently facing an issue while trying to download all the documents associated with a Zoho project. Here’s the scenario: We have more than 150 tasks in a single project. Each task may have documents
Edit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about this
how to edit the converted lead records?
so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
GetRecords.py UNABLE to PARSE DATA
Hello, I am trying to follow the GetRecords.py sample but I am getting a Status Code: 400 Status: error Code: UNABLE_TO_PARSE_DATA_TYPE Details Message: either the request body or parameters is in wrong format Any thoughts on how to fix this?
Desk and FSM 2 way communication
is it possible for a work order created in FSM under a certain category (E.G Health check and Panel Clean) to automatically create a ticket in Zoho DESK?
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
python Message: invalid external fields in header
Hello, I am trying to follow the GetRecord.py sample and put in my record ID from my URL and I am getting this error: Status Code: 400 Status: error Code: INVALID_DATA Details Message: invalid external fields in header Thanks for any help. I've double
Email Parser refusing to create record
Hi there, Ive created a email parser rule with this layout which was working for a day but all of a sudden after the weekends, the rule stopped functioning and every record after kept failing to create. example of email that is rejected below is my parser
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Partner
We are an established insurance brokerage company based in Kuwait, with over 28 years of experience in the industry. As intermediaries between clients and insurance companies, we earn commissions from insurance providers. To enhance our operations, we
Zoho Desk - Prévenir les agents à l’expiration d'un article
Zoho Desk propose plusieurs solutions pour automatiser les flux de travail en fonction de vos besoins. Dans cet article, nous mettons en lumière une fonctionnalité qui alerte votre équipe lorsque des articles de la base de connaissances arrivent à expiration,
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
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.
How to get NSE/BSE Stock Prices in Zoho sheets?
I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?
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
Ability to Change Custom View After Cadence Creation
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is
Help with Formula to Calculate Remaining Days from Due Date in Zoho CRM
Hello, I am working on a Zoho CRM formula to calculate the remaining days from a Due Date field. My goal is to display the number of days left from today to the Due Date. I have tried the following formula, but it is not working as expected: plaintext
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.
in zoho crm, client portal, how to only show the active products?
in zoho crm, client portal, how to only show the active products?Thanks
Custom Function for a new Field (combination of two existing fields)
I have a custom module Eurotax API Eurotax This module contains 2 fields: 1: EUROTAX, API Name EUROTAX, Data Type Number 2: ROK, API Name ROK, Data Type Pick List I need to add a new field (for example Field3) that will be the combination of the values
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
Mass Change Start Date in Recurring Invoice
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be
Data migration Limits
We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.
Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
Zoho CRM function invoked by REST API Key does not receive a POSTed payload from Zoho Sign's webhook feature
Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed correctly by testing with my own hosted webhook. I have tried receiving the
Whats App Automation
It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively
Should I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understand
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
Tip 3: How to dynamically filter reports using URL parameters
Hi folks, As part of Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on how to use URL parameters to filter reports. You don't always have to play with filters to drill down reports. Yes, that's right. You can pass URL parameters to set filter values and view only the required data. This technique is quite useful while linking reports in an email, a document, or when bookmarking an important report that you would like to view on a regular basis. For example,
Zoho Flow custom functions "Error occurred while processing this request. Contact support for more details"
Any ideas why this is happening? Zoho Flow custom function...
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