Recent Topics
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
Audio Recording Button needs work
People struggle to understand how to record the audio - the mic button is tiny and barely visible. Please make the recording option more prominent and obvious and the upload file function should be secondary... (not taking up the majority of the space).
Enhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
Early Preview for an Upcoming Enhancement to Zoho One - App Adoption and Feature Discovery
Hello, Enterprise Support Community, We're excited to give you an early sneak peak at an upcoming enhancement to the Zoho One platform: new App Adoption & Feature Discovery components, designed to help our customers adopt the right tools to enhance their
You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.
please help
Add Days In Stage to Filter Options for Pipeline
We use the days in stage to see how long a ticket has been in a certain stage. But there is no option to see this via filters. eg if i wanted to see how many tickets over 5 days in a stage, there no way to do this. Currently we have to export a report
Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields
Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or
Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the
How do I add multiple contacts in a deal
How do I add multiple contacts in a deal
Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
Journey vs Campaign Confusions
Hi there! I hope you're all doing great! I'm new to the Zoho MA and I'm confused between Journey and Campaigns. I'm not sure if these two work together or not. I hope you can enlighten me. What I'm trying to do is setting up a Newsletter. 1. We have a
Zoho Webinar not sending calendar entry into Outlook or other calendars
Dear All, I am using Zoho Webinar for last few months and noted that when a attendee registers at the webinar link he gets an email will intimating his registration and link to webinar. He also get few file ( for Outlook, Google calendar etc) which he
Ticket Status
HI, Any idea on how to create other options for this header??? I want to add an "Ordered" status. Its under "tickets" in Overview, I need a new status created (see second picture)
Turning off the recorded welcome in Zoho Webinar
Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.
Save embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how they look
Team folder not created when creating project using zoho flow
When I try to automate project creation using zoho flow, and I have enabled workdrive integration to automatically create team folders to attach to the project, this only works when I create a new project through the UI. But I am trying to automate project
Add an option to deactivate Zoho Meeting "Welcome" message
My request is to provide an option to deactivate the annoying Zoho Meeting "Welcome" voice when participants join meetings... or remove it all together. First impressions count, especially with new clients. This notification reminds me of the AOL "You've
Service line items
Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
SalesIQ > My Chat sort by Unread or Follow-up
Hi Zoho SalesIQ Team, I would like to submit a feature request regarding the My Chat > Sorting in the SalesIQ UnRead Follow-up Conversation tags Thank you for considering. Best regards, CJ
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
SalesIQ : How to disable "Idle chat handling" ?
Hello SalesIQ Team. SalesIQ, How to disable "Idle chat handling" ? I would like to disable the option “Automatically close chats that have been idle for a specified amount of time.”
How do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
Function and workflow to create customer payment and send receipt
I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document). I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked
Smart Alerts: Protect users with configurable email alerts
Email-based threats are becoming harder to identify and manage. Administrators need proactive ways to protect users from phishing, fraud, and policy violations. Standard filters can block emails, but blocking alone isn't always the most effective response.
Power up Zoho CRM with project intelligence
Dear user, You're probably one of those businesses using your CRM as a single source of truth. It's where sales, project execution, and finance teams go to analyze past decisions and formulate future strategies. But what happens when project data is either
Print multiple uploaded images in an HTML snippet in a Page
I have a Form: Job_Preparation It stores details of each new item that must be built by the fabricators in our workshop. The form has a field: Documents I upload 4 image files to the Documents field. I want to print a sheet for our workshop staff with
"Track Inventory for this item" is forced checked by default for goods items (eTims issue?)
Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,
Zoho Team Inbox - roadmap
Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions
Free webinar! Sign documents across borders: AES, QES, ID verification
Hello all, Signing paperwork across geographies sounds simple, until critical questions around legality, security, and compliance pop up. Join our upcoming webinar to see how Zoho Sign helps businesses worldwide sign documents with confidence. Agenda:
Add field "Expected Availability Date" to Purchase Orders
Hi there. We drop ship and 'make to order' whereby we backorder sales order items directly with factories for manufacturing. One of the leading questions from Customers is "when is the order ready". Currently there is an 'Expected Delivery Date', which
Related list view for Assets
We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parent
How To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Vorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?
Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that
Latest updates to Zia in Office Integrator
Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,
Implementing Back Button Navigation in Zoho Creator
Zoho Creator does not currently support a native Back button within forms, so implementing backward navigation requires a workaround. We recently implemented this in an application that was split into 9 modular forms. Since users needed to move between
In wiki editor, dragging an image fails
Expected behavior: Within the WYSIWYG editor, we have been able to select and drag an image (that is already inserted in the page) to move it to a different position on the page. Current behavior: For a few days recently (possibly longer and I didn't
Not able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order
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