Questions/Issues

Questions/Issues

I am testing out your wiki to see if it is something we would like to transfer our current wiki to.  While playing around with it,  I have created a list of questions and or issues that I would like addressed before we make a decision.

I could find no way to move pages to a different section of the hierarchy.  Allows you to "duplicate page to" but only appears to allow you to duplicate to root.  Copy option seems to do the same thing. Have to delete and re-build the page where I want it. What is the difference between these two options and how can I move pages once they are created?


When importing a page I don't see an option allowing you to select where in the navigation you would like that page placed.  I have tried navigating to the section I would like it placed in, then importing - but it still sticks the imported page in root.  Given my issue above, how can I make sure this page is where I want it to be?  If there is a way to change the location - this means I have to import the page, then go through the steps to change the location rather than just determining the location when the import is created?

When I imported a page, it adds all this white-space around the top and side of the wiki.  Why does it do that and how do I correct? It doesn't appear to be a problem with the amount of content on the page as both this test page I did with one sentence, and a full report have the same issue https://dtoolstest.wiki.zoho.com/SI5Reporting.html  and https://dtoolstest.wiki.zoho.com/Test-Import-Page.html

Defaults to alphabetical sorting, can you sort items regardless of alphabetical order?

I don't understand the "Custom Page Box". I thought that this would add a new element to the sidebar, but it is just creating a link in my normal navigation to a page it created, and I am forced to type what I want in an ugly green box that appears on the page.  If I delete that, content doesn't appear.  What is the point of this? Why wouldn't I just create a page from my navigation myself?  I think I need this function explained so I can understand how to use it.

Is there any way to add anything else to the sidebar?  For example links to our website, or social networking sites, javascript or any other widget like functionality?  

Under Quick search I see a "my links" and "edit this panel" but clicking edit only brings me to a blank page (I am using chrome and FF).  What is this suppose to do?

Can I add links to the navigation that link off-site?

From my testing it appears that adding javascript or flash videos to a page will not work.  How can I add flash videos or javascript?


The "Page Actions" box which contains the PDF and RSS options will only appear when logged in?  This seems like a useful option to appear regardless of whether the user is a guest or a member.  Is this a setting that can be changed somewhere?

Are there any "print page" options available in addition to the PDF and RSS?


Can the search function provide excerpts of pages that matched the users search query? Currently it only provides a list of page titles where the content within the page matched the query - page titles alone are not that helpful when searching.

I added some tags and searched for the tags specifically and no results were found.  Will the search function have the ability to search within tags at any time?


I don't see anywhere in the back end that notifies you when a comment has been posted, or is awaiting moderation.  If I don't click the box to receive a confirmation e-mail, or if for some reason that e-mail gets caught in spam or not received - there is no way of knowing a comment was posted unless you happen to check the page the comment is on.

Can I add any social sharing widgets, like "add this" ( http://www.addthis.com/) to the wiki?  If so I want the ability to add it site-wide and not on a per-page basis.

I cannot add an administrator on the free plan, so cannot test but it says that administrators will have the same rights as the owner "except some options" can you tell me what these options are, as I do not see it listed anywhere.

Also, the free plan mentions I am limited to 3 users.  None of the plans mention the number of administrators you are limited to.  How do I find out how many administrators I can have with each plan?

Is there anyway to customize the comment form so you can request more information, or are my only options allow people to post as a "guest" with whatever they type in the name field, or sign in?

The free version has a list of links on the button "powered by zoho | Zoho | Wiki Index, etc.  I added my own footer, but that adds content above this list of links.  Is it possible to remove these links?



    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • How to show a hided report??

                                                                                                                  in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...
                                                                                                                • Converting Customer Invoice to Purchase Bill

                                                                                                                  Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
                                                                                                                • Email tracking inquiry

                                                                                                                  I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can
                                                                                                                • Mass Update of Lookup Fields not possible

                                                                                                                  Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                                • Collapsible Sections & Section Navigation Needed

                                                                                                                  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
                                                                                                                • Download Attached Files

                                                                                                                  Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly
                                                                                                                • Ticket layout based on field or contact

                                                                                                                  Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
                                                                                                                • No funcionan correctamente el calculo de las horas laborales para informe de tickets

                                                                                                                  Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
                                                                                                                • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

                                                                                                                  Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.
                                                                                                                • Feature Request: Detailed View - Related Block Links!

                                                                                                                  Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!
                                                                                                                • Sub-Form Padding in CSV Export

                                                                                                                  Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
                                                                                                                • Dependent / Dynamic DropDown in ZohoSheets

                                                                                                                  Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
                                                                                                                • How do I change the order of fields in the new Task screen?

                                                                                                                  I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
                                                                                                                • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

                                                                                                                  Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
                                                                                                                • IA ou je peux trouver comment utiliser IA

                                                                                                                  Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue
                                                                                                                • Data Processing Basis

                                                                                                                  Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows
                                                                                                                • Zoho vault instal on windows

                                                                                                                  I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed
                                                                                                                • ZOHO GLITCHES

                                                                                                                  Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies
                                                                                                                • Notification to customers when I use a Zoho function

                                                                                                                  Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
                                                                                                                • Date Filters in Zoho Desk Dashboard

                                                                                                                  Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently
                                                                                                                • Mobile app - offline

                                                                                                                  If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying
                                                                                                                • Zoho Survey reminder settings are extremely confusing

                                                                                                                  Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
                                                                                                                • Zobot drop down list

                                                                                                                  Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge
                                                                                                                • How to compare a subform lookup field that allows multiple entries when edited

                                                                                                                  I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working
                                                                                                                • Translation of Tooltip Messages

                                                                                                                  The descriptive help messages should be available to provide translations for.
                                                                                                                • Business Day Logic Update: More Accurate Scheduling for Your Workflows

                                                                                                                  Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
                                                                                                                • Lead Blueprint transition in custom list view

                                                                                                                  Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
                                                                                                                • Email Notifications not pushing through

                                                                                                                  Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
                                                                                                                • Debit opening balances of vendors

                                                                                                                  Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
                                                                                                                • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                                  We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
                                                                                                                • Allow Text within a Formula

                                                                                                                  Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
                                                                                                                • Change Number Field to Decimal Field

                                                                                                                  Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
                                                                                                                • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

                                                                                                                  Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
                                                                                                                • Add specific field value to URL

                                                                                                                  Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
                                                                                                                • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

                                                                                                                  Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
                                                                                                                • Zoho Social - Feature Request - Non-US Date Format

                                                                                                                  Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.
                                                                                                                • In arattai received message can't be deleted

                                                                                                                  The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                                                                                                • Zoho CRM Community Digest - December 2025 | Part 1

                                                                                                                  Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
                                                                                                                • Zoho Flow Credits

                                                                                                                  Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to
                                                                                                                • Custom Module Send Email not filling To automatically after adding Email field also

                                                                                                                  I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but
                                                                                                                • Next Page