Recent Topics
Can we create Sprint with tasks from Multiple projects?
Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline
Ability to use Dynamic goals in Motivator
Is there any way to create dynamic goals in Zoho Motivator? By "dynamic" I mean: not the same target every period, but varying from period to period. For example, in our organization, sales reps are supposed to target beating the same month's sales last
Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?
Calendar - "super compact" week view
every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
zoho calendar week view - "super compact by default"
every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
CRM portal: no Create/Edit options available for custom module
I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enable
Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
Allow submitter to type a choice in a 'Multiple Choice' field
Is there any way to allow the person filling out a form to manually type in a choice in the 'Multiple Choice' field? So like have the option of allowing the last field to be 'Other' with an input field...
Pages Limit of 5 on Zoho Sites with Zoho One Trial account
Hello, I was building my website in Zoho Sites (I have a Zoho One Trial plan) and seems like I've reached a page limit of 5. I then checked the Zoho One limits and looks like the limit is 50 pages per website. I can't seem to find a way to correct this. Is there something you can do on your end to increase the limit on my account? The error I get is "Oh no! Your current plan does not support this feature. Upgrade your subscription to use this feature." when trying to add a new page. Kind Regards
How do I configure network solutions to work with zoho sites
Hi, I have a domain with network solutions and have my zoho mail all set up and working. I cannot get zoho sites to work with my domain, I cannot change the cname to point to zhs.zohosites.com Can you please give me a walkthrough for this? Mick
All Inbox emails are marked as read automatically
Hello friends! I have and issue that all new emails in Inbox are been marked automatically as read. Plase how can I fix this??
Mapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6
Initiate data import using Deluge script
Is it possible to open the screen to begin the importing of new records using Deluge? So for example, my users would click a button on a form that starts a workflow action. This action would then open the screen to "Import Data for Current User Projects".
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
Lookup field - Can I avoid using advanced search?
I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and
Forced Tooltip on Maps View
Please remove the forced tool tip data points and ONLY include those listed in the "Include Columns for Tooltip" area. Also, disable the tool tip if no fields in there. With a lat/lng map, it forces showing those (and color field, lat count) and will
Last sync date/time as a widget
Is there any way to get the last date/time that the data shown (reports and dashboard) was last updated. For example, If I have our data being synced every 3 hours and the last was done 2 hrs ago, I would like to show date/time of update OR updated #{hrs}
Function #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoices
how to create view in leads module to that will show all leads + converted leads?
is it possible to make custom view that combine all leads + converted leads? how to do that
Milestone
New to Zoho and trying to get acquainted. According to PMI a milestone "anticipates what the project is supposed to achieve at a pre-set date. It should describe a desired state of affairs, a desired future situation. There are two important aspects to this. First, the concept refers to a point in time, not a period of time. Second, it looks forward to what we want to create, not how we create it." Why are Zoho milestones defined between two dates and as bins for tasks? Why would you even consider
How to send mail with js SDK
Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,
Report to see committed stock vs quantities on order with suppliers
Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,
Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticed
Kaizen #174 : Client Script Commands
Hello everyone! Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll
Check for new emails period
Hello. We are currently using our own mail server and Zoho Mail as a client through IMAP. Users have frequently complained about the 3 minute frequency when checking for new emails, finding that waiting 3 minutes for a new email is too long. We are considering
Zoho CRM - Zoho Creator - NFC Tag
Hi, I'm looking for support for Zoho Creator and NFC. I have read the existing knowledge base, however not all is clear. We have Zoho CRM with custom module 'Equipment' where we have around 1000 records. Our idea is to attach physical NFC tags to the
Profile photo not syncronized in Zoho Recruit - Zoho CRM syncronization
How come, profile photos (candidates, contacts, and accounts) can't be synchronized between Recruit and CRM? Surely it can't be a technical problem? Is there some solution that I haven't noticed?
Transformez vos interactions événementielles avec l’intégration WhatsApp dans Zoho Backstage
Un des plus grands défis de l'organisation d'événements est de garder les participants informés et engagés tout au long de l'événement. L'intégration de WhatsApp dans Zoho Backstage permet aux organisateurs de communiquer directement avec les participants,
Tip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on
Getting the Record Id to appeal in the Deals Module
Hi, I am looking to get the record ID to appear on a deal record. I need to get recrod ID to appear on a document so when they are returned they can be match up with the record we hold in a seperate case management system. The record ID is uploaded to
Sandbox for consultants who are helping me develop a report
Hi. I occasionally need to hire someone who has a Zoho skill I don't have and I need to give them access to my account so they can work. It makes me a bit nervous, but I need them to get a work product done. I set their access as "User" and it turns out
I there any way to use a digital pen with a digital desk like Wacom to take notes in Zoho Notebook?
Hey, guys. I wonder if there's any way to handwrite something and it pull down on Zoho's notebook as a readible image or something like that. Imagine the situation: I don't want to write with a keyboard, but with the digital desk, and I want to the text
What's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
Task templates under a project
Under a project, we might have numerous task lists and these might be for all sorts of things so typically, if a task is created under a task list, it should contain the fields relevant for that particular purpose. However, if I create a task template,
Transfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything.
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Animated GIF Images in Chat
I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing
Increasing column width in Zoho CRM search result
My company names are long, and when I search them in the Zoho CRM search, I'm not able to view the entire full name which makes it hard to select the correct item quickly. I tried reducing the amount of columns to just 1, but still the company name column
Create CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules
Solution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
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