Tip 33: How to create custom forms and reports using widgets

Tip 33: How to create custom forms and reports using widgets


Hi folks,

In this month's tip, we're going to talk about how to use widgets to create custom forms and reports in your Creator application.

But, before that, let's cover a few basics.

What are widgets? 

Widgets help you extend the capabilities of your apps and perform tasks beyond the scope of built-in features. You can create powerful apps with richer user experiences and redefine the way your application interacts with your customers. For example, you can build and embed interactive UI components, such as image sliders and multistep forms. You can make use of HTML, CSS, or JavaScript libraries and reusable UI components to create an interactive interface.

How can you create a custom widget?

We've already shared a sample widget in our help article to integrate with Creator. The widget can be integrated with Creator forms and reports only by specifying the component link name and values in a JSON structure. 

In this tip, we'll walk you through how to create a widget with a custom design for forms and tables (reports). To create it, we'll use HTML, CSS, and JavaScript that we'll integrate into the Creator database using our JS API.

Let's create the Zoho Creator widget!

To create the Zoho Creator widget, you must install the Command Line Interface (CLI) on your machine. You can refer to this help article to install the CLI and create your widget with the help of this document.

Note: The CLI is used to send commands to a software program as lines of text, in order to interact with it. This interaction includes typing commands into the interface and receiving responses for them. 

Methods used to Creator custom widgets

HTML & CSS - Here, we'll leverage HTML and CSS to design custom forms and reports (tables).

JavaScript - With Javascript, we'll be able to implement show/hide components along with data-oriented backend functionality. For example, we can pass data from an HTML table to a custom form within the widget.

JS API - We'll use this to push, pull, delete, and update data to Zoho Creator.

Using the above four methods, let's see how we can create a custom form and table to add and view the data we enter into the application.

We'll be following the below steps to design the custom form and report:

1. Design the custom contact form using HTML and CSS code.

2. Use JavaScript code to show the form when a user clicks on the + button.

3. Use the JS API to add data to the Creator database, once the user enters data in the fields. Then, we'll use JavaScript again to refresh the form once the data is added to the Creator database.

4. Create the custom table (report) using HTML.

5. Use CSS to add style to your table, like colours, font properties, text alignments, etc.

6. Use JavaScript code to show and refresh the table.


So let's get started !

Step 1: Design the custom contact form using HTML and CSS code.




HTML code

<body>
 <div class="wrapper" >
         <div class="icon addIcon"onclick="myftn()" >
            <div class="tooltip">
              <b> Add&nbsp;Data</b>
            </div>
            <span><i class="fa fa-plus"></i></span>
         </div>
      </div>
    <div class="contact-form"id="myForm">
        <img alt=""class="avatar"src="https://i.postimg.cc/zDyt7KCv/a1.jpg">
        <b><h2>Contact Form</h2></b>
        <form id="itsMyForm">
            <p>Name</p><input type="text"id="EnterName"name="EnterName"placeholder="Enter Your Full Name">
            <p>Email</p><input type="text"id="EnterEmail"name="EnterEmail"placeholder="Enter Your Email">
            <p>Age</p><input type="number"id="EnterAge"name="EnterAge"placeholder="Enter Your Age">
            <p>Mobile</p><input type="text"id="EnterMobile"name="EnterMobile"placeholder="Enter Your Mobile Number">
            <button class="Submitbutton"id="SubmitReset"type="button">S U B M I T</button><br><br><br>
<button class="Resetbutton"id="SubmitReset1"type="button"onclick="resetForm()">R E S E T</button>
        </form>
    </div>
</body>


CSS styling code

<style>
.wrapper{
  display: inline-flex;
}
.wrapper .icon{
  margin: 0 20px;
  text-align: center;
  cursor: pointer;
  display: flex;
  align-items: center;
  justify-content: center;
  flex-direction: column;
  position: relative;
    right:-900px;
  top:70px;
  z-index: 2;
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon span{
  display: block;
  height: 60px;
  width: 60px;
  background: #fff;
  border-radius: 40%;
  position: relative;
  z-index: 2;
  box-shadow: 0px 10px 10pxrgba(0,0,0,0.1);
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon span i{
  line-height: 60px;
  font-size: 25px;
}
.wrapper .icon .tooltip{
  position: absolute;
  top: 0;
  z-index: 1;
  background: #fff;
  color: #fff;
  padding: 10px 18px;
  font-size: 20px;
  font-weight: 500;
border-radius: 25px;
  opacity: 0;
  pointer-events: none;
  box-shadow: 0px 10px 10pxrgba(0,0,0,0.1);
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon:hover .tooltip{
  top: -70px;
  opacity: 1;
  pointer-events: auto;
}
.icon .tooltip:before{
font-family: Arial, Helvetica, sans-serif;
  position: absolute;
  content: "";
  height: 15px;
  width: 15px;
  background: #fff;
  left: 50%;
  bottom: -6px;
  transform: translateX(-50%) rotate(45deg);
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon:hover span{
  color: #fff;
}
.wrapper .icon:hover span,
.wrapper .icon:hover .tooltip{
font-family: Arial, Helvetica, sans-serif;
  text-shadow: 0px -1px 0pxrgba(0,0,0,0.4);
}
.wrapper .addIcon:hover span,
.wrapper .addIcon:hover .tooltip,
.wrapper .addIcon:hover .tooltip:before{
  background: #ffc475;
}
.wrapper .ViewIcon:hover span,
.wrapper .ViewIcon:hover .tooltip,
.wrapper .ViewIcon:hover .tooltip:before{
background: #ffc475;
}
body {
    content: '';
    position: fixed;
    width: 100vw;
    height: 100vh;
background-image: url(https://images.unsplash.com/photo-1515420043797-69a1bc7ee7a0?ixlib=rb-1.2.1&ixid=MnwxMjA3fDB8MHxleHBsb3JlLWZlZWR8MTU0fHx8ZW58MHx8fHw%3D&auto=format&fit=crop&w=800&q=60);
    background-position: centercenter;
    background-repeat: no-repeat;
    background-attachment: fixed;
    -webkit-background-size: cover;
    background-size: cover;
}
.contact-form {
font-family: Arial, Helvetica, sans-serif;
    display: none;
    position: absolute;
    top: 50%;
    left: 50%;
    transform: translate(-50%, -50%);
    width: 400px;
    height: 400px;
    padding: 80px 40px;
    background: rgba(0, 0, 0, 0.5);
    border-radius: 15px;
}
.avatar {
    position: absolute;
    width: 80px;
    height: 80px;
    border-radius: 50%;
    overflow: hidden;
    top: calc(-80px/2);
    left: 190px;
}
.contact-form h2 {
    margin: 0;
    padding: 0 0 20px;
    color: #fff;
    text-align: center;
    text-transform: uppercase;
}
.contact-form p {
    margin: 0;
    padding: 0;
    font-weight: bold;
    color: #fff;
}
.contact-form input {
    width: 100%;
    margin-bottom: 20px;
}
.contact-form button {
    width: 40%;
}
.contact-form input[type=email], .contact-form input[type=password],.contact-form input[type=text],.contact-form input[type=number],.contact-form input[type=radio] {
    border: none;
    border-bottom: 1pxsolid #fff;
    background: transparent;
    outline: none;
    height: 40px;
    color: #ffc475;
  font-size: 16px;
}
.Submitbutton {
    height: 35px;
    color: white; font-size: 15px;
  background: none; cursor: pointer; border-radius: 5px; border: none;  outline: none; position: absolute; right:250px; bottom:40px;}  Submitbutton:hover { background: #ffc475;  color:black;both} .Resetbutton { height: 35px; color: white; font-size: 15px; background: none; cursor: pointer; border-radius: 5px; border: none; outline: none; position: absolute; left:250px; bottom:40px;}.Resetbutton:hover { background: #ffc475;        color:black;}.contact-form a { color: #ffc475; font-size: 14px; font-weight: bold; text-decoration: none;}
</style>

Step 2: Use the JavaScript code to show the form on click of the + button.

<script>
function myftn()
{
        document.getElementById("customers").style.display = "none";
        document.getElementById("myForm").style.display = "block";
    }
</script>

Step 3: Use the JS API to add data to the Creator DB once the user enters data in the fields. Then, we'll use JavaScript again to refresh the form once the data is added to the Creator database.

  <script>
function myfunctionAdd(){
                           ZOHO.CREATOR.init()
                           .then(function(data) {
                                                           //Code goes here
                          var Namee= document.getElementById("EnterName").value;
                          var Emaill= document.getElementById("EnterEmail").value;
                          var Mobilee= document.getElementById("EnterMobile").value;
                          var Agee= document.getElementById("EnterAge").value;
                                                               formData = {
                                                               "data" : {"Name":Namee,"Email" : Emaill, "Phone_Number":Mobilee, "Age":Agee} }
       var config = {
       formName : "Add_Request_Form",
       data : formData
       }                                                         
      ZOHO.CREATOR.API.addRecord(config).then(function(response){                                                           
        if(response.code == 3000){                                                               
        console.log("Record added successfully");
        }
       });
       //get all records API
       });
       }
function resetForm(){
       setTimeout(function(){document.getElementById("itsMyForm").reset(); }, 1000);
   }
   var buttonbtn = document.getElementById("SubmitReset");
     buttonbtn.addEventListener("click", myfunctionAdd);
    buttonbtn.addEventListener("click", resetForm);
   function resetForm(){
      setTimeout(function(){document.getElementById("itsMyForm").reset(); }, 1000);
   }
</script>

Step 4: Create the custom table (report) using HTML, as shown in the image below.




<body>
   <div class="icon ViewIcon" onclick="showtable()" id="myBtn" >
            <div class="tooltip">
              <b> View&nbsp;Data</b>
            </div>
            <span><i class="fab fa-wpforms"></i></span>
         </div>
<table id="customers">
       <tr>
         <th>&nbsp;&nbsp;P E R S O N&nbsp;&nbsp;N A M E&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;P H O N E&nbsp;&nbsp;N U M B E R&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;E M A I L&nbsp;&nbsp;A D D R E S S&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;A G E&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;ID&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;D E L E T E&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;E D I T&nbsp;&nbsp;</th>
       </tr>
     </table>
    <div class="removeBtn"id="DeleteButtonn" >
          <div onclick="DeleteDataa(this)" >
             <div>
             </div>
                   <span><i class="fas fa-trash-alt"></i></span>
          </div>
          </div>
     <div class="editBtn"id="EditButton" >
          <div onclick="EditDataa(this)" >
             <div>
             </div>
                   <span><i class="fas fa-edit"></i></span>
          </div>
          </div>
</body>

Step 5: Use CSS to add style to your table, like colors, font properties, text alignments, etc.

<style>
#customers {
display:none;
 font-family: Arial, Helvetica, sans-serif;
   border-collapse: collapse;
   width: 91%;
  background: rgba(0, 0, 0, 0.5);
    border-radius: 15px;
   position: absolute;
   top: 50%;
   left: 50%;
   transform: translate(-50%, -50%);
border-collapse: separate; border-spacing: 0;
 }
 #customers td, #customers th {
 border: 1pxsolid ;
   padding: 8px;
     color: #ffc475;
    border-radius: 15px;
       text-align:center;
 }
#customers tr:nth-child(even){background-color: ;
    border-radius: 15px;
}
 #customers tr:hover {background-color:black;
    border-radius: 15px;
    cursor:pointer;

}
 #customers th {
 padding-top: 12px;
   padding-bottom: 12px;
   text-align: left;
   background-color:Black;
   color: #ffc475;
   text-align:center;
   border-radius: 15px;
 }
#customers td {
    border: solid 1px #000;
    border-style: nonesolidsolidnone;
}
#customers tr:first-child td:first-child { border-top-left-radius: 15px; }
#customers tr:first-child td:last-child { border-top-right-radius: 15px; }
#customers tr:last-child td:first-child { border-bottom-left-radius: 15px; }
#customers tr:last-child td:last-child { border-bottom-right-radius: 15px; }
#customers tr:first-child td { border-top-style: solid; }
#customers tr td:first-child { border-left-style: solid;
</style>

Step 6: Use the JavaScript below to show and refresh the table.

<script>
function showtable(){
       document.getElementById("myForm").style.display = "none";
   document.getElementById("customers").style.display = "block";
     }
     function myfunction()
     {
     var rowCount = customers.rows.length;
                         for (var i = rowCount - 1; i > 0; i--) {
                             customers.deleteRow(i);
                         }
                  var array1 = [];
                  ZOHO.CREATOR.init()
                  .then(function(data) {
                    //Code goes here
                    var config = {
              reportName : "All_Requests",
              criteria: "(ID!=0)",
              page : 1,
              pageSize : 10
          }
          ZOHO.CREATOR.API.getAllRecords(config).then(function(response){
              //callback block
              var a=0;
              var roww = 1;
              var recordArr = response.data;
              for(var index in recordArr){
                  var rec=(recordArr[index]);
                  var val1=rec["Name"];
                  var val2=rec["Phone_Number"];
                  var val3=rec["Email"];
                  var val4=rec["Age"];
                  var val5=rec["ID"];
                  var display=document.getElementById("customers");
                  var newRow=display.insertRow(roww);
                  var cell1 =newRow.insertCell(0);
                  var cell2 =newRow.insertCell(1);
                  var cell3 =newRow.insertCell(2);
                  var cell4 =newRow.insertCell(3);
                  var cell5 =newRow.insertCell(4);
                  var cell6 =newRow.insertCell(5);
                  var cell7 =newRow.insertCell(6);
                  cell1.innerHTML = val1 ;
                  cell2.innerHTML = val2 ;
                  cell3.innerHTML = val3 ;
                  cell4.innerHTML = val4 ;
                  cell5.innerHTML = val5 ;
                  var div = document.getElementById("DeleteButtonn");
                  cell6.innerHTML = div.innerHTML;
                var div = document.getElementById("EditButton");
               cell7.innerHTML = div.innerHTML;
              a=a+1;
              roww=roww+1;
          }
          });
          });
     }        
     // Selecting button element
   var btn = document.getElementById("myBtn");
    btn.addEventListener("click", showtable);
   btn.addEventListener("click", myfunction);
</script>

Note : We've attached a custom widget file that contains the below JS API tasks. This will help you create your own custom widgets and perform the following actions:

  • Add Record
  • View All Records
  • Update Record
  • Delete Record

To use the attached widget in your application for testing, all you need to do is replace the form link name, report link name, and all the field link names with yours in the JS API call.

Wouldn't it be useful to create a custom form and report like this? If you have any questions regarding this tip, please feel free to add them as comments below. We'd be happy to answer them for you !

Stay Safe and Good Day :)

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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 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

                                                                                                          • Round robin

                                                                                                            Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I

                                                                                                          • Time Entry Notifications

                                                                                                            Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

                                                                                                          • Change text in help desk

                                                                                                            Hi, Please let me know how can i change the this text, see screenshot.

                                                                                                          • Customer happiness customisation

                                                                                                            Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also

                                                                                                          • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

                                                                                                            792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

                                                                                                          • No Zoho Support Response in Months

                                                                                                            I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support

                                                                                                          • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                            Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

                                                                                                          • Null

                                                                                                            If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?

                                                                                                          • Format a "return" message

                                                                                                            Good day, Is there a way to format the message of the "return" function in CRM deluge script?

                                                                                                          • Change Last Name to not required in Leads

                                                                                                            I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                          • Having Trouble Opening The Candidate Portal

                                                                                                            Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

                                                                                                          • Tip of the Week - Spot Risky Sales with Conditional Formatting

                                                                                                            In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

                                                                                                          • How do I duplicate / copy a campaign

                                                                                                            I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

                                                                                                          • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

                                                                                                            We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

                                                                                                          • Creator Change History: Ways to improve

                                                                                                            Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

                                                                                                          • Currency selector (based on variable) usage in comparsion

                                                                                                            Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

                                                                                                          • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                                                                                            Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

                                                                                                          • add employees and customiz

                                                                                                            I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

                                                                                                          • Inactive User Auto Response

                                                                                                            We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

                                                                                                          • Zoho People Attendance Module - Split Shifts

                                                                                                            Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

                                                                                                          • Zoho One subscription

                                                                                                            we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

                                                                                                          • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

                                                                                                            In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

                                                                                                          • Dashboard

                                                                                                            I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

                                                                                                          • Can i connect 2 instagram accounts to 1 brand?

                                                                                                            Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

                                                                                                          • Zoho Forms - Improved Sub-Forms

                                                                                                            Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

                                                                                                          • What's New in Zoho Billing | Q3 2025

                                                                                                            Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

                                                                                                          • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

                                                                                                            How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

                                                                                                          • WhatsApp Business Calling API

                                                                                                            Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

                                                                                                          • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                            Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

                                                                                                          • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

                                                                                                            Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

                                                                                                          • Connecting two modules - phone number

                                                                                                            Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

                                                                                                          • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                            Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

                                                                                                          • Unable to use Sign "You have entereed some invalid characters"

                                                                                                            Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

                                                                                                          • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                            I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

                                                                                                          • Onboard new users easily with native screen recording in Zoho Projects Plus

                                                                                                            Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

                                                                                                          • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                                                                                            Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

                                                                                                          • Can you stop Custom View Cadences from un-enrolling leads?

                                                                                                            I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

                                                                                                          • Zoho Desk Android and iOS app update: Agent detail overview

                                                                                                            Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

                                                                                                          • Next Page