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Customer Message Edit/Delete Function & Backend Visibility Inquiry
目前客服已发送的对话支持编辑和删除功能,请问在 Zoho 系统后台,是否可以查看客服具体发送了什么内容,以及删除或修改了哪些信息?如果无法查看,这个功能是否可以通过设置关闭客服的编辑和删除权限?如可以,请告知具体设置路径。 Currently, customer service agents are able to edit and delete messages after sending them. In the Zoho system backend, is it possible to view
In App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
Sync Task Status from Zoho Projects to Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
Placeholder doesnt work in email tempalate
Hi Team, I have put in the customer happiness rating place holder in my email template but when I pick the template in my ticket and send it to client, the place holder doesnt get generated. What am I missing here? screenshot attached.
Search API filter/sort ignores comment-triggered modifiedTime updates
Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new
Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk
Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Schedule Timeout 5 minutes vs. stated 15 minutes
I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
Remove Bounced email addresses from CRM after running a campaign
HI, Is there a simple way to remove bounced leads in the CRM where there email doesn't exist anymore after running a campaign?
Building a custom site
do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like jumble puzzle answers for today. Is it doable? Please assist.
How to Automate an Unsubscribe based on Scoring
I automatically assign a negative point score to bounced emails and would like to automate unsubscription of these emails from our Campaigns, without losing the contact data. (Oftentimes the lead is no longer at a business, but I want to keep the business
Recurring Addons
Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item
Start Workflow from Deluge Script
I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive
A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
Option+C shortcut conflict
In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
What is the maximum length/size of a presentation on Apple TV?
Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:
Items Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
Displaying Rate Inclusive of GST per unit
Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current
RouteIQ user Licensefor Non–Zoho One User
Zoho RouteIQ needs to be purchased for Zoho CRM. The current setup uses the Zoho One plan, but RouteIQ is required for a different user who is not part of Zoho One. However, they need access to routes and customer details within RouteIQ for planning their
Introducing the New Applications Module
We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment
Zoho Browser??
hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep
since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents
Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the
Sales Allowed Beyond Available Stock and Payment Recorded Without Restriction
Hi, While testing in Zoho Inventory, I noticed that a sales order can be created with a quantity exceeding the available stock in the selected warehouse. In my case: Available stock: 5 units Ordered quantity: 6 units Despite this: I was able to convert
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
Users I've shared the sheet with cannot use the Custom Functions
Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,
Mail bounces due to bad reputation
Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]
Automation Series #3: Macro vs Workflow in Zoho Desk
Workflows vs Macros in Zoho Desk: Choosing the right help desk automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused
Limiting the form - Zoho People
Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An
Introducing our new 'Extension Development' Series!
Hello users, We're excited to launch a new series on 'Building Extensions in Zoho Sprints' where the workspace owner or developers can learn to customize the workspace to meet their unique or niche requirements. Each post in this series will guide you
Product Updates in Zoho Workplace applications | March 2026
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories
How to install Widget in inventory module
Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
Credit card transactions are backwards after importing statements
I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
BMO bank connection not working with either Yodlee or Plaid
Been experiencing this issue for almost a month now. Anyone else?
How to reduce inventory valuation when not tracking individual items?
We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's
Stage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
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