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CRM HAS BEEN SOOO SLOW For Days 05/15/25
I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers
Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
Invalid URL error when embedded sending url into iframe for my website when using in another region
Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
Validation Rules Trigger on Untouched Fields
In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually
One notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
Holding Shift to keep selected tickets
It is annoying trying to change the category of tickets and then closing them. You have to select them one by one, no way to 'hold down left click and drag your mouse down to select multiple'. Once you have selected them and you change the category, you
Custom module history is useless
Hi I am evaluating ZOHO DESK as my support platform. As such I created a few custom modules for devices assigned to employees. I want to be able to see the whole picture when a device was reassigned to someone, but the history shows nothing Is there any
Removed email address - can't access account
Hi Zoho Support Team, I recently removed my email address from my Zoho Desk account (which is part of our organization's Desk setup) and then signed out. Now, I’m unable to log back in because there is no email address associated with the account, even
Custom sender email address - doesn't receive verification email
Hello, We've just purchased the premium backstage license plan and are setting up a test event. However when adding a custom sender email address, it backstage doesn't send the verification email!? We've tried on multiple email addresses. Please advise
請求書に添付されているファイルをAPI経由で取得する際の問題について
Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(5/28)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 5月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷登録はこちら:https://us02web.zoom.us/meeting/register/l6xddhOoR--8rroMIgKWyA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
Zoho Sheet - Option to disable "Embed" button when publishing a sheet
Hi Sheet Team, I've noticed that when I publish a Zoho Sheet publicly, there is an option for the viewer to "embed" the sheet. There is no option to disable this button and my idea/feature request is to include a checkbox in the Publish settings to hide
Leadchain BUG
Hello i have a problem with Facebook Leadchain. All of the information is populated correctly in the CRM, except the campaign. I want to add new leads to an existing campaign, but the lead is not added to the campaign even tough i have selected the campaign
How can I get a nested value attributes inside a key par?
Hello! Im getting the following output when reviewing a record I am after. I am trying to put some conditions based on a data value that is inside another data. For example, lets grab the below output. Info {"Account_Name":{"name":"Liberty Construction
Add Pinned Tickets to top of queue
As an IT Helpdesk, we have some tickets where they will need to be looked at daily over a week or 2, and the ability to pin a ticket to the front/top of the queue would be handy as we can be reminded to take a look, rather than placing them on hold and
Shared Snippets Everyone
Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
Quick resend/One-off send function
Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under
WhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
Issue with inventory and shopify
Hello! We're having some issues with Inventory not synchronizing all our products with our shopify store. We've tried multiple times to synchronize them. We have multiple locations and it seems to just be getting a part of the inventory. When we sell
Advanced search for Spam tickets in Zoho Desk
Currently there is no way to use advanced search in Zoho Desk to find content in tickets marked as spam. Please add this functionality! I believe this should not be the default, but a simple check box "Include Spam Tickets" would be helpful.
How can I mark an account as VIP or similar for special treatment?
I'd like to create a visual enhancement to mark an account as VIP in a way our agents can't miss it. What is your suggestion? Thanks!
Is there a way within Desk to allow for this timeline overlapping?
We're encountering an issue where contract timelines for the same client at the same location might overlap or follow each other sequentially. Since a single client can have multiple contracts, and we offer various contract types, is there a way within
how can I change the font when I answer a ticket in zoho desk? thanks
how can I change the font when I answer a ticket in zoho desk? thanks
Lookup fields can't be used for anything important
Hi It seems the lookup fields are mostly.... informative, you can at most link stuff between modules... You can't use lookup fields in blueprints, you can't use them in layout rules or anything... It that correct?
Is it possible to add HTML or a button on email templates in Zoho Desk?
Hello team, I am working on getting the best use out of Zoho Desk. I have noticed that when you hit 'reply' on a ticket, it comes with a small 'survey' to the recipient saying something like 'how would you rate your experience with us?'... so my question,
Is it possible to add buttons on email replies to internal team members?
Hello everyone, I am currently trying to set up some workflow rules to trigger when a ticket is created. I have noticed there is a button that can be added to email templates when sending email alerts from workflow rules, for example ${Cases.SUPPORT_PORTAL_BUTTON}.
Widget function call not working – need help
Hi everyone, I'm building a widget for Zoho CRM and trying to call a Deluge function from it using ZOHO.CRM.FUNCTIONS.execute, but it's not working. Here’s what I did: I created a Standalone function in Deluge. I'm calling it inside ZOHO.embeddedApp.on("PageLoad",
Announcing New Features in Trident for macOS (v.1.19.0)
Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage
Canvas translation
We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation
Item bulk update
Why is there no "pruchase rate" to select in the field selection ? We have far more purchase increases than we have selling price amendments !
Learning how to customize templates via code and best practices
Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template
Should I save dead quotes
I work in vehicle transport, specializing in transporting vehicles for dealerships. My role involves collaborating with individuals at each dealership to facilitate the transport of their vehicles to customers and from auctions. My question is whether
Can't lock timezone in new Zoho Bookings
Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-person
How to import subform data - SOLUTION
To all trying to import subform data, I might have a solution for you. First of all, for this solution to work, the subform data needs to be an independent form (not ad hoc created on the main form). Furthermore, this approach uses Excel sheets - it might not work using CSV/TSV. If this is true, then follow these steps: Import the subform records Then export these records once more including their ID Now prepare an import file for the main form that needs to contain the subform records Within this
Can we customize the default client-facing icons?
Is there any way to customize the client-facing icons that display in the Zoho Bookings UI? For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service." The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
reCAPTCHA
Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?
Zoho Books | Product updates | May 2025
Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances
Zoho Notebook suddenly running very slow on long notes
I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for
Workflow Automation Instant Action
Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For
Multiple team members to access one office PC
Hello, We have a high-performance PC in our office that we use for resource-intensive tasks. All team members need to remotely access this PC from time to time. However, when I enable remote access for myself through Zoho Assist, the PC does not appear
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