Recent Topics
Downloading Image from Subform using Deluge (invokeUrl) - Data Mismatch / Connection Issues
Hi Zoho Community, I'm struggling to download an image from a subform in Zoho Creator using Deluge and then attach it to a Zoho CRM Deal record. I've been working on this for a while, and I'm encountering issues that I believe are related to either data
Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism
The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelisted
Issue Saving Workflow Rule – "Unable to Process Your Request" Error
Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when
Introducing Booking Pages—a topping for your Calendar Scheduling needs!
Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
Boost Customer Experience: Let Visitors Choose Their Preferred IM Channel in Your Chat Widget
We have an exciting enhancement coming your way. Pushing the perimeter has always been our thing, and we have come up with yet another enhancement for your Zoho SalesIQ live chat. Did you know your live chat can support more than chats and calls? That's
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Chat window do not auto scroll on Firefox for mobile.
The chat window doesn't auto-scroll when typing, and the phone's keyboard covers what the visitor is typing until they manually scroll. This happens in Firefox for both Android and iOS, regardless of the device. It's not a good user experience as you
More admin control over user profiles
It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures Themes Although we can guide our users on the branding style they should adhere to, administrators really don't have any control over user profiles once they have been created. At this stage I will have to spend time going in to each Zoho
Zoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Notification sender email is coming from Zoho, not from my domain
Hello, I have Zoho Desk configured to use "From address" as my domain support email i.e. support@ mydomain.com (email is verified) , we send automatic notification to contact (customer) when they submit a new ticket. Yet the notification email is sent
Identifying a collegue in remark section - Zoho CRM
When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!
New Agent Creation - Not Receiving Activation Email
I created multiple new agents within Zoho Desk with no issue. Everyone one of them received the activation email except one. The email is correct and confirmed multiple times. It is not located in the Spam folder. I withdrew the activation and recreated
Introducing Screening Bot for pre-screening automation
We’ve transformed the chatbot experience in Zoho Recruit! What was once a general Chatbot for sourcing is now a streamlined system with dedicated tools. The original chatbot has evolved into the Sourcing Bot, while the newly introduced Screening Bot simplifies
How to Initiate WhatsApp Message on SalesIQ?
I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
WorkDrive Download Issue
My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it
Zoho Custom
Hi guys, is there a way that you can give the client a simple login area without the advert of ZohoCRM and other ad as the free one, if so which which one comes with this customisation. Thanks
How to get NSE/BSE Stock Prices in Zoho sheets?
I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?
Comment Reactions like a Thumbs Up
Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely
How do you send an email to a customer from Zoho Desk?
I have pulled up a customer record and I click the email icon and the email address, nothing happens.... Email attached of where I am. Is there a different way to send an email?
Feature Request – Auto-Save Draft for Interview Assessments
Hello Zoho Recruit Team, I’d like to suggest a feature that would be incredibly helpful for recruiters conducting multiple interviews. Currently, when filling out an Interview Assessment, there is no option to auto-save progress as a draft. At times,
Different timezone for users
Is it possible for users to set a different timezone for themselves? We have staff in different locations. Thanks!
Attachment Template as PDF from Another Form Zoho Creator
Hi Everyone, have a good day. I have question, below my script for put the attachment into email. But my template PDF from another form ("Form B"). I get errror because template PDF not exist in the form "Alasan Reject". The form name for example "Form
Reopen and Continue WhatsApp Chats within 24-Hour Window
Dear Zoho SalesIQ Team, I'm writing to request a new feature that would enhance WhatsApp communication management within the 24-hour window: the ability to reopen and continue conversations with customers after a chat has been closed from our end. Current
Accessing Extension Created Functions
Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, however I have not managed to get this to work. I am attempting to send an SMS
Unchecked an option in a checkbox when another option is checked
Hi, in a Creator form, I have around twenty checkbox fields, named for example "cb1", "cb2", "cb3", etc... Each of these fields have two options: Done and N/A. I would like to be able to for each field, if I check "Done", "N/A" is unchecked, and if I
Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing
Support streaming display of long texts in zobot chats (usefull for chatgpt / openAI and any other AI )
Hello, I was able to test the new features you offer to connect chatgpt or openAI assistant with built-in feature or custom code. This is great but the chat seems very slow and laggy because you don't use streaming api from openAI, so the chat has to
Is it possible to load a Module with a filter pre-applied by the URL?
In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing
Custom Icon on zoho Creator APP
Is is possible to have a company logo as the APP image rather than the Zoho image? thank you.
How can I format numbers in an html table?
I am building an html table to display how much people have paid, but the numbers are losing their formatting: application_table = application_table + "<td style='text-align: right;'>" + payment_row.Amount_Local + "</td>"; Amount_Local is a decimal field,
Weekly Tips: Stay on Top of Work with Zoho Mail Streams
You’re working on a big project, and all the updates from your team keep coming in from different angles. Some are sharing updates, others are asking questions, and you are constantly getting your inbox piled up with new information on the same project.
Issue with Zoho Books /Zoho Inventory Support Team
Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separate
Stock Count - Extracting Data
Hi, I really like the new stock counting functionality however I can't find any way to extract the stock count results. -The build in stock count report is limited and has no export option - There is no export options from within the stock count screens
Issue with Bin Locations and Stock Counting in Zoho Inventory
Dear Zoho Support, We are currently experiencing a significant issue with bin locations and stock counting in our warehouse. Our warehouse is divided into 7 zones, each containing approximately 250 bin locations. When performing a stock count for an item,
PO receive limitations
It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging
Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through
Auto Reply on Zoho Desk
Can we set an Auto Respond to every email that Zoho Desk receives? Is there a way that any of the information in the original email can be pulled through to that reply? Like a mail merge?
Several issues with formatting within the email campaign
I continue to have several issues with formatting when creating newsletter through this platform. Any one have any guidance on how to deal with these issues? The newsletter content always gets clipped when first opened. To see the content in its entirety, you have to scroll all the way to the bottom and click a button to open it all up. Is there a way to make all content appear without having to click to open it up? I'm sure many people don't realize this and therefore don't see the content that
Blueprint Issue - Being able to set a subform field as mandatory
I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,
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