Connecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they couldAre there any plans to add Triggers for Subform edits?
By The Grace of G-D. Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?Article Numbers for KB articles
Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced"Super Admin Login as Another User" for Zoho One
Dear Zoho One Team, We would like to request that the "Super Admin Login as Another User" feature be extended to Zoho One, allowing Super Admins to access user accounts across all Zoho One applications. We understand that this functionality is currentlyProduct/Quotes with a Setup AND a Recurring (monthly) Fee.
Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product detailsMultiple self client instances
there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightlyEditing landing page after signup for a webinar
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standardIndependent Contractors
In Zoho One, would I be able to have independent contractors collaborate with us on Zoho Projects, Cliq, Meeting, Connect, etc.? They are not employees, change, and often only join the team for a couple weeks as we complete specific projects.When will Zoho Support Grammarly in its applications?
I use Grammarly all the time to write emails, content etc. It has become an essential tool to correct my work and help me present a consistent style. However, it doesn't work with many Zoho applications, including Zoho Writer. The Chrome extension does,Make edits in kanban view
We spend a lot of time updating Opportunities by opening new tabs for each deal. A lot of the key fields are on display in the Kanban view. Some examples we use are, 'Estimated close date' and 'opportunitiy value'. It would make our pipeline managementManagement of groups and users in Zoho One
Hi! From admin point of view, there are few quite frustrating problems with current design of groups and users in Zoho One. Groups Right now, we have groups in Zoho One, other groups in Connect and one more kind of groups in Vault. Users We add new users in People and assign to them department, designation, seating location, phone, etc. Unfortunately, those information can be found also in Connect but you need to enter them once again because they are not synced... Btw I prefer to add new groupsZoho desk tickets set owner to unassigned
Hello, we are using Zoho Desk and we have a dispatch personnel who is entering the majority of our tickets. I would like our dispatch agent to be able to create a ticket and have the ticket owner default to unassigned. I doesn't make much sense in ourNeed blueprint button on Mobile.
Hello, Need blueprint button on Mobile.Multi Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")Does Zoho support AMP pages?
I am not a developer and would like to know if there is still a way to introduce AMP on my Zoho website,Unlimited Subforms
Like really why can't Zoho develop the ability to add unlimited subforms it would really improve the user's experience, the problem that we are is that we have quote, now when inserting the products we would like to filter them by categories or sectionsZoho Forms --> Zoho Desk --> Mailing Street Mailing Zip and Mailing City
Integrations Zoho Forms and Zoho Desk.. does not contain Costumer fields like Title, Mailing Street, Mailing Zip and Mailing City, like in Zoho Forms integration with Zoho CRM. So there is no connection at all. I want to create a ticket and create/updateCareers Site & Jobs
Hi, Is it possible to categorize job advertisements in the careers site into two categories? E.g. at the top of the page we have 'Active Jobs' then at the bottom we have 'Past Jobs' or something similar. Instead of inactive or past jobs being removedAdd a download link for a PDF per product on quote template
Hi Guys, We are sending quotes via CRM (Zoho One). Nearly each line item on our quote has a dedicated PDF fore technical information which we then attach with the PDF quote before emailing. All these PDFs are also on our website. I would like to add aPipeline in calendar view
Hi We currently have our pipeline in a report for the service team. The view is in a chart. Is it possible to view that in a calendar view so we can see when deals are expected to close and there by schedule resources. Thank youScoring rules and Case escalation rules in Zoho recruit similar to Zoho CRM
I think it is a great idea to have candidate scoring rules similar to lead scoring rules in CRM. We should be able to assign the score based on Email- opened, received, bounced, Survey- Depending on the rating, campaigns, Twitter, Whatsapp, calls, etc.Zoho Telephony Product
Does Zoho have plans to introduce a telephone product of it's own? Like Freshdesk & Zendesk This would be so helpful because the providers that are integrated with Zoho Marketplace do not meet my needsModify anything with CSS
Zoho one apps should be modifiable with custom css to hide stuff we dont need and you dont allow us to remove. Ex. Call button on CRM.. Or Amount by stage in CRM un classic view home dashboard..Integration with Textnow
Do you plans to integrate Textnow into the Telephony apps for Zoho One?Required Fields
I noticed upon using ZOHO for months now that there are some really good features in the product. I like the idea to mandate or control fields of which ones are needed when adding to the LEADs area in the CRM. We have required our users upon inbound calls to type in the first and last name, and recently noticed that several are random characters on the last name, meaning they have filled in the proper name. Speaking to the reps, they have inbound calls from mobile users and sometime lose the contactAllow easier update of fields and field options for modules and blueprint
I have several suggestions where zoho can improve updating fields 1. In Blueprint-allow for field options to be edited in info/states. This includes allowing for delete, edits, addtions (additions already an option. THANKS YOU ) Here's why. When updatiing or creating blueprint, a lot of ideas start shooting off as you exprience how your process will look and feel. These ideas will lead to new field options, deleling/editing existing ones. Having to go and open module editor to update the fieldFEATURE REQUEST: push Zoho CRM Feed comments to Cliq
We need a way to integrate all the comments/notifications within the Zoho family of business products. Including: - Pushing Zoho CRM Feed comments to cliq - push Zoho Sheet comments to cliq Additionally: - Perhaps have the Zoho CRM Feeds as an additional channel where comments are shown - Anyone tagged into a Zoho CRM Feed comment will have a direct message sent to them in cliqZoho Training Webinars in Sydney, NSW Business Hours
It would be really helpful to have Zoho training webinars on the Zoho applications during business hours for the Sydney, NSW timezone. Every webinar I want to attend is during the night. Even if the webinars are not live. We just need access during our business hours.Data Binding Between Central CRM Database and Other Zoho Apps
For anyone that's used Zoho Inventory and Zoho Books together (or, honestly, used any of the Zoho Financial Suite), you know that the integration between the two is fantastic. They're essentially two sides of the same coin, and all updates in one are instantly reflected in the other, because they draw on the central Zoho Finance Suite database. Is it in Zoho's roadmap to create similarly well-connected systems between other parts of the Zoho One suite? CRM-Financial Suite immediately jumps to mind.
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New Update: Convert External Users in Bulk in Zoho One
Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.Domain restriction for User Management actions in Zoho One
Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organizationIntroducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
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Zoho DataPrep switching Date Format
When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"Saved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?Right-Click Pipeline to Open in New Tab
Please add the ability to right-click on a pipeline to open it in a new tabAdd Full-Screen Viewing for Quartz Recordings in the Client Interface
Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch theMarketing Automation Requirements Questions
I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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