A Very Zoho Wishlist

A Very Zoho Wishlist

OK, I'm fairly new to Zoho, so this list might be a little short, but I'm sure others can throw in their ideas, too.

1. Sharable Folders

I know this is in the works, and that the ETA is 2-3 months, but I wanted it here because it is the biggest. In my opinion, the best, most helpful and functional way of implementing this is to have not only personal folders that I can share to a particular group (sharing everything in that folder either with the selected permissions or individually selected permissions), but also to have folders that I can CREATE in a group. That way, the folder can be just for organization within the group (say, for collecting articles for a monthly newsletter, or for submissions from writers for a monthly roundtable). These are examples of times when there is a reason for group-level organization that doesn't make sense as individual organization. It doesn't make sense for a writer to save his own work in a personal folder called "March Meeting," but it makes perfect sense to share it to a Group folder named that.

2. Everywhere I can share a document, I want to be able to unshare it

This is another obstacle to migrating to Zoho. From Zoho Docs, I can easily share a document with a group or another user. But when I use the same interface to unshare the document, not only can I NOT unshare it there, it doesn't even report to me where the document is shared. The checkbox should prefill as checked for any group or user that already has the document shared to them, and I should be able to deselect that checkbox to unshare the document.

The current method (opening the document in Zoho Writer, clicking on the Share Tab, then Share, then the Share Details tab before I can even see the list of users/groups that I can remove from sharing) is cumbersome and non-intuitive.

I know there might be other places where I can share a document (or other widgets), but like I said, I'm fairly new.

3. Unified migration through the Apps

There are at least three ways to get the list of Zoho Apps on the screen, and they all look different. If they looked the same, the learning curve would flatten tremendously.

Methods to Display Zoho App Listings (there may be more):

a. Go to zoho.com after you are signed in. (Result: large text, large DIV elements separating/organizing each link)

b. Go to your personal page (Result: small text, in column format, very concise)

c. In Zoho Docs, click on the link at the top of the page for 'Zoho Apps'. (Result: a float-over element that appears something like option a)

4. A central repository for this wishlist

I would love to have a place to view the current things people are wishing/asking for. It would also give the Zoho developers a bit of a break from having to answer the same question a number of times. If someone wants Group Folders (a popular request here), they could visit the "Zoho Wishlist" and see that someone had already asked for that, that the developers had received the request and assigned someone to it, when the request was made and when the developers expect to have it implemented.

Maybe there could be a place for comments about any particular wish-entry... like for folders, I could post in my suggestion for implementation, and the developers could provide updates if necessary (like if it was runinng behind schedule).

There might be something like this already on the site, but I didn't see it.

All in all, a very decent set of tools that need just a few corners smoothed out. Right now, I am dealing with potentially non-web-savvy members to my group, and I need to make sure that the system we go with is as intuitive as possible.

Thanks!

Tim R.




    • Sticky Posts

    • Zoho Docs EOL extended to March 15, 2023. Migrate to WorkDrive now!

      Update: Zoho Docs access will be blocked for all users. Read this official post to know more. Most Zoho Docs individual and org users (including Workplace and Zoho One users) have already migrated their data and users to Zoho WorkDrive in response to
    • Live Webinar - Drive your team towards tighter collaboration

      Any project, big or small, involves a lot of planning, strategizing, scheduling, and budgeting. However, how your team executes the project really makes it a success. That's why teams need to work closer, stay dynamic, and be ready when they're needed.    However skilful your team might be, a collaboration platform can make them even more efficient and productive.    With organizations expanding globally, it's not only a challenge for teams to work together, but all to stay on the same page.    To
    • Live Webinar: Collaboration Made Simple with Our Brand New Tool

      Creating successful work groups when a team is geographically dispersed can be quite challenging. The process of keeping work and tasks in order becomes difficult and collaboration between team members can go haywire.  As a result, companies have shifted the way in which teams traditionally manage and organize their work. More organizations now want an exclusive, convenient place to work together, one that’s accessible by both internal and external collaborators.  That is why we have developed a
    • Live Webinar - Go 'Pro Team' With Our New Productivity Tool

      Is your team forced to keep switching between apps to get work done? Does it take everyone longer to complete their tasks?    Join us for a webinar on Thursday, May 17, 2018  to learn about our new product that'll transform the way you work and collaborate with teams across your organization - whether they are in the next room or even miles away.  Teams are dynamic and they require tools that are flexible enough to cope with the ever-changing environment. But working with your colleagues doesn't
    • Live Webinar - Make the Most of your Team Collaboration

      Do you have a collaborative team that's constantly looking for better ways to optimize productivity, connect with each other, and have better tools to share files? Well, look no further.   The Zoho Docs team has something big in store for you and your team. Join us on  Tuesday, April 17, 2018  to learn how to keep all your team files in one place, and turn you and your colleagues into productivity superstars! You'll also get a sneak peek at a new product that will help you:  Organize your team's
      • Recent Topics

      • Zoho Books is now integrated with Zoho Checkout

        Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout
      • Sync Issue

        My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan
      • Is there API Doc for Zoho Survey?

        Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
      • Add Zoho PDF to Zoho One Tool Applications

        It should be easy to add from here without the hassle of creating a web tab:
      • JOB WISE INVOICE PROCESS

        I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE
      • PDF Template have QTY as first column

        I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on
      • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

        Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader
      • Welcome to the Zoho ERP Community Forum

        Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your
      • 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
      • Consolidated report for multi-organisation

        I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.
      • IMAP mail after specify date

        Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.
      • Analytics <-> Invoice Connection DELETED by Zoho

        Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the
      • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

        Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
      • Search Bar positioning

        Why is the Search bar on the far right when everything is oriented towards the left?
      • Basic Mass Update deluge schedule not working

        I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in
      • The Social Playbook - January edition: Getting started with content creation

        Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through real
      • Peppol: Accept Bill (Belgium)

        Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was
      • Import Error: Empty values for mandatory fields - Closing Date

        Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages
      • Adding custom "lookup" fields in Zoho Customization

        How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,
      • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

        Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,
      • Customizable UI components in pages | Theme builder

        Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
      • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

        Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields
      • How to integrate XML with Zoho CRM

        Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor
      • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

        Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to
      • Tax in Quote

        Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
      • Zoho Flow integration with Facebook Messenger and Whatsapp

        Hi there,  any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received",  "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo Thygesen 
      • Really want the field "Company" in the activities module!

        Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!
      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
      • Campaigns unsubscribe/manage preferences links

        Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish to
      • email address somehow still not verified (?!)

        L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only
      • Marketing Tip #17: Add credibility to your online store with Review Widgets

        One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add
      • adding several team members to an Opportunity

        How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.
      • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

        Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
      • PDF Annotation is here - Mark Up PDFs Your Way!

        Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
      • Bulk update Profile Permissions

        Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?
      • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

        Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
      • Unify Overlapping Functionalities Across Zoho Products

        Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
      • Filter in fields from Jira extension

        We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can
      • text length in list report mobile/tablet

        Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
      • Next Page