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• Recent Topics

• Note not being pulled for other modules in email template

  Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate

• Pop Up

  Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

• New feature alert: Witness signing is now available in Zoho Sign

  Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Get the capability to convert documents to different formats

  Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's

• Issues with certain CRM, Desk & webhook blocks in Guided Conversations

  Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

• Use Zoho Creator as a source for merge templates in Zoho Writer

  Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

• Analytics Module: Can you move items from one dashboard to another?

  Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

• Can't delete/hide related lists

  Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list

• Make Widgets Clickable or Copiable

  Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link

• Custom API - Need to create a string return value, not only MAP

  @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

• Automate data upload process like reports

  I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way

• Address Autofill

  Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :

• Sync custom module ID to Lead module

  Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the

• In Kiosk, please support "File upload field" in the "Field Update" action

  Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,

• can I link a contacts to multiple accounts

  can I link a contacts to multiple accounts

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

  Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

• Zoho Creator - Zoho Analytics

  I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?

• The Social Wall: November 2024

  Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating

• Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

  Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

• Add an action to set agent as a member of a team in zoho desk

  Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram

• Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

  A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

• Registration in community

  Namaste I am from Shimla, But there is no option selection of shimla.

• Spell Check default language

  Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

• Function #4: Schedule Customer Statements

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

• Music files on Zoho Docs

  1) Uploaded a ma3 music file from Itunes.  When I click on the link, i go to the page and see a music player but it doesn't play.  Clicking on the play arrow does nothing.  How to fix???? 2) Also, when i put up a .zip file  and goto the page, anyone download it.  That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?

• 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 （12/19）

  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。 12月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら： https://us02web.zoom.us/meeting/register/tZAqdOCrrDMtGdL3w__UraUPaZxJpeS_wcyt ━━━━━━━━━━━━━━━━━━━━━━━━ 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 ワークアウト」を開催します。

• Restrict Employees Access to Zoho Support

  Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support

• How to import timesheets or entries into a projecgt

  How can one import timesheets into a project via a csv file?

• Automatic License Management Upon User Deactivation in Zoho One

  Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by

• 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

• 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

• How to suppress display of "USD" of currency field?

• When is Zoho Vault getting fuzzy search?

  Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.

• Automation#22 Track Ticket Duration at Specific Status

  Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

• Self-Support Portal invites

  I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there

• Lookup field in User module cannot look up to custom modules!

  Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?

• Tip #10: Automatically add tags to Zoho CRM records using form responses

  You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

• Understanding response time

  We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset

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