Recent Topics
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
Syncing Timesheets between Projects and Desk
All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a client
Bluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
Insufficient "previlleges" to perform this operation? All of a sudden
Trying to create a ticket report in the free version of Zoho Desk (Analytics > tickets by contact), same as I have always done for the past 4 years every 2 weeks, and I am receiving the following message: I am labeled as Support Administrator, and we
How can I create individual records from a subform
Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?
Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk
Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our
Update field in “Validations on form submission”
Hello, I have a hidden field in my form. I created a workflow that is executed when a record is created and triggered an event in the “Validations on form submission”. At this point I retrieve an external ID and need to add this value to the hidden field
Setup Leave Policy which increases based on years of service
Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid
Scanning Documents not working
I just recently started using Zoho Notebook on an Android and tried scanning in documents for the first time today. It works fine with Evernote but is not working at all on Zoho Notebook. I go to capture, then document. I've tried it with and without
Font used in quote blocks are not consistent between devices
Hello. I noticed that as of recent, the font used in quote blocks is not the same on every device. The screenshot posted shows how it looks like on both the mobile and browser versions respectively. Personally I like the browser one more.
Showing the uploaded Image in the notification email.
Hi, I wonder if any one ever faced the same challenge I'm facing. I've set up an email notification to deliver the content of a form every time a user successfully submits one. I selected the option to send the submitted content in the body of the email,
Email through external SMTP
Hello, From within Zoho Creator, is it possible to bypass the mail server of ZOHO and instead send mails through an external SMTP server? If so, how can this be achieved? Regards, Shobana.
Are downloadable product available in Zoho Commerce
Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
A consultant with different working hours for each workspace
As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right
Don't want to enter name and email
I already know the customer I'm working with, I don't want them to have to enter their name and email... just the session ID. Can I turn this off? Looks like the only reason to enter name and email is so zoho can collect user information.....
Difference: Linking Module Record vs. Subform Row with lookup
In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When
Feature Request: Mass update selected Contacts to Accounts
I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You
Grandstream PBX
Good day, all, Has anyone integrated Zoho Desk with Grandstream PBX? Looking to have the system ask for a ticket no if no ticket then create one and provide it to the caller before the call is put through. Am I asking for too much? Thanks
Login Request
Good afternoon. Id like to receive help, I'm requesting information in regards to account login issues. I've bee asked to provide additional security information. Ie: phone number in order to access my account. I no longer have access to this account
Custom CSS in Webform
When creating a webform in Zoho CRM, there are some limited WYSIWYG styling options, but no way to edit the CSS directly to fully customize the style of the form. I am aware that you can use the "source code" publishing option and edit the styles in your
Is Zoho tables still being developed?
Has this product been abandoned? I haven't seen any useful new features or stability improvements over the past six months or more. I think Tables is a great concept, filling a niche between spreadsheets and full database tools, but the current implementation
Download fails
We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
Ticket sends email to 2 different email addresses
Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets
Key Highlights of 2024: Recalling a Year of Progress and Advancements!
As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us
Cannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get
Batch tracking updates
I applaud the Zoho team for their recent updates to batch tracking information and even though I have 'chatted' to the Zoho team, I'm still batteling to understand the reasoning on the below. We buy stock in bulk and it is received into the Bulk Warehouse.
How to increase number of contacts shown in CRM Campaign ?
Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there a
Feature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
Zoho Flow reads record Tag as number instead of text string. How do I change it?
I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does
View more than 10 members of a Campaign at a time?
First off, I am new to Zoho CRM so I may be missing something, but - I have several hundred contacts attached to a campaign, and on my "Campaign Details" page, I am seeing only ten of them listed with no option to show more than 10. For my immediate task I have several contacts that I need to delete from this campaign and it would be nice to see more than ten contacts, or be able to remove more than one at a time. Long-term, I am guessing that at some point I will need to produce a list of everyone
Shopify to Zoho Books Integration
I have had to go ahead and disable my Shopify integration entirely. When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it. As you are not able to edit a Sales Orders that comes in from a Marketplace,
How to authenticate my domain on ovh
I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho
Fixed asset management
I want to know if there is any individual module for fixed assets management
No Updation of manual journals in case of Accrual basis of Accounting
Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis
Missing Modules such as RFQ, Purchase request and Store room
Hi, I wonder why zoho doesn't add Purchase requests module e.g. ( a lower level staff wants to request for provision of something) which can be approved or rejected by his/her manager. In case of approval, same request can be converted into RFQ. Secondly
How to re-subscribe a unsubscriber that changed their mind?
We have a customer that unsubscribed by accident and is requesting that we add them back to our email campaigns. I've tried finding a method to do this but my searches are coming up empty. Any tips on how this can be done?
Leadchain
I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?
This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
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