Recent Topics
Issue with TrialDays Disappearing When Editing Subscription
Dear Zoho Support Team, I encountered an issue while editing a subscription in Zoho Billing, and I would appreciate your assistance in resolving it. Issue Description: I created a subscription with a future StartDate and set TrialDays > 0. The activation
Email > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connection
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
CRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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
Restrict Announcement Pop-ups to Administrators in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a feature enhancement that would allow organizations to restrict announcement pop-ups to administrators only. Currently, announcement pop-ups are sent to all users within a Zoho Desk organization,
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality which is able to support this operation ? Thank you in advance, Leandros
we can assign ticket to offline users
we can assign ticket to offline users
Contact info for the sales team
Hi, My employer is currently going through a merger, as part of the process, we need to decide which service we go for, for use as our IT ticketing system. As my team already use Zoho Desk and are familiar with using it, I'd like to carry this over into
Add StatusIQ Tab to Zoho Desk for Seamless Incident Management
Hi Zoho Desk Team, I hope you're doing well. We would like to request the addition of a StatusIQ tab within Zoho Desk, allowing support agents to seamlessly view and, with the appropriate permissions, manage incidents in Zoho StatusIQ directly from Desk.
Linking an email to a Contact when the email is sent in deluge via sendmail
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
Is there a way to programmatically open the zoho business chat?
I'm integrating business chat into my website. Is there a way to programmatically trigger opening the chat?
Customer Support Portal
Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.
Live Chat API
Is your Live Chat available through API. For instance am I able to use your API to grab a Live Chat so I can configure my PBX to call that API and allow the Live Chat to ring to our phone system ?
Zoho Learn
Hi Support I can not seem to be able to load media on Zoho Learn it keeps buffering and not responding. Please assist.
Upload and embed a video into an article?
How can we upload a video and embed it into an article? It is possible for images but this only supports image files. And don't say it has to be uploaded to YouTube, Vimeo or DailyMotion in order to embed it. We're trying to create company documentation
Announcement integration between Zoho People and Zoho Connect
As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?
Zoho Creator Get Records Integration Task
Trying to use Zoho Creator's Get Records integration task to fetch records from a specified report in Zoho Creator: https://www.zoho.com/deluge/help/creator/get-records.html However, I continue to receive a code 2894 error saying that the report is not
How to export customer contacts from Zoho desk
How to export customer contacts from Zoho desk
New in WorkDrive: WorkDrive Genie, a quick-editing app for desktop (Beta)
The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe Premiere
Internal Notification Email contact fields
Whenever a new customer is added in Books we add the contact to Campaigns. This is easy to do via sync. We need to send an internal email when the contact is added in Campaigns. This is also easy to do with "Internal Notification Email" automation. Question
Zoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
zoho account
we are unable to log tickets to IT due to our zoho account we unable to open
One editable subform entry to more than one parent record (of the same parent type)
Is it possible for two records of Form A to share a subform B record? As in the subform B record shows up and is editable in both of the Form A records and when I create a form A record I can associate it with other form A records through deluge. I'm
WhatsApp
Hola quiero saber cómo puedo integrar WhatsApp y Zoho desk
Auto CC is Off but still sends email
Hi, I often forward an email from my work address into the ticket system using my custom support@xxxxx.zohodesk.com email. Even though I have the Auto CC email replies to my support box Off (image attached), It still includes that when I reply. And if
Configure Notes Title for Blueprint Transition
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the
Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices
Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the
How to change the pdf title of invoice
Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?
Paypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live
Zoho People / Sage integration
Hello! I am looking into using People as we currently only use the basic features. Our HR Department have asked me a couple of questions and one of them is does people link with Sage? I *think* the answer to this is No, as can only see Quickbooks on the
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
Create/Update Query Tables through API
We need an API to edit the query tables. Currently if columns are added/removed from a normal table, we have to edit the query tables made on top of that table manually to reflect the changes. We want to automate this task to automatically update the
Displaying Inactive Customers & Vendors
Can we please have this choice in general settings, it's a pain showing hundreds of inactive records. A simple search clears the "Active records" filter ! A simple message showing "Inactive records match your search criteria but have been omitted, would
Marking a Desk ticket as Unread after merge
We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the
Ticket rápido e simples
Boa tarde pessoal! Tudo bem? Me chame de gustavo! Estou em busca de um sistema simples, prático e rápido!,sendo o seguinte caso: Como possuimos um serviço de endereço fiscal, onde os clientes criam endereço fiscal conosco, ao longo do tempo nós recebemos
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
Meeting integration with Otter.ai
Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
Adding Attachment to Desk Ticket via Deluge
Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from
Enhancing self-service capabilities with AI-based Zia Answer Bot
Hello All, Zia Answer Bot is available with better accuracy to enhance the self-service capabilities of the platform and to empower the users to resolve queries independently. By leveraging knowledge base (KB) resources, the Answer Bot provides accurate
Next Page