Questions/Issues

Questions/Issues

I am testing out your wiki to see if it is something we would like to transfer our current wiki to.  While playing around with it,  I have created a list of questions and or issues that I would like addressed before we make a decision.

I could find no way to move pages to a different section of the hierarchy.  Allows you to "duplicate page to" but only appears to allow you to duplicate to root.  Copy option seems to do the same thing. Have to delete and re-build the page where I want it. What is the difference between these two options and how can I move pages once they are created?


When importing a page I don't see an option allowing you to select where in the navigation you would like that page placed.  I have tried navigating to the section I would like it placed in, then importing - but it still sticks the imported page in root.  Given my issue above, how can I make sure this page is where I want it to be?  If there is a way to change the location - this means I have to import the page, then go through the steps to change the location rather than just determining the location when the import is created?

When I imported a page, it adds all this white-space around the top and side of the wiki.  Why does it do that and how do I correct? It doesn't appear to be a problem with the amount of content on the page as both this test page I did with one sentence, and a full report have the same issue https://dtoolstest.wiki.zoho.com/SI5Reporting.html  and https://dtoolstest.wiki.zoho.com/Test-Import-Page.html

Defaults to alphabetical sorting, can you sort items regardless of alphabetical order?

I don't understand the "Custom Page Box". I thought that this would add a new element to the sidebar, but it is just creating a link in my normal navigation to a page it created, and I am forced to type what I want in an ugly green box that appears on the page.  If I delete that, content doesn't appear.  What is the point of this? Why wouldn't I just create a page from my navigation myself?  I think I need this function explained so I can understand how to use it.

Is there any way to add anything else to the sidebar?  For example links to our website, or social networking sites, javascript or any other widget like functionality?  

Under Quick search I see a "my links" and "edit this panel" but clicking edit only brings me to a blank page (I am using chrome and FF).  What is this suppose to do?

Can I add links to the navigation that link off-site?

From my testing it appears that adding javascript or flash videos to a page will not work.  How can I add flash videos or javascript?


The "Page Actions" box which contains the PDF and RSS options will only appear when logged in?  This seems like a useful option to appear regardless of whether the user is a guest or a member.  Is this a setting that can be changed somewhere?

Are there any "print page" options available in addition to the PDF and RSS?


Can the search function provide excerpts of pages that matched the users search query? Currently it only provides a list of page titles where the content within the page matched the query - page titles alone are not that helpful when searching.

I added some tags and searched for the tags specifically and no results were found.  Will the search function have the ability to search within tags at any time?


I don't see anywhere in the back end that notifies you when a comment has been posted, or is awaiting moderation.  If I don't click the box to receive a confirmation e-mail, or if for some reason that e-mail gets caught in spam or not received - there is no way of knowing a comment was posted unless you happen to check the page the comment is on.

Can I add any social sharing widgets, like "add this" ( http://www.addthis.com/) to the wiki?  If so I want the ability to add it site-wide and not on a per-page basis.

I cannot add an administrator on the free plan, so cannot test but it says that administrators will have the same rights as the owner "except some options" can you tell me what these options are, as I do not see it listed anywhere.

Also, the free plan mentions I am limited to 3 users.  None of the plans mention the number of administrators you are limited to.  How do I find out how many administrators I can have with each plan?

Is there anyway to customize the comment form so you can request more information, or are my only options allow people to post as a "guest" with whatever they type in the name field, or sign in?

The free version has a list of links on the button "powered by zoho | Zoho | Wiki Index, etc.  I added my own footer, but that adds content above this list of links.  Is it possible to remove these links?



      • Recent Topics

      • Samsung Keyboard Issues with Notebook

        Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

      • How to apply customized Zoho Crm Home Page to all users?

        I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

      • Cloudflare Turnstile is now available in Zoho Forms!

        Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,

      • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

        Hello Everyone, 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

      • 【Zoho CRM】キャンバス機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。

      • Deleting unwanted ticket replies

        Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

      • Issue: Ticket Export Does Not Include Ticket Threads

        Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

      • Ability to Set Client Name During Portal Invitation

        Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

      • スマホでキャンペンメールを見ると正しく表示されない

        キャンペーンのメール（HTML）を作成しましたが、スマホ表示に切り替えると正しく表示されません（添付参照）過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか？

      • 136.143.188.51 blocked by spamcop

        Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.

      • Zoho Calendar Integrated Into CRM?

        I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks

      • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

        I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same

      • Scheduling Tasks in Relation to Project End Date

        I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?

      • Notes of Tasks in Zoho CRM

        Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand

      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

      • How to next stage blueprint in Zoho Creator

        Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want

      • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

        I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for

      • Duplicated Notebooks

        Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose

      • Currency limitation when integrating Zoho CRM & Zoho Books

        Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

      • Multi-select Lookup does not have Advanced filter options in CRM

        With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter

      • Experience effortless record management in CRM For Everyone with the all-new Grid View!

        Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

      • Unable to copy into a new document

        Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

      • Kaizen #157: Flyouts in Client Script

        Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

      • Admin Control Over Profile Picture Visibility in Zoho One

        Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

      • Published Course Not Reflecting In Hub

        Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing

      • Unlock Locked Users via Zoho One Mobile App

        Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what

      • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

        We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly

      • Colour Coded Flags in Tasks Module List View

        I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due

      • Uploading data to S3

        Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)

      • UPS Label size when generated via Zoho

        We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS

      • Credit Management: #4 Credits on Unused Period

        Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.

      • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

        We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every

      • Prevent new Record Association

        Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating

      • Tip of the Week #73– Automate workflow with Make integration.

        Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this

      • Viewing attachments

        I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not

      • Kaizen #89 - Color Coding using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

      • Instant Sync of Zoho CRM Data?

        With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

      • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

        We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to

      • Zoho account sign in with passkey

        Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

      • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

        Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first

      • Next Page