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

      • Changing Default PDF Name

        Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
      • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

        Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables
      • Function #48: Manage fixed installment payments using Zoho Books

        Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
      • Spotlight series #6: The Show app for Android TV has a new look!

        Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve
      • Can’t create alias “Email alias already exists”

        Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind Rega
      • Zoho Books integration sync from Zoho CRM does not work

        Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
      • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

        The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.
      • Paging through API results. a major gap in your documentation.

        There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
      • Recurring invoices were generated with old template...

        I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,
      • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

        As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate
      • Tip#47: Estimation planner

        Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the
      • Upcoming update to Google Drive integration in Zoho Creator

        Hello everyone, We're writing to inform you about an upcoming update to how Zoho Creator integrates with Google Drive. In Zoho Creator, during actions like importing files to create an app or attaching files to fields, you can choose files directly from
      • Time Tracking on Iphone doesn't stop

        When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
      • Zoho Sign - Zoho CRM extension upgrade

        Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
      • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

        I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
      • Group by Owner/ Owner Kanban /Group by Custom Field

        Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option
      • Flow using way too many tasks

        I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken
      • Regarding the integration of Apollo.io with Zoho crm.

        I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
      • Start Workflow from Deluge Script

        I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
      • Saved Sections?

        In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?
      • Marketer's Space: Unable to select a sender address? Here's the fix

        Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.
      • Loading Project Balances in ZOHO Books for each project

        Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from
      • Scale up your writing style with content analysis tool in Knowledge Base

        Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,
      • Zoho Books "Update" Trigger for Zapier?

        Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice
      • How to prevent editing of closed tickets in Zoho Desk?

        I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and
      • Zoho Desk Limitations

        Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
      • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

        I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
      • how to undoreconciled transaction

        how to undo reconciled transaction
      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
      • Change eMail Template for Event-Invitations

        Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
      • Service Title in Service Report Template Builder

        I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
      • Zoho Sign for Zoho Projects

        Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. Extension
      • Writing by Hand in "Write" Notes

        Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
      • Deluge Learning Series – Best Practices in Deluge | December 2025

        We’re excited to bring you the next session of the Deluge Learning Series, focused entirely on writing cleaner, faster, and more reliable Deluge code. In this edition, we’ll dive deep into the essential best practices every Deluge developer should follow
      • Associate a Contact to a Campaign using deluge?

        If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think.  I simply want to take a "Contact" and associate it to a "Campaign" using deluge.  Can anyone help? contactId = 5122008000000796037;
      • Add "Groups" above "Users" in the Zoho Forms Left Menu

        Hi, We have Groups but you have to go to a Form and Share or use the Directory App to manage them, please add "Groups" above "Users" in the Zoho Forms Left Menu so you can manage them in 1 place within Zoho Forms too. Thanks Dan
      • Zoho Books | Product updates | October 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
      • Adding Taxes to paid consultations in Zoho Bookings

        I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
      • Zoho CRM Reports Module on Mobil App

        I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
      • Inquiry on Help Centre Tab Customisation

        Hi Zoho team, I’m wondering if it’s possible to further customise the Help Center tabs, specifically the descriptions under Knowledge Base, Community, and Tickets. While the current setup allows customising tab names, being able to tailor the descriptions
      • Next Page