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

      • Blocked Email

        We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from
      • message var is empty in bot mention handler

        Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
      • Remembrance Day to Remember – Recalling Values

        The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November
      • How to display two measures (sales and price) divided by categories on one line chart

        Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
      • Introducing the locking option for CRM records

        Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
      • Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

        Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
      • Tip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'

        The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewing
      • BMI formula

        I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attempts
      • SEO on blogs

        Hello, google is not able to find my blogs. Can you advice me if I need to change some settings or anything else to make it retrievable via SEO many thanks, hans
      • 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
      • Mind mapping in Zoho Projects

        Good morning,   I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration.   Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de
      • Retainer invoice in Zoho Finance modlue

        Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
      • Documents don't sync properly

        Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the
      • We are looking for an experienced Zoho Developer

        Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need
      • Initiate approval workflow after "on edit --> on success"

        Dear Community,  currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database.  Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiative
      • Tax Deductible Donations to a Charity Organisation

        For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?
      • Simultaneous use of WhatsApp Account in SalesIQ and ZohoDesk

        Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,
      • External lookup fields to synchronise with Analytics

        Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank
      • We should have an option to Toggle Off KB Article Links in AI Answer Bot Replies

        Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or
      • Boot Loop After Removing Service from Client via Admin

        We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like
      • Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)

        Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current
      • is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

        this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?
      • How to disable the Login button in Desk Helpcenter

        Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any
      • stock movement report by each transaction for each item

        Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and Transfer
      • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

        I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
      • Gmail is ramping up its email sender policy as of November 2025

        Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
      • Modifying iframe data of Zoho booking iframe

        Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default
      • Zoho CRM Workflow and Function Backup Options

        Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.
      • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

        YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
      • Is or will be possible to associate meeting transcription and summary, made by Zia, to meeting/contact/account record in CRM?

        Would be useful to keep context and track jobs, better if it will be auto
      • Desk Field Not Showing in Analytics

        Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a report
      • Export data using advanced export options and customizable settings

        Hello everyone, The user interface for exporting data has been revamped with updates to make data exports more flexible and efficient for users. These updates not only enhance usability but also bring advanced capabilities to help users extract precise
      • Moving data from one pipeline to another

        Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or
      • How to export/find all deluge code.

        Hi, I have a large app wich contains several forms, reports, html views, I need to find thow my application if any contains specific word, I could find it manually by editing app and see on every section(field code, on succes, on load, etc) but I would like to do it faster. Is there a way to at least export it to a file the whole deluge code on my application?
      • Have Some Bugs in Zoho CRM Ask Zia Assistant

        Hi Support Team, I have found some bugs in Zoho CRM Ask Zia Feature Please Check below screenshot, insight option is showing twice i think its in early access that's why its have some bugs .
      • COD with Partial payment

        Two reasons why we need COD with partial payment option. 1) Since we deal heavy weight products our shipping costs are too high. If shipment is rejected by customer we incur huge loss. 2) Some competitors place fake orders with different names and return
      • Slicers are now available in Zoho Sheet—filter your data interactively

        At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,
      • Resizing a Record Template Background Inage

        Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
      • Updated font library: New font styles and custom font options in Zoho Sheet

        Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
      • Next Page