Recent Topics
Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
Help with Tickets Endpoint
Hello Team, I am using the ticket lookup endpoint to retrieve the list of tickets associated with a particular account. GET https://desk.zoho.eu/api/v1/accounts/{accountID}/tickets I want to know if there is a way to filter the tickets to retrieve only
How can I view Help Center articles in 'Sandbox' mode?
I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.
Mass Update Doesn't Trigger Workflow
Hello there, I made a workflow in Zoho Desk, and its related to Ticket module, when I update the field workflow triggers, but the problem is when I update the field in Tickets module List View (Mass Update) the workflow isn't triggering. If I can't trigger
View Conversation Thread, Including Private Comments, when Replying
When you compose a reply in Zoho Desk it takes you out of the conversation thread view and into a large composing window. This means that you can't see private comments from the ticket tread or attachments, both of which are frequently handy to reference
ZohoDesk API to get conversations count of ticket
Hi Team, I need information about ZohoDesk API that provides conversations count of ticket. Currently in ticket metrics api (https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Getticketmetrics), it is providing only thread count, I need all conversations
Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?
Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)
Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leaves
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
Manufacturing recipes
How do I add recipes that use our Raw Materials to make a Finished Product? And no one can see the recipe except with permission? Composite product dose not hide the material of use and more importantly the quantity. Will this need to be built in Creator
How to associate a document sent in Zoho Sign with an deal in the CRM?
Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document
Introducing Linkthread by Zoho Social — our new link in bio tool
Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make
Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!
Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),
Group Sales Inbox with subfolders
I am looking for the most effective way to create a group inbox. I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to. We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this
Folders inside Inbox
Hello, Is there any way to create folders inside an Inbox in Zoho TeamInbox?
Op zoek naar professioneel dakwerk in Lochristi?
Bij Kevin Dakwerken Lochristi ben je aan het juiste adres! Wij bieden een compleet aanbod aan dakdiensten, van nieuwbouw tot renovatie en herstellingen. ✅ Dakrenovatie & Dakisolatie – Bespaar op energiekosten met een goed geïsoleerd dak. ✅ Platte en Hellende
Zoho marketing hub integration with WordPress WooCommerce
Hello All, I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store. im looking to find out if Zoho Marketing Hub Integrates with WooCommerce ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow) i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but
Reporting tag as mandatory
Why we can't set it as mandatory once we need to input it to get the budget affect?
Is it possible to change default payable account for a bill?
We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)
Zoho Sign up forms on Wordpress website not working smoothly
We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Global Search Custom Field
I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results
Unparsable Date when hour side is 02
So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We have
comment dedicated to specific cell?
We have built a sheet for a customer, in which they can add comments to specific cells. However, when we filter the sheet it seems that the comment does not stick to the content of a cell, but the cell itself. Resulting in us not knowing to what the client
An update to improve email delivery | Email Authentication & Relay
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st March 2025, emails sent using email addresses
Can't add company logo and favicon as a superadmin
I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?
Public links for WorkDrive files
Our company is considering building an app with Creator that allows one to upload files into the WorkDrive through a Creator form, simultaneously collecting information for a content database in Creator. Ideally, we'd like to centralise the entire workflow
Creator to WorkDrive workflow | Missing "Upload file" WorkDrive action in Flow or not?
I am trying to build a Creator app with a form through which files can be uploaded to WorkDrive and simultaneously added to a Creator database. As far as I understood, automating this Creator-WorkDrive workflow can best be done with Flow, offering greater
How can I edit the Picklist History?
I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off
Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
how to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number
Petty cash discrepancy
How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.
Alternative / optional Position
How do you create an alternative position or an optional position (article) in offers?
Option to copy/duplicate Custom Ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple
Hundreds of folders or tags (for each client): best practices?
I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting
Announcing new features in Trident for macOS (v.1.6.0)
Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, you
Changing Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
How do I add new line and format text in zoho desk ticket?
I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket. I need to find: Adding a new line and adding bold text,
zet pack not working
We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this
Disable Default Value in Multi-Select field
Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.
Next Page