Recent Topics
Controlling the layout view for profiles
Is there a way to control which layout a user sees for contacts which is based on his CRM profile?
How to disable email notifications about new candidates?
Hello, I'm struggling to find where I could disable getting email notifications like this one: subject: New candidate associated for [job position] Hi [name], This is to bring to your notice that the candidate[name], whose candidate ID is [ID], has been
Being able to send a spontaneous candidate to client or hiring manager without a job link
Hi, Could we add the possibility to send a candidate to a client or a hiring manager even without relating the candidate to a specific job? In our reality of searching for great Talent when we find one we need to send him to our client or manager for review or meeting even if we don't have a job opening. It will happen when: We receive a spontaneous candidate's resume that doesn't correspond to any of our active jobs. OR When we are viewing a candidate associated to a specific job that we are not
Can't import a PDF
Why on earth can we not import / upload a PDF? Like one of the most common formats an accessible document would be in!
Layout Permissions
I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.
Introducing Appointment Title Customization
Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
Pass page variable via ZML execute function
I am attempting to pass page variables through the parameters field of a zml element utilizing execute function, but it does not appear the page variable is getting parsed. Am I missing something? <pc padding='25px' hAlign='left' action='ExecuteFunction'
Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions
#CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
Chat Widget Does not appear for users
The chat icon appears for some users, and not all. I know our integration is set up correctly because of the fact that some users can see and use it. I also cannot provide a link to our website for security purposes. But we need a resolution to this as
Zoho Books Estimate to Zoho CRM quote?
I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from
How do I stop systemgenerated@zohocrm.com emails
How can I stop Free CRM to send emails when a possible client turns into client. the emails are flooding my inbox
Zoho FSM Assign request to a technician
Dear Community, I’m exploring whether Zoho FSM allows requests to be automatically assigned to the technician responsible for a specific asset. The reason for this is that different technicians specialize in different types of equipment. When a request
Can't insert email template
Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I am
Open a report and filter it based on my current module selection
I am looking to take a report that I have created and use a button in my custom module to open that report and have it filter down to the data from the account selected in the custom module.
How to edit goals/weightage in PMS Module after the manager has already approved it ?
How to edit goals/weightage in PMS Module after the manager has already approved it ?
Formula Field
What about a formula field in Zoho Desk?
Formula Fields for Zoho Desk Custom Fields
Dear Zoho Desk Team, I'm writing to request a new feature for Zoho Desk: formula fields for custom fields. This functionality would allow us to dynamically calculate values based on existing custom fields within a ticket. Current Limitations: Currently,
Calculated fields and Relate Fields
Assigned from label and length, hope Zoho could also provide an option to mark a field as a calculated field and create the formula right there without having to go to workflow. Also, hope Zoho could provide a relate field that can relate to data from
Overwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
Cryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!
Does Zoho Sheet "Save as PDF" support Thai font?
Hi I want to download Zoho sheet as PDF Document. In the preview it looking good but when I dowload it the font is look different. I use "Cordia New" but the result look like it swtich to "calibri". I try to use "Print" then select printing destination
Double Opt-In Emails Not Being Sent Across All Forms in My Zoho Forms Account
I am experiencing a sudden issue with the Double Opt-In feature in Zoho Forms. Starting today, when I submit any form that includes an email input field, the expected confirmation email is not being sent to the entered email address. Issue Details: This
Public and private KBs with Zia
I need to create an internal knowledge base and a public knowledge base for clients. Each needs to have a Zia answer bot for employees and clients to search our articles. Right now we have a KB set up in Desk, but I've seen topics mentioning multi-branding
Please add "Add Developer" capability to Desk sandboxes
Just like we can invite a developer to our CRM sandbox, please give us the ability to invite a developer to our Desk sandbox. Thanks Clark
How can I convert a regular email into a ticket?
Some of my customers insist on sending me requests directly to my personal mailbox (Zoho Mail). How can I easily convert this into a ticket in Zoho Support? If I forward it to a Zoho Support email channel, this creates the following 2 problems: 1. It
Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk
Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have
Form not getting attached
After form submission by the user, its not getting attached with the lead. And record not updated.
pdf export of form data
Hi , I have 10 form pages in one application of CV in zoho , i want to export all these form data in one pdf document with well formatting(resume) , how can i do that ?? Looking froward for your reply soon Pavan
When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.
I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the
Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online session
Adding custom_field to the items when creating item groups
I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields
"Zoho Connect" users should be able to use "Zoho Creator" apps in the "Custom Apps" section
It seems that Zoho Creator users should be able to easily import/use those apps for the "Connect" users, instead of having to create them from scratch again. Or at least import the setup of an App already created in the "Zoho Creator" module into the "Zoho Connect" module, as they both seem to use the same code structure etc. Also once an App is built inside the "Zoho Connect" module it is not very user friendly in reporting, as it only allows single entry viewing of information. No ability for
InvokeURL request does not return entire date range
In a certain function, invokeURL is called to return all scheduled meetings in the current month. However it only returns meetings up to zoho.currenttime. I've verified "start" and "monthend' variables return the expected values using our January data.
Need to add an action upon receiving a candidate's CV by email
Hello, So I have some actions to be executed upon recieving a new candidate's CV via resume inbox like this: I need to add an action that send an invite to the candidate to the "Candidate's Portal", the issue is this exact invitation is not a standard email template so I don't get to make an action of sending an email, the only way I know to do that is manually via the candidate's profile page: is there's a way to do that automatically?
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Stop Zoho Forms from Updating Zoho CRM if a field is already populated in Zoho CRM
I capture data in Zoho forms and feed it into my CRM through the native integration. However, there are some fields that I would not like to be updated by the Form integration if there is already data in that field in the CRM. Is there a way to make the
Kiosk Button Actions
I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).
Change Home Page Component size
I have added a "simple" search kiosk to my home page but it takes up a lot of screen real estate. How can I reduce the size of that component so that I can get my screen real estate back.
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
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