Recent Topics
Collaborators are not able to upload images
Good afternoon, We have a sheet with 2 current collaborators and when they try to upload an image , a pop up comes up ' server error, there was a problem saving your last edit. Please try again' Can you kindly assist?. Thanks, Annrica
Requesting a file upload in Zoho Workplace not possible?
I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive
What do you think about changing the panel's color spectrum?
"In my opinion, the color scheme feels a bit gloomy, and I think brighter shades would be better. It would also be great if there was an option to change the colors. What do you think?"
More information Related Details widget area
It would be great to have more related information added to related details when creating a client ticket. For example Account Information. We have a "Support Plan" field where we select Gold, Silver and Bronze and it would be good if we could choose
Timesheet Export Template
Is there a way to save the export template when exporting timesheets? I have to select the fields I need/don't want before every export.
Several language in Chat Bot in SALES IQ
Hello, I'm creating a chat bot for my company and would like to have a chat bot replying in French and English. As I understand, I must create 2 different bots, then according to the first sentence of the Client the system will choose the right one: FR
Include Suggested Articles in New Ticket Email
When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
Open Tickets
Is it possible to get a notification if a ticket is left open for X amount of time? For instance, if a ticket is left open for 1 week, can I get an alert to follow up on the ticket and close it out if necessary? Thanks!
Searching through the Attachment's Content
Case: An email comes in with a file attachment The file attachment contains a REFERENCE# Agent searches using the REFERENCE# Zoho Desk Showed No Result Is Zoho Desk incapable to search through an email/thread attachment's content?
Zoho Books Bookkeeper
We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?
Ticket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if I
CRM deals help!
We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probability
Department Customization Copy/Paste
Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would
Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
Chatbot hang in establishing connexion with customer service
Hi, When a user try to converse in the chatbot, the bot hang trying to establish a connection. Here are the errors in the console : POST https://salesiq.zohopublic.eu/visitor/v2/notariel/conversations 400 (Bad Request) And also this error : { "error":
Projects Integration - how can I bring the submitter of the form into Zoho Projects?
I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the Projects
Zoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?
Linkedin - Recruiter System Connect
Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?
Forms choice-based field rules multiple primary fields
Will you be adding the functionality of being able to choose more primary fields in the choise-based field rules? For example: I have 3 fields: Type, CPU, RAM When i choose: Laptop, i5 it should show 16GB of RAM as the option. But when i choose: Desktop,
MULTIPLE SUPPLIERS
I am a wholesale/retail business that has thousands of inventory lines that we buy from multiple suppliers. I would like to do the following: Be able to quickly identify suppliers with their MPN's, costs and lead times in the product screen so that i
How to filter dynamically in query table report?
I created the tabular view report using the query table below. How can I do if I want to add Invoice Date filter in the report and pass the value to this query? SELECT "Customer ID", SUM("Total (BCY)") as "Total Sales (BCY)", COUNT("Invoice ID") as "Total
Reply All function omits the full list of original To and Cc recipients in the email body
When using "Reply All" in Zoho Mail, the email body only shows the sender's details (e.g., "John Doe wrote") without listing the original To and Cc recipients, making it difficult for recipients to see the full email thread context. This differs for example
not able to hit inventory api
when i hit the api with my account keys and the access is provide by the client
How i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Tip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
Shout out Canvas!
If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.
URL for job opening
I would like to ask you to add this feature to the product: create an unique url for each job opening on Zoho Recruit, so that I can add a link to it when I post the opportunity in a mailing list or on a forum.
"Pinning" a Note
It would be really helpful to have a way to "Pin" a note to the top of the notes section. This is really important when you have something important about someone and do not want the note to get buried farther and farther down the note stream. For instance:
Content Optimization
Write engaging, high-quality content with a focus on user intent. Maintain a good keyword density (~1-2%). Use structured data (Schema Markup) to enhance search visibility (e.g., FAQs, reviews, events).
Email Alerts for Schedule Failures in Zoho CRM
Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve
Enhanced Apply with SEEK: Now with JobStreet & JobsDB
We're thrilled to introduce an enhanced Apply with SEEK feature, now supporting JobStreet and JobsDB integration. This update extends its reach across APAC countries, offering a seamless application process for candidates and greater hiring efficiency
Caso de Uso | Cómo Surus - Escrapalia aceleró sus operaciones con Zoho CRM Plus
"Me quedo con Zoho seguro. Es una herramienta súper potente que comunica todos los CRM. Toda la información sale de un mismo núcleo" - María José Muñoz, Responsable de Recursos Humanos en Surus - Escrapalia. ¡Hola, Español Zoho Community! ¿Alguna vez
Email Numero de telefone
Bom dia a todos. Como eu altero o numero de telefone da minha conta? Estou tentando logar minhas contas e depois do envio da OTP por email é enviado uma OTP para meu numero antigo de telefone. Atualizei meu numero e gostaria de remover o antigo e adicionar
Introducing Form Rules
You can now customize your Webforms and the Candidate Application Form using the all-new Form Rules. This lets you add flexibility and control by enabling conditions and actions based on candidates' input. Why use Form Rules? Form Rules empower you to
Help with order importing, manual order creation, and how lookups work and Zapier integration to retrieve orders via webhooks
Hi I've been trying to import orders from my ecommerce package. I have set up a CSV file with some sample orders and have been trying to match the fields. I created new fields - see images (also a copy of the CSV). But I am getting orders skipped because
Test emails are not sent
Good evening, I've been trying to send test emails to test my campaign to a few emails. Every time, I got the message that the test campaign was sent successfully but no email is received at all. It's not even in the spam folder. I tried to change the
CRM workflow to trigger Zoho Sign (One)
Hi, We have had integration in the past with SignNow in our standard CRM. A onboard would fill out name and address and in turn this would trigger a webhook out of Zoho CRM into Zapier and to SignNow. We've recently upgraded to Zoho One and cannot find anyway to automate the Sign process from CRM to Zoho Sign, is this possible?
Anyone Using Gusto Payroll w/Zoho Books? What do you think?
Its very clear from doing research that Gusto is far superior to any other payroll provider. Thinking of switching over them them. Before doing so: Anyone using Gusto and Zoho books now? If so, what do you think? Do they work well together, not work well,
Syncing payroll from Gusto to Zoho Books
We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from Gusto
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