Recent Topics
Automation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
Add bulk ticket merge functionality in Zoho Desk
Hi Zoho Team, We would like to request a feature that allows agents to merge multiple tickets in bulk instead of merging them one by one. Current Limitation At the moment, tickets can only be merged individually. This becomes very time-consuming when
Secure your help center profile with Multi-Factor Authentication (MFA)
Hello everyone, With the rise in security breaches and compromised passwords, keeping your account secure has become more challenging. To address this and enhance security of the help center, businesses can enable Multi-Factor Authentication (MFA) for
Add Support for Authenticator App MFA in Zoho Desk Help Center
Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
Improved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
Non-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
Can Zoho Sign “Send with Zoho Sign” be triggered from Blueprint and used to control stage progression?
We are currently designing a process in Zoho CRM using Blueprint where a document needs to be sent for signature as part of the workflow. Our requirement is: From a Blueprint transition, trigger sending a document using Zoho Sign Once the document is
Timesheet Approval by Milestone Owner (Not Just Project Owner)
Hi, In Zoho Projects Timesheet Approval Rules, we can only select "Project Owner" as an approver type when multiple projects are involved. However, our organization needs **Milestone Owners** to approve timesheets for tasks logged under their specific
Is Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?
Analytics Report Visibility Issue
We are currently experiencing an issue with opening the analytics report, as the content appears invisible/unreadable. Kindly review and advise on the root cause or provide a corrected version at the earliest convenience. Your prompt support will be appreciated
How to add a filter
Hi Team, How can I set a filter like excel, instead of adding a new button.
Feature Request - Make Available "Alias Name" Field In Item List View
Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field
[Free Webinar] Learning Table Series, May 2026 - Enhancing client collaboration with customer portals in Zoho Creator
Hello everyone, We’re excited to announce the next session in Learning Table Series 2026, where we will continue with our purpose-driven approach—focusing on how Zoho Creator’s features help solve real-world business challenges. Each session in this series
Set rules for Release layout
We have now extended the support of Layout Rules to the Release layout. You can now control how information should be displayed, organized, or action to be triggered based on the conditions. This stipulates how a specific release should be carried out
Zoho CRM mobile updates: Filter for lookup, approval recall, multi-select lookup, and tag support for Canvas, and more
Hello everyone, We have a few exciting updates in Zoho CRM mobile apps to share with you. Here's whats new: Filters for lookup (Android) Let's say you have a lookup field called "Contact Name." When you tap on it, you'd normally see every single contact
Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories
Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
Marketing Tip #31: Increase order value with bundle discounts
Flat discounts can attract buyers, but they also reduce your margins. A smarter approach is to offer bundle discounts, encouraging customers to buy related products together at a slightly lower combined price. Bundles increase the average order value,
Automation of CRM Items to FSM Work Order (Parts Section)
Hello FSM Team, We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type. Currently, in CRM, we have detailed item information including: 1.
Build a Legacy of Support with Zoho Desk
Hi everyone, World Heritage Day, also known by the name International Day for Monuments and Sites, is a moment to celebrate the stories, culture, and history preserved in the monuments, landscapes, and heritage around us. At Zoho Desk, heritage is not
Remove horizontal scroll bar
Is there any way to remove or hide the horizontal scroll bars on the iframe reports? I removed columns, but it still stays there.
Creating packages according to actual shipping processes
Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to
Add Product Category to the filed mapping between Zoho Books and Zoho CRM
Currently there is no way of mapping the Product Category field in Zoho Books to Zoho CRM when using the Zoho Books Sync to CRM feature, which means CRM users are unable to filter, sort or access products by Category. Adding the Product Category to the
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Sync Attachments in Comments from Zoho Desk to Zoho Projects
Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via
Automated Multi-Subsidiary Consolidation Engine in Zoho Books
For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and
Calls where the local audio is shared, have echo
When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
SalesIQ Tip: Handle Multilingual Chats Without Switching Tools
When you're chatting with visitors from different regions, language is always a barrier. It slows things down, breaks the flow, and makes conversations feel disjointed, for both you and your customer. So, how does Zoho SalesIQ make this better? SalesIQ
Backorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.
Mail bounces due to bad reputation
Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]
Kaizen #240 - Deal Notes Sentiment Analysis with Zia Assistant API, Workflow, Deluge in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to detect negative sentiment in notes added to a deal in Zoho CRM using the Zia Assistant API with Workflow and Custom Functions. Introduction Sales teams capture every
Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)
I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For
Graph style changed in Zoho Sheets
I've been working on a profit sheet. The grouped bar chart has changed from the last time I used it to now. It used to show where the bars started at 0. When I put in a negative number, it went negative past the zero (which is what I want) for only that
Avec le Sandbox dans Zoho Sign, expérimentez vos workflows de signature en toute sécurité
Le changement fait partie intégrante de tout workflow. Un processus de signature implique souvent plusieurs organisations, différentes étapes de validation et de signature, des exigences de conformité réglementaire, ainsi que plusieurs applications intégrées.
ZohoDeskのCloudFrontにおけるSEO課題について
ZohoDeskにてサポートサイトを立ち上げました。 少し複雑な立ち上げ方をしているため、もしご経験のある方がおりましたらぜひご教授いただきたいと思っています。 複雑な状態のため背景含めてご説明いたします。 ●背景 ZohoDeskのデフォルトドメイン(xxxxx.zohodesk.com)をオリジナルドメイン(support.mycompany.com)にして、ZohoDeskにてヘルプセンターを本格的に立ち上げました。 ただし、古いサーバーのURLをこのZohoDeskの新サーバーにリダイレクトさせるために、CloudFrontのCDNを仲介しており、support.mycompany.comのオリジナルドメインの実態はCloudFrontに紐づいている状態となっております。
【参加受付開始】Zoho ユーザー交流会、東名阪3都市で開催|事例×AIセッションでリアルなZoho 活用を学びましょう(参加無料)
ユーザーの皆さんこんにちは。Zoho の中野です。 6月に東京、大阪、名古屋の3都市で Zoho ユーザー交流会 NEXUSを開催します! 本日より参加登録受付開始しましたので、ぜひ以下よりご登録ください。 3都市それぞれ異なるユーザー事例をご用意。またAIセッション(Zia やZoho MCPの解説)も予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー 🟠 Zoho ユーザー交流会 NEXUS 2026 📍 大阪|6月4日(木)18:00〜20:45
Prevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
Project's Activity Stream Needs to Include Task Comments
When inside a Project, and clicking Dashboard -> Activity Stream, we see all Comments but we don't see any Comments posted within Tasks. We need to see Task Comments as they are equally important when viewing an Activity Stream so that we don't have
What is the maximum length/size of a presentation on Apple TV?
Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:
Portal Module Permissions
I am setting up a portal for some of my clients. Part of that process is for them to add new contacts and new accounts and generate a quote for those new contacts and accounts. I have tried to add the accounts module so they can add new accounts when
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