Zoho Sprints in 2020

Zoho Sprints in 2020





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      • New in Zoho Sprints: Release Management

        Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big

      • Introduce automation to your iterations with Zoho Flow

        We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For

      • Zoho Sprints - Your team is all set to sprint ahead

        Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.

        • Recent Topics

        • Is there a way to force a page refresh after changing a Subform via Workflow / Function?

          I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain

        • Enable Full Theme Editor for Help Center (Disable Express Builder)

          Dear Zoho Support, We are currently using the Elegant theme in Zoho Desk Help Center, but we only have access to the limited Express Builder. We would like to switch to the full Theme Editor to be able to: Access Language Strings Edit all pages (HTML/CSS/JS)

        • Zoho Desk - account and contact lookup by phone

          Hi team, Does Zoho Desk allow to lookup Accounts and Contacts by phone or not? I am using this endpoint- GET https://desk.zoho.eu/api/v1/accounts/search?phone=987-654-3210 But I am getting this error- { "errorCode": "UNPROCESSABLE_ENTITY", "message":

        • Way to export / import a Flow between different accounts?

          Hi, I developped some flows in my account and see that for some other organisation I'm working with, they would need the same or similar flows. Is there a way for me to export one flow from one account and import it to another ? This would be handy, as

        • Setting admin only field values in widget

          Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?

        • Option to Delete Chats in IM

          Currently, there is no option to delete any chats in IM, regardless of their source.

        • Stop completed task lists from disappearing?

          Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks

        • Adding Coloured Picklist Based On Email Body Text

          Hey All, So i am having this problem, Im currently trying to automate a coloured picklist so that when the body of an email contains a specific word it will assign one of my coloured picklist i have created automatically, But it appears this only works

        • Zoho Desk is extremely slow

          Hi Team, We are facing extreme latency issue with Zoho Desk. It is currently unusable. I have submitted a ticket already could you please look into this asap. Regards, Priya Sharna

        • Zoho Desk is extremeley Slow

          Hi, Zoho Desk seems to be extremely slow for the last 15 mins for everyone in our team (5 people). https://status.zohocloud.ca/ didn't show any status in this regard. Would it be possible to have an idea what is happening and when this should be resolved?

        • Help Centre - Widget or Tab for Customer Downloads

          USE CASE: We are a software vendor, using Zoho Desk (as part of a Zoho One subscription) to help mange support issues from our customer base. Customers can log tickets via email or Help Centre portal. QUESTION: I need to provide the capability for our

        • Markdown for Desk?

          Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)

        • Limits on workflow never disclosed, not documents and now being applied. I feel scammed and there is no reply for support.

          Hello everyone, I’m facing a critical issue with Zoho Recruit and would appreciate any insights from fellow users or someone from Zoho. For months, I’ve been receiving daily emails stating that I have reached the maximum workflow custom functions limit.

        • report on lead status history in zoho crm

          I have enabled the lead status history. I want to understand how many days a lead is waiting in which stage and the number of leads vs. stage history, like 0 days, 1-4 days, 5 days above, and 10 days above.

        • Cannot send a Campaign. No Send or Proceed button

          I have built a Campaign. I had to drop Leads and only use Contacts because only one group can sync. But now I do not see any errors but I do not see anyway to proceed with sending the campaign?

        • Accounts module not displaying in Campaigns sync

          When syncing CRM to Campaigns, I can only sync Leads and Contacts. Accounts module is setup and not sure why I can't select it. I won't be able to make segments for all our email campaigns. What is the resolution?

        • Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module

          I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type is

        • Auto End Chats After Customer Inactivity

          Hello Everyone, I may be missing something, but is there a way to auto-end chats when a customer has been inactive for an amount of time? I have several operators (we use a shared set of account with schedules for people... that's another story) but at

        • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

          Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

        • Simplify ticket replies with intelligent writing and content analysis tools

          Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.

        • Zoho Books - Feature Request - Show Custom Template Preview

          When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional

        • run a macro on a contact that bounced from crm email merge

          how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?

        • Search handwriting using sketch card and OCR

          Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks

        • Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

          Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool

        • Recovering a note

          Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks

        • Unable to schedule posts!

          Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta

        • SPF, Zoho Books, Send from my domain

          I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.

        • How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

          We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at

        • One Place for All Your Automation Needs

          All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

        • header and footer for templates

          Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois

        • Onboarding Zoho sign documents?

          I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

        • Automate Pricebook per Customer

          Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

        • Automate pricebook per customer

          Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

        • Automate pricebook per customer

          Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

        • Document Tracking

          Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

        • Apply partial payments to invoices from the Banking Module

          We need this! Why is this not possible?

        • Forecast UI improvements

          Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

        • Missing services/ features / buttons

          Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

        • [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

          Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

        • Episode I : Exploring the World of Custom Functions in Zoho Desk

          Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory

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