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• Terrence D. Sims

• Prasanna Udhayanan

  

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• Four types of task dependencies

  "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

• Tip: How to print the Gantt View

  Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

• Project Management via Emails in Zoho Projects

  We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more

• Task and Project numbering

  Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

• Task Inline Editing Enhancement

  Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

• Recent Topics

• I dont see Timesheet configuration for my client

  I dont see Timesheet configuration for my client

• Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

  Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and

• Zoho Inventory for VEHICLE Business

  Can someone guide me, how we can import list of stock items pertaining to stock of cars. The unique number is Chassis Number

• update warehouse id for closed credit notes

  the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;

• Monitor Ticket Transition Through Lifecycle Report

  Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports Importance

• Importing Tasks : Where is the flexible work hours field ?

  I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...

• Zoho Campaign initial Setup

  Clarification on Contact Consent for Email Campaigns in Zoho Campaigns I’m currently setting up an email marketing campaign for my organization using Zoho Campaigns, and while going through the process, I came across the requirement of having contact

• Zoho Projects Roadshow, Australia & New Zealand - 2025

  Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho

• Filter lookup field using client script

  Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks

• Múltiple Deals when converting a Lead

  Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates

• Zoho Sprints Integration with Zoho Desk

  Hi Team, I'm trying to integrate Zoho Desk with Zoho Sprints, but it's showing the message, "There are no teams available in Zoho Sprints. You don't have any teams! Click here to add." What should I do next to ensure a smooth integration?

• CRM API Search Record for Last Name equals "."

  When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

• Layout Rules Based on Task Owner

  We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like

• Important: Changes to Microsoft (Outlook) Bulk Email Sending

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• If Problema Formula

  Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

• Important: Changes to Microsoft (Outlook) Bulk Email Sending

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• Zoho Projects Work Hours into Analytics

  Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone.  They were actually deleted.  When I try to recreate them in Analytics there is no "Work Hours" field.  Where

• Enrich your CRM data and keep them updated

  You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

• Quick Books to Zoho Analytics integration issue

  We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row the

• Zoho Not Receiving Emails Sent via PHP mail() – Arrives at Gmail/Outlook, but Not Zoho

  I have a PHP script on my website that sends emails using the basic mail() function — not SMTP or wp_mail() from WordPress. The email sends successfully to other addresses I own (like Gmail and Outlook), but emails sent to my Zoho-hosted address are never

• Currency column showing $ symbol

  Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you

• Record Locking for Meetings CRM

  How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time

• How to get the Logo

  Hii Can you please Help me the how to get the Company Setting Photo using the Deluge I will Write this Code But here Will Fetch the Photo_id but We needed the image curl1= "https://www.zohoapis.eu/crm/v7/org"; info curl1 ; getTemplate1 = invokeurl [ url

• Zoho API integration - missing tables even after using MODULES.READ scope across all modules

  I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope

• Product Updates in Zoho Workplace applications | March 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments

• Free Webinar Alert! Track, Bill, Get Paid: Streamline Finances with Zoho Books and Zoho Mail

  Hello Zoho Community! Struggling to keep track of invoices, payments, and client communication? We’ve got you covered! In this webinar, we’ll show you how Zoho Mail and Zoho Books work together to simplify invoicing, track payments, and streamline financial

• Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work

  I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:

• Field of Lookup Module 2 Way Dynamic Connection

  I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record

• "In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory

  I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory

• View Filter for Date field type doesn't give option for "not in the last" or "before x days"

  I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call

• Differentiating between invoice templates when adding custom fields

  We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if

• Market Automation is hung in sync with crm in zoho one

  Sync between Market automation and crm stuck in loop. MA says they are connected, but does not allow module selection, building of lists, etc. can not go back around and disconnect and restart. Does not show in "Connected Apps", yet when you ty to connect

• Flow-Level Access Permissions in Zoho Flow

  Hi Zoho Flow Team, Hope you're doing well. We would like to request a feature enhancement for Zoho Flow related to user-level access control. Use Case: As Zoho One users, we often work with multiple teams and departments. In our setup, we have several

• Payment Gateways For South Africa

  Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?

• Hide Admin Only settings

  It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.

• Zoho Projects API fails to update integrated field

  I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".

• Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

  I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather

• How to identify a ticket merge through Webhooks?

  The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the

• Native SMS Integration in Zoho Desk

  I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,

• Share Projects with Vendor Zoho Projects Portal

  I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.

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