Sticky Posts
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
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.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
Recent Topics
Assistance needed in transition if firm is converting into company
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Verify email addresses to be eligible to use BCC dropbox
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Can not figure out how to execute python script
I have emailed support 3 times and gotten no response, so maybe some other early adopters can help I created a flow I installed the agent I connected the agent then I get to this screen I have put my script everywhere I can think of, I have tried at least
How can I edit the Picklist History?
I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Subform Lookup field showError doesn't clear in Client Script
I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.
Whatsapp Notification For Cliq
We have integrated WhatsApp Business into Zoho CRM, and messages are coming through to the CRM. However, I want a notification message to be sent to the data owner in Cliq when a new message arrives. This doesn't seem possible through rules. Is there
Get Ready for In-Person Meetups Across Asia-Pacific this April 2025
Hello to our vibrant Asia-Pacific Community! We are thrilled to bring our Zoho Desk Experts to your cities! What's more special than meeting in person? This is your chance to: Connect directly with our experts Address your concerns firsthand Discover
Participation handler does not get triggered on photo comment edits
I'm working on a bot participation handler to automate a task. For this to work, a photo with a comment is required. The bot does see a "message_created" operation, but it does not trigger a "message_edited" when a photo with a comment that has been posted
Request for refund
Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho
Inquiry regarding B2B website through Zoho Commerce
We are looking to build an online B2B customer portal for Consumer Goods primarily for order placement, with an e-commerce-style layout. Additionally, we would like to offer our customers features such as: 1.Viewing past orders and order updates 2.Accessing
Query Regarding dynamic Item Creation for Invoice via Zoho API
Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includes
Having trouble with emails not sending from zoho mail web client
Hi we have been having this problem from a few of our email accounts where they are unable to send the email at first and then if they try to send it multiple times quickly the email appears to send but does not show up in sent. The Error is shown below. Unable to connect SMTP server:smtp.goric.com Reason:Unknown host:
Pausing WhatsApp Marketing Messages for US Numbers Starting April 1, 2025
Dear Marketers, Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to users with US phone numbers (+1 dialling code and US area codes). You can read more about it here. This new measure by Meta is a
Zoho Workdrive Fixed View or Sort Settings for External Links
Hi , For the folder links we shared via an external link, it would be great if we could set the view and sort options that the external user will see when accessing the file through the link. Thanks to everyone.
Get all timesheets of all projects of specific date from API
I can get all timesheets of all projects of specific date with this call : GET /portal/[PORTALID]/projects/[PROJECTID]/logs/For all getting, this action is called for each project ant do that is not very good... Does it exist a call which I ignore, as GET /portal/[PORTALID]/logs/[DATE] ?
Creator Simplified #6 : Create custom buttons for multiple records using form object
Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a
Can't add company logo and favicon as a superadmin
I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?
Duplicate Contact Records in Zoho CRM
Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights or
Storage Issue with Zoho Sync
Hello Zoho, We have uploaded multiple GBs of Data into ZohoDrive but the actual size taken in the windows is worrying us. The difference is folder / drive size was significant and it cannot be caused due to small word/excel files. I hoping all the uploaded
Mail issue
Mail to and from the alchemyfx.in domain not receiving or sending.. all other mails are working properly
Emails sent from my Zoho Mail account are frequently landing in the recipient's spam folder instead of their inbox.
I have noticed that many of my outgoing emails are being marked as spam by recipients' email providers. I have already checked my SPF, DKIM, and DMARC settings in Zoho Mail and ensured they are properly configured. Additionally, I have tried using a professional
Can Client generate Sales Order by himself?
My business primarily operates in the B2B sector, and I've observed that my sales team and I spend an excessive amount of time obtaining sales orders from our customers. This is particularly relevant in a product-based business with multiple SKUs. I am
Count the NUMBER of Contacts for an Account automatically
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Expanding profile stitching to SMS and WhatsApp
Customers interact with brands across multiple touchpoints—emails, websites, social media, and messaging platforms. Without the right tools, these interactions remain fragmented, making it difficult to get a complete view of your audience. This is where
Success message - Warning message
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How to Dynamicaly display image in the Detailed View Report ?
I have an "Add Employee" form that includes an image field for uploading an employee's profile picture from their local computer. In the "Apply Leave" form, I also have an image field where I want the employee's profile picture to be auto-populated based
Is there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
Custom Related List anchor tag with tel protocol
The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support
Bulk payment of bills from multiple vendors
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How do I add new line and format text in zoho desk ticket?
I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket. I need to find: Adding a new line and adding bold text,
Calendar View for Zoho Tickets
Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
How to export hidden description in the pdf upon submission
There's a 'description' in my form that is hidden unless a checkbox is marked 'show'. I was able to achieve this as a field rule; if checkbox contains 'yes', show description box. If this checkbox is not marked yes, the pdf export after submission doesn't
Email Builder Editor is not functioning or loading correctly
Email editor function is not working or loading correctly in any template, new or old. Cleared my cache, restarted browser, problem unchanged.
Issue in downloading the sent logs
Hi Team, I'm unable to export the sent file for any email campaign. When selecting all fields, the system indicates that the document will be sent via email, but I haven't received it. At times, it shows a download option, but the file doesn’t get downloaded.
Post message to a channel using a simple one-line command!
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Activity or History Log User Login
Hi Everyone, I have Zoho Customer Portal, which has pages and reports. Is it possible to create 1 field such as true/false to find out users who have opened the customer portal? Like a kind of user activity log. Thank you so much.
Invalid Emails in CRM
Is there a way to get a report or create a view that shows all email addresses that are invalid for any reason? I keep coming across them and want to ensure that they are flagged with users to update. This is on a custom module.
Associating an Email from CRM Email Parser to Contact Record via Function
Is it possible to create a custom function that will associate email records from zCRM's Email Parser functionality to a contact record where specific fields match? Our use-case is that we have service providers using third-party event booking systems
How to Bring to front the picture?
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