Kaizen #192 - Implementing Custom Token Persistence in Python SDK
Welcome back to another week of Kaizen!
Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom student portal powered by Zoho authentication.
In our sample project, we used the file-based persistence method, a simple setup where the access and refresh tokens are stored in a local file. While this method is great for getting started, it might not always fit your business requirements.
That is why our SDKs offer multiple ways to persist your tokens.
This week, we will explore why token persistence matters for your app’s secure operation, and how to implement custom token persistence methods, including a practical example using SQLite.
Why does token persistence matter?
When a user logs in via OAuth, Zoho returns two tokens:
- An access token (valid for one hour), used to access Zoho CRM data.
- A refresh token, used to get a new access token when the current one expires.
If your app does not store these tokens properly, your users will be forced to log in again every time they make an API call. Or every time their access token gets expired. That is not inconvenient; it is a poor user experience.
When you use Zoho CRM SDKs, this is all handled for you behind the scenes. When you first authenticate with Zoho, the SDK stores your access and refresh tokens. Later, when a token expires, the SDK automatically uses the refresh token to get a new one. All you have to do is configure and initialize the SDK, and you are ready to start making API calls using the different methods offered by our SDKs!
From the user’s perspective, it means:
- They do not have to log in every time.
- Their sessions are automatically renewed without interruption.
- Token revocation can be done centrally.
From a developer’s perspective:
- You can control how and where tokens are stored.
- You have control to enforce policies like session timeouts or token cleanup.
Supported token persistence options
The Zoho CRM SDKs support three token persistence mechanisms:
File Persistence:
As we have already seen in last week's Kaizen, in this method, the tokens are stored in a local file of your choice. This can be configured while configuring and initializing the SDK. While this is simple and great for internal and local use, it might not always meet the needs of a growing business. For instance, if the file gets deleted or corrupted, you lose the tokens. It also poses a security risk, as storing tokens in files may expose them to unauthorised access if the file is not properly secured.
Database Persistence:
This stores tokens in a MySQL database, making it better suited for production environments. It is more robust and can handle larger-scale user management.
Using this persistence method, you can only provide the following connection parameters - host, DB name, table name, username, password, and port number.
Custom Persistence:
But what if neither of these options fits your needs? Maybe you are working in an environment without traditional storage like AWS's Secret Manager, or you prefer any other Database, or running a microservice in a container where local storage is more practical. That is where Custom Token Persistence comes in.
Custom Token Persistence
Custom persistence means you can implement your own logic for storing and retrieving OAuth tokens, instead of relying on the SDK’s default mechanism. To do this, you should create a class that implements the TokenStore interface and override a standard set of methods, each handling a specific part of the token lifecycle.
Here’s what your custom class must implement:
Method | Purpose | Return Type |
find_token(self, token) | Given a token, return a full Token (OAuthToken) object from storage. Used before making any CRM API call. | Token(OAuthToken) object |
save_token(self, token) | Called right after Zoho returns a new access/refresh token. Your implementation must persist it. | None |
delete_token(self, id) | Delete a specific token using its unique ID. | None |
get_tokens(self) | Return all stored tokens. | A list of Token(OAuthToken) objects |
delete_tokens() | Delete all stored tokens. Useful during cleanup or logout. | None |
find_token_by_id(id) | Retrieve a token by its unique identifier. | Token(OAuthToken) object |
The token object is an instance of OAuthToken. The SDK will invoke these methods automatically as part of its flow. You just have to focus on where and how to store the tokens. With this, you can persist tokens to any storage as long as your class handles these methods correctly.
Understanding the token object
Before we dive deeper into custom token persistence, let's clarify what this token (OAuthToken) object is and how you should work with it.
The token object is an instance of OAuthToken. This class bundles all the credentials and details the SDK needs to authenticate your API requests. Here’s what it holds:
- access_token
- refresh_token
- client_id
- client_secret
- redirect_url
- expires_in
- user_signature
- id
- api_domain
Implementing Custom Token Persistence with SQLite
Now that we've covered the basics of token persistence and how Zoho SDK supports custom stores, let’s dive into a practical, real-world example using SQLite as the backend for storing tokens.
SQLite is a lightweight, file-based database engine. It is perfect when you want a persistent store without the complexity of a full database server.
The CustomStoreSQLite Class
This class implements all six required methods of the TokenStore interface using SQLite as the backend.
1. Initialization and Table Setup
When you create a CustomStoreSQLite object, it immediately checks if the token table exists in the SQLite database file zohooauth.db. If the DB or the table is missing, its __init__() method creates one with all the necessary columns to store token details like id, user_name, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time, redirect_url and api_domain.
def __init__(self): """ Initializes the SQLite database and sets up the oauthtoken table if needed. """ self.db_name = 'zohooauth.db' if not self.check_table_exists(): connection = sqlite3.connect(self.db_name) cursor = connection.cursor() cursor.execute("CREATE TABLE oauthtoken (id varchar(10) NOT NULL,user_name varchar(255), client_id " "varchar(255), client_secret varchar(255), refresh_token varchar(255), access_token " "varchar(255), grant_token varchar(255), expiry_time varchar(20), redirect_url varchar(" "255), api_domain varchar(255), primary key (id))") cursor.close() |
This means the first time your app runs, it sets up its own database schema automatically.
2. Saving a Token - save_token(self, token)
Purpose:
This method is called every time Zoho returns a new token, whether after a login or a token refresh. Your implementation is responsible for safely persisting this token, typically by upserting (inserting or updating) a row in your database that uniquely identifies the token’s user and client combination.
Expected behaviour:
The method must store the token in your custom database or storage system.
- If a matching token already exists (based on user, refresh token, or client credentials), it should be updated.
- If no match exists, a new entry must be created.
- Tokens should not be duplicated. Multiple users should be managed separately.
Input Parameters: An instance of Token(OAuthToken) class containing details like access token, refresh token, user signature, client ID/secret, etc.
Return value: None. But must raise exceptions on failure.
Sample Implementation using SQLite:
Here is the logic used in the implementation of save_token() method:
- If the user name is available, use it to update the token.
- If no user name but the access token is available in the table, update by the access token.
- If there is a refresh or grant token with the same client credentials, then update accordingly.
- If none of these match, insert as a new row.
def save_token(self, token): if not isinstance(token, OAuthToken): return cursor = None connection = None try: connection = sqlite3.connect(self.db_name) oauth_token = token query = "update oauthtoken set " if oauth_token.get_user_signature() is not None: name = oauth_token.get_user_signature().get_name() if name is not None and len(name) > 0: query = query + self.set_token(oauth_token) + " where user_name='" + name + "'" elif oauth_token.get_access_token() is not None and len(oauth_token.get_access_token()) > 0 and \ self.are_all_objects_null([oauth_token.get_client_id(), oauth_token.get_client_secret()]): query = query + self.set_token( oauth_token) + " where access_token='" + oauth_token.get_access_token() + "'" elif ((oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0) or (oauth_token.get_grant_token() is not None and len( oauth_token.get_grant_token()) > 0)) and oauth_token.get_client_id() is not None \ and oauth_token.get_client_secret() is not None: if oauth_token.get_grant_token() is not None and len(oauth_token.get_grant_token()) > 0: query = query + self.set_token( oauth_token) + " where grant_token='" + oauth_token.get_grant_token() + "'" elif oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0: query = query + self.set_token( oauth_token) + " where refresh_token='" + oauth_token.get_refresh_token() + "'" query = query + " limit 1" try: cursor = connection.cursor() cursor.execute(query) if cursor.rowcount <= 0: if oauth_token.get_id() is not None or oauth_token.get_user_signature() is not None: if oauth_token.get_refresh_token() is None and oauth_token.get_grant_token() is None \ and oauth_token.get_access_token() is None: raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_DB_ERROR1) if oauth_token.get_id() is None: newId = str(self.generate_id()) oauth_token.set_id(newId) query = "insert into oauthtoken (id,user_name,client_id,client_secret,refresh_token,access_token," \ "grant_token,expiry_time,redirect_url,api_domain) values (?,?,?,?,?,?,?,?,?,?);" val = (token.get_id(), token.get_user_signature().get_name() if token.get_user_signature() is not None else None, token.get_client_id(), token.get_client_secret(), token.get_refresh_token(), token.get_access_token(), token.get_grant_token(), token.get_expires_in(), token.get_redirect_url(), token.get_api_domain()) cursor.execute(query, val) except Error as e: raise e finally: connection.commit() cursor.close() if cursor is not None else None connection.close() if connection is not None else None except Exception as ex: raise SDKException(Constants.TOKEN_STORE, Constants.SAVE_TOKEN_DB_ERROR, cause=ex) |
3: Fetching a Token - find_token(self, token)
Purpose:
This is the method the SDK calls whenever it needs to make an API call on behalf of a user, but has only partial token information.
Depending on the token flow - Grant Token, Refresh Token, Access Token, or ID-based - only a specific token or ID may be provided during the API call. In such cases, find_token(self, token) method locates and return the complete OAuthToken object from storage if a matching one exists. If no matching token exists in the storage, this method will return None, and the SDK will proceed to generate a new token with the provided details and save it using the save_token(self, token) method.
Expected behavior:
- Based on the available details in the input token (user name, access token, refresh or grant token), this method should query storage and return a complete token object.
- If no match is found, it should return None.
Input Parameters: A partially filled Token(OAuthToken) object.
Return value: A fully populated Token object if found, or None.
Sample Implementation using SQLite:
The find_token(self, token) method implementation does the following:
- Dynamically builds a WHERE clause based on available attributes.
- Queries the database for a matching record.
- Fetches the matching record, if any, and populates the Token object with the full set of stored values (access token, refresh token, expiry time, etc.).
- Returns the Token object if a matching record is found, or return None.
Without this method, your app wouldn’t know which token to use during API calls. For example, consider the case when a user reopens your app after hours. You have their refresh token stored. The SDK calls find_token(self, token) to get the full token and proceeds without requiring a fresh login.
def find_token(self, token): cursor = None connection = None try: connection = sqlite3.connect(self.db_name) if isinstance(token, OAuthToken): oauth_token = token query = "select * from oauthtoken" if oauth_token.get_user_signature() is not None: name = oauth_token.get_user_signature().get_name() if name is not None and len(name) > 0: query = query + " where user_name='" + name + "'" elif oauth_token.get_access_token() is not None and self.are_all_objects_null( [oauth_token.get_client_id(), oauth_token.get_client_secret()]): query = query + " where access_token='" + oauth_token.get_access_token() + "'" elif oauth_token.get_refresh_token() is not None or oauth_token.get_grant_token() is not None and \ oauth_token.get_client_id() is not None and oauth_token.get_client_secret() is not None: if oauth_token.get_grant_token() is not None and len(oauth_token.get_grant_token()) > 0: query = query + " where grant_token='" + oauth_token.get_grant_token() + "'" elif oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0: query = query + " where refresh_token='" + oauth_token.get_refresh_token() + "'" query = query + " limit 1" cursor = connection.cursor() cursor.execute(query) result = cursor.fetchone() if result is None: return None self.set_merge_data(oauth_token, result) except Exception as ex: raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_DB_ERROR1, cause=ex) finally: cursor.close() if cursor is not None else None connection.close() if connection is not None else None return token |
4: Deleting a Token - delete_token(self, id)
Purpose:
Delete a specific token record from storage based on a unique token ID. It is commonly used when a user logs out or an admin revokes access for a user.
Expected behaviour:
- Locate the token record by its unique ID.
- Delete the corresponding record from storage.
Input Parameters: The token ID to be deleted.
Return values: None
Sample Implementation using SQLite:
def delete_token(self, id): cursor = None try: connection = sqlite3.connect(self.db_name) try: cursor = connection.cursor() query = "delete from oauthtoken where id= " + id + ";" cursor.execute(query) connection.commit() except Error as ex: raise ex finally: cursor.close() if cursor is not None else None connection.close() if connection is not None else None except Error as ex: raise SDKException(code=Constants.TOKEN_STORE, message=Constants.DELETE_TOKEN_DB_ERROR, cause=ex) |
5: Deleting All Tokens - delete_tokens(self)
Purpose: Delete all tokens from storage, typically used for global logout or cleanup scenarios.
Expected behaviour: Remove all token records from storage in a single operation.
Input Parameters: None
Return Values: None
Sample Implementation using SQLite:
def delete_tokens(self): cursor = None try: connection = sqlite3.connect(self.db_name) try: cursor = connection.cursor() query = "delete from oauthtoken;" cursor.execute(query) self.connection.commit() except Error as ex: raise ex finally: cursor.close() if cursor is not None else None connection.close() if connection is not None else None except Error as ex: raise SDKException(code=Constants.TOKEN_STORE, message=Constants.DELETE_TOKENS_DB_ERROR, cause=ex) |
6: Fetch all tokens - get_tokens(self)
Purpose: Retrieve all currently stored tokens.
Expected behaviour:
- Query storage for all token records.
- Construct and return a list of token objects
Input Parameters: None
Return Value: A list of Token objects representing all stored tokens.
Sample Implementation using SQLite:
def get_tokens(self): cursor = None try: connection = sqlite3.connect(self.db_name) tokens = [] try: cursor = connection.cursor() query = "select * from oauthtoken;" cursor.execute(query) results = cursor.fetchall() for result in results: oauth_token = object.__new__(OAuthToken) self.set_oauth_token(oauth_token) self.set_merge_data(oauth_token, result) tokens.append(oauth_token) return tokens except Error as ex: raise ex finally: cursor.close() if cursor is not None else None connection.close() if connection is not None else None except Error as ex: raise SDKException(code=Constants.TOKEN_STORE, message=Constants.GET_TOKENS_DB_ERROR, cause=ex) |
7. Finding a Token by ID - find_token_by_id(self, id)
Purpose: Retrieve a specific token by its unique id.
Expected behaviour:
- Search storage for a token with the given ID.
- If found, return the complete token object; if not, return None.
Input Parameters: The unique identifier of the token (id)
Return Values: Returns a fully populated Token(OAuthToken) object if found; otherwise, returns None.
Sample Implementation using SQLite:
This method should follows a similar pattern to find_token, but use the unique id as the search key.
def find_token_by_id(self, id): cursor = None try: connection = sqlite3.connect(self.db_name) try: query = "select * from oauthtoken where id='" + id + "'" oauth_token = object.__new__(OAuthToken) self.set_oauth_token(oauth_token) cursor = connection.cursor() cursor.execute(query) results = cursor.fetchall() if results is None or len(results) <= 0: raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_BY_ID_DB_ERROR) for result in results: self.set_merge_data(oauth_token, result) return oauth_token except Error as ex: raise ex finally: cursor.close() if cursor is not None else None connection.close() if connection is not None else None except Error as ex: raise SDKException(code=Constants.TOKEN_STORE, message=Constants.GET_TOKEN_BY_ID_DB_ERROR, cause=ex) |
Please find the complete custom_store_sqlite.py file here.
How to use this in your project
To start using this custom token persistence class in your own Python project, follow these steps:
- Download the custom_store_sqlite.py and place this inside your project directory.
- Import the class in the script where you initialize the SDK. In our sample project, this is the record.py file.
from store.custom_store_sqlite import CustomStoreSQLite - In the SDK configuration, use the CustomStoreSQLite method instead of the FireStore method:
def init(self, client_id, code, location, redirect_url): environment = DataCenter.get(location) client_secret = "17565609051856218813123b9a98de52c301722b7d" logger = Logger.get_instance(level=Logger.Levels.INFO, file_path="./logs.txt") store = CustomStoreSQLite() token = OAuthToken(client_id=client_id, client_secret=client_secret, grant_token=code, redirect_url=redirect_url) Initializer.initialize(environment=environment, token=token, logger=logger, store=store) |
That’s it! With this, all token operations (save, fetch, delete) will be routed through your custom store backed by SQLite.
The above video demonstrates this is in action. You can see what the database looks like when populated.
More Custom Persistence Implementations
The advantage of using Zoho CRM SDKs is that it doesn't box you in. You are free to implement token persistence in a way that fits your business logic, team expertise, or project requirements. Whether you prefer SQLite, NoSQL, or something entirely different, the SDK gives you full control through the TokenStore interface.
In the SQLite example above, we walked through how to implement a custom store using a persistent file-based database. You need to implement all the methods as explained in the previous section, no matter where you decide to persist your tokens.
To make things easier, we have included two additional reference implementations:
- An in-memory store, where tokens are stored in a dictionary
- A list-based store, which keeps token records as simple lists
Each one fully implements the required methods of the TokenStore interface.
SQLite In-Memory DB
This implementation uses SQLite's in-memory mode (using ":memory:") to store tokens in RAM. Here, we have implemented all the required methods from the TokenStore interface: find_token(), save_token(), delete_token(), get_tokens(), delete_tokens() and find_token_by_id().
Please find the custom_store_in_memory.py file here.
List-Based Persistence Using Simple Lists
The second reference implementation is a list-based token store that keeps token records in an in-memory Python list of lists. Each inner list represents a token’s attributes, such as ID, user signature, client ID, access token, refresh token, and so on.
This custom store fully implements all required methods from the TokenStore interface.
Please find the custom_store_list.py file here.
We hope this was useful and gives you enough info to build your own token persistence methods tailored to your needs. We used Python SDK here, but you can apply the same logic with any of our other SDKs. It is all the same logic, just different programming languages. Just remember to implement the required methods exactly as expected by the SDK, as explained here.
Give it a try, and please let us know how it goes or if you hit any bumps! Comment below, or send an email to support@zohocrm.com. We will be waiting to hear from you!
Happy coding!
We are excited to be approaching the 200th post in our Kaizen series! As we get closer to this milestone, we would love to hear from you. Have questions, suggestions, or topics you would like us to cover in our future Kaizen posts? Your feedback helps us make the series even better.
Please take a moment to share your thoughts with us using this form - we'd really appreciate it!
Topic Participants
Anu Abraham
Ashley
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
Recent Topics
Add the ability to Hide Pages in Page Rules
Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can onlyTicket resolution field - can you add links, video, and images?
Seems like the ticket resolution fields is just a text field. Any plans to add the ability to add links, images...the same functionality in the problem description box? I would like to send the customer a link to a KB article, a link to our Wiki, embedTicket Resolution - Add rich formatting, screenshots and attachments
The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solutionCRUD actions for Resources via API
Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard
Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potentialConvert Lead Automation Trigger
Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetchedI'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.
When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.ZOHO add-in issue
I cannot connect ZOHO from my Outlook. I am getting this error.Marketing Automation
L.S. Marketing Automation is and has always been part of the Zoho One bundle - according to the information provided on the Zoho Website. Why when I open Marketing Automation do I get the following message?: "Your trial has expired. We hope you enjoyedWhat's New in Zoho Analytics - January 2026
Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help youTranslation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all
Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditionalThe Social Playbook - January edition: Getting started with content creation
Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through realSupport for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While theseAdding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.Font breakage in Zoho Mail Desktop Lite application for Mac
Dear Zoho Mail and Workplace Community, With the latest update of macOS Sequoia and macOS Tahoe, there has been font breakages in the email preview of Zoho Mail Desktop Lite application for Mac. This breakage is due to the corruption of the System fontsFeature request - image resizing on sales orders
I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfsNueva edición de "Ask The Expert" en Español Zoho Community
¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestraAutomation Series: Auto-Notify External Users on Issue Closure
Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a WebTurn chat conversations into real action with Integration Blocks in Guided Conversations
When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving. A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow doesBasic Mass Update deluge schedule not working
I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based inclick to call feature
I've Zoho CRM and in that i want click to call feature.We Asked, Zoho Delivered: The New Early Access Program is Here
For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early AccessFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withCan the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! ThanksCreating Parent Child relationship in Accounts
We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent accountLearner transcript Challenges.
Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner inClient and Vendor Portal
Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users andneed a packing list feature
In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents. Request you to add this feature asap.Recording the deducted TDS on advance received from Customer (Zoho Books India)
Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted#7 Tip of the week: Delegating approvals in Zoho People
With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!Admin Tip: Manage sub-domain emails using sub-domain stripping
As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requiresQuick Copy Column Name
Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy theAbility to Edit YouTube Video Title, Description & Thumbnail After Publishing
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing theHow do I remove a data source from Zoho Analytics?
I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?Add Employee Availability Functionality to Zoho People Shift Module
Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.
Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid GlassDelay in rendering Zoho Recruit - Careers in the ZappyWorks
I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'mIs Desk Down?
Across department - always an error. [Status Mode] - error [Table View and the rest] - workingHow do I change the wording of the tile of SignForm?
When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or atNext Page