• Zoho Desk : Field for 'Layout'

  I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.

• Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?

  I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set

• proceed with ssl certificate to use my domain

  hi there i have completed the steps of creating and editing CNAME i want to use my domain.

• Report inaccuracies

  I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the

• Assistance with Survey Consent and Anonymization

  Hello, I am conducting a survey that requires both the minor’s consent and their parent’s consent prior to participation. As part of the consent process, I am required to collect the names of both the participant and their parent. I want to ensure that

• Execution failure when fetching a Name field from another app

  In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

• Countries and Towns - Lookup Multi Select

  Hi, Sorry I'm new with Zoho Creator and Deluge. ---------------------------- Form A = Countries Form B = Countries and Towns (with relation) in a Form C, i have a lookup field "Country" and after user input, i would like to auto populate the lookup multi

• Software Integration

  Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.

• Zoho Survey - Respondent User Portal - RealTime & Response Access

  Hello everyone, I have two questions which I would appreciate your guidence on. 1. I have written to Zoho and they tell me no REAL TIME API access is available against completed surveys. From what I gather the only way to get these in real time is to

• Search bar in portals

  Is there a way to add a search bar in portals for finding Contacts or Deals in the list?

• Approval Processes Issue

  Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different

• Associate Potential with Purchase Order

  Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential.  This would be of tremendous use at a later stage.  Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution.  Please advise.

• PRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX

  please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.

• Zoho Books - Organize view in sections

  Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned please

• Zoho Books - Cloud file picker storage solution order

  Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to position

• Zoho Applications - What's New Alerts

  Hello, Sorry if I haven't checked enough, but is there a way to have email alerts on the "What's new" pages of each application please ? Correct me if I'm wrong, but today you have to go every day on each what's new page to know what has changed. By the

• ASAP widget broken?

  Hello, i've only just recently signed up and finding the whole set up a bit of a minefield. I've created and embedded the ASAP widget onto my website and a couple of things seem to be broken. 1. The launcher icon is missing 2. The form to submit tickets

• Tickets associated with my service contract are not subtracted from the pool of hours configured in contracts in Zoho Desk

  Hello community, I hope you can help me with this query. I have set up contracts in Zoho Desk, and it is associated with a client that has a quota of 30 requests per month. In my client I have 4 email accounts associated that can make requests and these

• I am unable to view a client's related information within their account, a lock appears in Zoho Desk

  Hello community, I have a problem that I can't solve, I have a client with a related contract and I can't see their associated tickets, it tells me that I don't have permissions, I've already checked the permissions everywhere, but I can't fix the problem.

• How to Map SalesIQ Visit Data to a Custom Module (Job Seekers) in Zoho CRM?

  My Company’s Current Workflow For my company, when a SalesIQ session is completed: SalesIQ searches the Contacts and the Leads modules for a matching record (based on the visitor’s email or other identifiers). If a match is found: The Visit Summary is

• Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

  Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

• Send email to customer in blueprint and show it in thread

  Hi there, We have a blueprint that sends an email to the ticket contact whenever the ticket changes status. On every transition, "after" the transition an email alert is sent to the customer. The problem is, that the email is not shown in the ticket thread,

• How do I add page breaks to Sales Order templates?

  I would like our Terms and Conditions to start on a new page of the resulting PDF. How do I do this? I tried adding <div style="break-after:page"></div>, but this did not work.

• How to create knowledge article base on ticket?

  How to create knowledge article base on the tickets? For example: There is a ticket and several conversations. Finally, the ticket is solved. How to make an article to include all the content of conversation in this ticket. I know there is Resolution,

• first contact resolution

  interested to know how others are dealing with first contact resolution (fcr).  i cannot find any articles on this subject. 

• Share a form to external group

  Hi, I would like to share a form with a controlled number (3 at the moment) of people, external to my organisation. Is this possible to do? If so, how? Would I need to set up a group or could I set logins to the form? Thanks.

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

• Lead Automation Issue with PageSense Tracking

  We recently implemented lead automation in our company and are using Zoho PageSense to track lead details. As part of this, we created an Element Click Goal to capture leads from our landing page. However, we discovered that the PageSense tracking code

• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Taxes... again.

  After reading the recent addition to the knowledge-base article at https://help.zoho.com/portal/en/kb/commerce/user-guide/settings/general-settings/articles/types-of-taxes, I feel compelled for the fourth year now to reiterate the glaring omission in

• Shipstation Flow

  Hi, I use Shipstation for my shipping needs. Because Zoho doesn't connect to WooCommerce and Walmart, I don't have records of these orders in Zoho Inventory. Can I have the orders from these two marketplaces be sent to Zoho Inventory once they are shipped

• COQL equivalent to zoho.crm.getRelatedRecords

  Hello i add a standalone function, that i call from my js app with ZOHO.CRM.CONNECTION.invoke etc in the function i fetch with something like this AllContacts = zoho.crm.getRelatedRecords("relation_name","parent_module_name",recordid); it works great

• Zoho Billing in 2024 : A Year of Growth

  You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice

• How to Remove CRM Links from Referral Fields in Zoho Creator Report?

  Hello, I’m building a customer portal for a Creator app integrated with Zoho CRM. In the portal, customers can select their referrer from a list of Zoho CRM contacts linked to the deals they own. They can then view a report that lists all their deals,

• Document Approval Workflow for Non-Users

  Our organisation has not added client users yet to Zoho but we are currently exploring how we can use the document Review and Approval Workflow to send out project updates to clients. While testing, we found that we can only pick users as approvers. Is

• Calculate hours and minutes between two time field

  Hi  I have following fields -  1. Start Time - Time Field 2. End Time - Time Field 3. Total Hours Worked - Single Line Field  I want to calculate End Time LESS Start Time and get output in Total Hours Worked. Please help me. Urgent.

• How to pass a collection to a function?

  Can't seem to figure out how to pass a collection of records to a function. Here's what I have so far. What am I missing? // This successfully retrieves all IDs and stores them into what I think is a collection variable defaultRecords = Data_Types[is_default

• 2024 recap: Key updates to Zoho CRM's mobile app

  Hello everyone, 2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year. Here's a quick feature recap! Share record URL (Android) Users can now easily copy

• Different content per social media account..

  Is there a way to add different content per social media account on one post?

• Custom Alert Messages

  Does anyone have any experience creating custom alert messages in Creator? I'm able to create a zml page with params for alert Title and Message, and I'm able to trigger it from a report button, but I can't seem to trigger it as part of an On Validate

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