Recent Topics
iOS Widget Not Working
The iOS widget to display a specific note does not appear to be working, instead displaying a blank white screen. I’m on the latest version (6.5.12).
Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions
WorkDrive / Connect Files Integration
When can we expect to be able to integrate WorkDrive into COnnect such that the Files area in connect shows WorkDrive folders, not some random, disconnected files repository that is only accessible in Connect?
Bulk Delete Messages in Cliq
Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"
Produce application url to be common for all the Creator application Stages
I am trying to develop an application using the 3 environments steps like development, stage, production. I am trying to pass in a variable url like which redirects to a Report inside the application URL = "https://creatorapp.zoho.eu/insurancemarket/environment/development/all/#Report:Sign_Up_Form_Report"
link mail.zoho.com/UnblockMe to unblock
Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
Limit access to folders based on folder owner
Hello, due to safety reasons we would like to make sure that ZWD folders are accessible by default only to folder owners, i.e. users can access only their own folders. That would be the only way to prevent users from downloading documents that are not
Calendar item appears twice for Group Calendar Owner when a group member accepts the invitation
How to change this behavior? Please see screen recording here: https://workdrive.zohoexternal.com/external/eace5023938b52118ab0246dc28f208de6a091f0f77c023b0beb3862d572c694
Zoho Creator not loading
Hello. I can not access my Creator account. After I login, it wont load to my pages, Has been doing this since Friday. I have checked with my I.T dept and cant see a problem on our side. I have also tried logging in via my private laptop and PC and have
submit/upload form as csv
Hello Everyone, I've created a form in Zoho Creator to capture notes, details and images from a monthly meeting. I can't seem to figure out how to ensure the form is uploaded via CSV and into the Zoho Database. Any guidance would be GREATLY appreciated.
Display Record Image on Custom page in html widgets - Environment issue
Hi, I am trying to display an image from a record on a detailed record page. The page is created with a html widget. I noticed that the default retuned image url has to be processed. Something like : carImage.replaceAll("sharedBy","accountname").replaceAll("appLinkName","appName").replaceAll("fieldName","Fieldname").replaceAll("viewLinkName","reportname");
Zoho Deluge Online Training - 2025
Hello developers, In continuation of the previous Get to Know Deluge Series, the Zoho Deluge team is conducting the Zoho Deluge Online Training. Learn more about the training by reading the details below. What is the Zoho Deluge Online Training? The Zoho
Exporting uploaded files in bulk on Zoho Survey?
Hi, I have a survey that includes an image upload field, I'd like to be able to export the individual responses in bulk, but it appears only the name of the image uploaded, and not the image itself gets exported. Any way to have the images be exported
Quantity available in Item adjustment with batch tracking
Hi! I'am trying to make a quantity adjustment for an item with positive phisical existences... I have a batch with 3 units in it... But when i try to adjust to let the item with 2 existences it says that i don't have enough available quantity to adjust...
How to convert Item to composite Item
Dear Team, We need to convert Item to composite Item as Zoho is importing partial information from Shopify.
Is the a warning for when a customer is outside of payment terms?
Hi there Anyone know if this is available? I know there's a warning when over the credit limit, but is there similar warning for when a customer is overdue based on time? (for example, it was due end of last month) Thanks!
Migrated to Locations : Experiencing problems with serialized inventory - anybody else?
Hi, Just thought I'd reach out here to see if there are other users with difficulty since migrating to Locations (from using multi warehouse). most of our errors seem to involve our serialized inventory: - cannot add items to package from sales order
Inventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
Do I need both CRM and Campaigns? And best practices.
Hi Everyone. I have done a bit of research and feel good Zoho. I'm especially interested in the possibility of campaigns and CRM integration but I have some questions. QUESTIONS Do I need to work with both CRM and Campaigns? Are they redundant? Or do I need both for different tasks? I want to import my existing MailChimp email subscriber lists (with various custom fields) but I'm not sure if I do that into Zoho Contacts or Campaigns or CRM? What are best practices? In further detail, I have various
Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added
Add Undo Option to Knowledge Base Editor
Unsure if this has already been brought up, but can we add an "undo" option to the Knowledge Base article editor? CTRL+Z deletes the entire article and going through every single draft of an autosave to find the version before something went wrong can
Notification sender email is coming from Zoho, not from my domain
Hello, I have Zoho Desk configured to use "From address" as my domain support email i.e. support@ mydomain.com (email is verified) , we send automatic notification to contact (customer) when they submit a new ticket. Yet the notification email is sent
Can Knowledge Base Article width be increased?
Hello Zoho Team, There is this limitation we want to break. Is it possible to modify and increase the size of Knowledge Base article width which is currently set to 870px?
How to change the colors on Help Center Elegant
Hello, I am looking to make a few changes to the Help Center Elegant - change orange color to blue. - hide help center search form ( currently disabled function) See below screenshot. Many thanks in advance, Kind regards, Hasna
did you stopped Repeat Posts from my standard plan? if yes I will end my subscription immediately
did you stopped Repeat Posts from my standard plan? if yes I will end my subscription immediately
how to stop auto responders to Instagram messages?
I have a problem that if we are tagged in an Instagram post or a story, then that is seen as a message - which is all fine however - an autoresponder is then sending a reply to the person that tagged us saying "please send a text message" - which I assume
in contact and company the option all emails not showing the emails
Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.
How to update a custom field in zoho inventory?
I have a custom field in inventory that I'm trying to update through deluge in creator but I keep getting a strange error. Here's my attempt at updating the custom field. The name of my custom field is "cf_substatus" and I noticed that it was contained
Please add support for a "return" statement that can be used in the middle of a function
I'd really appreciate the ability to use a validity test near the beginning of a Deluge function and exit the function early if the test fails. That is, support a "return" keyword that immediately exits the function. This helps avoid messy concentric
Zoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
CPQ Quantity suggestion does not allow multiple products
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base
Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!
Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than
Due date calculation
Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day
Kaizen #178 - Filters & Criteria in Zoho CRM APIs
Hey everyone, and welcome back to another week of Kaizen! Ever felt overwhelmed by the sheer volume of data in your Zoho CRM? Sifting through countless records to find exactly what you need, or to operate on specific records that meet a certain criteria,
Bulk Update: Filter doesn't work
Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-
Admin console Access denied
What should I do? I am the administratore.
How to see if employee's timer is running?
I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks
Export List of Dates Only from Projects
The chart we are using is too big to be legible so I want to print the list of dates with it. There doesn't seem to be a way to do it. Even Print view cuts off the dates. Why does it do this? Is there a way to print the Tasks and Dates only?
Progressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
Unchecked an option in a checkbox when another option is checked
Hi, in a Creator form, I have around twenty checkbox fields, named for example "cb1", "cb2", "cb3", etc... Each of these fields have two options: Done and N/A. I would like to be able to for each field, if I check "Done", "N/A" is unchecked, and if I
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