Recent Topics
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
Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!
Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),
Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
how to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number
Petty cash discrepancy
How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.
Alternative / optional Position
How do you create an alternative position or an optional position (article) in offers?
Option to copy/duplicate Custom Ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple
Hundreds of folders or tags (for each client): best practices?
I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting
Announcing new features in Trident for macOS (v.1.6.0)
Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, you
Changing Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
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,
Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?
zet pack not working
We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this
How to configure Choice-based Field Rules??
I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXs
Custom module system name
Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.
Line formatting in data coming from Zoho Flow
I have a flow that creates a zoho desk ticket. The text is not formatted with line breaks once it arrives at Zoho Desk. How do I force line breaks?
There is no opton to download the Active User list in Zoho CRM Of users
There is no opton to download the Active User list in Zoho CRM of Users
Session recording PageSense Blank Layers using Canvas
Hello, We have implemented page sense in our SaaS platform and there are key elements on the pages that are not being show in the recordings. For example, the lower section is a map canvas using webgl and the upper section is a timeline style canvas.
Help with Tickets Endpoint
Hello Team, I am using the ticket lookup endpoint to retrieve the list of tickets associated with a particular account. GET https://desk.zoho.eu/api/v1/accounts/{accountID}/tickets I want to know if there is a way to filter the tickets to retrieve only
Why is my deluge code not executing properly? (New and learning deluge)
I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
Flow based on New Deal - layout field problems
Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout. In my Zoho CRM, there are two types of Deals (separated by layout). For my Flow: Trigger on New Deal Then, I call 'Fetch module entry' as I am trying to grab the Deal's layout. As I process through my logic, I have a Decision based upon the Deal's layout. However, within the 'Fetch module entry', I had to specify the Deal's layout so all Deals added (no matter their actual
comment dedicated to specific cell?
We have built a sheet for a customer, in which they can add comments to specific cells. However, when we filter the sheet it seems that the comment does not stick to the content of a cell, but the cell itself. Resulting in us not knowing to what the client
CRM
I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?
A fresh interface and functionality improvements for Zoho CRM's data sharing settings
Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating
field is not saving on lead
Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.
Zoho AI Translate – No Support for Hebrew?
I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternative
Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region
How can I view Help Center articles in 'Sandbox' mode?
I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Mass Update Doesn't Trigger Workflow
Hello there, I made a workflow in Zoho Desk, and its related to Ticket module, when I update the field workflow triggers, but the problem is when I update the field in Tickets module List View (Mass Update) the workflow isn't triggering. If I can't trigger
Rejected Accounts still listed for Deal
Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help
Announcing new features in Trident for macOS (v.1.14.0)
Hello everyone! Trident for macOS (v.1.14.0) is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. Collaborate over audio and video meetings. You can now communicate with your team
Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!
Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which gives a powerful overview, but you often need to drill down to see how a specific product
Work Flow Rule by Updated Field Not Triggering.
We have a work flow rule that triggers when we change the owner of a lead. It sends an email to our customer services to let them know who has been given the lead. If we edit each lead individually then it works but if we mass change owner from a lead veiw then then rule isn't triggered.. Why is this and am I missing something here? Chris
How to get Monday as 1st day of the week?
Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris
Creator Page Param to feed A button link on page?
Hey everyone. I have a quick question. Is it possible to add params to your creator page link and then take those params to create a dynamic link for a Button inside the page? Thanks!
Current Year Merge Tag
I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
Trip form, how to update a custom field
We have a very basic trip form, that contains these custom fields: Hotel Cost Airline Cost Total Cost (read only) When someone enters a value into "Hotel Cost" or "Airline Cost" we simply want to sum them and update the read-only "Total Cost" field. How
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