Custom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
Weekly time log view
The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it should
How to add categories to community
In my Community, I would like to add several Categories but I don't readily see how this is accomplished. Currently, I have one category in my community with several forums. But I would like to add more categories. Thanks.
Multicolumns fields for native forms
It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.
Assign values to hidden fields in native forms
It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,
Better integration between Zoho CRM and Zoho Bookings
I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be
Assigning Leads to Queues
Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.
Send again email with link for signup
Hello, I have a lot of problem to send contract my email, also missing the features "share link". How can I send again email to client and me wit link for signup a contract? Everytime it's a disaster!
CRM Feature Request
When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated
Support Mixed Visibility Settings in Knowledge Base Categories
Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),
creating buttons in zoho site
the connection between zoho site and zoho learn will be awesome and amazing feature so the user instead of registering himself twice just one time register on zoho site will be enough and creating accout on zoho learn instead of registering on zoho learn
Dynamically Sync zoho.adminuserid with Current App Admin
Hello Zoho Team, We hope you're doing well. We’d like to request an important enhancement to the Deluge sendmail task functionality. As per the current behavior, in most Zoho services (excluding Zoho Cliq, Zoho Connect, Zoho Mail, and Zoho Sheet), the
When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?
When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store
Generate Unique Customer ID for Each for All Contacts
Generate Unique Customer ID for Each for All Contacts
Reporting tags for custom modules
Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo
Video Interview Feature
Please add a text option as well while sending invitations to candidates for video interviews, candidates are missing out on the email. They are more convenient in text and it really helps Hope you would understand, thanks
When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.
Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.
Blueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
Include Audio in Zoho Assist Session Recordings
Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording
Allow breakdown of per diem for meals provided
Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break down
Multiselect lookup in subform
It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??
Tasks as calendar events? What about a way to verify a meeting actually happened?
I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another place
Attachments should sync between Zoho Finance in CRM and Zoho Books
It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same
Implement Meeting Polls in Zoho Bookings
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
Option to Crop Existing Agent Image in Zoho One Directory
Hello Zoho Team, We hope you're all doing well. We would like to request a small but useful enhancement to the Zoho One Directory. 🎯 Current Limitation At present, the system allows cropping an agent image only during the initial upload of an agent's
Implement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting in
Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Flow
Dear Zoho Flow Team, We would like to request an enhancement to the module deprecation process in Zoho Flow. 🧩 Current Limitation: Currently, when a module is deprecated by the Flow team: No email notifications are sent. There is no automated way to
Can you sync your Apple Calendar with Bigin Activities/calendar?
I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way would
User Management > Agents request
I have a few suggestions for the Agent page: 1) Please add a way to filter Full agents. The list currently shows Light agents as an option but sometimes it would be helpful to view only the full agent licenses or non-light agent. 2) Add the ability to
Stop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We have to
Allowing subqueries in FROM clause
When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement. Why isn't this currently supported? Is there a plan to implement this functionality in the future?
CRM for Everyone - More Actions Option to Create Record
Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add
Assessment Field in Custom View
Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well
Feature Requests and enhancements: Subform
By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
Finding draft ticket replies
Is there a way to see all tickets which have draft replies?
Numeric options in Decision
Zoho really needs to add options for numeric comparisons in the Decision action. These are the ones that should be implemented: Greater than Less than Greater than or equal to Less than or equal to Equal to (although this is actually handled already)
Adding transferwise.com as an online payment method
Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ Cheers
Canvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
Return "kit_quantity" when fetching Kit items via "List all the items" API call
I have been appreciating the new Kits feature quite a bit, it is exactly what we were looking for in Zoho to solve many pain points. However, there is 1 problem I am running into and that is the fact there is no stock information that can be pulled for
Print & PDF Support for Composite items
There needs to be a way to print a composite item showing all the components, qty & images.
Next Page