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• Recent Topics

• Export Data & Attachments

  Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

• Apply partial payments to invoices from the Banking Module

  We need this! Why is this not possible?

• Zoho Desk: Q1 2025 | What's New

  Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

• Feature Request Improve parent-child relationship visibility

  Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

• What is Resolution Time in Business Hours

  HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

• Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

  Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another

• need a third party to fix email authentication dns records

  at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who

• Email Templates - Is There a Ticket Placeholder for Billing Entity ID

  Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would

• How do i move multiple tickets to a different department?

  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Add Button on Tickets

  is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.

• Enhancements in Canvas

  Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

• Currency fields and decimal places in CRM email templates

  Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached

• Include Secondary Contacts (CCs) on Workflow Alerts

  Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem

• Zoho Desk blank page

  1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

• Adding a lead by sending email message

  Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular basis.    I was wondering though if it's possible to add a lead to CRM by simply forwarding an email message to a certain e-mail address. For example, in Evernote one can add a new note by sending an email message (with certain parameters) to a custom

• Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

  Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to

• Ability to select Vendor Credits when creating Vendor Payments

  When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,

• Need the ability to have read only fields on a form.

  There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

• No Sales Returns on SO's with Dropped Shipped items + Inventory Items

  We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

• Show both Vendor and Customers in contact statement

  Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

• Filter a report for a specific bank and a specific transaction type (interest income)

  I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I

• ZMA v2 : Unable to delete a trigger from existing journey with several triggers

  I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these

• How to track the source of form submissions using referrer names in Zoho Forms?

  Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most

• Snapchat

  Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

• Showing meeting acceptances in CRM that originated from Outlook

  Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting

• Widget JS SDK to Upload a photo to a record in a Module

  Good day,  I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM.  My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html

• Easy way to create task from call

  In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!

• Zoho Creator Deluge - dynamically change fields depending on user input of field1 or field2

  Hi everyone and happy holidays! Hope that someone will help me figure out a solution to my problem… In my form there are currency, formulas and lookup fields. I’m well aware, that formulas fields if marked visible on form, cannot be hidden anywhere (like

• Linkedin: when Zoho Social is going serious with it?

  Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

• Push notifications to portal users

  Hi all, it is possible to send push notifications to portal users?

• Page - Gauge - Target Values

  Is there a way to make the Target and Maximum values say a formula or query?  For example, total sales for the month = 109 and I want to make my gauge today's percentage.

• Check Validation Rules all fields on Quick Edit on Record Details Page

  I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields

• Call transcrition working for ringcentral?

  I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Currency Field Does Not show commas upon entry - leading to inaccurate entries!

  Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

• Interbank transfers appear in Dashboard

  Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?

• Why Remove from Workflow is button is not working?

  Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• Fixed Asset Manager items not on Balance Sheet report?

  Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.

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