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• 【Desk ナレッジベース】　記事自体のフッターのカスタマイズについて

  お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」（添付ファイル参照）を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。

• Timeline View in CRM - a linear way to visualize records over time

  Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records

• SalesIQ not loading on mobile

  We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problem

• Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

  Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

• Unable to make calls at the moment.

  One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended. 

• Importing multiple Zoho backstage events at once

  Currently it seems it's only possible to import data from one Zoho backstage event into Zoho Analytics using. This means that if you have 10 events, you have to import them all separately into Zoho backstage. What I would like is to import all events

• How can an employee edit their tax withoholdings / w4

  I have an employee who has already been onboarded and wants to adjust his tax withholdings / W4. I would prefer that employees have access to make this change themselves without relying on an admin. How can they do this?

• 【Zoho CRM】 「自動メール送信」機能廃止のお知らせ

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、自動メール送信機能廃止についてお知らせします。 Zoho CRMの「自動メール送信」機能は2025年9月30日をもって利用できなくなります。 自動メール送信機能でフォローアップを自動化している場合は2025年6月30日までに 「ケイデンス」に移行することを強くお勧めします。 本記事で言及している「自動メール送信」機能は、こちらの機能を指しております。 ワークフロールールで設定している通知メール送信処理やカスタム関数で設定しているメール送信機能とは異なります。

• Quick timeline for each field

  Hi, The timeline feature is great, and so is its API. However, both aren't suitable for day-to-day quick fetch of a specific field timeline/history. A very good example of a similar feature can be found with the "show edit history" in Google Sheets. Ideally,

• How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

  Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

• [Free Webinar] Building Data Relationships Using Subforms - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Is it possible for using Zoho Creator as a public application without login?

  Hi there, I recently had a client who was looking at building a learning resource on Zoho Creator. However he had a requirement that course content that he builds may be publicly accessible. My question is that, is it possible to have public pages with

• OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

  Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,

• COQL Query using multiple Lookup conditions causes SYNTAX_ERROR

  Hi everyone, I'm trying to build a COQL query that includes conditions on multiple lookup fields. Each condition works perfectly on its own — and also the condition on the Payment_Date field works fine. But when I try to combine two lookup conditions

• Zoho Books | Product updates | May 2025

  Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances

• Beyond Email: #1 Stay in Sync with Calendar

  Weekly Tips: Beyond Email As we approach the International day of Productivity, we are excited to bring you something extra special! Alongside our usual weekly tips, we have curated a dedicated series focused entirely on productivity apps available within

• Zoho Booking > Enquiry Status change automatically

  Hello, We have a Zoho Booking link, we want the following to happen when it is complete: 1) it finds the person in Zoho CRM who submitted the booking and updates the Enquiry Status Column to 'Self Booked'. 2) is it possible to customise the booking form

• Zoho Bookings and cancellations/reschedules

  Hi, I noticed that when someone books, they can reschedule/cancel; on the booking page that pops up and the option is in the upper right-hand corner. Is there a way for this option to also be available in the email that the client receives?

• API question - adding a thread to an existing ticket

  Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

• Bookings page very slow to load

  I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?

• Presenting the brand new Zoho Bookings!

  Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

• Zoho Desk API - Influence which layout is used

  Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven

• Zoho API Deal Creation and Pipeline

  I want to sync my zoho crm and backend with eachtoher, I can receive webhooks from crm and sync from it but when I try to sync to crm , I get this error for Deals module Zoho error: { data: [ { code: 'MANDATORY_NOT_FOUND', details: [Object], message:

• Intermittently high CPU usage

  I get high CPU usage intermittently both using Zoho Mail on Firefox as well as on the Zoho Mail Desktop app (Mac). To me it seems like a bug because idle usage is normally quite low. Right now, for example, the desktop app uses <1% in the background which

• Transfer to agent not working on flutter app after integration

  [media pointer="file-service://file-LF6KAwkyDJNd6MbzZmctS3"] [media pointer="file-service://file-FN66XQUngquBJGLdrS827u"] +7 -2 Lines changed: 7 additions & 2 deletions Original file line number Diff line number Diff line change @@ -1,10 +1,11 @@ import

• Zoho Blog from Zoho Sites

  I keep receiving this error after trying to edit blog posts that were previously saved for posting at a later date: Additionally, I try to make new posts and they show this message, "Failed to save".

• Help Center Home Tab Search Bar Description

  How do I change what it says above the search bar?

• First Respons time questions regarding ticket SLA's, Ticket Re-Assignment, and Ticket Closure.

  I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three

• Toggle Option for SQL Query Auto-Formatting

  We all write SQL queries in a style that makes them clear and easy to understand. However, I’ve noticed that Zoho Analytics sometimes reformats queries in a way that reduces readability - especially when editing existing queries written in a specific

• payment configuration process

  payment configuration process

• Lookups from Standard Modules to Custom Modules

  I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about

• Run automation on quiz completion

  Hello, We're exploring Zoho Learn as a possible solution to creating some training courses to external users on our system. We'd like to run a workflow/ integration to Zoho CRM when a course is completed. Is this possible?

• Dynamic user applications for CPQ?

  Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes

• Need details on search criteria for zoho.crm.searchRecords

  Hi, If I understood correctly the integrated functions (getRecords, searchRecords, etc..) I can use inside Functions in Zoho CRM are actually using the Zoho CRM V2 API. I am looking for all the field types and criteria I can use with searchRecords. The

• Do my notebooks get transferred to a new phone?

  Hello I was wondering about a new phone and I'd like to know whether your notes are automatically transferred to the new device? Regards Will.

• Client Script Error - Cannot read properties of undefined (reading 'CRM')

  Hi Guys I have a custom form, and I have a client Script set for onLoad of the new form. Below is the script I have defined and the error: Cannot read properties of undefined (reading 'CRM') See Screen Shot Attachement for Details. Here is the Script:

• Notebook sync

  Hi,After Restart Mobil-Phone since i pressen „Synchronisation“ in my Notebook-App (iPhone) the App is hanging all the time and I have no possibility to Break up. Also Not After Restart my mobile-Phone. After the Restart ( inkl. Connection to WiFi or mobile

• Employee survey data when the survey creator's account is deleted

  I can’t find in the documentation on this topic, so asking here. When the employee who has created an Employee Engagement survey leaves the organisation and their Zoho account is deleted, will the survey results still be accessible to other persons if

• DANE IS NOT implemented

  According to the answer of @Sagar S , "DANE has been implemented". on this topic Allow me to disagree, DANE is not implemented at least not to the EU area. The Zoho domain is not under DNSSEC protection and the related TLSA DNS records

• Enhance Your CRM Experience with Zoho Webinars in Sandbox Environments

  Greetings all, Zoho Webinars will now be available for testing and deployment in Zoho CRM's sandbox environment. Sandboxes offer a safe way to replicate production environments and enable risk-free testing, training, and refining processes before making

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