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• Recent Topics

• Agents can manage the Tasks on the go, now with Zoho Desk mobile app

   Hello, Everyone!    We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app.  Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets.   Steps to access the tasks from the app:    1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section.  3. List of all the tasks will be displayed.    Refer to the screenshots (Android & iOS) attached below for your better understanding:

• Quickly delete items in email builder?

  When deleting items in the email builder, it requires two clicks: one to hit the trash icon on the item, and then another click to confirm the delete. Is there anyway to skip the confirm deletion? Some kind of hot key like the Command button on the mac

• How to Customize the Member Portal Login Page?

  Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors

• Issue with bulk importing into commerce (updating existing products)

  Hello All, I'm struggling to bulk update my existing products within my shop. I have exported all the products and appended the image url (copied from another product within the file) and then important back into commerce. The file is accepted but flags

• Introducing WhatsApp Marketing with Zoho Marketing Automation

  Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing

• Separating Inventory for Online Shop and Other Customers in Zoho Commerce & Inventory

  Hello everyone, We are using Zoho Commerce and are facing a challenge in managing our stock for different types of customers. Specifically, we want to ensure that our online shop pulls stock only from a specific warehouse, while other customers (e.g.,

• Use of External Email Services

  Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation.  Services like SendGrid, Maligun Amazon SES, etc

• The difference between Zoho Marketing Automation and Zoho Campaigns

  Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you.What is Zoho Marketing Automation? A

• 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

• Next Level - Turn this product into an Adobe Experience Manager Competitor

  I think Zoho Marketing Automation can best differentiate itself from the Zoho Campaigns and other Marketing related products better by tying the entire suite of marketing tools together not only in a viewable instance but in terms of developing internal

• Leistungsdatum in Rechnungen (Zoho Books)

  Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

• Quickly review loan applications for maximum efficiency | Kiosk Studio Session #5

  Hello everyone, Let's take a lending institution as the context for this session. A lot of people apply for loans, and the process of reviewing these applications can be labor-intensive and time-consuming. This process is handled by loan officers and

• How do you do ticket add ons in Backstage?

  Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Enrich your CRM data and keep them updated

  You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Canvas rules

  I see that we can create canvas rules. However, all I see is a way to define criteria that will control when a Canvas Rule is applied. However, I can't find a ways to define the settings that would be applied when the criteria are met for the Canvas Rule.

• ZDC Hackathon 2024 Category-wise Winners – Zoho Creator

  Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho Creator – Product Category award for their outstanding innovations! Team 1: Wonderboy Thandanani MthiyaneTeam

• Zoho marketing hub integration with WordPress WooCommerce

  Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Styling for Subform Fields using client script

  Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,

• In what case it's better to use Developer Console? Only for marketplace?

  As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.

• Client Script | Update - Introducing Subform Events and Actions

  Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

• Resubmit for Approval for Zoho Books Module in CRM

  The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Restrict Zoho One Account Notifications to Admins

  Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administrators

• Create Quote does not show the "Product Description" entered as part of the Product setup.

  The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.

• Accountant

  Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.

• Sign

  My name is Dolores Houghton. I signed up for sign package by mistake. I can’t use the program and I want my money back. I have been sent various instructions on how to delete and ask for a refund. Nothing works. I am not able to get into settings for

• Sync CRM inventory data with Zoho Books

  I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought

• Zoho CRM and Books integration (related list) column customization

  I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).

• Adding Client VAT and BRN in our Invoice

  Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can do?

• Zoho Analytics - Level on level queries

  I am facing a limitation of having too many level on level queries however some of my queries are complex and rely on multiple joins to get my desired output. How can I bypass this limitation as this is hindering my report creation.

• Manipulate the Date Time field using deluge

  To update the DateTime field using deluge. CurrentVar = zoho.currenttime; TimeVar = zoho.currentdate + " 10:00:00"; if(CurrentVar > TimeVar.todatetime()) { CurrentNew = zoho.currenttime.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("yyyy-MM-dd'T'HH:mm:ss+04:00");

• Support streaming display of long texts in zobot chats (usefull for chatgpt / openAI and any other AI )

  Hello, I was able to test the new features you offer to connect chatgpt or openAI assistant with built-in feature or custom code. This is great but the chat seems very slow and laggy because you don't use streaming api from openAI, so the chat has to

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• Website not publishing

  My website with Zoho (domain purchased on Zoho) - GilmoreGirlsGetaway.com - has been active for a few months now with no problems. I went to change the template and make modifications today, but as soon as I click "Publish" it says "Error occurred while publishing - contact support". The website preview looks fine, it just won't update. Thanks, Laura

• ZDC Hackathon 2024 Category-wise Winners – Zoho CRM Client Script

  Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1: Marcin Duchnowski Team

• ZDC Hackathon 2024 Category-wise Winners – Zoho CRM Custom Function

  Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Custom Function – Product Category award for their outstanding innovations! Team 1: Onur Gulay Team 2: Yonathan

• ZDC Hackathon 2024 Category-wise Winners – Catalyst

  Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Catalyst – Product Category award for their outstanding innovations! Team 1: Raghavan P, Santhosh Kumar K, and Jayabalan

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