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• Recent Topics

• Feature Request: Detailed View - Related Block Links!

  Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!

• Adjusting subform layout in custom record template (PDF)

  Hi there, For one of my forms, I’m working with a custom record template (PDF) that includes a subform. The subform contains two fields per row: an image field for uploading images and a single-line text field for descriptions. When I add the subform

• Changing "Current Job Title"

  Hi there, A lot of our consultants manually update the candidates we have in our database when they have a new job title as some candidates we already have for years in our systems. Now the issue is with Zoho (we recently changed to Zoho) that we can not just edit that field put the title we want and save it when we working on a candidate as it is a pick list. We just want the "current job title" to be a basic text field and where wondering how w could do that? If it is not possible to change would

• Assistance Required: Merging Applications in Zoho Creator

  Hello, everyone, We are planning to use Zoho Creator for one of our projects. The project includes two modules: Hotel Management and Fleet Hub Management, which are both listed on this page. Currently, we need to merge these two applications into a single

• Kaizen #80 - COQL API - Part I

  Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records

• Free Webinar Alert! From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail

  Hello everyone! We're happy to invite you all to our upcoming webinar: From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail. Break free from email overload! Join our webinar to learn how Zoho Mail helps take control of your inbox management.

• Contact Name vs First/Last Name

  Hi there, why is it showing as 'First Name' & 'Last Name' when creating/editing a 'Contact' but shows as 'Contact Name' (concatenating first & last Name) together when seeing the record? I'm wanting to add a 'Middle Name' but while it first nicely in

• Issues with Unrealized Gain or Loss report

  My base currency is EUR. I have a USD-denominated account and some EUR accounts. When I run the Unrealized Gain or Loss report, it shows me gain or loss not only for the USD-denominated account, but also for the EUR-denominated account. It's the base currency, so how can there be a gain or loss? Is that a bug, or am I missing something?

• Separate Easy Apply and Candidate Portal

  I like having the candidate portal, but I do not like that I have to turn on Easy Apply in order to use it. I just realized that when I turn off Easy Apply, I am turning off the candidate portal. Some of our candidates are using Easy Apply as a way to

• When will Zoho MA have a feature to filter out bot clicks from actual human clicks?

  When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?

• Eigen velden synchroniseren niet vanuit LEADS naar CONTACTS

  Potentiële leden die zich aanmelden via onze website, worden automatisch als lead opgevoerd in ZOHO. Na screening kunnen we dat omzetten naar Contacten. Dat werkt op zich goed maar de eigen gedefinieerde velden worden niet meegenomen vanuit Leads naar

• Les essentiels du design pour une campagne de fêtes impactante

  La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Reporting on open pipeline value over time

  I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present.  I don't see how to do this using the current table or how to join it to another table.  Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline.  This seems like it should be easy to do, but I can't figure out how to get a date column into the report.  Stage history only

• Set a workflow/event for when changing quoted Items on a quote?

  Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our products

• Zoho Sites - Product Page

  How can I make my product page more comperehensive?

• Create Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }

  const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {

• Request to Add Loyalty Program Feature to Zoho Books Standard Plan

  Hello Zoho Team and Community, I’m a small retailer, and I've been using Zoho Books to manage my billing and accounting. As a retailer, customer loyalty is essential to my business. Offering a loyalty program where customers earn points for their purchases

• Introducing Simplified Skill Management and Secure Custom Views

  We’ve introduced enhanced Skill Set interface for managing skills and improved options for securing and describing your custom views. Skill Set UI Revamp The Skill Set feature in Zoho Recruit now has an updated user interface designed for clarity and

• Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

  For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

• Learn at your convenience with our brand new Ebooks

  Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the go

• SMS related costs Zoho Campaigns

  Hi, in my company we need to send bulk SMS but we have some questions that are a bit confusing to answer with all the information. To send SMS in USA we need to register a 10DLC according to the documentation but it's not clear at all if this is a one

• Catalyst DB is insufficient for many use cases

  Hi all: I've been diving deep on full stack application development inside Zoho Catalyst. I've been using catalyst for serverless compute and API gateway for a few years, but I haven't used the DB beyond simple storing of app data. As I was working through

• URL for candidate to register, but not to specific job

  Is there a generic URL we can give to candidates for them to fill out a generic application so we have them on file? As a temporary solution we have been giving out the URL for a specific job posting but they do not fit the job description and sometime we do now want to create a specific job to get them in the system. Thanks

• Where do I change the Display Company Logo for the chat window header.

  Currently the image is the default SalesIQ, I have changed the Company Logo and Favicon in the Rebranding->logo section but this does not affect the chat window.

• Cost of additional Zoho Analytics Portals

  All I can find in the documentation is that additional portals cost $25 Is that a one off cost of $25? $25/year? $25/month? $25/user? Please can you clarify

• Custom Views, Labels, and Color-Coding in Zoho Desk

  I've come across a custom view feature in other ticket management software that I would like to ask be implemented in Desk as it would fit quite nicely with Desk's fluid interface. Basically, it allows users to create custom "queue" views based on whatever

• Adding Attachment to Desk Ticket via Deluge

  Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from

• Removing To or CC Addresses from Desk Ticket

  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email.  For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This

• 【開催報告】 ユーザー交流会 2024/11/21（木） Zoho CRM / Campaigns / SalesIQ を活用した マーケティング、営業における売上拡大・業務効率化への挑戦

  皆さま、こんにちは。コミュニティチームの中野です。 11/21（木）に大阪でユーザー交流会を開催しました。本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 今年2回目の開催となる大阪でのユーザー交流会では、船井総合研究所 加藤さんによるZoho One の事例セッションのほか、 「Zoho CRM / Zoho Desk のワークフロー」をテーマに参加者同士でZoho

• Retrieve Multiple Invoices With Details In One API Call

  We can bulk retrieve invoices using: https://www.zohoapis.com/books/v3/invoicesinvoices/... https://www.zoho.com/inventory/api/v1/invoices/#list-invoices However, this does not include invoice details such as line items, etc. To obtain invoice with details,

• Responsive Image with Max Original Size

  On Zoho Learn I see two image dimension options: "Original Size" and "Fit to Width". If I choose "Original Size" the image is not responsive to different screen sizes or devices. If I choose "Fit to Width" the image is responsive, but it can be larger

• Major Zoho Meeting Issues

  Since Covid-19 breakout, we have started using Zoho Meeting a lot and we are hosting webinars on it almost every week. We have found some critical issues that negatively effects the experience of participants and also for hosters. Sharing these critical issues with you, if you have a chance it would be very beneficial to have some updates about these features; At webinars We can't have multiple webcams displaying. Nearly everyone have complaints about this feature. We also can't see oursevles (as

• Persmission is automatically getting revoked in "functions" of zoho cliq

  Iam developing a bot integration in zoho cliq using catalyst. In the cliq.zoho.com/developer page i created a function and i assigned a form submission action event for triggering the function. Everything was fine but the function is not getting executed

• Always Match Destination Formatting while Pasting

  How do I always match destination formatting when pasting in Zoho sheets?

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• exchange rate tab switch off

  Hi Team, I want to switch off exchange rate tab. When I am submitting expense in USD it's fine because my base currency is USD but when I am submitting expenses in INR or any other currencies it still says USD in report. can you help me if one user can

• Exchange Rate Updates

  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

• Is it possible to schedule in ZohoDesk Extenstion

  Hi Team, I have a use case where I need to schedule an action at a specific time. For example, closing a ticket at a certain date and time. Is it possible to accomplish this in the Zoho Desk extension? According to the documentation, it seems that this

• Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

  " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

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