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• Files stores in Library Marketing Automation

  Hi, How can i switch from card view to list view in Marketing Automation My Files.?

• Paid for upgrade and no change

  I paid the $24.99 rate to upgrade to Pro version and no change when I signed out and signed back in.

• Issue with Code Snippet Styling Overlap in Zoho Landing Page

  Dear Support Team, I have encountered an issue on the Zoho Landing Page while working with code snippets. When I try to create a custom script and add HTML, CSS, and JavaScript within the code snippet, the styling appears to overlap and affect other code

• Adding yearly Calander

  How to add Yearly calander and employee data from admin console

• Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days

  Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this

• Feature Request - Copy Reschedule Link

  Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open

• eCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce

  Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customer

• blank page after login

  blank page after logging into my email account Thanks you

• Zoho Desk iOS app update: Archived ticket list view

  Hello everyone! In the latest iOS version(v2.10.7) of the Zoho Desk app update, we have brought in support to access the 'Archived Ticket views' on the 'Ticket Views' screen. Tickets that have been Closed and inactive for 120+ days will be automatically

• Upcoming Changes to LinkedIn Parsing in Resume Extractor

  Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

• Chart of Accounts

  Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,

• Outlook plugin funktioniert nicht.

  DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QR

• Zoho People Candidate Unable to see Non Admin Data

  Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2

• Issues With Image Formatting when Importing Word Documents as Articles

  Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between images

• Zoho CRM Workflow and Function Backup Options

  Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

• Product and Service

  Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see

• I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

  Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachments

• ZOHO COMMERCE 2.0 – Réinventer la vente, repenser la valeur

  Il y a cinq ans, nous avons lancé Zoho Commerce pour accompagner les entreprises dans la vente en ligne. À cette époque, notre objectif était clair : simplifier l'e-commerce. Aujourd’hui, le marché a évolué, tout comme les attentes des entrepreneurs.

• Business hours in reports

  Hi. If I activate the business hours for my tickets. Does it affect in reports? I mean, if before, without working hours a ticket comes in on a Monday and closes the following Monday, in the resolution time in working hours I get 7 days. I want to know

• Zia Field Prediction - Unable to Validate Dataset Entries

  Lastly, whenever we want to create a new field prediction, the status gets stuck in Incomplete and when I try to annotate tickets, I get an error message saying "Unable to validate dataset entries." I've tried deleting and recreating the prediction, but

• Using an article already existing in Zoho Desk KB as a resolution for another tickets

  Hi, I've read about the Resolution tab of the Tickets and the ability of adding a Resolution to the Knowledge Base so that both agents and customers be able to access this information. However, and considering several tickets may be solved by following the same procedure, here's my question: if, for a ticket, I solved it and added the way I solved it as an article in our KB, is it possible to grab that article and use it as a resolution for another tickets with similar characteristics? If it's not,

• How to create knowledge base article from api?

  How to create knowledge base article from api?

• Client Script also planned for Zoho Desk?

  Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

• Disabling Smart Writing Assistant

  Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have

• Append tags to records on import

  Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when

• "Recently Changed Payload Format" for webhooks in Zoho Billing

  We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?

• Zoho Sign and Zoho Workdrive Integration

  Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

• An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

  A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Zoho People Created a UBO/Group CEO Profile to view all employees

  Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access

• We've updated the webhook payload format

  We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. What’s changed? The data attribute is no longer required in the payload body in webhooks.

• Set File Upload fields as mandatory

  Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I

• Zoho People > Access of Left Menu

  Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member

• Custom Button - Location Choice is not changeable in creation

  I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field

• Workflow on Clone

  Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, only

• Related Lists filter

  I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• Try CRM for everyone button in the way of workflow

  Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.

• How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

  I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>

• Introduce an option to hide the form title

  My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and

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