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• Possible to reorder Pipelines position?

  I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

• How do you pre-fill Form fields using URL parameters, for embedded forms?

  Is this possible? This is something that can be done on most major Form platforms (JotForm, TypeForm etc). Currently if pre-filled fields are a necessity for your business, you cannot use embedded forms.

• ZOHO Creator subform link

  Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

• Unable to delete Attachment on Modules/Record

  Hi Team, Could you please check the backend. Looks like today, CRM decided not to allow deletion of Attachment on Modules or Records. No error message but when you click Delete > Move to recycle bin, nothing happens. Please fix ASAP.

• Filter Multi-Line Properties with Plain Large Text

  To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.

• Zoho Mail : Email Outgoing Blocked

  I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able

• Update date field from one module to the another

  Hi, I have a module called "Cargo". In this module there is a date field called "Fecha ETA". Api name = Fecha_ETA I have another module called "Deals". In this module there is a date field called "ETA 2". Api name = Fecha_Madrid I need to create a function

• Delete completed tasks

  My completed tasks will not delete. I have tried deleted them all together and one by one. It says they are deleted but they are still showing on my list. Help

• One user multiple access?

  Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?

• Notebook not working on Windows 11/Atlas OS

  Hello, I jave bought gamer laptop in used condition to make some AI application. I installed Atlas OS to improved performanceds and it is working very well. I have Avast Secutiy as firewall. The whole system is really fast and all my apps work well....but

• Why are you taking functionality out of notebook?

  We were able to choose a custom sort, in free version. Now it seems that feature is only available if I upgrade. Not a nice trick, shame.

• Is Zoho Notebook available in any other languge besides english?

  There seems to be no option to change the language of the UI in the web browser version of Notebook, is this the case for all other versions? iOS Android Windows App MacOS

• Completely blank window

  When I open my notebook application on Windows 10 I get a completely blank window, see the attached .png file. There is no notebook or any hint that notebooks exist. Furthermore, the application always asks me to sign in again *every* time I start it.

• To be able to create a report sub folder

  Hello Can we request the ability to create subfolders in report folders.

• Default Lookup Field Value based on Picklist

  How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from

• Unable to create a Zoho Desk ticket from a call in Zoho CRM

  I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help

• How to add a discount (percent %) field?

  My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"

• Page HTML to PDF

  Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.

• Issues with certain CRM, Desk & webhook blocks in Guided Conversations

  Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

• Zoho Sign API lacking clarity

  I'm trying to use Zoho Sign to embed a document for signing into a web application, and the documentation is proving to to be lacking something. Some issues... 1) No clarity if the API only works with a document uploaded through the API -- it would be

• 【Zoho CRM】キャンバス機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からキャンバス機能のアップデートをご紹介します。 新たに追加された「可変式ボックス」では、データの表示方法を柔軟にカスタマイズ可能です。画面サイズやデバイスに応じてレイアウトが自動調整されるため、より快適なユーザー体験が実現します。 【目次】 可変式ボックスとは 主要機能の詳細 より高度な可変式ツール 1.可変式ボックスとは 可変式ボックスをレイアウトに組み込むことで、高いカスタマイズ性と柔軟なデザインが可能になり、データの視覚化やユーザーインタラクションがより効果的に行うことができます。以下が可変式ボックスが備える主要な機能の概要です。

• Notebook for watch no longer in Play store.

  I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?

• move notebooks to another notebook?

  Do I have the ability to add one or more existing notebooks to another notebook? For example, I have an existing notebook named Dog, with several articles in it, and I would like to move it to another notebook called animals?

• Import from OneNote

  Is there a way to import notes from OneNote? 

• Add export option that only export one or selected notebooks

  Currently the export function will export ALL data every time, this not only wastes user bandwidth, disk I/O and local storage space, but also consumes more resources on the server. Partial export should be a very basic and easy-to-implement feature.

• Zoho Creator Mobile app no Default Workspace

  When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solution

• Kaizen #189: Manipulating Multi-Module Lookup (MML) Field using Zoho CRM APIs

  Hello everyone! Welcome back to another week of Kaizen. In this post, we explore the Multi-Module Lookup (MML) field in the Appointments module of Zoho CRM. You learn what an MML field is, how it works, and how to use it with Zoho CRM APIs. Table of Contents:

• Xcode 16.2

  I am facing multiple bitcode enable issue with Zoho. Which version is compatible with xcode 16.2 or version with out bitcode Flutter 3.27.4 pod 'ZohoDeskPortalCore' pod 'ZohoDeskPortalServices'

• Unable to invite contacts

  Hi! I'm unable to invite contacts as end-users from my trial account. The green pop-up displays "Invited succesfully" but the email never arrives, nor the re-invitation - even though it's "sucessfully" as well. Tried with several e-mail accounts, even

• Set expiration date on document and send reminder

  We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?

• Refresh Page Or View After Workflow-Triggered Rule

  Good Morning, Is this feature that's discussed on this CRM thread available on Recruit? https://help.zoho.com/portal/en/community/topic/refresh-page-or-view-after-workflow-triggered-rule

• Forward, attach, or flag email to an open ticket.

  Hi, when resolving customer requests through tickets in Zoho Desk, it is very common to receive emails from suppliers or third parties in Zoho Mail accounts or email groups that are not registered in the system. Is there any way to forward these emails

• Need help adding Zoho Vault License

  "Proceed" is grayed our when i try to add 5 more license on our Zoho Vault account. Thanks

• 'call for best price' option

  Hi guys, Pricing of items that we sell to end-customers changes often, so I don't want to put up a 'static' price, but would like to have the option to 'call for best price', or what-ever the best wording is.. Has anybody got a suggestion on how to do

• Modifying product search in invoice field

  Hello, I imported my product list in Books. Since I have many products with the same name, but with different order units, and that Books doesn't permit same names in items, I used ID's number has product name, and put the product name in the description.

• How do I embed the webinar into a webpage?

  All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?

• 404 Error When Using record_cursor in ZOHO.CREATOR.DATA.getRecords (js api)

  Iam working on fetching all records from a Zoho Creator report using the Get Records API (V2.1) with the following recursive function: js CopyEdit // Recursive function to fetch records using record_cursor from the response function fetchAllRecords(recordCursor

• Add haptic feedback when QR / barcode is scanned

  Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !

• Input list of records in Lookup

  Salut, I have 2 scripts that input list of records in a lookup. The first on works fine, the second one doesn't and I do not know why. The only differences, is that the first one input in a lookup a list of records from an actual lookup field, and with

• In line code commenting in Deluge

  A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changed

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