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• Stage-probability mapping feature in custom module

  Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

• Bigin chrome extension for Whatsapp web

  Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks

• Integrating Client's Job Board with Zoho Recruit for Direct Applicant Tracking"

  Hi there! I have a question regarding ATS integrations. We are currently hiring for a client and would like to post the job on their website, but we need all applications to be directed into our Zoho Recruit system. Since they use a different ATS, we

• False Positive Responses When Creating Leads via API

  I’ve integrated my website with Zoho CRM to create Leads when new accounts are registered. However, some users aren’t being created as Leads, even though the API returns a success response. I added error logging, but these missing Leads don’t appear in

• Tax Payable with Etsy Sales Tax

  I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. How

• what is the right email address delimieter?

  Hi Flow Team, i cannot find the right delimieter for adding multiple recipients in the "to" Field of the Flow mail function: Whats the correct delimiter here? I already tried space, semicolon, comma, point, pipe, slash. None of them are working.

• Add Text Direction Control in Zoho Show

  Dear Zoho Show Team, We hope you are doing well. We would like to request an enhancement in Zoho Show that allows users to set the text direction (right-to-left or left-to-right) for text boxes, similar to what is available in Google Slides and Microsoft

• Zoho Flow Doesn't Detect Desk Custom Field Change

  I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

• Fetching first response time

  I recently used python and Zoho desk api to fetch all tickets, but checking the columns I can’t find first response time which I want to use , I could only calculate resolution time from created time and closed time. How do I go about getting first response

• Function 58: Custom calculation in item table of invoices (2 fields)

  Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

• Change links and menus from career page

  There is any way to remove the Home button and change the logo link?

• Introducing an option to log incoming phone calls in the Bigin Android app

  Hello everyone! In the latest version(1.7.21) of the Bigin Android app, we have now provided an option to log incoming phone calls from records present in the Contacts or Companies module in our Bigin mobile app. How to enable the option to log incoming

• Enable Snippets and/or Templates option in outgoing Emails

  Hi, Currently Snippets and/or Templates are only available in reply emails but not when creating new outbound emails: https://help.zoho.com/portal/en/kb/desk/ticket-management/ticket-replies/articles/sending-emails-and-converting-it-to-a-ticket Since

• ZohoBooks: Information feed from MS-DB / SQLServer

  Hello everyone, Good day. Did anyone manage to connect Zoho Books with MS-DB / SQLServer? Appreciate if you can share your process. Thank you.

• Issue with API for file download (Zoho CRM with WorkDrive API)

  I can successfully run the below endpoint with Postman for this and get the list of files" https://workdrive.zoho.com/api/v1/files/v310z10cba41b41c54363afcff08f2730a0b4/files Then I try this endpoint with the same authentication token: https://download-accl.zoho.com/v1/workdrive/download/v310zf0b27cc29f5040c7bda64baaecca983a

• Demande d'informations sur l'API Zoho Books pour partager un appareil

  Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}

• Exported Knowledge Base Article - text is simply cut off

  Hello, I have discovered a bug, when exporting a KB article (PDF), line breaks are ignored. The text is simply cut off, that's not acceptable at all!

• Sorry! Your account has been disabled.

  I cannot log into my account, it has recently been paid for and I have contacted the Admin to assist. I can get into my MFA and tried both Edge and Chrome, cleared cache and still not working. Where do I go to gain assistance..... 3 days of not being

• How to see and amend Primary Clients easily

  Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easily

• Expanded Data Preparation and Modeling Capabilities in Zoho Analytics

  Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from within

• Inner height of calendar inside a page

  I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of

• while clicking the button the record template want to down load as salescontact no - customer name

  while clicking the button the record template want to down load as salescontact no - customer name Deluge Code Used : account_name = input.Customers.Account_Name; pdf = input.Sales_Contract1 + "-" + account_name.replaceall("[^a-zA-Z0-9]","_"); openUrl(zoho.appuri

• Function #48: Manage fixed installment payments using Zoho Books

  Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

• Notebook stacks

  Hello, Are you planning to implement some kind of notebook grouping, similar to evernote stacks? I know that we can group notes inside of the particular notebook but for a lot of us it is not enough I belive. Sometimes that additional layer for organization

• Zoho Workdrive file versions

  Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285

• Let’s Talk Recruit: Mastering Job Boards in Zoho Recruit

  Welcome back to Let's Talk Recruit, a series where we take a detailed look at the various features and functions offered by Zoho Recruit. Finding the right talent starts with ensuring your job openings reach the right audience. With Zoho Recruit’s job

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• How to upload an image as a background in a Zoho CRM template

  HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.

• Important Update: Temporary Pause on WhatsApp Marketing Template Messages to US Numbers

  Hello everyone, We’d like to bring an important update to your attention regarding WhatsApp messaging in Zoho Recruit. Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to recipients with US phone

• New Line in Double Optin Email

  Hello, is it possible to add new lines to the double optin email? This is necessary to add legal informations to the mail, which would look very messy if it is all in one line. Thank you in advance Carsten

• Can't add Zoho learn custom portal get users OAuth Scope

  Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't

• How can you use surveys to make your customers shop again?

  Do you know, one of the best ways to encourage customers to come back is by using surveys? When you send out a survey, you’re really just opening a dialogue. You can ask them what they liked about their last purchase, what could’ve been better, or if

• Button to attach Mail Merge PDF into deal Attachments as

  Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know

• Renaming organization does not reflect on all places like billing and others

  I have renamed the organization name to Novizna from Evnesoft but in billing and email it still displays Evnesoft

• Sendmail to Hotmail not delivered, or in spams

  Hello, I know that Hotmail / OUtlook have been a problem with sending mail, but I think there is a way to parameter Creator to lessen the problems with that. Anyone can tell me how ? Sylvain

• Zoho CRM Email Templates Stopped Working

  Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.

• The previews are not generated as before (solved).

  Hello!. I like your application for a long time. The only thing that made me give up using it in the past is that there was no application for windows. Happy to see that it now exists, when testing Zoho again I see that it does not currently generate previews as it did before automatically, despite doing a lot of testing (see images comparing previous notes). I am a very visual person and it is much more practical for me to recognize what interests me with a simple image. This can be solved ?. Thank

• Zoho please get it together

  And make it easy to find stuff within the app. If you sign up for mail, then it should always be easy to access your mail. If you set up your dns and mx records, it should always be easy to edit this. The ui and naviation of all the different parts is

• Bigin iOS and Android app update - Henceforth ‘Activities’ will be displayed under a separate tab within the record details screen.

  Hello everyone! Earlier, the activities of the records present in the contact, companies, and pipelines module were listed on the 'Related' tab under 'Open Activities' and 'Closed 'Activities' sections. Now, in the recent Bigin iOS and Android app update,

• Access to what Products are associated with which accounts

  Is there a table that can be accessed to report on Products associated with accounts in the CRM?

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