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• Shared Snippets Everyone

  Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

• Topics assigned to Contacts in Campaigns

  I have yet to find an efficient way to assign topics to contacts in campaigns with the new system in place.  We have daily contacts added to our system through various forms and we have to manually go in and add topics to contacts before each email campaign

• Zoho CRM email formatting issues

  I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- some

• Weekly Tips : Seamlessly collaborate with Share Drafts in Zoho Mail

  Ever found yourself stuck wondering how to get input on an important email draft without actually sending it? Maybe you want a teammate’s feedback or approval from your manager—without exposing sensitive info. Or perhaps you are working across different

• How to Share a workdrive folder outside organization ?

  Hi, Earlier we were using Google Suite and were able to share the google drive folders with external organization ( Auditors , marketing collaterals ) as most of them had a personal gmail account they were able to access it without any issue. How can

• Zoho CRM Account Duplication via Credit Application Form

  Hi, We send a credit application link to our customers via email, which is managed through Zoho Campaigns. When a customer submits the form, it automatically creates a new account in Zoho CRM. We would like to know how to stop this from creating duplicate

• Flexible Milestone Invoicing

  If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider

• The get records i am getting produts that show in the show in the sub form item list field

  The get records i am getting produts that show in the show in the sub form item list field if(input.Department != null) { // Get filtered records once creator_ptid = zoho.creator.getRecords("harshadgroup","item-master","All_Products","Department == \""

• Add Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID

  Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (which

• Payment link showing as malicious

  We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?

• Side bar menu

  It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

• Add Microsoft Entra ID to Zoho One

  Hi! Have anyone tried the Zoho connection to Microsoft Entra ID (https://help.zoho.com/portal/en/kb/one/admin-guide/directory-stores/articles/add-microsoft-azure-to-zoho-one?action=kbArticleFollow&actionId=4014605732522 ) This is a big operation and you

• Multiple Respondents for One Survey Submission?

  Does anyone know of a way to allow multiple respondents to complete only one  survey and then also see (while completing the survey) the responses for their fellow colleagues who already answered that question? The situation is that our new customers have within their own organization, multiple employees that will need to assist in the one survey response. Since we don't always know which new respondent is the "who" that will have the answer, we need multiple respondents to be able to view the response

• Can you remove the title from the forms?

  I am placing the iframes for my forms on my website.  Is it possible to remove or hide the title of the form so that it doesn't show up on the website? Is it possible to place text in the form like "clicking submit will take you to paypal." thanks

• Lost the ability to sort by ticket owner

  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

• Mask Name Field in Report

  Is it possible to have the Name field as "Last Name, First Name" in a scheduled report.

• Custom Project View by Project Group

  Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelled

• Unable to attach the file via the API.

  We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facing

• Zoho Books (UK) needs to be able to submit a CT600 CTSA return

  As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve

• Stock Update After Approver 1 Approval in Multi-Level Approval Flow

  Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,

• Zoho Form Auto Fill

  I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they select

• Image Resolution Restriction Option in Zoho Forms File Upload

  Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This

• Can't select Leave type while applying a leave

  Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

• Mes débuts sur Zoho Forms | 13 champs à l'export ! seulement

  Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payante

• Introducing real-time document commenting and collaboration in Zoho Sign

  Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

• Adding Photos Into Form (as a form creator)

  As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)

• [Training] AI-Powered Application Development Bootcamp 2.0 - Zoho Creator

  Hello everyone, Ready to take your app-building skills to the next level with the power of AI? We’re excited to invite you to AI-Powered Application Development Bootcamp 2.0—a 90-minute, live training session designed to help developers, business users,

• What is the easiest/fastest way to attach an email or PDF to a Zoho record?

  Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for Outlook

• Free webinar! Close deals faster with Zoho Sign from Zoho CRM

  Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, and

• 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

• 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

• 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,

• 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

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