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• Recent Topics

• Disable Default Value in Multi-Select field

  Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• CRM Quotes- Delete tasks when status is changed

  Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an

• ZohoDesk API to get conversations count of ticket

  Hi Team, I need information about ZohoDesk API that provides conversations count of ticket. Currently in ticket metrics api (https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Getticketmetrics), it is providing only thread count, I need all conversations

• Weekly Tips: Zoho Mail's Email Signatures for a Professional Touch

  We all may have noticed how much more polished an email looks when it is properly signed off, with title, contact info, or even a link to a website. Without it, the email can come across as incomplete or lacking professionalism. Whether you are sending

• [solved] #original_sender trick not working for us

  Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}

• ZOHO DESK ヘルプセンターの言語選択メニューの表示方法

  ZOHO DESK のヘルプセンターを構築し、多言語化設定をしました。 顧客のヘルプセンター画面右上に言語選択メニューが表示されないため、弊社の契約先会社に問い合わせましたが、「通常は多言語化をオンにすると表示するためCSS を触り過ぎではないか」 という指摘のみでした。 試行中ですが表示できません。 何か要因となる情報をお持ちの方がいましたらご教授いただけますと幸いです。 ↓の赤枠を表示したいのですが、表示できません。

• Bulk Update API

  I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading

• View icons need improvements

  Does anyone else have an issue where section and view icons are regularly overwritten and have to be reselected? I get it often and it's an irritant. They randomly change back to a computer monitor icon without my input, and I have to keep putting them

• Deluge Script

  I am new to ZoHo, and my company has a form setup to input different data. I am trying to setup a workflow to hide certain form fields from which user is logged on. It is not working (either it does not hide the fields or it hides them for everyone).

• One to many relationships

  Hello, I am not finding the tool for relating multiple contacts and/or multiple companies to one contact or company. e.g. Bob Jones (individual) Jones Company (company) as primary contact/company I want to be able relate Sarah Smith, Jane Doe, Steve Smith

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• Announcing the all-new Offers Module and Offer Approvals in Zoho Recruit

  We're happy to introduce - Offers as a module. As we all know, Zoho Recruit is a powerful Applicant Tracking System that can help us. One of its key features is the ability to generate and approve offer letters. When a candidate is the right fit for a

• users api

  Hello, I'm using the following in a custom script: response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/users?type=AdminUsers" type :GET connection:"zohocrm_users_read" ]; It successfully returns some user data BUT not all the fields listed here: https://www.zoho.com/crm/help/api/v2/users-examples.html#get-admin-user For example it returns "signature" for me, but not for all my other admin users, who all have a signature in place. Can you help please? Regards, Simon

• Inventory "on hand" when entering Sales order does not net off committed stock.

  When our Sales team is entering a Sales Order in Zoho Inventory or Zoho Books the inventory it shows is the "physical stock" or the "accounting stock" but does not show the "Available to sell" which is truly the amount of inventory we have after netting

• Weekly Tips: Categorize Your Emails with Tags

  We send and receive hundreds of emails each week—ranging from work-related updates, personal messages, important documents, and even spam. With so many emails flooding your inbox, it can quickly become chaotic. Some emails are urgent, some are for reference,

• Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?

  I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that

• Zoho Sign's exclusive release notes for the life sciences module

  Hey there, As you may already know, Zoho Sign rolls out frequent updates, including new features and enhancements, which are detailed on our release notes page. Through the life sciences module, we offer a package of validation documents for users requiring

• WhatsApp Business Calling API

  Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

• setting owner of note when adding via deluge

  My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

• Bigin Android and iOS app update: Push notification support for WhatsApp messages

  Hello, everyone! We are excited to announce that we have now added support for push notifications on the Bigin mobile app for the incoming WhatsApp messages. You can stay on top of your conversations and never miss an important message from your customers.

• Visual Sync Status Indicator

  I think I've see in documentation that WorkDrive had the industry standard of indicating a sync status for individual files and folders. I'm just starting with WD and synced my first test folder, but there was no way to tell what's happening by just looking

• Text tags by role

  I'd like to recommend that you fully implement text tags as follows: (1) that are filled by role, not by signing order. Like this: client:S company:S company:SD (2) that allow all the zoho sign functions - approval, cc, etc. (3) Allow a templateto be

• Very slow Zoho Mail?

  For the last week or so Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and I have to open a new browser tab for mail which works fine for a little while. I also had an issue where all sent items appeared to have vanished until I started a new browser tab again, plus an instance where folders from a different email account

• How can we send as attachments photos of an subform upload field?

  I have a subform with name Photos and a subform upload field with name Camera_Photos. I would like when someone adds photos in these subform then to send these photos as attachments in an email using the sendmail function Does anyone know how can i do

• I can't auto-scheduling calls down - the code does not change anything

  Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the

• Essl Biometric Integration with zoho creator

  Dear developers, Is there any efficient way to connect ESSL BIOMETRIC with ZOHO CREATOR with less code?

• How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

  We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?

• Creator Simplified #6 : Create custom buttons for multiple records using form object

  Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a

• Agents can manage the Tasks on the go, now with Zoho Desk mobile app

   Hello, Everyone!    We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app.  Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets.   Steps to access the tasks from the app:    1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section.  3. List of all the tasks will be displayed.    Refer to the screenshots (Android & iOS) attached below for your better understanding:

• Levenshtein Distance in Zoho Deluge (Because Why Not?)

  Ever wanted to run a Levenshtein Distance algorithm inside Zoho Deluge? No? Me neither, but I did it anyway. I built a fully functional fuzzy matching system inside Zoho, brute-forcing a dynamic programming solution using Maps and recursive list generation.

• Customization of "List Price" naming convention

  Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc

• Guided Conversation History Does Not Show in Ticket Submission

  Hello, An issue I've noticed is that once a user steps through the 3-5 questions on the guided conversations bot that raises a Zoho ticket for them, the history of the selections do not show on the ticket. It would be beneficial if the ticket could include

• Zoho Desk Ticket Windows are smaller

  Hi Zoho, All of a sudden your ticket windows have become smaller, any idea on what's happening? FYI that my browser window size for Desk is 100% But on my general dashboard view, it's fine.

• Enhanced Column Customization in Zoho CRM Email Templates

  Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with

• Difference between the file extensions .zdoc and .zwriterlink

  I am using Workdrive TrueSync on my windows pc to open files directly from my windows without having to open them from the workdrive web. But, I found something strange, I also have the zoho writer app installed on my windows and if I create a document

• Zoho Projects API v3 - How to format filter critera in deluge

  I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and

• Track Partially Raised PO from Sales Orders

  If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track the

• Working with Products that are non-tangible

  How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM

• Zoho CRM Tags not carrying over to Zoho Campaigns

  We would like to create Campaign Segments and/or Lists based upon tags given in Zoho CRM, but we are unable to figure out how to do it. For example, if a customer is tagged "Residential" we would like Zoho Campaigns to create a list or segment based on

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