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• Where can I transalte Next/Prev button in Card mode?

  Hi, I can't find a way to translate Next/Prev button in my form displayed in Card mode. I know it is possible to do that in standard form but how to do that in the card mode? Best regards Pawel

• For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".

  When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It

• Possible to use REST API without a user to perform the interactive login?

  Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the request

• How do I visibly display the Contact Unique ID on the Contact page?

  We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the Unique

• Upload and embed a video into an article?

  How can we upload a video and embed it into an article? It is possible for images but this only supports image files. And don't say it has to be uploaded to YouTube, Vimeo or DailyMotion in order to embed it. We're trying to create company documentation

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• One editable subform entry to more than one parent record (of the same parent type)

  Is it possible for two records of Form A to share a subform B record? As in the subform B record shows up and is editable in both of the Form A records and when I create a form A record I can associate it with other form A records through deluge. I'm

• Create and save user-specific filter views with Zoho Sheet

  The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If

• On-prem version of Zoho Desk

  Is there an on-prem version of Zoho Desk available for enterprise customers if we have additional aspects of security that aren't covered with current legal and data security terms?

• Show my cost or profit while creating estimate

  Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

• How to add royalties in Zoho Books?

  Hello, I am a bit thick at the moment, but how do I add royalties I receive from, for example, Amazon? I do not invoice them obvs; they just pay (sometimes only pennies :-( ) How do I categorize them when trying to categorize the transactions? I really

• Customer Fields Mandatory

  Hello, please give us the ability to make certain fields under customer information a mandatory entry. We sell engine blocks so it is important for us to have the customer's full name on the invoice so we can track who an engine was sold to, because engines

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Meeting integration with Otter.ai

  Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• Create Dashboard with information pulled from multiple modules?

  I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processes

• BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

  When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following

• Issue with TrialDays Disappearing When Editing Subscription

  Dear Zoho Support Team, I encountered an issue while editing a subscription in Zoho Billing, and I would appreciate your assistance in resolving it. Issue Description: I created a subscription with a future StartDate and set TrialDays > 0. The activation

• Email > "IMAP - Inactive" notification: Notify Admin when disconnected

  Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connection

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism

  The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelisted

• Restrict Announcement Pop-ups to Administrators in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a feature enhancement that would allow organizations to restrict announcement pop-ups to administrators only. Currently, announcement pop-ups are sent to all users within a Zoho Desk organization,

• Adding Markdown text using Zoho Desk API into the Knowledge Base

  Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality which is able to support this operation ? Thank you in advance, Leandros

• we can assign ticket to offline users

  we can assign ticket to offline users

• Contact info for the sales team

  Hi, My employer is currently going through a merger, as part of the process, we need to decide which service we go for, for use as our IT ticketing system. As my team already use Zoho Desk and are familiar with using it, I'd like to carry this over into

• Add StatusIQ Tab to Zoho Desk for Seamless Incident Management

  Hi Zoho Desk Team, I hope you're doing well. We would like to request the addition of a StatusIQ tab within Zoho Desk, allowing support agents to seamlessly view and, with the appropriate permissions, manage incidents in Zoho StatusIQ directly from Desk.

• Linking an email to a Contact when the email is sent in deluge via sendmail

  The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

• Is there a way to programmatically open the zoho business chat?

  I'm integrating business chat into my website. Is there a way to programmatically trigger opening the chat?

• Customer Support Portal

  Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.

• Live Chat API

  Is your Live Chat available through API. For instance am I able to use your API to grab a Live Chat so I can configure my PBX to call that API and allow the Live Chat to ring to our phone system ?

• Zoho Learn

  Hi Support I can not seem to be able to load media on Zoho Learn it keeps buffering and not responding. Please assist.

• Announcement integration between Zoho People and Zoho Connect

  As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?

• Zoho Creator Get Records Integration Task

  Trying to use Zoho Creator's Get Records integration task to fetch records from a specified report in Zoho Creator: https://www.zoho.com/deluge/help/creator/get-records.html However, I continue to receive a code 2894 error saying that the report is not

• How to export customer contacts from Zoho desk

  How to export customer contacts from Zoho desk

• New in WorkDrive: WorkDrive Genie, a quick-editing app for desktop (Beta)

  The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe Premiere

• Internal Notification Email contact fields

  Whenever a new customer is added in Books we add the contact to Campaigns. This is easy to do via sync. We need to send an internal email when the contact is added in Campaigns. This is also easy to do with "Internal Notification Email" automation. Question

• Zoho Books | Product Updates | January 2025

  Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.

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