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• HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions

  We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer

• Partnership Proposal for Supporting Number Porting Services in Singapore

  Dear Zoho Representative’s, I hope this message finds you well. My name is Honelito Gilos, and I represent Borderless Hub Pte Ltd (Singapore). We are a Telco here in Singapore specialising in providing seamless number porting services, and I’m reaching

• Tip #2: Prefill forms automatically with existing Zoho CRM data

  How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM

• Pushing GCLID info from Gravity Forms to ZohoCRM

  We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

• Organization Variables - Restrict Access

  Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

• Massive price increase for user licenses of Zoho Portal

  This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),

• Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

  Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

• Quickbooks conversion and Internet sales

  Hello, we are considering converting from Quickbooks enterprise to Zoho Books and using MonotorZ for our mrp needs. Today we import Internet sales under a single customer with multiple ship to addresses. We want to maintain the detail in CRM for marketing

• KPI widget with percentage

  I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being

• How to add two columns in Zoho forms

  I would like to have two columns in Zoho forms. How can i enable two columns?

• When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.

  I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the

• Chart showing schedule

  I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

• Running Total % in Pivot with filters

  Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add

• Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

  Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

• 2025 Just Got More Exciting for Developers!

  Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

• Error in executing On user input script

  I'm having problems with this  this script : ; Tipo_list=List(); Tipo_rec = Tabla_factores[Periodo == input.Periodo_anos.toLong()]; Tipo_list.addAll(Tipo_rec.Clase_credito.getall()); for each Clase_credito in Tipo_list { Tipo_credito:ui.add(Clase_credito) } Error in executing On User Input script of Periodo en años. Error. Error in executing Fetch Record task. Unable to fetch Tabla_factores and update variable Tipo_rec. Error in evaluating the criteria : Error. Error evaluating NUMERIC expression

• sync data from outside of zoho plateform

  hii team , i am creating a platform using zoho platform, i want to sync the data from out side of the platform like people-soft, but i am not able to sync the data , if it is possible , then suggest me how can i do it , i want to sync data from other

• How to add a Data Updated As Of: dynamically in text?

  I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

• Automate search in customer list and easilly initiate email

  Hello and happy new year ! I have a customer list with name, telephone, emails and some criterias like location, type of customer, etc. I want to search that form to extract part of it, for example all customers that have a location of "Québec city" and

• "Select All" item in the context menu

  In the Client on Android, there is a “Select all” item in the note’s context menu. There is no such item in the PC client. Can it be added in future versions of the client?

• Syncing Leave Calendar With Shared Google Calendar Does Not Remove Canceled Leaves

  Our organization has each employee sync their Leaves calendar with a shared Google calendar, but am I right that if an employee cancels a Leave in Zoho that it will not be removed automatically from the shared Google calendar through the same sync m

• Is it possible to display formulas in cells instead of calculated results?

  I want to export my Zoho sheet as tab separated text without losing the formulas. In excel, I would use the settings Options - Advanced - show formulas in cells instead of their calculated results then save as tab separated values. How do I do this in

• Creator Simplified #11: Create a custom button to download files

  Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding

• Zoho vault uses only password to unlock not a TouchID

  TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS

• Batch Tracking Enhancements In Zoho Inventory

  Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

• Zoho Payroll's Year in Review 2024

  As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

• Zoho Desk Mobile App Year-End Roundup - 2024

  Hello Everyone, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2024! Availability of each feature in iOS and Android released in 2024 are as follows: For more information on the above

• Task Completion vs Estimated Time

  I need to represent the Estimated Date vs Actual Completion Date for multiple Tasks. How Can I Do this in Zoho Analytics.

• Upload Field - cannot be checked in rules configuration.

  We wanted to create a process to verify whether the upload fields are empty or not. If empty, then it should deny during submission. We don't want to use the mandatory field setting because in a 10 pager form, some upload field located in page 1 will

• 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

• Is it possible to hide Developer Space for all user in Zoho Projects

  Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

• Chat function not working properly

  Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

• Wrong Time on Exported Records

  Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?

• Sync workspace - table

  I have connected two workspaces and I have imported two different query tables from one workspace to the other one, that was a succes. But now I want to import another query table from the same workspace to the other but I get an error. Why is that? (there

• Subir o Preço Unitário já acrescido de um valor

  To com um desafio grande, e se alguém conseguir me ajudar, seria ótimo! O que eu preciso é que o na hora de adicionar um item no subformulário dos itens cotados do módulo Orçamentos, o preço de lista do item venha acrescido de 20% automaticamente e de

• Ring in the New Year with Guided Conversations for Smooth Offline Support

  As we step into the new year, it’s time to refocus, re-energize, and gear up for fresh opportunities. But what about your customers as they begin the year with their own set of challenges or queries to resolve? With Zoho Desk’s Guided Conversations (GC),

• 2024 Wrap: Rediscover these features and enhancements in Zoho CRM

  Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announced

• Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

  As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

• Free user licenses across all Portal user types

  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

• How to map a global picklist from one module to another

  Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be

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