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• Deluge Script to Reopen Ticket if Tasks are not Completed

  I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,

• Task Management on Zoho Desk Mobile App

  Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make a

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Tip 26: How to hide the "Submit" button from a form

  Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

• Cadence reports as front-end reports

  Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Zoho People U.S. Compensation Setup

  We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

• Zoho Please change your ways

  I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

• Count Function in Zoho Table

  Hi Zoho Team, Hope you're doing well. We would like to request the addition of a Count function in Zoho Table, similar to what exists in Excel, Google Sheets, and Airtable. Currently, there is no built-in way to count the occurrences of unique values

• Zoho CRM API, Python SDK v7 Quoted_Items

  Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot

• want to create labels in radio button below the radio circle

  matrix question....labeling the radio button

• Zoho Campaigns - Footer mis-aligned

  Hello, I'm experiencing an issue with the footer alignment in my Zoho Campaigns emails. When I create an email, the footer appears correctly at the bottom in the editor. However, after sending a test or live email, the footer shifts to the middle of the

• Syncing contacts on Android

  I'm using the Zoho mail app on Android and although I can see my contacts from within the app, they're not synced to my native contact list and so I can't access them from within the native dialer. Is there any way that I can sync my contacts into my native address book? Regards, Martin

• Tasks not added to the timeline

  Hi, It would be nice if tasks and completed tasks were added to the timeline. Especially since there's no easy way to see if there are completed tasks without changing the default open tasks to completed tasks. Also the quick view doesn't display task

• Restore Report in Zoho Creator After Changing Report Type

  I created a report in Zoho Creator and have been using it regularly. While editing, I accidentally changed the report type, and all the fields disappeared from the report. I am using the development version, but I don’t want to revert all the changes

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• Assistance needed in transition if firm is converting into company

  Hello! Our sole proprietor firm is converting into private limited company. I would like to know what needed to be done in zoho books for such case. what are steps that needed to be perform for transition process in our zoho books organization profi

• Contacts, Leads, Prospects, Opportunities, Deals, Oh my!

  I've implemented three CRM's in previous companies, and led the effort for two of those. I'm pretty familiar with sales pipeline management. For my current company, I chose Zoho One because of the broad range it includes for other business processes,

• Ask Zia to update a number

  Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advance

• Phonebridge is not visible for one user

  Hello Community, i setup phonebridge. It is working for all users in the organisation. Except for one. I uninstalled phonebridge for the user and reinstalled. But the Call button is not appearing in CRM. What could I am missing. ? Many thanks and best

• Sorting in scorecards

  Hi Can I request the addition of a Sorting feature in the Scorecard widget? We use this to show account manager performance by quarter, or year, or whatever. It's good for side-by-side comparisons. However, it would be more useful if we could choose to

• Implementing component filters and restoring deleted items in Zoho CRM analytics

  Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements

• WORK DRIVE CUSTOMIZATION

  WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)

• 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

• Why is my deluge code not executing properly? (New and learning deluge)

  I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");

• 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

• Integration with Zoho CRM?

  Will it be possible to integrate WorkDrive with CRM similar do Zoho Docs?

• People 5.0 widget and API questions

  While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",

• Leads, Prospects, Contacts, Clients and Me

  I'm trying to adapt my process to Zoho and am getting confused. Here's how I did it before. Maybe it's just terminology...? Leads - anyone from any source that I might want as a client. Leads include people that I am sending emails or tapping in social

• Introducing Keyboard Shortcuts for Zoho CRM

  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

• Zoho Books | Product updates | March 2025

  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these

• CRM Portal Help

  Hello, I am trying to set up a portal to connect with our referring doctors to keep patient cases organized. I set up the accounts module as office, the contacts as doctors, the leads as patients, and the deals as treatments. Everything seems to work

• Can't join canal Developers Zoho User

  Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

• Cross module filtering is now supported in CRM

  Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

• Make function for repeating code

  Hi, It's me again with my questions... 😅 In my Creator app, there's code that repeats itself in several places. And repeating code necessarily means optimization. So I'm trying to create a custom function to centralize my code in a single place and call

• Issue with syncing zoho campaigns with zoho crm

  Hi there, I want to sync both zoho campaigns with zoho crm however i have encountered some issues with this. when clicking manage in zoho i receive this message even though im using the same account and its an admin account. however when i go to zoho

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

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