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• Create CRM Notes from Creator using Deluge

  I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules

• Hourly Permission not getting Calculated

  That is our settings The total calculation should be from 9:37 AM to 3:37 PM, but the hourly permission isn't getting calculated The last entry is hourly permission, it's not

• Custom widgets on Zoho one dashboard

  Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects

• The ability to show fields from subforms when viewing from related list

  Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column

• When will Zoho MA have a feature to filter out bot clicks from actual human clicks?

  When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?

• Backup all report zoho creator

  I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display

• Zoho ONE Inventory and Zoho FSM

  Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

• Useful enhancements to Mail Merge in Zoho CRM

  Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

• Incorrect merging of two tickets: Delete Mail History

  Hello, I merged two different (incorrect) tickets in the Zoho Desk system. How can I remove the communication from the merged ticket?

• Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

  Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit

• 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

• how to have incline alert on subrow's column or subform or other workaround that at least can let the user know this subform currently has some validation checking.

  I have a subform and each row that are some columns that are compulsory to fill up. If user did not fill up, how to show incline alert on those columns or incline alert on the subform. Or any workaround that at least can bring the user to that fields

• Continue after error for each loop on invoke url

  Hello. I'm trying to upload files to workdrive using invokeurl. It goes through a list of urls using for each. Sometimes the file is larger than 5mb. The whole workflow stops in that event. I'd love a work around to upload larger files, but I don't think

• Modify the default layout of how task fields are ordered in Project View

  Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and

• Zoho CRM and Google Sync - delete Contacts?

  If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?

• Customer Segmentation using RFM Analysis

  How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle).According to a study by Forbes, acquiring new customers costs five times more

• Currency transition

  We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

• Google Ads Data is Publicly available in Zoho CRM

  We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

• Edit Transformation

  How do I edit the transformation of an existing data source? I am trying to Cluster/Merge a column of data. I can't find that option now that the data has been imported.

• Problem with WorkDrive and Vivo X200 Pro

  Hey there, after a long odyssey of searching for a new phone, several issues and defects with a phone from another brand and many reinstallations and transfers I stuck to the Vivo X200 Pro. So far, so great. Only thing not working is the Zoho WorkDrive,

• Pin multiple columns and adjust column widths in CRM subforms

  Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

• Weekly Tips: Never Miss an Important Follow-Up with Zoho Mail Reminders

  Often, we plan to follow up on tasks, projects, or conversations, only to let them slip from our memory as time passes. With so much going on, it can be tough to keep track of all your important follow-ups. So, how do you keep track of all your works

• Assign project owner to specific tasks on project template

  Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.

• How to assign value to the user field in zoho crm using client script

  @Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To

• Portal users send notifications to licensed usera

  Is there a way for portal users to leave messages or notifications to licensed users?

• Create/Edit fields in Applications module

  Hi, Do you have any timeline on when we get the ability to create/edit the fields directly of Applications module. We need to update various data points about the candidate after the phone call & want to update those in the application module fields (not

• webhooks daily limits in Zoho Creator

  I am trying to create Sales Orders (an invoices and  payment for each sales order) in Zoho Inventory from Zoho Creator, but after creating like 100 sales order the webhooks daily limit (500) is exceeded and I cant make any more calls. what need to be

• Sending Multiple Assessments to Candidate?

  Good day, Is it possible to send multiple assessments to Candidates automatically after they have been created? I need to send 4 seperate assessments automatically to new Candidates and am unsure of how to go about it. Zoho only has the option to assign

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• InteGreat 03: Integrating Zoho Creator with Zoho Books

  Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use.  You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the

• Importing Data to update and not add

  I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that.  Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

• Introducing Assessment-based Filters in Zoho Recruit

  We're thrilled to announce a handy new feature: Filtering Candidates by Assessment Answers. This tool allows you to refine your candidate search based on their performance in screening tests or assessments. It's a great way to find candidates who meet

• Editing plain text files

  Is there any way to edit plain text files through Zoho Docs or any related service? I do most of my writing in plain text format for a wide range of reasons, sometimes by necessity and sometimes by preference to ensure maximum accessibility in future. My many plain text files include general notes, long documents (often using markdown or latex), numeric data, and code. I can open and view these files in Zoho Docs. But to edit I must open them in Zoho Writer, which warns that a new Zoho Writer document

• Zoho Creator not accounting for time change

  I have the timezone to my Creator application set to Eastern Standard Time(SystemV/EST5EDT). This is under the GMT -5:00 category. I was under the assumption that since EDT was present in the time setting that my application would switch automatically

• Adding bills from docs *** Internal Error ***

  Same internal errors in Chrome & Edge !

• how to send recurring estimates instead of recurring invoices

  Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number

• Client Script - Updating Field Value in Detail Page of a Lead

  Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

• CRM email sync with 365 - app passwords

  Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order

• Tip of the week #48- Never miss an Instagram DM again!

  Do your teams often juggle multiple conversations across different channels like emails, Instagram DMs, and more? When messages are scattered across platforms, it's easy for important ones to slip through the cracks easily. Not to mention, constantly

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