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• Unable to Download CRM Contact Data: WorkDrive Integration Issues

  ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

• App Spotlight : PagerDuty for Zoho Cliq

  App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

• Campaigns going to spam folder, how to build so that it goes to inbox

  Hello, New to campaigns, now have it functioning correctly. In my test group of 10 email addresses 100% of the emails went to spam/junk folder and/or were blocked/captured by spam filters. What is the process to building a message or format that does

• Integrate QuickBooks with Bigin and streamline your sales and accounting!

  If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

• When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.

  Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.

• Pass data from a Zoho Desk ticket to a Zoho Form as pre-fill data?

  Hello, I'm trying to pre-fill a Zoho form with client data based on the Zoho Desk ticket data that would be associated. Work flow i'm trying to create: 1. Ticket created for a sales order 2. order requires a site survey 3. link inside ticket links to

• Goods total weight in Sales Orders

  Hello everyone, We want to automatically calculate the total weight in Sales Orders based on the weight data specified in the Items. Could you please suggest the simplest way to achieve this in Zoho Inventory? I would greatly appreciate any advice and

• Problem with pagination in Zoho Inventory API

  Hello, I'm having an issue with the  Zoho Inventory API when I try to use the pagination. When I send a request to https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=1&per_page=50, I get back 200 items. And when I send the same request for the second page, https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=2&per_page=50 I'm getting back the same 200 items I get with the first request.  So I think neither the page parameter

• Can a user be assigned to an Account based on email domain?

  Hi ZohoDesk, If I have a customer Account already configured is there any way I can use a domain matching rule to assign a new user to the correct account when logging a ticket by email? Many thanks Rich

• Can't track conversions using GTM

  We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

• WhatsApp Message Pricing Changes (Effective July 1, 2025)

  Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve broken

• Parent-Child Tickets using API or Deluge

  Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• CC from mail client to Zoho CRM

  Hi,  Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record?  Thanks

• Department e-mail signatures

  Hello everyone, We're just in the process of evaluating various help desk software alternatives and Zoho is looking pretty good to us at the moment. Our set up is a bit strange and I was wondering if this is possible. We have one tech who looks after

• How can I hide "My Requests" and "Marketplace" icon from the side menu

  Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

• Sites Speed and Performance Grades

  I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

• Include Audio in Zoho Assist Session Recordings

  Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording

• Unable to update Created Date/Time even via upsert

  hi all --- running a demo version and "recreating" some data from hubspot. I had tried the method to automatically move data over but it missed A TON of fields and some stuff wouldn't even map correctly so i am simply creating new Deal records to test

• Blockchain Feature?

  Since I'm not an expert in this technology, is there any reason why you would not want to add this option to your Zoho SIgn documents? Is there a downside?

• Kaizen #196 - Zoho CRM Queries - Best Practices

  Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

• Best way to account for shipping charges to customer

  I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"

• Zoho Flow s’enrichit avec les subflows et les actions Webhook

  Nous sommes ravis d’annoncer deux ajouts importantsà Zoho Flow : les subflows et les webhooks sortants. Ces nouvelles fonctionnalités ont été conçues pour vous aider à créer des workflows plus facilement et à automatiser davantage de tâches répétitives.

• How to assign canvas view for portal user

  Hi , as a portal user, I can switch to another canvas view, however, I cannot find any field to configure a default canvas view for portal user. May I ask how to set it up in CRM? And if I can view list by sheet view as a portal user?

• Restrict Leave Application Based on Attendance Cycle (24th to 23rd)

  Hi Zoho Team, Our organization follows a custom attendance cycle from 24th of the current month to 23rd of the next month. I would like to configure the system so that: Employees should not be able to apply backdated leave for any date after the attendance

• How do I assign a parent to an existing campaign?

  I created a campaign but now I'd like to make that existing campaign a child of another.  How can I do this?

• Categorize Tickets Through The App

  I used to be able to categorize and assign tickets through the app without any issues. However, for the past year, whenever I try to edit a ticket, select a category, and click save, it doesn’t actually save the changes. As a result, I haven’t been able

• Can't add picture to email template. Says I'm over the character limit.

  I tried creating an email template with a picture and it says I'm over the character limit. The picture is pretty small. What can I do?

• Allow breakdown of per diem for meals provided

  Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break down

• Automatically moving Leads into their corresponding buckets

  Hi, I have developed a lead pipeline and created different cadences for various lead segments. After enrolling leads into their respective cadences, each lead goes through a series of follow-ups (in my case, three emails). If a lead does not respond after

• Tracking Email Template usage

  I'd like to be able to track how many times agents/users send an email from Templates. This is so we can track their activity in relation to Campaigns in CRM. Thanks

• Get employee id of authenticated user via API

  Hi, For adding timetracking records an employee id is required. Is there an API Route available to get the employee ID of the current authenticated user? or something like /users/me Currently using https://people.zoho.com/people/api/forms/employee/getRecords

• Collect in-app feedback with richer context and granular insights

  Hello, Apptics community! From GenAI chatbots to one-tap checkouts, user experience standards keep rising—yet 96% of unhappy users never explain what went wrong; they simply leave. Introducing in-app feedback 2.0 banner In-app feedback 2.0 is here to

• Temporary restiction

  My account says You have been temporarily restricted from publishing jobs from Zoho Recruit.Click here to request a one-time approval to publish your jobs and when I go to click it shows error. Kindly assist.

• Help with Quote template for peer review

  We are wanting to do peer review of quotes/proposals, however the quote templates dont have product cost, profit margins, etc. It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have not

• How many AR fields We can add in a form?

  I want to add at least 10-15 AR fields in a form. I just want to know is there any limit on the AR fields or do I need to pay extra money for using 10-15 AR fields. Thanks in advance.

• Agent working hours

  Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

• Disallow CLOSE if tags field is empty

  I want to introduce a mandatory condition that NEW tickets (not prior closed tickets) cannot enter the CLOSED state without first having an entry in the tags field. Is there a way I can do this?

• Central de Ajuda - Restringir visualização de tickets

  Estou tentando configurar o Zoho Desk para que determinados usuários dentro de uma mesma conta consigam visualizar apenas os tickets criados por usuários específicos dessa conta — e não todos os tickets ou apenas os seus próprios. Até onde sei, existe

• Business Hours with lunch break

  Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks

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