ご検討中の方

• Recent Topics

• Need the ability to have read only fields on a form.

  There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

• Zoho Desk: Q1 2025 | What's New

  Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

• No Sales Returns on SO's with Dropped Shipped items + Inventory Items

  We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

• Show both Vendor and Customers in contact statement

  Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

• Filter a report for a specific bank and a specific transaction type (interest income)

  I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I

• ZMA v2 : Unable to delete a trigger from existing journey with several triggers

  I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these

• How to track the source of form submissions using referrer names in Zoho Forms?

  Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most

• Export Data & Attachments

  Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

• Snapchat

  Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

• Showing meeting acceptances in CRM that originated from Outlook

  Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting

• Widget JS SDK to Upload a photo to a record in a Module

  Good day,  I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM.  My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html

• Easy way to create task from call

  In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!

• Zoho Creator Deluge - dynamically change fields depending on user input of field1 or field2

  Hi everyone and happy holidays! Hope that someone will help me figure out a solution to my problem… In my form there are currency, formulas and lookup fields. I’m well aware, that formulas fields if marked visible on form, cannot be hidden anywhere (like

• Linkedin: when Zoho Social is going serious with it?

  Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

• Push notifications to portal users

  Hi all, it is possible to send push notifications to portal users?

• Page - Gauge - Target Values

  Is there a way to make the Target and Maximum values say a formula or query?  For example, total sales for the month = 109 and I want to make my gauge today's percentage.

• Check Validation Rules all fields on Quick Edit on Record Details Page

  I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields

• Add Button on Tickets

  is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.

• Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

  Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to

• Call transcrition working for ringcentral?

  I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Currency Field Does Not show commas upon entry - leading to inaccurate entries!

  Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

• Interbank transfers appear in Dashboard

  Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?

• Why Remove from Workflow is button is not working?

  Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• Fixed Asset Manager items not on Balance Sheet report?

  Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.

• Auto Charge Recurring Invoices on their due date vs issue date

  Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?

• Commerce service

  If I am selling a service in Commerce, how do I turn off shipping?

• Zoho Recruit - Automatic email before expiry date

  Hi, how can we automate email going out to candidate if one of the 3 fields are 30 days or less before expiry? All available workflow triggers are update/create/delete based but I want this to be independent of any activity on candidates profile. Is it

• Add SalesPerson PlaceHolder in Notification

  We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal Placeholders

• Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)

  Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related

• Not Able to access Api of Zoho Workdrive.

  I have Zoho One plan. And I am trying to use api of Zoho workdrive and Showing Invalid Client.

• Flex Your Creativity – A New component to Canvas in Zoho CRM

  Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen

• Create Funnel to Track Email Outreach Conversion

  Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

• Schedule Zoho CRM reports only on Business Days

  Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

• Presenting the brand new Zoho Bookings!

  Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

• Zoho CRM - Rollup Field for "Total Calls TODAY"?

  Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Feature Request Improve parent-child relationship visibility

  Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

• What is Resolution Time in Business Hours

  HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

• Next Page