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• Where to view user feedback on answer bot's "was this helpful?"

  We are trialing answer bot in our knowledge base and like what we see so far. One of the things we like is that upon answering a query, answer bot asks "Was this helpful?" (see attached). As part of our trial we've been responding to this by clicking

• Is there a way to have a "Time only" field?

  I need a field that only captures the time.  I don't like the Date-Time field.  It is very clumsy for the user to input AND I need to sort by time separately.  PLEASE add a new field that is dedicated only for inputting time.  I don't need seconds just hours and minutes.  Bonus would be to change it from AM/PM to military/international time. What do we need to do to make this a separate field???   I don't want a work-around, I just need the field.  Is there someone out there that knows how to create

• CRM Mail Merge Template copies OLDER version of the document instead of most recent version

  I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures. So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master template

• Zoho Sprints Mobile 2.0 : La gestion de projet, réinventée pour vos déplacements

  Nous avons le plaisir de vous annoncer la sortie de Zoho Sprints Mobile 2.0 : une version revisitée de notre application, avec une interface modernisée, de nouvelles fonctionnalités puissantes et une navigation optimisée. Grâce à cette mise à jour, gérer

• Allow Portal Users to log in using their mobile number.

  I want to allow portal users to log in using their mobile number. I referred to below documentation, but it mentions that this is only supported for Indian mobile numbers. Is it possible to enable login using a Singapore mobile number? https://help.

• Zoho Webinar Android app update - Organizer chat

  Hello everyone! In the latest version(v1.4.0) of the Zoho Webinar app update, we have brought in support for the 'Organizers' chat feature. In addition to the existing public chat, co-organizers now have access to chat separately with organizers and attendees,

• Task Due Time - Unable to Add

  I have taken a trial version to test, I could not find “Due Time” feature. Only Due date is given

• Sign - Introduce a feature to make fields required based on conditions

  Add "Required" to conditional options for fields. Example: A Sign document contains 2 fields Company Type (picklist) Company Registration Number When "Limited Company" is selected from the Company Type, the Company Registration Number should become

• Connect Zoho Creator on on prem database with databridge.

  Hi im new to zoho creator. Been through many forums and training clips but cant find a solution. 1. I have an on prem mssql server called "Sales" with a tabel called "Monthly" the server address is 10.0.0.10 2.i have Databridge installed on the server

• Add a URL to a note

  I enter a lot of notes onto Account and Contact records. For example, I would like to add a note to a person with a link to their blog. When I paste the link into the note, it pastes ok, but it's not a "clickable" link. Is there a way to maintain the

• Zoho webinar iOS app update: Introducing a dark theme, organizer's chat, emoji reactions, recording consent, and live answer on questions list.

  Hello everyone! In the latest version(v1.1) of the Zoho Webinar app, we have brought in support for the following features: Dark theme. Organizer's chat. Emoji reactions. Recording consent prompt for attendees. Live answer on questions list. 1. Dark theme:

• Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

  Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded

• Field of Lookup in CRM

  Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now

• [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

  Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

• Integrate with WooCommerce using Wordpress Plugin

  We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless

• Can't find field from ZCRM for a trigger

  Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM

• How do I add an all ready created module, to an page

  So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)

• Integrate Zoho CRM and Zoho Workdrive

  I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(5/28)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 5月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷登録はこちら：https://us02web.zoom.us/meeting/register/l6xddhOoR--8rroMIgKWyA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

• Zoho people - holidays apear on zoho calender?

  holidays that are stored within zoho people holidays can they be subscribed to within zoho calender?

• Contact and Deal details in Company Module

  Hello, We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates. The Account/Company module will have all

• Anone know how to add email body text in Button Properties ?

  When adding a button there is an option use a "Link to Email Address" which triggers an email addresses to the To: email and with the Subject as per the Subject field. I want to add some text in the body of the email, such as My contact details are: Name:

• remove email address from an old account

  I have deleted the domain and/or closed the organization in my Zoho account, but the email address (e.g., info@brassprime.com ， orders@brassprime.com , returns@Business Companion ) is still associated with the previous organization. Now I cannot

• Multi-language Support Expanded!

  We are delighted to share some exciting news following our previous announcement about multi-language support! Our multi-language capabilities have been significantly enhanced to better serve our growing and diverse user base. Below is the complete list

• Dynamic Dashboard for CRM Flyout/Widget

  Hello, Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms. I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices,

• LinkedIn Inbox Auto-Responder

  How do I set up an auto-responder message from my LinkedIn's company inbox?

• Zoho Projects for Departments

  We’re currently using Zoho Projects across multiple departments in our company (e.g., Marketing and Project Implementation), and we’re trying to figure out the best way to keep each department's projects and templates completely separate. Here’s what

• Getting daily summary report from SalesIQ

  Why am I suddenly getting a daily summary report from SalesIQ when I'm not even using it nor signed up to it knowingly?

• Changes in the new UI of the record details page

  Hello everyone,   We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions.   Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. The

• Approval Process not triggering for specific user

  Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger when

• Turn Ticket into Zoho CRM Lead

  Is there a way to set up Zoho Desk -> Zoho CRM integration in a way that would allow out support agents to turn a Help Desk ticket into Zoho CRM Lead?

• Import a list of contacts from csv and delete them

  I have a list of email addresses which I want to delete from all lists. The contacts are distributed over multiple lists. So I cannot delete whole lists because there are other contacts too? Is there a way to import the list and delete the contacts in

• AUTO ASIGNACION DE TICKETS

  Cuando uno se asigna un ticket y lo contesta se queda asignada esa persona automaticamente para cuando se tenga respuesta de ese ticket, ¿como puedo configurar que ningun ticket se auto asigne? que todo sea manual

• Custom Time Range Support for Zia Trending Auto Tags in Zoho Desk

  Dear Zoho Desk Team, We’d like to formally request an enhancement to the Zia’s trending auto tags feature to better support our business needs. 🧩 Use Case: We actively rely on Zia auto-tags to: Monitor recurring customer issues. Detect emerging trends.

• Enhanced Tag Filtering and Selection in Zoho Desk Custom Views

  Dear Zoho Desk Team, We’d like to request enhancements to the tag filtering and selection capabilities when creating custom views in Zoho Desk. 📝 Current Limitation: While it is currently possible to create a custom view using tags and status as criteria,

• Creator help with max value

  Hi! I come from MS access and I want to build in creator. I have a Registration App I want to make. The main table is called Registrations and I have a subform called RegProgress where the user can indicate the progress by selecting one of 6 steps. Those

• Can't call function with ZML Button

  Hi, I have a page where I have a subform and a button made in ZML. My initial goal is simply that onClick, I call a function that updates multiple entries. Even though the function exist, I am unable to reference it. If I try to reference it manually

• How do i move multiple tickets to a different department?

  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

• Creating credit cards with sub-accounts for employee cards?

  I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup

• ZUG is Hitting the Road — Across the USA!

  We’re bringing the Zoho User Group (ZUG) meet-ups back to various cities across the United States — and we’re more excited than ever to reconnect with our incredible community! Whether you're a seasoned Zoho user or just getting started, this event is

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