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• 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

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• 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

• India Tech Support

  Is there no phone tech support number for India? And no chat facility either?

• 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

• Default/Private Departments in Zoho Desk

  1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

• Ask the Experts 21: Power up your support game with Zoho Desk Automation

  " In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans run

• If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is

  If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is "Fresh Lead", then the email should be triggered the

• Multiselect lookup in subform

  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

• Tasks as calendar events? What about a way to verify a meeting actually happened?

  I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another place

• Attachments should sync between Zoho Finance in CRM and Zoho Books

  It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same

• Introducing a new home page view and UI enhancements for Dashboards

  Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's

• Translation support expanded for Modules, Subforms and Related Lists

  Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

• Call result pop up on call when call ends

  I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

• Data Template Amending

  Hi, is it possible to remove data templates once you have applied them in Workdrive? Also, once I have added a new field to a data template can I mass update multiple files who have already been allocated that template and amend just that one added

• Zoho Flow y subformularios de Zoho CRM

  Buenas tardes, En mi empresa vamos a empezar a usar los subformularios de zoho crm pero estos los voy a tener que rellenar con zoho flow ya que va a ser el encargado de rellenar dichos campos del subformulario. El problema es que a la hora de intentar

• Recurring Invoices

  We are looking at moving our invoices to ZOHO Billing, I have started the trial period and like that I can et up for four different companies. The one feature we need which is mentioned in the documentation is Recurring Invoices so we can send our Rent

• Implement Meeting Polls in Zoho Bookings

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

• Zoho Projects App update: Arabic and Hebrew language support

  Hello everyone! In the latest version(v3.10) of the Zoho Projects iOS app update, we have brought in support to access the app in RTL(Right to Left) languages (Arabic and Hebrew). Note: RTL is yet to be supported on the Calendar and Gantt charts modules

• I want to cancel @mention group in the notes in Zoho CRM

  Hi Everybody, I want to prevent people from mentioning a specific group in notes in Zoho CRM. We have one group called Team Sales, and although we've asked users not to mention groups, they still mention the group name. My workaround is to change the

• Kaizen #193: Creating different fields in Zoho CRM through API

  🎊 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.

• How to install node packages in Zoho Creator cloud functions

  I wanted to create some functions which requires node packages like axios, fetch, multer etc., How and where can i install the node packages in Zoho creator to use it in Zoho creator Nodejs function.

• Session "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français

  Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,

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