Recent Topics
Inner height of calendar inside a page
I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of
while clicking the button the record template want to down load as salescontact no - customer name
while clicking the button the record template want to down load as salescontact no - customer name Deluge Code Used : account_name = input.Customers.Account_Name; pdf = input.Sales_Contract1 + "-" + account_name.replaceall("[^a-zA-Z0-9]","_"); openUrl(zoho.appuri
Function #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
Notebook stacks
Hello, Are you planning to implement some kind of notebook grouping, similar to evernote stacks? I know that we can group notes inside of the particular notebook but for a lot of us it is not enough I belive. Sometimes that additional layer for organization
Zoho Workdrive file versions
Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285
Let’s Talk Recruit: Mastering Job Boards in Zoho Recruit
Welcome back to Let's Talk Recruit, a series where we take a detailed look at the various features and functions offered by Zoho Recruit. Finding the right talent starts with ensuring your job openings reach the right audience. With Zoho Recruit’s job
Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
How to upload an image as a background in a Zoho CRM template
HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.
Important Update: Temporary Pause on WhatsApp Marketing Template Messages to US Numbers
Hello everyone, We’d like to bring an important update to your attention regarding WhatsApp messaging in Zoho Recruit. Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to recipients with US phone
New Line in Double Optin Email
Hello, is it possible to add new lines to the double optin email? This is necessary to add legal informations to the mail, which would look very messy if it is all in one line. Thank you in advance Carsten
Can't add Zoho learn custom portal get users OAuth Scope
Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't
How can you use surveys to make your customers shop again?
Do you know, one of the best ways to encourage customers to come back is by using surveys? When you send out a survey, you’re really just opening a dialogue. You can ask them what they liked about their last purchase, what could’ve been better, or if
Button to attach Mail Merge PDF into deal Attachments as
Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know
Renaming organization does not reflect on all places like billing and others
I have renamed the organization name to Novizna from Evnesoft but in billing and email it still displays Evnesoft
Sendmail to Hotmail not delivered, or in spams
Hello, I know that Hotmail / OUtlook have been a problem with sending mail, but I think there is a way to parameter Creator to lessen the problems with that. Anyone can tell me how ? Sylvain
Zoho CRM Email Templates Stopped Working
Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.
The previews are not generated as before (solved).
Hello!. I like your application for a long time. The only thing that made me give up using it in the past is that there was no application for windows. Happy to see that it now exists, when testing Zoho again I see that it does not currently generate previews as it did before automatically, despite doing a lot of testing (see images comparing previous notes). I am a very visual person and it is much more practical for me to recognize what interests me with a simple image. This can be solved ?. Thank
Zoho please get it together
And make it easy to find stuff within the app. If you sign up for mail, then it should always be easy to access your mail. If you set up your dns and mx records, it should always be easy to edit this. The ui and naviation of all the different parts is
Bigin iOS and Android app update - Henceforth ‘Activities’ will be displayed under a separate tab within the record details screen.
Hello everyone! Earlier, the activities of the records present in the contact, companies, and pipelines module were listed on the 'Related' tab under 'Open Activities' and 'Closed 'Activities' sections. Now, in the recent Bigin iOS and Android app update,
Access to what Products are associated with which accounts
Is there a table that can be accessed to report on Products associated with accounts in the CRM?
update Deals Stage/Pipeline if zoho forms filled out
Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.
Integrating Deluge in zoho people to setup a custom function in workflow automation
So basically i have a probation form in which their is a field "Date of Confirmation", "Probation Assesment", "Date of Joining", "Employee ID". so when Date of joining will not be empty then i want this to be triggered. so if "Probation Assesment" is
Pivot Sql Query
This query isn't working and I can't understand why. It comes up with the error message "Unknown table or alias 'Source1' used in select query." when it is clearly defined in Line 12. If I remove "Source1." from in front of the columns in the select list
Ability to Set Text Direction for Individual Cells in Zoho Sheet
Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use
Change colour on task lists?
I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?
how I can delete user retired?
Hi many users leave our company, they are linked to our organization dopla srl. I want delete them but in the user profile I read that user must ask to administrator, but I don't know where I can delete them. thank you
Custom Button in Zoho CRM
Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel
Apollo to Zoho CRM via Zoho Flow
Hello there, When will the flow option for Apollo to Zoho CRM be available for use in Zoho FLow?
Zoho Meeting's call quality
I'm adding my voice to the ongoing concerns about Zoho Meeting's call quality. Like many here, I've observed that the quality of our company calls using Zoho Meeting has been less than satisfactory. It's disheartening to note that this issue has been
Text tags by role
I'd like to recommend that you fully implement text tags as follows: (1) that are filled by role, not by signing order. Like this: client:S company:S company:SD (2) that allow all the zoho sign functions - approval, cc, etc. (3) Allow a templateto be
Offer already made- but I withdrew it
I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
How do I group billable expenses onto one line item of an invoice?
I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expenses
ZOHO Work Drive Back Up
I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
Submitting candidates to clients when there is no Vacancy
Hi I am working in a niche sector so when I register a candidate I want to immediately send their CV to relevant clients/contacts. They will not have Vacancies on the system so what's the quickest way of sending/submitting their CV quickly to a list of clients in a particular area without just using an email and attachment? Should be easy to just send out "speculatively" CV's to qualified clients but I cant find a quick way to do this !
Choppy Video Calls
Hi All, We have been doing video calls frequently with our team, and we have intermittent video issues. We notice in the morning video quality is poor and choppy. Audio is good. Does anyone have any tips in improving video quality? Thanks!
Create document & Update document end points for Zoho Sign API
Hi Zoho, Could you please help me. I am using the Zoho Sign API with python. I can upload documents fine. However, when trying to update said document the API seems to reject the json, despite it being the same as the Zoho Sign | API Reference. See below
Documents won't open
I literally just downloaded the desktop app, and it won't open a document I'm trying to load. I don't have this issue with any other word processor. It's just stuck like this. I do not want to use the online platform at all, I just want to use the desktop
Suggesting enhance for criteria based data-sharing rules
I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo
Agents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:
Introducing Inbox in Zoho Social
Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them
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