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• 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

• Very slow Zoho Mail?

  For the last week or so Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and I have to open a new browser tab for mail which works fine for a little while. I also had an issue where all sent items appeared to have vanished until I started a new browser tab again, plus an instance where folders from a different email account

• How can we send as attachments photos of an subform upload field?

  I have a subform with name Photos and a subform upload field with name Camera_Photos. I would like when someone adds photos in these subform then to send these photos as attachments in an email using the sendmail function Does anyone know how can i do

• I can't auto-scheduling calls down - the code does not change anything

  Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the

• Essl Biometric Integration with zoho creator

  Dear developers, Is there any efficient way to connect ESSL BIOMETRIC with ZOHO CREATOR with less code?

• How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

  We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?

• Creator Simplified #6 : Create custom buttons for multiple records using form object

  Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a

• 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:

• Levenshtein Distance in Zoho Deluge (Because Why Not?)

  Ever wanted to run a Levenshtein Distance algorithm inside Zoho Deluge? No? Me neither, but I did it anyway. I built a fully functional fuzzy matching system inside Zoho, brute-forcing a dynamic programming solution using Maps and recursive list generation.

• Customization of "List Price" naming convention

  Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc

• Guided Conversation History Does Not Show in Ticket Submission

  Hello, An issue I've noticed is that once a user steps through the 3-5 questions on the guided conversations bot that raises a Zoho ticket for them, the history of the selections do not show on the ticket. It would be beneficial if the ticket could include

• Zoho Desk Ticket Windows are smaller

  Hi Zoho, All of a sudden your ticket windows have become smaller, any idea on what's happening? FYI that my browser window size for Desk is 100% But on my general dashboard view, it's fine.

• Enhanced Column Customization in Zoho CRM Email Templates

  Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with

• Difference between the file extensions .zdoc and .zwriterlink

  I am using Workdrive TrueSync on my windows pc to open files directly from my windows without having to open them from the workdrive web. But, I found something strange, I also have the zoho writer app installed on my windows and if I create a document

• setting owner of note when adding via deluge

  My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

• Zoho Projects API v3 - How to format filter critera in deluge

  I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and

• Track Partially Raised PO from Sales Orders

  If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track the

• Working with Products that are non-tangible

  How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM

• Zoho CRM Tags not carrying over to Zoho Campaigns

  We would like to create Campaign Segments and/or Lists based upon tags given in Zoho CRM, but we are unable to figure out how to do it. For example, if a customer is tagged "Residential" we would like Zoho Campaigns to create a list or segment based on

• OAuth integration issues

  I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

• Custom module system name

  Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.

• Homepage not assignable to group

• How can I edit the Picklist History?

  I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off

• Multi-select pick list "Combo Box"

  I would like to suggest a new field type (or upgrade to existing type), the combo box. This is a single or multi-select pick list that includes the option to type your own entry into the field via a text field. This could be achieved by appending an "other" option to the field options; once this option is selected a text field would appear that allows you at enter your own option. This option would then be added to the select list once saved. This means standard users have the ability to add new

• Bulk Delete Images

  How do I bulk Delete Images from Zoho Campaigns. We have been using the Zoho since 2019 and can still only see the option to delete images one by one and we have a lot of old Campaign imagery we don't need anymore. Thanks!

• Workflow to auto close Open Deals after 7 days?

  I want to set up a Workflow to Automatically close Deals as Lost after 7 days from their created date, (Regardless of activity or not) I am new to Zoho however I read 2 different ways to do it. 1 required to create a custom Date field and the other looked

• Restore Report in Zoho Creator After Changing Report Type

  I created a report in Zoho Creator and have been using it regularly. While editing, I accidentally changed the report type, and all the fields disappeared from the report. I am using the development version, but I don’t want to revert all the changes

• Incident Report: Zoho Cliq Services Restored in the EU Region (March 19, 2025)

  We received a report that the Zoho Cliq service in the EU region was down. It's been restored now. Our team is actively monitoring the issue, analyzing the root cause, and will share updates. Incident details: Date and Time: Mar 19, 2025, 11:44:24 AM

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

  Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying

• Rejected Accounts still listed for Deal

  Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help

• I'm so confused by the new (?) look

  I've been off Notebook for a long time, neglecting the app and never visiting the website. I decided to renew my commitment to it. It looks completely different! When I logged on before (app or browser page) I'd see a very pretty display of my multiple

• Dashboard tabs - last month relative

  Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• Zoho Creator Mobile app no Default Workspace

  When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solution

• Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

  Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboard

• Connect to Zoho Reports via MS-SQL Server

  Hi there, I have a premises MS-SQL Server and we are trying to get all tables/fields information about our current subscription we have and I wondering how can I connect from my local DB to your ZOHO DB to begin extracting information and combining with different datasets to generate an internal analytic dashboard. What would be the best approach? Or is there any way that I can download report on a weekly basis, if so. How can I generate it? Thanks for your help

• Why can't you make a layout rule based on a lookup field?

  Hello :) I am wanting to build a layout rule based on the selection of a lookup field. I have 3 fields that I want to hide for all options, but only show one if the lookup is one of the 3 options needing the extra field. It doesn't seem to give me the

• What to do with Leads coming in from an existing Account

  Hello We have an integration with our webinar/content host and any new sign ups come as new leads in Zoho It's not impossible for these leads to be working for an existing account, just someone we have yet to interact with In this scenario, would we keep

• We are being told that emails sent to us bounce back on first attempt, then go through upon the second attempt. How do we fix this?

  As the title suggests, when interacting with another business today (one that is also using their own domain emails) we were told that each time they sent an email to us, it would bounce back upon the first attempt, only to go through successfully upon

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