Add Lookup Field in Tasks Module

Add Lookup Field in Tasks Module

Hello,

I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

We need to create an additional Contacts lookup that will be used for another purpose related to the task (e.g. identifying a Task Leader).

Is it possible to add an additional Custom Field to Tasks that is a Lookup?

Thanks,
Kim

    • Recent Topics

    • How to transfer emails from G Suite to Zoho Mail account?

      Check out Advik G Suite Migration Tool for Windows. This software is socially designed to migrate from G Suite to another cloud email server. During migration process the software maintain the key elements and folder hierarchy in as it is form. Hence no data loss or modification will take place. Steps to move from G Suite to Zoho Mail account; Step 1. Launch Advik G Suite Migration Tool. Step 2. Enter G Suite login credentials and click Next. Step 3. Select mailbox folders and click Next. Step 4.

    • Zoho Feedback: User Experience with Zoho One Suite

      Hello, I appreciate Zoho’s commitment to creating valuable products, and I'd like to share some feedback based on our experience with the Zoho apps within the Zoho One Suite. Firstly, I feel that the user experience would be greatly improved if the look

    • Stripe payments via Books invoice link missing email - affects fraud detection

      Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more

    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

    • Version History - in Enviroments

      Currently the version history in Enviroments doesn't show: User who pushed the change into Production Date this was pushed into Production This would be very useful for audit tracking purposes. Can this please be added to the Roadmap? Many thanks!

    • invalid_client error.

      Hi, I am getting invalid client error while fetching Access token from grant token.

    • Brand Indicators for Message Identification(BIMI) support in Zoho Mail Android app

      Hello, everyone! In the latest Android version(v2.7.7) of the Zoho Mail mobile app, we have brought in support for Brand Indicators for Message Identification. Now, the brand's logos and verification mark will be displayed on the email. Brand Indicators

    • Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

      How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=

    • Zoho CRM Integration Form + Custom Fields

      Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.

    • How can i download and secure all my mails from the archive folders?

      Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir

    • Zoho CRM for Outlook hanging

      We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's (not 365 on the web), when we try to link an email in Outlook

    • Error when making API to fetch objects from AWS S3 bucket.

      I have a serverless app/function that in z-flow, that makes a GET request to AWS S3 bucket, but sometimes I get error which states that the "Execution exception : 'Invoke url response content length cant be greater than 5 MB' at line number 17. Resolve

    • Side-by-side feature list, comparing One to other apps?

      Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and Social

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Subform on Detail Page (Standard) - Add Row Button - Validation / Disable Add Row?

      It is possible to validate subform fields on the Edit page using Client Script. However, there appears to be no way to validate rows added using the Add Row button on the Detail page. This allows users to circumvent all validation and add invalid rows

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.

    • pages over forms

      Is it possible to build pages and have custom css /design and backend forms on C6?

    • How to add new links on the "Quick Links" app on the Zoho People Dashboard?

      There doesn't seem to be any option to add, delete or edit the links on the "Quick Links" app on the Zoho People Dashboard. How can that be done be a user/employee?

    • Prevent subform editing on a module's detail's page

      Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the

    • case not showing

      case not showing

    • How to download Job Sheets in Zoho FSM?

      Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!

    • Clarification on Workflow and API Limits

      Hi Team, Greetings! Are there any specific limits for the workflow, or does it consume API limits? Kindly share your thoughts on this.

    • "Registered" Date Field?

      I manage a sales team and it's important to log when the records are officially changed to "Registered" for commission related reasons. I'd want it to be an unamendable date field in a perfect world. This is a standard field in Salesforce and the like,

    • Getting a "Unable to connect to your account" error during migration from Gmail to Zoho

      Hi, I'm trying to migrate ges@gesenterprise.com accounts from Gmail to Zoho.  I'm getting a "Unable to connect to your account" error and I can't figure out why.  I have tried many options but no luck

    • 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

    • blank page after login

      blank page after logging into my email account Thanks you

    • DNS Error: NXDomain

      I have a couple of people that we are trying to send emails to that keep getting bounced back to us (interestingly one of them is an email with a zoho domain). The email addresses are being entered properly and we can send them emails from Gmail accounts.

    • Zoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)

      Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales Orders

    • Backdating Task Completion Date

      Hello, I have uploaded a project which was started 6 months ago, when we didn't have Zoho yet, but a lot of the tasks were completed. When I mark the task as completed, it puts it as completed today's date only.  Is there a way to backdate a completion date to coincide with the actual date it was completed?  Thanks Alex

    • Handling Returns for Dropship/Force fulfilled orders

      My company dropships the goods from vendor directly to customers. So we used dropship feature to do that. When it comes to sales return, we don't return them back to vendor but it goes to our warehouse. Now the problem is, I can't create sales return

    • security and safety for remote sessions

      Describe how Zoho Assist provides a secure and safe environment for remote access. Describe how Zoho Assist complies with permissions to the remote session and how encryption keeps this information safe.

    • Sending Mail to a Ticked create a new Ticket (did not add in existing ticket)

      Hello, the whole day, some to our Desk mailadress sended Mails generate a new Ticket instead of adding the Mail to the existing Ticket. I've made several test for that. normaly the Mail where added into a ticket if we add "[##tickeid##]" in the Subject of the Mail (tickeid is the uniqe ticket number) to send it to a specific Ticket, nothing else. My test below show, that the Ticket Name (or Mail Subjact) now is a value to add it in a ticket too: My test Subject.                                                        

    • How to add Zoho Desk ASAP to an Angular application

      We are currently trying to add the Zoho ASAP widget to our Angular application. We have some questions regarding this process. What is the proper way to add the Zoho ASAP widget to an Angular application? Should we just put the embeddable script inside

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • Managing Shopify Payout Balances in Zoho Books

      I am recording my Shopify orders as Invoices and once Shopify credits my bank account I reconcile the payout to the specific invoices and create a new transaction to account for the Shopify Merchant Fee. That is fairly straightforward to me. How should

    • ZOHO DELUGE / FLOW DOWN

      Internal errors are thrown for any URL invoked through deluge. This seems to be a Zoho wide issue, as all my organizations are effected. Additionally, each service independent of flow also results in the same type of error. EDIT: WE ARE BACK BOYS!

    • Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule

      Add the ability to set a task owner criteria to a workflow rule in task automation, such that if the task owner is a client user i.e. not a specific client user. When you go to Settings > Task Automation > Workflow Rules to set up a workflow and add criteria

    • Zoho CRM Process Improvement Questions

      How to set up one email to check if specific actions or conditions are met? How to ensure emails on the CRM appear threaded within the CRM system? How to add a dropdown menu for selecting the state in relevant fields? How to unlock editing details when

    • Unbelievably slow service

      I'm having issues with all my flows since yesterday. Most of them seem to be slower in general. I'm also facing a timeout over 30 seconds because of this issue. As per status.zoho.com, the ms went from 6msec on the 23rd of nov to over 55msec average today.

    • Can I embed Zoho Project in Zoho CRM Record Detailed View

      Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically added

    • Next Page