How to add a customized/dynamic Zoho Booking link in email footer?

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• Option to copy/duplicate Custom Ticket views

  Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple

• Hundreds of folders or tags (for each client): best practices?

  I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting

• Announcing new features in Trident for macOS (v.1.6.0)

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• Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!

  Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• How do I add new line and format text in zoho desk ticket?

  I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket.  I need to find: Adding a new line and adding bold text,

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• zet pack not working

  We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

• How to configure Choice-based Field Rules??

  I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXs

• 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.

• Line formatting in data coming from Zoho Flow

  I have a flow that creates a zoho desk ticket. The text is not formatted with line breaks once it arrives at Zoho Desk. How do I force line breaks?

• There is no opton to download the Active User list in Zoho CRM Of users

  There is no opton to download the Active User list in Zoho CRM of Users

• Session recording PageSense Blank Layers using Canvas

  Hello, We have implemented page sense in our SaaS platform and there are key elements on the pages that are not being show in the recordings. For example, the lower section is a map canvas using webgl and the upper section is a timeline style canvas.

• Help with Tickets Endpoint

  Hello Team, I am using the ticket lookup endpoint to retrieve the list of tickets associated with a particular account. GET https://desk.zoho.eu/api/v1/accounts/{accountID}/tickets I want to know if there is a way to filter the tickets to retrieve only

• Why is my deluge code not executing properly? (New and learning deluge)

  I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Flow based on New Deal - layout field problems

  Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout.  In my Zoho CRM, there are two types of Deals (separated by layout).  For my Flow: Trigger on New Deal Then, I call 'Fetch module entry' as I am trying to grab the Deal's layout. As I process through my logic, I have a Decision based upon the Deal's layout. However, within the 'Fetch module entry', I had to specify the Deal's layout so all Deals added (no matter their actual

• comment dedicated to specific cell?

  We have built a sheet for a customer, in which they can add comments to specific cells. However, when we filter the sheet it seems that the comment does not stick to the content of a cell, but the cell itself. Resulting in us not knowing to what the client

• CRM

  I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?

• A fresh interface and functionality improvements for Zoho CRM's data sharing settings

  Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating

• field is not saving on lead

  Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.

• Zoho AI Translate – No Support for Hebrew?

  I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternative

• Based onthe multipick list value want to Show in the pick list field

  Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region

• How can I view Help Center articles in 'Sandbox' mode?

  I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.

• How Do I Refund a Customer Directly to Their Credit Card?

  Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

• Mass Update Doesn't Trigger Workflow

  Hello there, I made a workflow in Zoho Desk, and its related to Ticket module, when I update the field workflow triggers, but the problem is when I update the field in Tickets module List View (Mass Update) the workflow isn't triggering. If I can't trigger

• 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

• Announcing new features in Trident for macOS (v.1.14.0)

  Hello everyone! Trident for macOS (v.1.14.0) is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. Collaborate over audio and video meetings. You can now communicate with your team

• Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

  Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which gives a powerful overview, but you often need to drill down to see how a specific product

• Work Flow Rule by Updated Field Not Triggering.

  We have a work flow rule that triggers when we change the owner of a lead. It sends an email to our customer services to let them know who has been given the lead.   If we edit each lead individually then it works but if we mass change owner from a lead veiw then then rule isn't triggered..   Why is this and am I missing something here?   Chris

• How to get Monday as 1st day of the week?

  Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris

• Creator Page Param to feed A button link on page?

  Hey everyone. I have a quick question. Is it possible to add params to your creator page link and then take those params to create a dynamic link for a Button inside the page? Thanks!

• Current Year Merge Tag

  I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which

• New Customization options in the module builder: Quick Create and Detail view

  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

• Trip form, how to update a custom field

  We have a very basic trip form, that contains these custom fields: Hotel Cost Airline Cost Total Cost (read only) When someone enters a value into "Hotel Cost" or "Airline Cost" we simply want to sum them and update the read-only "Total Cost" field. How

• Mass replace picklist value

  I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference

• Dashboard Analytics - Time to fill a job

  Hello! I'm creating a dashboard and want a chart that displays the recruitment SLA (time to fill) of job openings. I created a report that retrieves the SLA for each job opening. However, when generating the chart, the information does not appear as I

• 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

• Issue with Zoho CRM DELUGE Search – No Results Returned

  Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understand

• [Webinar] Simplifying healthcare document workflows with Zoho Writer

  Is managing various document creation and management needs in the healthcare industry challenging for you? Are you ready to simplify document workflows? Join us on March 13, 2025, for a Zoho Writer webinar designed how to simplify healthcare document

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