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• Sticky Posts

• Four types of task dependencies

  "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

• Tip: How to print the Gantt View

  Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

• Project Management via Emails in Zoho Projects

  We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more

• Task and Project numbering

  Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

• Task Inline Editing Enhancement

  Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

• Recent Topics

• SalesIQ Operator Activity Reports in Zoho Analytics

  I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?

• Default in fields on Form B based on the user selection in Form A

  Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

• No longer can indent

  Hey there! Is it just me or were we used to be allowed to used tab or indent when writing. It’s not working right now, has this always been the case?

• Free webinar alert! Seamless Transition with Lossless Migration: Zoho One + Zoho Mail

  Hello Zoho Mail Community! 🚀 Attention IT Admins and Email Administrators! Are you planning to migrate your organization's email to Zoho Mail within the Zoho One ecosystem? 📧 Join our exclusive webinar, Seamless Transition with Lossless Migration: Zoho

• Add Resource to Export

  The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,

• Client Script | Update - Client Script Support For Custom Buttons

  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

• Mandatory field via deluge code

  I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field. 

• Revenue Management: #1 What does it mean to "recognize" revenue?

  Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect

• Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Forms and ChatGPT - populating a field using AI.

  I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the

• campo tag para api

  debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas

• Uploading file as attachment to Zoho CRM

         Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du

• Zia Answer Bot - Create Ticket

  Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,

• meassure leads phases

  Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example

• Zoho Desk API Documentation missing a required field

  We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

• In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

  In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .

• Invoice template, how to change the text under "Notes" and "Terms and Conditions"

  In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

• How to reply to thread via API

  We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies

• Sending merged mail templates for signatures fail since today

  We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.

• Feature Request - Make Lead List Larger and Adjustable

  Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the

• Zoho Projects - Pin Recent Projects

  Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects

• ZDK Error

  I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}

• "Disbursing product components in phases, monitoring them, and displaying only the final product."

  i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive

• Followed Subtasks doesn't show up in the Subtasks Section

  I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to

• Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

  Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces

• Automate timeout chat tracking with Workflows in SalesIQ

  With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.

• Mass edit / Mass update products

  Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?

• Automatic Verification of IMAP Integration Status

  Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"

• Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

  Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t

• CV-Library: The Newest Source Booster in Zoho Recruit!

  We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

• Zoho AI Translate Task as Rest API

  I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.

• Is there the possibility to book less than 250 customer portal users?

  If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need

• Display Parts custom fields in the Work Order

  Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.

• Unable to edit Saved Estimates

  We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.

• Translation Blueprint & Picklists with Custom Values

  Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact

• How to create a custom sales signal?

  I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know

• Only show products in offers based on lead source

  We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only

• Narrative 7 - The importance of data sharing

  Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This

• TrueSync regularly filling up my local disk

  Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

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