Global (U.K.) Collaboration and Access - Troubleshooting

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• erin.house

• Sakthi Kirubakaran

  

• Joseph Sam

• Sticky Posts

• Zoho Docs EOL extended to March 15, 2023. Migrate to WorkDrive now!

  Update: Zoho Docs access will be blocked for all users. Read this official post to know more. Most Zoho Docs individual and org users (including Workplace and Zoho One users) have already migrated their data and users to Zoho WorkDrive in response to

• Live Webinar - Drive your team towards tighter collaboration

  Any project, big or small, involves a lot of planning, strategizing, scheduling, and budgeting. However, how your team executes the project really makes it a success. That's why teams need to work closer, stay dynamic, and be ready when they're needed.    However skilful your team might be, a collaboration platform can make them even more efficient and productive.    With organizations expanding globally, it's not only a challenge for teams to work together, but all to stay on the same page.    To

• Live Webinar: Collaboration Made Simple with Our Brand New Tool

  Creating successful work groups when a team is geographically dispersed can be quite challenging. The process of keeping work and tasks in order becomes difficult and collaboration between team members can go haywire.  As a result, companies have shifted the way in which teams traditionally manage and organize their work. More organizations now want an exclusive, convenient place to work together, one that’s accessible by both internal and external collaborators.  That is why we have developed a

• Live Webinar - Go 'Pro Team' With Our New Productivity Tool

  Is your team forced to keep switching between apps to get work done? Does it take everyone longer to complete their tasks?    Join us for a webinar on Thursday, May 17, 2018  to learn about our new product that'll transform the way you work and collaborate with teams across your organization - whether they are in the next room or even miles away.  Teams are dynamic and they require tools that are flexible enough to cope with the ever-changing environment. But working with your colleagues doesn't

• Live Webinar - Make the Most of your Team Collaboration

  Do you have a collaborative team that's constantly looking for better ways to optimize productivity, connect with each other, and have better tools to share files? Well, look no further.   The Zoho Docs team has something big in store for you and your team. Join us on  Tuesday, April 17, 2018  to learn how to keep all your team files in one place, and turn you and your colleagues into productivity superstars! You'll also get a sneak peek at a new product that will help you:  Organize your team's

• Recent Topics

• Add Unified Project-Wide Development & Release GitHub Dashboard

  Hi Zoho Projects Team, I am writing to submit a feature request for a Unified Development & Release GitHub Dashboard that provides centralized GitHub visibility at both the Project and Milestone levels. The Vision: We need a single "Command Center" that

• Add Native “Create GitHub Branch” Action for Tasks and Bugs

  Hi Zoho Projects Team, I would like to submit a feature request to enhance the GitHub integration in Zoho Projects by adding the ability to initiate a GitHub branch directly from a Task or Bug. The Current Limitation: Currently, Zoho Projects lacks a

• One-click “Open in VS Code” from Zoho Tasks/Bugs with automatic branch checkout

  Hi Zoho Projects Team, I am submitting a feature request to enhance the development workflow within Zoho Projects, specifically the ability to open a Task or Bug directly in VS Code and automatically check out the related branch, similar to capabilities

• Extend GitHub Commit Integration to Tasks in Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects

• How to reduce inventory valuation when not tracking individual items?

  We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's

• Merge tag didn't work in the campaign sent to test email list

  Hello, I just sent out a campaign to my list of test emails (including my personal one). The merge tag that's supposed to put a first name of the contact $[UD:FIRST_NAME||]$ didn't work. Where the first name of the contact should be displayed there's

• Add Camera Background Blur During Recording

  Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

• Sync Data from MA to CRM

  Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

• How can I transfer data from Production to Development environment?

  Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

• filter on sheets mobile (iOS, iPadOS) does not work

  re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are

• How to map fields from Zoho Recruit to Zoho People

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• Mass email from Report output

  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom

• Introducing SlyteUI : From Idea to a Working Interface in Minutes

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• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

• How to see Tickets that require a response

  When an agent checks his work he should be able to see a list of tickets that he has to reply to. Currently he can only see if the ticket is closed or open. However the ticket might be open but we are waiting for the customers reply, so there is nothing

• Zoho Books' 2025 Wrapped

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• [Free webinar] Integrations in Zoho Creator - Creator Tech Connect

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

• Issue with attaching files to a task through the API

  Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:

• Trigger workflows from SLA escalations in Zoho Desk?

  Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

• Can I hide empty Contact fields from view?

  Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

• Agents permission per department

  Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

• Ask the Experts - Live Q&A webinar

  Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Prevent Automatic Milestone Inheritance for Newly Created Task Lists

  Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding how new task lists inherit Milestone association in Zoho Projects. Current Behavior: At the moment, when a new task list is created below an existing

• Hiding / removing Currency field from Layout

  Hello, I'm working on the LEAD standard layout of Zoho CRM. I like to have it as minimal as possible for our team. I could remove most of the field, but Currency is not possible. As lead, I don't quite understansd the necessity to have Currency as mandatory.

• Updating Sales orders on hold

  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

• Can we have Backorder Management ?

  Can we have Backorder Management ?

• Accept credit card payment for multiple invoices

  We have a problem with Zoho Books.  While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here

• Anyone in Australia using Zoho Books AND has their account with NAB?

  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

• Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

  Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

• ISO 3166-2 Compliant Country and Regions

  Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items

• Tax on Imported goods charged by Shipping Company

  Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration

• Invoice Import Error: "Either Tax or Tax Exemption Reason is required" - Recurring Across All Attempts

  Issue Description: I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided: Either Tax or Tax Exemption Reason is required. This error is blocking

• Zia Agents in Zoho CRM: a better way to set up digital employees

  Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

• Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

  Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

• Zoho CRM Copilot Connector

  Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Automation Series: Notify Admin When User Accepts an Invitation

  In Zoho Projects, a portal is an organisational-level workspace where user can manage multiple projects. To join a portal, a user will have to accept the portal invitation. However, it is important for admins to be in the loop when a user accepts the

• Limitation in Using Images or Icons within Dropdown Options in Zoho Survey

  Zoho Survey does not support the inclusion of images or icons within dropdown (select box) options. Dropdown question types are limited to text-only choices, which restricts the ability to present visually rich options such as product images or icons.

• Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

  Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

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