Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

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• Harshini Dara

  

• Sticky Posts

• Schedule Exports for Regular Project Updates

  Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

• Set Custom Business Calendars and Holidays for Global Teams

  Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Restore Trashed Records Anytime Within 30 Days

  Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

• Organize and Clone Task Custom Views

  We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:

• Recent Topics

• Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help

  Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗

• Can't get sender adress to work

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• Question Regarding Deleted Reports in Zoho Desk Analytics

  Dear Zoho Desk Support Team, I hope this message finds you well. We have a question regarding the Analytics module in Zoho Desk, specifically related to deleted reports/dashboards. We would like to understand the following: Is there a recycle bin, recovery

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• Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

  I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:

• Incorrect Handling of XLSX data

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• Disable Smart Filters By Default

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• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• Adding Columns to Reports

  Hi, Is it possible to choose fields to be added as columns in the reports? Thank you.

• How do I automatically assign the project owner for all tasks in Zoho Projects?

  I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the project

• CRM Kiosk - Action for GetRecords

  I have a Kiosk screen with GetRecords and want to use the selected records in a custom function. My particular case is to set a lookup value on the selected records. Generally speaking though, I want to work with the selected records in a function. I

• Create static subforms in Zoho CRM: streamline data entry with pre-defined values

  Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

• Extract Archived Projects using Zoho Projects API

  In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

• Email for customer to provide payment information

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• Unable to display field label from a hidden Single Line Textbox in Description

  Hi folks, I'm unable to display my hidden field, e.g. ${zf:SingleLine4} , in my description. I'm pre-filling this hidden Single Line Text box via "Field Alias - Pre-fill URL" settings. I noticed that my decimal form fields work, e.g. ${zf:Decimal}, and

• Lookup fields

  Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules

• Zoho Analytics - Bill Table

  Hi I am new to Zoho and mainly work in Books. Recently learned of Zoho Analytics and am exploring it to create reports that would be useful for me. For example, I want to create a bills cash forecast by week for cash flow planning. When I start to create

• Creating a tax - amount table in Analytics

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• Is it possible to do custom domains on test accounts that use saml setups?

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• I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

  Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachments

• No chat option

  Chat option is not available in Android app.

• How to add custom templates in zoho sheets mobile

  How can I add custom templates in Zoho spreadsheet mobile?

• Order Items

  Hi .. We have to implement orders with line but each line should have a separate record and not as a subform, does anyone have experience with that kind of solution what is the best practice for that kind of thing Thanks

• Trello: Invalid Client - Client ID passed does not exist

  Hello, I am trying to authorize the Zoho CRM power-up in Trello but always land on the following page: I tried adding a trello client to the Zoho API console but this generated a different client ID to the one in the link of the page in the above picture.

• Zoho Sprints - Q2 updates for 2025

  Hello everyone! We’re excited to share the latest updates from Zoho Sprints for Q2 2025! This quarter, we rolled out a few highly-requested features designed to enhance collaboration and time management across your projects. Here's a look back at the

• CRM Email Insights Not Working - Status not Changing

  I used to be able to see if a customer opened/read an email in CRM, but I no longer get those status changes inside their record. I have everything enabled and I am sending the email from CRM. The experience center has the status' enabled as well. Any

• The use of Ticket statuses

  When your support team mark a ticket "Closed" before I had a time to check what your team has done on the ticket - I have to consider this as you consider the ticket closed even if I dont consider it closed. Which automatically produce a negative sentiment.

• "Replace" an existing version of CRM

  Hi all, I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system,

• Data Import From a private PostgreSQL RDS Instance

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• Assistance Required: Authentication Error When Sending Credit Application Form

  Hi, I'm encountering an error message that states: "Authentication unsuccessful – the user credentials were incorrect." This occurs when I attempt to send the credit application form to our customers. I've attached the form I’m trying to send for your

• Missing Fields in Lead Conversion Mapping

  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

• Allow selection of select inactive users in User data fields

  Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the

• Connection to Zoho One

  My org has a Zoho One account, which includes Zoho Social. We are wanting to try linkthread. However, I want to make sure it is set up properly from an account perspective, as I have accidentally created Zoho accounts separate from Zoho One when I didn't

• Ticket Automatically Created from Closed Chat

  Is there a way to prevent a ticket being create for every chat.... or at the very least have it automatically closed.

• IMPORT INVOICES CSV

  Hi, Impossible to import invoices in Zoho books with a csv file. I have also tried with the template. My topic keeps getting closed but I did not get any answer Is there an issue with this fonctionnality ?

• Related Lists in Email Templates

  Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights

• Outlook plugin funktioniert nicht.

  DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QR

• iOS App Version 3.0 - Customer list gone?

  Not sure when this changed, but I seem to have been updated to 3.0 for the phone app (on iOS). I'm pretty sure that I used to have a Customers button that allowed me, for example, to see what appointments a customer has. Has this disappeared or am I just

• Zoho Signature, "For Demo Purpose Only Powered by Zoho Sign"

  How to disable this text on the documents for signature. "For Demo Purpose Only Powered by Zoho Sign"

• Add Resource variable to notification email customisation for Event Type

  The notification email customisation feature for Event Type does not include a variable for the Resource field. Without this field, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings.

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