CRM Kiosk - Action for GetRecords

• Topic Participants

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• Timoti Sburv

• Mohamed Imran

  

• Tomasz Swoboda

• Jaya Suriya J

  

• Sticky Posts

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Kaizen #226: Using ZRC in Client Script

  Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

• Kaizen #222 - Client Script Support for Notes Related List

  Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

• Kaizen #217 - Actions APIs : Tasks

  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

• Kaizen #216 - Actions APIs : Email Notifications

  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

• Recent Topics

• DYK 9: Dependent Layout Rules

  Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary

• Does anyone else wish you could download Mail Merge quotations from the Zoho CRM mobile app?

  Is it just me, or has anyone else run into this? I’m in sales, so I’m rarely at my desk. I’m usually in meetings, visiting clients, or travelling. One thing that genuinely frustrates me is that if a client asks me for a quotation, I can’t generate or

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

  I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

• Feature Request: Dynamic Date Filter Criteria

  Please implement the ability to select a dynamic date for all Filter Criteria. This would be helpful to create views that don't constantly need to be updated (example custom date field on an account) Examples: - Today - Tomorrow - This week - This Month

• SalesIQ's Summer '26 Release: For The Moments That Matter

  Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation

• There is no link between Deals and Projects in Analytics

  Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,

• How to Access Zoho Mail Messages to Microsoft Outlook? - Zoho Mail Converter

  Zoho Mail is the free email hosting service which provide mailing with CRM service, so if you are one of them who is trying to import Zoho Mail emails to Outlook then keep reading. In this article we are going to provide accurate solution that will help you to import Zoho Mail emails to Outlook format in Batch. Zoho Mail service provide option to export mailbox in Zip format. So first – Export Zoho Mail emails in Zip format later use Zoho Mail to Outlook Converter to migrate Zoho emails into PST

• Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

  APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked

• Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes

  I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write

• Zoho CRM Reports Module on Mobil App

  I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

• Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

  Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}

• 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

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Postcode problems

  So we were very pleased to see we could limit shipping with postcodes. Brilliant. Unfortunately we have discovered It does not seem fit for purpose. In the UK we write postcodes in various ways Examples BH217NL BH21 7NL Bh217nl bh217NL and many more ways

• Getting Notifications but unable to load email

  I am getting notifications through the web browser and my phone app that i am receiving emails, but i can not open the email to view. Below is the screen shot of the console panel.

• WORKFLOW ISSUE: Zoho Finance Extension

  Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. Workflows

• Certain items certain shipping

  Me again it would be helpful to have different shipping for different categories. Our example are salt. Delivery is free but have a minimum delivery. Pickup is cheaper so it has its own category- pickup.

• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Handling Hard Bounce Contacts with Active Phone-Based Users (WhatsApp Use Case)

  In Zoho Marketing Automation, when a contact is marked as “Hard Bounce”, we noticed that the contact stops receiving updates from CRM fields and may be excluded from automations. Is this expected behavior? In our case, the primary identifier and verified

• Integration with existing websites

  So most companies have existing websites. They want to integrate an online store with their existing site. How is that possible in zoho commerce please.

• Subject: Message bar - reducing height and adding scrolling/rotating messages

  Hello Zoho Commerce Support, I am building my store (Moksha Collections) and have the Message Bar enabled and positioned at the top. I have two questions: 1. Height: Is there a native setting to reduce the height (thickness) of the message bar? It currently

• Moving over to commerce but shipping

  In our company we love zoho onebut currently use ECWID for our online shop which is annoying as it requires double entering invoices. our requirements are that we do local deliveries limited by postcode -these are free. we also allow pickup they get a

• Website not properly connecting with Zoho Creator app portal (embed & data sync issue)

  Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.

• Show current inventory in the item list table for a composite item

  Hello. We have many products that are composite items. Quickly determining inventory levels of individual items that make up a composite item would be beneficial. IDEA: Add columns"current inventory" and "available inventory" to the item table of the

• Increase the "Maximum Saved Entries per User" Options Limit

  Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Deluge Editor Code Reformatting and Dark Mode Support in Zoho Creator

  Hello Zoho Creator Support Team, I’m enjoying Zoho Creator but facing an issue with the Deluge editor—it's automatically reformatting my code (removing spaces, changing brace placement). Is there a way to turn this off? Also, is there any option to enable

• Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone

• Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

  Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with

• How to see exact clicked links in CRM from Zoho Campaigns ?

  Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.

• Allow native Webhooks to authenticate via Connections

  Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing

• Improve your booking page visibility with SEO settings

  We're excited to introduce SEO settings, helping you optimize how your booking pages appear in search engines and reach more customers organically. SEO settings are available for all booking page types: Business, Workspace, Event Type, and User. With

• Kaizen #250: Introducing write-enabled Queries: Auto-populating lookup fields during Kiosk-driven Blueprint transitions

  Hello Everyone, Welcome back to an exceptional edition of the Kaizen series! Today marks Kaizen #250, an exciting milestone in our journey of exploring, learning, and building with Zoho CRM. Over the past 249 editions, we've covered a wide range of features,

• Support for tags on mobile apps?

  Hi, please could you suggest when support for tags on the mobile apps is coming?

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• mail did't send for particular email

  mail did't send for particular email

• Group settings in Zoho Mail: Manage members, moderation, and spam controls for your organization's groups

  When teams rely on group email addresses like team@org.com, hr@org.com, or sales@org.com, managing them without clear controls leads to unapproved senders, flooded inboxes, and no accountability over what gets delivered. Zoho Mail's Group settings in

• Update to Free plan attendee limit

  Hi everyone! A quick update about Zoho Webinar's Free plan. We’ve adjusted the Free plan attendee limit from 100 to 20 attendees. Everything else in your Free plan stays the same; you'll continue to have access to all your existing features. If your webinars

• Possibility to modify a standard wedget to create my own customized wedget

  Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavant

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