Stacking Notebooks

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• Migrate your Notebook data to the new, mobile Notebook.

  Zoho Notebook is transforming. The new version will include exciting new features and a completely new user experience. The initial version will be mobile based, available for Android and iOS. A new web version will be available after the initial mobile release.   With the release of the new Notebook approaching, we're migrating most of your current data to the new version. Once the new version is released, there will be an additional window to migrate your data. We will not provide access to the

• Recent Topics

• Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

  hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

• How can the direct link to a ticket be created from ticket #?

  Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

• Allow standard layout to be used/edited as a starting point for canvas

  Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

• How to link to/displaya png stored in workdrive in a Creator HTML snippet?

  How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as

• Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

  Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

• Contemplating moving my site from WordPress to Zoho Sites

  Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

• Set another Layout as Standard

  We created a few layouts and we want to set another one to standard:

• Using AVG in SQL Query

  My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Tracking Implementations

  We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B

• Values in multi pick list are not copied to copied deal

  Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

• Is this link the transparent pixel used to track opens?

  Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks

• Zoho desk desktop application

  does zoho desk has a destop applicaion?

• 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'.

• Is this possible with Campaigns?

  My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy

• Error 403: Forbidden When Updating Email Signature via API

  Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

• Opening & working multiple tickets

  We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  

• Different content per social media account..

  Is there a way to add different content per social media account on one post?

• Merge tickets

  Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to

• Add "Merge by Ticket ID" Option on Ticket Screen

  Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second

• Using tickets to train Zia

  Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into a

• Unable to delete Junk Lead and Not Qualified from the Lead Status field

  Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.

• Welcome Link Expired

  Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

  In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

• Zoho Developer Community Monthly Digest - December 2024

  Hello everyone! As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep

• Allow "add new" option to picklists and multiselection fields from add or edit pages

  Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my

• Need warehouse listed on packing slips

  We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?

• Enhancements to Zoho Corp Help Center "Team Requests" View

  Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a

• We've revised the pricing model of CRM portal user licenses

  Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As

• Zoho and Hostaway webhok integration.

  I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends

• Layout Prompt when creating an oportunity

  Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance

• A recap of Zoho Sprints 2024

• Unable to create custom fields for shipment order

  I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_order

• Records per page in New UI

  It seems the new UI lack of "Records per page" function, it is very handy if you are looking for a data that you don't know the exact search term, but you know it may "between" few entries. without a "page" function, we kind of have to keep page down and page, the autoload is not that fast, and you are dealing with thousands of entries. Could we please have the "records per page" function back to New UI (also it shows total counts of the record) Looking forward to hear from you.

• 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

• CSV File Added to Form - Parse and Map to Fields

  Hi,  I apologize, I can't seem to find a clear explanation or help article on how to parse a CSV file. On validate, I process this deluge script. fileContent = Collection(input.File_upload.content); result = fileContent.values(); info result; What I want to do is create a record (in another form), and map certain fields to fields in the form.  I can get values, which is the whole file but no keys. If I use result = fileContent.keys(); I get "0" As you can see from CSV, my first line is my map and

• Encountered an error while creating a bill in Zoho Inventory: {"code":6,"message":"Invalid data provided"}

  I attempted to create a bill using the Zoho Inventory API, but I received an error: {"code":6,"message":"Invalid data provided"}. However, when I made the same request again, it was successful. Does anyone have insights on why this happened?

• Free user licenses across all Portal user types

  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

• Custom "Filter By" in Client Portal

  Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for

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