Recent Topics
Kanban View UI gets a revamp
Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers. Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.
What are people using to send Service based emails?
Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database
Working with Products that are non-tangible
How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM
Automation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
Moving Subscriptions from one Customer to another
We frequently need to move subscriptions from one Customer to another Customer in Zoho Billing and the only way we have figured out to do this is to cancel it in the old owner's profile and manually recreate in in the new owner's profile. In doing this,
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
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Filtert products by multi select custom field
Hello, this is seems like a must addition, why it can not be done now?
Tracking training certification expirations
Hi Zoho Community! I'm looking for some input on the best and most efficient ways to track training expirations in Zoho CRM. I have a very specific workflow that I am looking for - my company offers trainings, and the certification expires every 2 to
ePOD Devices
Has anyone tried and tested and devices that deliver ePOD (electronic proof of delivery)? We would like our drivers to use an ePOD device to get the customer signature The app should then be capable of updating the sales order to show delivery.
API Integration
Why are we unable to do API Integration for Job borads
Layout Rule Fields Appear in "Verify Details" Pop-up — Confirmed Working
Hey everyone — just wanted to share a quick discovery. I created a Layout Rule in the Deals module that makes two fields show up (and required) when the stage is set to Closed Won or Closed Lost — one pick list and one text field. To my surprise, those
Numbers in MA
I have an issue rationalising the various numbers around MA2. Not convinced that any are truly accurate. However have a specific problem in that i have a list with 1301 records in the list view. When i come to email there is only 1289 Then have another
Remind/Recall Document API
When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to include
Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less
Convert Multiple PO in 1 Bill
Does anyone know how to convert multiple POs in 1 Bill? Thank you
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
How to add categories to community
In my Community, I would like to add several Categories but I don't readily see how this is accomplished. Currently, I have one category in my community with several forums. But I would like to add more categories. Thanks.
Add views to new CRM UI navigation + Unlimited Webtabs
Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
Knowledgeable Image Quality is very poor, any recommendations how to improve this?
Hi All, We are looking at migrating our current knowledge base to Zoho so it can be kept in one location. Our current KB utilises a lot of images to try and make it easier for users and less wordy. Unfortunately, when I upload an image within an article,
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-time
Assistance Required: Displaying Dynamic HTML Table in Zoho Creator Dashboard Page
I am currently stuck while creating a custom dashboard page in Zoho Creator. I want to display a designed HTML table showing Teacher Registration data with this condition: If Total Allowed Leaves < 10, display those teachers in the table. Page Scripts
Turning off the new UI
Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
campaigns contact lists not exporting
I'm trying to export a specific lead source from my contract list in 'campaigns'. Every time I have to do this the contacts won't export. I have done a search and selected the specific contacts I want to export. The box appears to choose the file type,
Recipient Field on replies doesn't update with Contact change
Some emails that come into our system come from an online form and the sender address is a noreply@whateverthedomainis.org So in order to reply to the original sender, we need to update/change the contact for the tickets. However, after we change the
Multicolumns fields for native forms
It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.
Assign values to hidden fields in native forms
It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,
Migrating Email Content to a Shared Mailbox Address
I am moving my email to Zoho Mail (currently hosted through GoDaddy). I have created a user (me) and I have also created a "Shared Mailbox" Group (through the admin panel) with an email address I will be using as an organization address. My personal email
Calendly One-way sync- Beta Access
Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there have
Always display images from this sender – Is this feature available?
In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
Zoho Commerce B2B
Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show
Everything AI in Zoho Recruit – Webinar Recording Available!
AI is transforming the way recruiters find, engage, and hire top talent. In our latest webinar, we explored how Zoho Recruit’s AI-powered features can help streamline hiring, automate workflows, and improve decision-making. Missed the session? No worries
Live webinar: Mastering financial presentations with Zoho Show
Hey there finance professionals! We know many of you are currently knee-deep in report creation mode to wrap up the fiscal year for your organization. Creating a presentation to communicate essential financial data isn’t simple, with all the calculations,
Zoho Desk Android app update: Guided conversations
Hello everyone! In the latest version(v2.9.8) of the Zoho Desk Android app update, we have brought in support for Guided conversation. Guided conversation is a self-service platform made to assist customers in locating the information they need easily.
Zoho Analytics Embed - Zoomed Right In?
Hey all, I am using the Zoho Show app on an android TV and cannot figure out why, but the Zoho Analytics embed is zoomed right in. When I preview on my laptop it looks fine, when I go in and edit the code, it looks zoomed? Then when it displays on the
Assistance with Image File Upload in Zoho Creator
Hi , I'm building an application for storyboard creation using Zoho Creator, integrating Gemini AI for automated image generation. In the "Generate Frame" form, user inputs are collected to construct image prompts. Current Workflow: On Validation (Form
Migrating all email accounts from cpanel shared hosting and email boxes to zoho
I have already read previous articles posted on this forum but none of them suit my needs.So i am currently working for a small company. The company website runs on cPanel shared hosting and the company page is a WordPress website. I recently redesigned
Feature Request: API Access for Managing Deluge Functions (with OAuth & Change Tracking)
Hi everyone, I wanted to share a thoughtful request that came in from one of our Zoho clients this week. I believe many of us as partners and developers might relate to it. “One quick item to flag: we’d love an official way to manage Deluge functions
See contrat information from an account under the ticket
Hi there, How can I program something to display created and selected contract on the ticket itself so my agents see it and can support correctly according to the contract and SLA ? Thank you :)
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