Recent Topics
The Grid is here!
Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form
Zoho Landing Page "Something went wrong" Error
Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,
Show Custom CSS Changes in SalesIQ Preview
Hello Zoho SalesIQ Team, We truly appreciate the ability to customize the chat window using custom CSS via: Settings > Brands > [Select Brand] > Personalization > Appearance > Upload Custom CSS. This flexibility is extremely helpful in aligning the chat
Light Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.
Help Needed: Jira to Zoho Projects Migration — Tickets Imported as Unassigned & Comments Under Admin Name
Hi Zoho Team and Community, We recently completed a migration from Jira to Zoho Projects using the official import method outlined in this Zoho Help Article. Issue Summary: We had already added all users to Zoho Projects before the migration, using the
Inquiry Regarding Accessing Multi-Select Field in Pivot Chart
I'm currently working on a project and would appreciate guidance on accessing and utilizing a multi-select field within a pivot chart in Zoho Creator. Could you provide instructions or resources to help me implement this feature efficiently? Your assistance
What should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in
UUIDs
Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
{"error":"invalid_client"}
Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this I
Mobile Display Issues on Zoho Sites After Recent Update
Hello! I’m currently facing an issue with my Zoho website that I created for my small business. After the recent updates, I’ve noticed that my site is not displaying correctly on mobile devices. Specifically, the layout appears distorted, and some elements
Web Clipper cannot save to collections
With the recent update that added collections, i am unable to use the web clipper to save to a collection
Automatically assign Contact Roles to a Deal
Hi guys, Is there a way to assign multiple Contact Roles to a Deal via a workflow or similar? Thanks
Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Encore un mois vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Vos données non structurées méritent mieux qu’un simple stockage. Avec WorkDrive 5.0, Zoho vous propose une solution intelligente,
Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal
We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-time
Create your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping Automatic
Split View for Zoho CRM : Segment Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to
Allow split times for business hours feature
It would be great to be able to set business hours multiple times during the same day. For example: Monday from 9am - 1pm, and then from 2pm - 5pm This would allow calls to be sent straight to voicemail during 1pm-2pm during lunch break.
Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
Some website items no longer centered.
At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back in
Swipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds
It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accurate
Sortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
how to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want score
Knowledge base articles is now available in the Zoho Desk mobile app!
Hello all, As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization. We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app. This feature is already available for Android users. KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the
Issue with Schedule Workflows – "Usage Limit Crossed" Error
Hi Zoho Support, We are currently facing an issue with the scheduled workflows in our Zoho Creator application. We are receiving the following error: "Usage limit crossed" for schedules. However, when we checked the usage statistics for our Creator app,
Zoho Voice VS in Zoho CRM for logging calls
I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing
Card Scanner app creating duplicate Accounts
Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the business
How do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
Custom Formula
Good day, I am trying to create a formula field in Zoho Desk to calculate an age, but I'm having trouble figuring out how to make the formula. This is a formula I found, but it keeps telling me the wrong field name. Can someone please help me? Field name:
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
What's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?
Zoho Forms CRM Field Mapping
Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think that
How to Improve the Speed of the Website Zoho Commerce
Is there another way to improve the speed of the website in Zoho Commerce that was created?
Free Webinar - Fundamentals of Zoho Sign: Overview and latest updates for new users and evaluators.
Hello there! Want to get the most out of your favorite digital signature provider? Did you miss our last session on Zoho Sign features but eager to learn more? We have just the thing for you! Join us for the second edition of our free monthly webinar:
【Desk ナレッジベース】 記事自体のフッターのカスタマイズについて
お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」(添付ファイル参照)を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。
Zoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?
Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from
Add Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, instead
Timeline View in CRM - a linear way to visualize records over time
Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records
SalesIQ not loading on mobile
We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problem
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