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Can't attach a file with ZOHO Mail
I am a new user of ZOHO mail. The attachment feature of the mail does not work. I get the dialog box to choose the file, then nothing happens and it does not attach the file. Please fix.
Out of Office not working
I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is
Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
Gmail to Zoho Mail: Filters
I'm considering a switch from Gmail (using its Workspace with a custom domain) to Zoho Mail. Reading the tutorials but didn't find the info on Gmail's filters. I have tons of them to auto-label my incoming emails. I know that those labeled emails will
Removed email address - can't access account
Hi Zoho Support Team, I recently removed my email address from my Zoho Desk account (which is part of our organization's Desk setup) and then signed out. Now, I’m unable to log back in because there is no email address associated with the account, even
Sendmail based on individual subform rows on form submission
Salut, My order form has an product subform with items that can be bought from different suppliers. I would like every suppliers to receive an email saying "you have an order" with all items (records) of the order associated with them. The suppliers'
I am Getting All visitors Location United Arab Emirate on Zoho sales WHY
Hi, I am getting all visitors location United Arab Emirate this is wrong people come from Dubai Sharjah Ajman as well
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
Custom Serial numbers in Inventory tied to customers
Hello, We have both software and hardware serial numbers that we need to track for active customers in the field. We do not know the serial numbers for the software until the customer buys it as its not a stock item but something we order and deploy for
How to nurture leads, manage contacts and grow your B2B business with SalesIQ?
Zoho SalesIQ is one of the most powerful support tools in the industry and is preferred by millions of customers. SalesIQ is used to acquire leads across various sectors and automate your workflows. The all-new SalesIQ brings more power to your business
Contracts Management
Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at
One notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
New notecards not syncing across devices
Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Is it possible to add HTML or a button on email templates in Zoho Desk?
Hello team, I am working on getting the best use out of Zoho Desk. I have noticed that when you hit 'reply' on a ticket, it comes with a small 'survey' to the recipient saying something like 'how would you rate your experience with us?'... so my question,
Is it possible to add buttons on email replies to internal team members?
Hello everyone, I am currently trying to set up some workflow rules to trigger when a ticket is created. I have noticed there is a button that can be added to email templates when sending email alerts from workflow rules, for example ${Cases.SUPPORT_PORTAL_BUTTON}.
What is the use of the stage environment ?
Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
At transaction level Discounts for Zoho books UAE version
Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then
New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
Sales Order automatic Convert to Invoice using boolean True or false
It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I change
Presenting the brand new Zoho Bookings!
Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
Feature Request: Ability to copy notecards to Windows desktop
Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!
Script on Page used as dashboard don't work anymore
Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only
Invalid URL error when embedded sending url into iframe for my website when using in another region
Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
Add Direct Ticket Link to Zoho Help Center Portal in Email Replies
Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support
Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive
Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements
Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
How to mass update member status in a CRM Campaign?
Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hard
CRM HAS BEEN SOOO SLOW For Days 05/15/25
I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers
First Respons time questions regarding ticket SLA's, Ticket Re-Assignment, and Ticket Closure.
I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three
View Expenses in Zoho Books Without Approval or Reports in Zoho Expense
Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t
Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)
Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.
Blocking / black listing customers
Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
Turning off the new UI
Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included. Now we have to miss out other contacts or enter them somewhere in the description.!!! this is bad.
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
Create project (flow) and assign to person without account (company)
Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
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