Recent Topics
Zoho Desk: Auto-resizing of the "Description" textarea when creating a ticket.
I would like to suggest an improvement for Zoho Desk regarding the Auto-Height-Resizing for Description field on the “Create a Ticket” page. It would be highly beneficial if the editor supported auto-resize functionality, allowing it to adjust dynamically
[URGENT] Cannot access Functions tab in CRM
Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it is
Not able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order
Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
Is there an API endpoint to retrieve the remaining email credit balance?
Hi everyone, Is there any way to retrieve the remaining email credit balance programmatically through the API? I've gone through the full API documentation and it seems like there's no endpoint for this — everything related to credits is only visible
Switch between multiple LLMs instantly for tailored Zia experiences
Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone, Previously, the multi-LLM feature supported only one LLM at a time for Zia Record Assistant, which restricted users' flexibility
Zoho CRM Community Digest - April 2026 | Part 2
Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your
【西日本初開催】「AI and DX Summit 2026」のご案内
ユーザーの皆さま、こんにちは！ 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日（木）に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。
Zoho Desk MCP doesn't expose all functions
Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).
Stop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Incoming Rules: Define how incoming emails are evaluated and handled
As organizations grow, managing incoming emails manually becomes increasingly difficult. Administrators often need more control than what a standard spam filtering can provide. Whether that's enforcing company-wide email policies, handling messages from
Zia Emails Summary: Instant context from past emails
Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
Custom Portal URL causing SAMEORIGIN error with embedded Page snippet
In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
Zoho Creator Calendar - Sorting Events
Hi, I have a calendar view to hold the schedule for a group of engineers. I have created a formula field to show the combination of fields I want visible as the title of the event, but I need to be able to sort the list by something other than the event
Create a "My saved custom themes" section in Zoho Forms
Hi! I created lots of forms for my company that we embed on the website with a custon design. It is a pain not to be able to save a custom layout as a template and just not to have to do it again! So could you add a gallery like : "My saved themes" ?
Upcoming Update: Disposition Sync for Indeed
We’re updating our Indeed integration to support Disposition Sync, improving how candidate application statuses are communicated. This change is scheduled to go live on 15 June, 2026. What’s changing? Once enabled, this allows candidate application statuses
Joining Two Tables on Multiple Ids
Hello all, I'm guessing there is an obvious solution for this, but definitely not an expert in sql. On our Deals module, we have two user lookup fields. In Analytics, those fields have the user's ids in those table rows, and I'm trying to create a query
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Journeys - How to set up a webhook that triggers when a contact meets the goal criteria?
Hi there, I'm setting up a journey on Marketing Automation. The main goal of the journey is to get the leads to reply our emails. Is there a way to trigger a webhook when that goal is met? The webhook would then trigger a notification. Is that possible?
Latest updates in Zoho Meeting | Personal Meeting Rooms and Zoho Meeting Annotator
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Personal Meeting Rooms - Tailored for private discussions, this secure meeting space is yours alone, accessible via a unique link.
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
New UI for Writer - Disappointed
I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
Introducing the enhanced Zoho People integration
We're excited to announce an enhancement to the integration between Zoho Recruit and Zoho People, designed to streamline your data management processes and boost efficiency across your recruitment and HR workflows. With this latest update, you can now
Zia should track how customer relationships evolve over time
Here's a feature idea that I've been thinking about The Problem Zia is great at analyzing individual interactions email sentiment, call transcription, best time to contact. But here's what it can't do: tell you how a relationship has evolved over time.
Add an option to disable ZIA suggestions
Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
Filter our rejected quote items from the inventory quote template
Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter
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.
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Print JV of an Expenses in ZohoBooks
When an expense is created in Zoho Books, the related journal entry can be viewed at the bottom of the expense record. However, when printing the expense, the journal entry is not included in the printed document, and there does not appear to be an option
Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes
hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in
Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Print shipping label on Zebra Label printer from ZOHO Creator deluge
Hi All, Allow me to guide you through the process of printing a shipping label from ZOHO Creator to a Zebra label printer (ZD421D). Step 1: To start, configure the SendFileToPrinter API, which enables the transmission of a file to a Zebra Link-OS printer.
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