Recent Topics
Account name not populating when importing contacts
When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
Requirements using Zoho Projects
Is there a seperate Zoho application for Requirements (Requirements Repository) or a way to use Zoho Projects to store, track and organize software requirements
Control who sees Timeline and Interactions in Zoho CRM through Profiles
The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
Billing Management: #3 Billing Unbilled Charges Periodically
We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the
Hide chart series by default (unchecked in legend)
Hi, I’m working on a dashboard in Zoho Analytics and ran into a limitation I can’t figure out. Is there a way to have certain columns (series) in a chart hidden by default via the legend (i.e., unchecked), but still available so the user can enable them
Zoho CRM - Restrict Login based on work hours
Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri
ZDK.Client.showConfirmation() and showAlert() silently fail on Boolean/checkbox field onChange - anyone else?
Hi community, I've been trying to show a message pop-up when a checkbox field is ticked. I'm using the onChange event on the Opporutnities create page. function onChange(value) { if (value === true) { ZDK.Client.showMessage( "Note: Message goes here.",
Tip #22 Three ways you can split your text into columns
When you're working with large datasets, you often have the problem of messy, inconsistent formatting, which makes analysis difficult. This is especially true when the data is being collected elsewhere and then imported to the spreadsheet, which can result
CRM Timeline History Permissions ?
Hello, I am curious about this. in Zoho CRM on the Timeline Tab everyone knows that it displays the history of edits and such for that particular Lead record. What if I wanted to Hide some of the History Events from CRM Users? For example, I have a workflow
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
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Can receive but not send messages in Zoho Mail
Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.
Email is not being delivered.
I was always able to send my emails normally but in the last two weeks I noticed that my emails are not being received by one company. Before this two weeks everything was ok we were sending messages and emails without a problem, but then they stopped receiving my email. I tried adding other email addresses to see if other users can get the mail and indeed they do but the most important company is not receiving it. We already asked to see the Spam and Not wanted email, but it was not there either.
Emails are not sent to Hotmail emails.
Hi, We are getting this message when we send email to any of Microsoft email service. This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. qasims@live.se, ERROR_CODE :550, ERROR_CODE :5.7.1 Unfortunately, messages from [31.186.226.248] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). You can also refer your provider
Hotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to
Zoho Desk View Open Tickets and Open Shared Tickets
Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
Survey isn't Sending
I have published my survey and uploaded my distribution list, which is within the limits of the plan I have. I cannot get it to send, despite repeated attempts. I'm beyond frustrated. Has anyone encountered this problem and how did you fix it?
Contacts are imported successfully but ignored when I send a campaign (due to non-marketing type)
Can someone please help, When we sent a campaign yesterday, we received the following message: "The number of contacts from the selected mailing lists are 161. We have ignored 11 contacts due to its non-marketing type." So only 150 people got the message.
Problem: New Email Consistently Failing to Sync/Display in Inbox
Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few
Campaing on hold for more than a week
As someone with an existing site, I use Brevo to send newsletters to my users. Decided to tryout Zoho only for my first campaign to be placed on hold. Tried reaching out to support, but no response. Zoho Campaigns claims that my domain is new and the
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
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
Zoho CRM Community Digest - March 2026 | Part 2
Hello Everyone! The second half of March 2026 arrived with a wave of announcements, from AI becoming more intuitive to security authorization protocols getting tighter, and a few community threads that quietly solved problems a lot of you have likely
Cross-Project Resource Capacity Planning View for All Users
Zoho Projects has a workload and resource utilization view, but it is scoped per project. There is no native way for a manager to see a single view of how a team member is allocated across ALL active projects simultaneously. This means that when assigning
SMTP and API
I cannot acess my account as its says "Access Denied". I have contacted on support@zeptomail.com. But no response.
Free Webinar Alert! Zoho Mail: An admin’s guide to email security reports and monitoring
Hello Zoho Community! Are you struggling to keep track of your organization’s email activity? Wondering how to stay ahead of potential security threats? We’ve got a session you won’t want to miss. In our Zoho Mail: An admin’s guide to email security reports
Pinned important comments and threads in tickets
Hello everyone, We are happy to announce that users can now pin important comments and threads in a ticket. This feature helps agents quickly access the customer's requirements and stay updated on the latest developments to ensure they have up-to-date
How we reduced manual ops using Zoho One (real use case)
Hey community 👋 Sharing a quick use case - A growing business had disconnected systems across CRM, inventory, and storefront, leading to manual data entry, no real-time stock visibility, and limited reporting. What we did: Centralized data with Zoho
How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
Inbuilt Telephony
How do I replace InBuilt telephony with a custom PhoneBridge widget that's privately published in the Developer Console? I want to gain the usage of the telephone icon on the leads module in ZOHO CRM.
Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves
I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.
Calculate Hours Minutes Sec in Zoho Creator Using Deluge
check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();
Customizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
favorites no longer listed
Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
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
The Zoho Books client portal is good but it stops just short of being genuinely useful
I set up Zoho Books for quite a few Companies. And honestly the client portal is one of the features I always demo because it looks great on the surface. Clients love the idea of it. But then a few months into going live, I start getting the same feedback.
How can I remove a Partner!?
Hi Im trying to remove a partner. He added himself the CRM. He's now no part of the project and Im trying to remove him asap, but the screen wont let me as I dont know what the Partner ID is! Moderation Update: The request to untag/remove a partner from
Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
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