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• Sticky Posts

• Introducing ICR in Zoho CRM: Transform your printed text into digital data

  From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses

• Flex Your Creativity – A New component to Canvas in Zoho CRM

  Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Enrich your CRM data and keep them updated

  You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

• Recent Topics

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• reCAPTCHA

  Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(5/28)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 5月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷登録はこちら：https://us02web.zoom.us/meeting/register/l6xddhOoR--8rroMIgKWyA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

• Outgoing blocked again.

  Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

• Where to find org ID and department ID?

  Hi there All the existing info on this seems to be incorrect or out of date. It's not in my URL, it's not in the developer space > APIs anymore like was suggested in some other forum posts. How do I find it?

• How can i resend a campaign to only one of the recipients on the original campaign

  How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

• Best Way to Integrate a Shared Sales Inbox with Zoho CRM

  I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,

• Failed job notifications

  Is there are way to receive an alert when a job has failed? If not this would be a useful feature.

• Adding Markdown text using Zoho Desk API into the Knowledge Base

  Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

• Turn off Knowlege Base Follow options and Follower lists

  Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

• Zoho desk not sending call reference to user

  Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there

• Canvas: how can I edit theme?

  This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.

• ShipStation and Zoho Inventory

  Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• How to Add Custom Sections in the Product Page?

  Hi Zoho team, I’m currently using the Tranquil theme on Zoho Commerce and I have a question regarding the product page layout. Right now, under each product, I can see expandable sections like Product Details and Specifications. I’d like to add two additional

• Apply Workspace First Day of Month Setting to User Filter Date Picker

  I've noticed that the user date picker filter always has the first day of the week as Sunday, even when Monday is selected as the Workspace default. I would like to raise a feature request to apply the Workspace default to user date pickers. Thanks

• Display CRM account field on Zoho Desk Ticket

  I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked

• Composite Services and Account Tracking

  I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

• Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

  I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

• How does BadgeUp Work?

  When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight Randall

• Access a field from incoming webhook Zoho Flow

  I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful if

• What is the difference between a template and a snippiet

  Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are

• Is there a way to set up templates for commonly occurring issues on Zoho Desk

  Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There

• Import subform entries conveniently in CRM

  Dear All,   Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced

• Missing "Created_Time" Field in Zoho CRM API Search Results

  Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,

• Payment link showing as malicious

  We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?

• Problem connecting social accounts and file upload

  I have two brands that I manage in Zoho, each with their own social profiles. I didn't have any issues for the first few months, but recently the Instagram for one got disconnected and no matter what I've tried, it won't reconnect. If I go into the settings

• Canvas responsive preview in different browser window causes re-authentication/verification

  I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh the

• Is is available to access notes from mobile app?

  As you know we have a notes section in the mail system at the website but can I access the Notes from the mobile app? Thanks in advance

• New Assembly Screen - Doesn't Search by SKU

  When one wants to make an Assembly by clicking the plus sign from the "Assemblies" tab, the first step is to enter the Composite Item that one wishes to assemble. Logical, but the problem is that one cannot search that by SKU, only product name. This

• OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

  Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,

• 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

• Marketing Automation Emails Going to Spam

  Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

• Import CRM Vendor Module for Mail Merge

  Hello, It seems I cannot import the vendor module field for a merge document? Is there a way to turn this on?  I have the ability to import my custom module fields, but not standard built-in CRM modules like Vendors.  Am I missing something? Thank you very much for your assistance!

• Invalid OAuth Token When Using Zoho CRM API with Postman

  We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:

• IMAP as a source option in Dashboards

  Hi Team Can I request IMAP be added as a source option for running a report or creating a KPI in dashboards. I have selected all options and my IMAP linked emails are not showing, I can only check these by going to emails in a contact. Thankyou Josh

• Device Credentials

  Connection Credentials for my device. Where is this displayed in the application.

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2 is still empty) Argument : Name : societe / string Name : societe2 / string Code : resp = zoho.crm._updateRecord("Societe",Societe.toString(),{"Societe2":Societe});  Can anyone help me ? Thanks a lot,

• is there a better way to routinely export my project timesheets?

  Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

• Zoho Flow - Create CRM Meeting - Expected input type is jsonobject

  I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've tried

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