Important: Zoho MarketingHub is now Zoho Marketing Automation

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• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Desk Contact Name > split to First and Last name

  I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

• Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable

  Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)

• Dashboard Metric Drill-Down Shows Stale Data

  Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized

• Managing Shopify Payout Balances in Zoho Books

  I am recording my Shopify orders as Invoices and once Shopify credits my bank account I reconcile the payout to the specific invoices and create a new transaction to account for the Shopify Merchant Fee. That is fairly straightforward to me. How should

• Charging for WhatsApp replies starting in October 2026

  Meta has announced that it will charge for reply messages on WhatsApp starting October 1, 2026, and the free 24-hour window will no longer exist. How will Zoho SalesIQ handle this billing? https://developers.facebook.com/documentation/business-messa

• Upcoming Change: Increased character limits for module and field labels

  To provide greater flexibility in customizing your CRM, we are increasing the maximum character limits for module labels and field labels in Zoho CRM. What's changing? Label Current Limit New Limit Module Label 25 characters 50 characters Subform Module

• Change of Blog Author

  Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

• SPAM (and some other) folders missing on three of my Zoho Mail accounts

  I have four email accounts with Zoho Mail. Three days ago, the Spam folder on three of these accounts vanished. It is gone on the Windows and Linux desktops as well as the web-based and Android versions, and I have tried it on multiple machines. The only

• Using data from multiple sheets

  I am looking for a way to automate the process of taking multiple Zoho sheets and collating the data into one combined sheet (such that no duplicates occur). Currently I can only think of importing all the sheets into Excel and then running a macro to perform the task. Is there a simpler way offered by Zoho?

• Error 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)

  When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I get

• Show both Vendor and Customers in contact statement

  Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

• Tip #7 - Siri shortcuts in Zoho CRM

  Hello Everyone, Here is a tip about the 'Siri Shortcuts' feature and how it works in the iOS version of the Zoho CRM mobile app. What are Siri shortcuts? Siri Shortcuts are quick actions across your apps on iOS. They can perform an action automatically

• Automatic Department and Employee Sync Between Zoho One and Zoho People

  Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

• Nothing triggers a Journey

  I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actually

• Manually Backorder Sales Order and/or Change Sales Order Status

  Is there an option to manually 'backorder' a sales order, or otherwise change it's status?  In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment.   Ex- we created a PO on

• Kaizen #254 - Building a Temporal Lead Score Decay System in Zoho CRM

  Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will build a temporal lead score decay system that works alongside your existing scoring rules by introducing percentage-based score decay driven solely by customer inactivity. By

• Metadata API Access to Functions

  I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

• API actions/approvals endpoint returns UNAPPROVABLE despite user having full permissions and being the assigned approver

  Hi Team, We are trying to programmatically approve a record via the CRM API but consistently receive an UNAPPROVABLE error, even though the same user can approve the record without issue from the UI. Endpoint called: POST https://www.zohoapis.com/crm/v6/{module}/{record_id}/actions/approvals

• Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

  #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly

• I am not able to check in and checkout in zoho people even location access allowed

  This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

• WhatsApp Vendors Module

  Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules, i.e., PO, Bills, Vendor Credits, Payments Made, Purchase Received? WhatsApp is often the preferred method of communication

• Upload ticket attachments via Drag-&-Drop

  Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...

• Elevate your Radar experience: Best practices part 3

  In the Spotlight: Zoho Desk's Radar app Customer support requires human intelligence combined with emotional intelligence. How about these coupled with contextual intelligence? These elevate the customer support experience. When providing support through

• Migrating my email from GMAIL to ZOHO MAIL..........

  I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up

• Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

  Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho Organization

• RFID Scanner/Adapter Solution for barcode scanning

  Hello, We will be trialing using barcode scanning for item verification during our picking process. Using a phone or a tablet is awkward and uncomfortable. Are there any Zoho compatible RFID scanners, or an RFID device/adapter that will connect with a

• Approval Process not retriggering after rejection when stage is manually changed back

  We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal. The issue: after rejection, AE can manually changes

• Data Guardian for Zoho CRM – Auto-validate Emails, Phones, and Addresses. Get a 0-100% Health Score & automated tasks.

  I totally understand your frustration. Zoho CRM doesn't have a native way to auto-validate phone numbers or addresses, which leaves sales reps wasting time on bad data. I actually ran into this exact problem and ended up building a free extension called

• Free Webinar Alert! Workdrive + Office Suite in Zoho Workplace: Create, co-edit and collaborate

  Hello Zoho Community! Looking for a better way to create, manage, and collaborate on your business documents? Join our upcoming webinar to discover how Zoho WorkDrive and the Zoho Office Suite (Writer, Sheet, and Show) help teams to work together from

• Updating Sales orders on hold

  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

• Two-Factor Authentication in Zoho Mail: Add an extra layer of security to your organization

  Account security is a critical aspect of managing any organization's email. With increasing risks of unauthorized access, a single password may not always be sufficient to keep accounts protected. Zoho Mail's Two-Factor Authentication (TFA) addresses

• Dark Mode - Font Colors Don't Work

  When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

• API to post drafts for social media

  I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

• How to show product cards in your chatbot

  Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

• Changing settings for auto logoff

  I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

• How do you create invoices before sending them through Zoho Invoice?

  Hi everyone, I'm curious how other businesses handle their invoicing workflow before sending invoices through Zoho Invoice. Do you: Create invoices directly inside Zoho? Prepare them first in another invoice tool or template? Use Excel or Word before

• ZML Error/Bug

  Hi, I would like to request for your help regarding this kind of behavior. Requested_Start_Time & End_Time - date-time fields https://......#Page:PH_Calendar_Page?reqDate=08-04-2026 https://......#Page:PH_Calendar_Page?reqDate=07-31-2026 https://....#Page:PH_Calendar_Page?reqDate=08-03-2026

• Item with name in different languate

  Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

• Migration of emails from Yandex to Zoho

  I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and

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