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• Recent Topics

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

• Introducing 'Queries' In Zoho CRM

  Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

• How to send mail with js SDK

  Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,

• Zoho say my domain seems to be already associated with another account

  I created a website on zoho and associated my domain (bompescado.com) on it. You can see the A record and CNAME are working to it. Now I need to associate the same domain as webmail, but when I try it return with: " This domain name seems to be already associated with another account. If you own this domain, please contact us for assistance." Im following the advice and conctacting you to say I've not been associated this domain on zoho before.  What do I need? Well, I need you manually remove it

• Subform Auto-populate based on Main Form Drop Down

  Zoho CRM. I have a drop down named ''number of items'' which ranges from 1-100. Below that I have a subform with 18 fields. Here is an example of what I need for this section: Number of items: 10 Subform (all 18 fields) show up 10 times Number of items:

• Zoho Sheets working offline

  Hi,  I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this.  Does someone have any ideas or steps I might have missed?  Also does Zoho Sheets have the "Format as Tables" function as is currently in MS Excel 2016??  Many thanks. 

• Lost ZB Code

  Hi,  Please what is the ZB code for my domain? It was mistakenly deleted. Please treat as urgent.  

• Unusual activity detected from this IP. Please try again after some time

  When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Date format in the Account settings are not reflected in other applications

  The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone

• How to add the time duration for scheldule call

  Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time duration

• Contacts per department

  Hello, Is it possible to limit Contacts to a Department? Thanks

• Project profitability

  It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.

• How to search records in integration task in creator?

  How to search using integration task in creator searchString = {"zcrm_account_id:4050082000001001499"}; contactData = zoho.books.getRecords("Contacts","xxxxxx",searchString); I get an error that third argument needs to be string, I tried to convert it

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• How to add a record for a different report

  I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

• Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

  Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

• Location Lookup

  Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John

• Tropicalize Books

  Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

• Automation#20 : Auto-Add Ticket Tags based on Keywords

  Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

• Zoho developer edition does not work for us

  Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

• Cloud to cloud folder migration from Sharepoint to Workdrive

  I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Zoho One Trial Version

  I am in a trial period using Zoho One in my business. I have a question about what happens to the information when the trial version expires? Does the information stay in my account? Do I have to delete the information before the trial version expires

• Getting 401 Unauthorized while creating Ticket

  I'm getting 401 UnAuthorized  when I try to create a ticket using the Zoho Desk API. I am using using  OAuth2.0 for getting access token and generated accesstoken and used Desk.tickets.ALL as a SCOPE . Kindly help me to resolve this issue while creating

• Tip #17: How to mandate partial payment for your appointments

  When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

• Zoho Vault App for Windows

  Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

• Zoho Payroll's Year in Review 2024

  As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

• Key Highlights of 2024: Recalling a Year of Progress and Advancements!

  As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us

• Ticket Views: filter criteria -> dynamic date values in relation to the current date

  Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

• How can I understand in the search results which collection a note is in and how to immediately go to this collection?

  How can I understand in the search results which collection a note is in and how to immediately go to this collection? You can call the note properties window, but only the notepad is listed there. This is very inconvenient, especially when there are

• Is there a way to request a password?

  We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

• Link Images to a Excel Report

  When I export to a spreadsheet. How do I get it to create a link that goes to my image. Right now it shows up in Excel as: /sharedBy/appLinkName/viewLinkName/fieldName/image/1510098844838_Image_07-Nov-2017_18_54_03.jpg

• Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

  In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

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

  Hello. My domain was renewed recently and since it came back online I've been having this issue. Read it here that I need to verify it again with Zoho. How can I proceed to this verification? Thanks!

• Matching ZOHO Payments in Banking

  Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how

• Projectic Specific Calendar Dates

  We are trying to create a project request form. One of the first fields is a multiple choice field that requests the user to select the type of project they are requesting. We are wanting to have a calendar view that changes the allowable dates to be

• Off cycle pay run 10 day

  How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they are

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Set another Layout as Standard

  We created a few layouts and we want to set another one to standard:

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