Copy one zoho organization data and configuration to another

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• Sticky Posts

• Introducing Invoice Consolidation for Offline Subscriptions

  Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage?  Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has Subscription

• New feature: Create back-dated subscriptions

  Hello from the Zoho Subscriptions team. :)   We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions!   From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based on

• Announcement Regarding Notification Emails

  Hello Everyone! This announcement is regarding the admin notification emails which you've been receiving from the email address "support@zohosubscriptions.com". From the 1st of October, 06:00 GMT, the emails with the following subjects will be sent from "no-reply@zohosubscriptions.com". Unable to send invoice for the profile - {profile_name} Unable to process auto payments. If you have set up any filters or workflow in your email account, please add "no-reply@zohosubscriptions.com” and  “support@zohosubscriptions.com”

• Zoho Subscriptions plugin for WordPress

  Zoho Subscriptions plugin for WordPress allows you to easily embed your plan specific checkout page in an iframe with just a few mouse clicks and without a single line of code. How can WordPress Zoho Subscriptions Plugin boost your productivity? It's now easier to embed Zoho Subscriptions checkout page in your WordPress site. Forget the old method of logging in to Zoho Subscriptions, copying a URL and scripting to make adjustments. All this can be done automatically through this plugin. A great time

• Indian GST organisation Migration Guide

  With respect to the new GST regime releasing on July 1, 2017in India, Zoho Subscriptions Indian edition is also gearing up to make your business GST Ready. This article focuses on how to get your existing organisation in Zoho Subscriptions to migrate to the new GST regime.    Note:  Any organisation created on or after July 1, 2017 will already be GST ready. You wouldn't have to migrate your organisation. Migrating your existing organisation to support GST To migrate your existing organisation to

• Recent Topics

• Zoho Zoom extension for CRM

  When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this

• Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

  Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?

• Setting GC session variable programatically in a website

  Hi! Is there a way now to programatically set session variables from a website for a Guided Conversations? The current available methods are dependent on react-native.

• Stereo audio

  L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.

• Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

  Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

• Is Zoho Sites still actively being developed?

  Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace

• 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.

• Zoho Surveys

  Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and

• Zoho FSM API Delete Record

  Hi FSM Team, It would be great if you could delete a record via API. Thank you,

• Duplicate Leads Concerns with Round Robin and Lead Approval Process

  It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

  Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

• Writing SQL Queries - After Comma Auto Suggesting Column

  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

• Desk API that can search Merged Tickets

  Is there any method that can still search a ticket that was already merged? zoho.desk.searchRecords - doesn't explicitly mention

• Issue with "Send Email" from Quotes not loading Email Template data

  Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls

• Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

  Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Zoho Projects and CRM Integration in Analytics

  Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Cursor lands on disabled fields when tabbing through forms

  As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of

• Permission query

  we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who

• Zoho Forms sheet prefil

  I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve

• "Create Deal" button should default to the currently selected layout/pipeline

  When viewing Deals in Kanban or List view with a specific layout and pipeline selected, clicking "Create Deal" should default to that same layout — not the profile's default layout. Currently it always opens the default layout regardless of context, requiring

• Zoho mail admin panel not opening

• Dynamic Questions in Zoho Forms

  Is it possible to add dynamic questions (like displaying a user’s name) in Zoho Forms? I know this is possible in surveys, but can we implement similar functionality in Zoho Forms?

• How to add "All Open AND Overdue" back to the Home Page Task Component?

  Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive

• Canvas: is it possible to have a fixed header?

  Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

• Removing Related Modules Lookup Fields Assignment / Relationship

  Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

• Zoho LandingPage pricing update: Essentials plan is now fully free!

  Hello Everyone, We have updated the Zoho LandingPage pricing structure. The Essentials plan, previously priced at $9 per month for 1,000 visitors, is now fully free, and the visitor limit has been increased to 5,000. With this change, users can start

• ZOHO.CRM.UI.Record.open not working properly

  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

• Zoho Survey – Page Skip Logic Not Working

  Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

• Introducing a smarter, faster, and more flexible charting experience

  Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

• Built-in Date Functions in Zoho Analytics Query Tables

  I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

• Zoho Form URL displays incorrect name

  Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

• Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

• Is there a way to update all the start and end dates of tasks of a project after a calendar change?

  Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

• Finding rhythm through poetry

  Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry

• Zoho Desk Ticket SLA Level

  Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has been

• Allow Font Size 11 in Editors...

  That is basic functionality...

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