FAQs on Approval Process - Post your Questions

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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

• Planned, actual and forecast hours

  Hi there, I'm attempting to use Zoho to plan projects and time, but it's so confusing. I have two questions: Why, in the screen shot below, is my planned hours saying 8? I have assigned 8 work hours to the task, and I have logged 4 hours of actuals. I

• RingCentral Intergration Fax

  Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to fax out on the ring central web application.  Myself and many other users are industries that communicate through fax. Its such a burden to have to download pdf and then send manually. If possible an activiity log built in to the module as well would be

• 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!

• 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

• Merging 2 tickets

  Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not

• Client Script event on any field of a Detail page

  Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!

• Allow SO Item table to search other fields in items to make entry easier

  We have thousands of items, some of which need to be entered on the fly by desk people. We don't want abstracts like the vendor's part number in our SKU or Item name. It would make order entry much easier if the context search in the items table would

• How Do I Refund a Customer Directly to Their Credit Card?

  Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

• Can’t Send Outgoing Mail

  Hello, one of the email addresses on my account had its outgoing mail privileges blocked. This was due to some bot signups on my website, causing my email to send a bunch of undeliverable emails. I have corrected this issue on my website. Please restore

• zoho webmail keeps opening an empty tab when on log in/vist webmail

  as the the title says, whenever i log in or visit the page in a new tab, zoho webmail with open a new tab, but it errors out (see attachment). how do you stop it from doing this?

• Sending possible. Receiving not possible.

  We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

• Efficient way to get a list of records like Notes under Leads that changed in last N minutes

  Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However

• IMAP Connection Issue – "Disconnect called before connection setup" (Zoho + Freshdesk Integration)

  Hello, Since April 25, 2025, we are facing a critical issue with our Zoho Mail integration with Freshdesk. Incoming emails are no longer being received in Freshdesk. Freshdesk Support has confirmed that their system is trying to connect to our Zoho mailbox,

• Fetching a missing Folder, now creates it

  Hello, I'm using Zoho Flow to fetch a folder within a Team Folder. If the folder is missing (folder ID is null), I trigger a Create Folder. Now in 2025, when I fetch a missing folder, a folder is created right away with the "name + full date" and a Folder

• Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

  For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

• How Would I get data from a network drive to be feed into creator program.

  What's the easiest and cleanest solution for this?

• Using Zoho One to manage two (or more) businesses

  We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

• Give Permission for User test in Development/Staging modes

  Hi Everyone, I am using Zoho Creator C6. Where there are development and staging modes. Is it possible to give special / temporary permission for users to test directly in development and staging? Or do you have any other ideas? Thank you very much.

• Cannnot find criteria tab

  We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria.  The latter is missing from my screen.  I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM? 

• Dial Charts in Analytics using field values for colored ranges

  Hey all! It would be supremely helpful if we could use field values for ranges in Analytics for dial charts. We currently display an analytics report to our sales team showing how close they are to reaching the next tier for commission payouts. We update

• A couple of minor enhancements to Workflows

  Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

• South Africa Tax Edition is now Available!

  Managing taxes just got easier for field service businesses in South Africa! With Zoho FSM's new South Africa tax edition, field service businesses operating in South Africa can now effortlessly stay compliant with local tax regulations. Easily manage

• How to overcome Zoho Deluge's time limit?

  I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

• 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

• 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

• Bulk user onboarding for Cliq Channels in a jiffy

  As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could

• Weekly Tips: Secure your attachment downloads with Zoho Mail

  Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

• Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

  Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another

• Adding Product Photos through Import or In Bulk

  I am about to add about 1000 products in the CRM. I am shocked that there is no way to add product photos through the Import feature. I'll be spending days adding product photos.... Very dissapointing. Anyone know of a work around to add product photos

• Announcing Multi-language Support in Zoho FSM

  Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

• How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

  Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

• Quiz of the Day on Dashboard

  Hi team, Is it possible to enter a feature for enabling a widget as a quiz for the day. This widget can have one question popping up daily from the list of some pre-fed questions and the employees need to either type a response or can select from a multiple-choice

• Email content strategy

  This is basically a couple of questions about the best practices when it comes to the use of colors as part of the message sent through the email campaign. 1 - Is there a guide or recommendation as to what are the best colors for text/background associated

• Canvas Button Vanished

  I have a button that has mysteriously vanished. It shows in the canvas builder but then is no where to be found in the actual record and before you ask, yes I have tried to access through incognito mode and same issue.

• Multiple Tabs in the Dashboard

  Hi team, Can we enable an option to add multiple tabs in a dashboard? This will help to group the content to be displayed to employees and make it more usable and user-friendly intranet space.

• In the Pivot table in the value section i want to the actual value instead of sum or count

  I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• 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

• In Zoho people Check in report the date want come as Colum how i can achive that in zoho people or analytics

  In Zoho people Check in report the date want come as Colum. How i can achive that in zoho people or analytics

• 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

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