Join us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM

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• Swetha Hariharan

  

• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• Mobile phone version not working well

  I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?

• Zoho Mail iOS app update: Display recipient's nickname on contact suggestion

  Hello everyone! In the most recent version(v3.3.1) of the Zoho Mail iOS app update we have brought in support to display recipient's nickname in contacts suggestion. Please update the app to the latest version directly from the App Store or using the

• Increase Round Robin Scheduler Frequency in Zoho Desk

  Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

• Digest Février - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Le 26 février, nous avons organisé notre première session Ask the Expert de 2026. Nous sommes heureux de partager que ce fut une session très interactive, avec de nombreuses questions intéressantes posées par nos clients. Si

• Zoho CRM Case Notes - Share to Customer

  Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 

• Zoho Forms - Feature Request - Year Field

  Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"

• Zoho Forms - Feature Request - Past Into Scanning/OCR Field

  Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more

• Synching changes to Stripe when changes are made in Zoho Billing

  We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated

• Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

  Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

• Depositing funds to account

  Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

• 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

• FSM integration with Books

  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

• web to lead

  Can anyone help me how to create web to lead from zoho marketing automation

• Introducing Workqueue: your all-in-one view to manage daily work

  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

• UI issue with Organize Tabs

  When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen

• I created a signup form in Zoho Marketing Automation with the correct field mapping, but the data is not being reflected under Leads in Zoho CRM.

  web to lead from zoho marketing automation

• Pasted Images not being embedded in custom mail

  Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something

• Kaizen #232 - Building a Ticket Escalation Mechanism from Zoho CRM

  Howdy, Tech Wizards! Picking up the thread from last week, we will continue our Zoho CRM and Zoho Desk integration. In Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM, we built a Related List widget that displays open Zoho Desk tickets within the

• Inactive License for free account.

  I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

• Deluge scripts

  Why is there not a search function to make it easier to find the script of interest when modifications are required.

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Zoho Books (and other Finance Suite Apps) - Clickable Item Name on Invoices and Reports

  Hi Zoho Books team, It would be really helpful if the Item Name on Reports were clicable to take me to the item. The same on Invoices, often I am looking at an invoice and I want to look at the deails of a product. A link here would be helpful to jump

• Zoho Books - Payment Gateway - Revolut

  Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

• Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.

  Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name.  This might be usable

• How to Rank Tables by Row Count in Descending Order

  I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

• Dealing With One-Time Customers on Zoho Books

  Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

• Marking a meeting 'done'.

  I would like to somehow mark a meeting 'done' and placed under the contact's page rather than deleting it and having no record of it. Am I missing a button that does this?

• Feature Request: Render Markdown (.md) files in Zoho Cliq

  Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it

• Zoho Desk EU slow/unresponsive

  Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/

• EU DC Partial Outage Resolved: A Detailed RCA

  Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On May

• CRM Percent custom fields: When will it show the % symbol and behave like %?

  1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

• How to use OR when filtering using two fields

  I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Xero Billing Data (22 instances) - Zoho (CRM) - Single Source of Truth For Client Data & Notes

  Hi - I’m trying to build out a CRM for a Single Source of Truth Currently I have 22 Instances of Xero (for legal entity purposes - can’t consolidate to one) How would I be best placed to do this? Is it possible to have all the Xero instances (22) → Consolidated

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• New 2026 Application Themes

  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

• Zoho Expense - Bi-Weekly Report Automation

  Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)

• PDF Generator Upgrade

  Hi Team, What will happen if I don't make any changes for existing template. Zoho just ask us upgrade but haven't tell the benefit. Zoho Corporation

• 500 internal server error on opening an iframe through a deluge script

  Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.

• Zoho CRM Quotes – Subform and PDF/Writer Limitations

  Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

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