Recent Topics
Possible to filter out contacts that hasn't opened emails in Cadence?
We use Cadences in various outreach - is it possible in analytics or reports to filter out the contacts that have not opened their emails?
Recurring Split Expenses
Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individual
Workflow Based on Manual Journal
Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation
Zoho Books | Product updates | March 2025
Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
zet pack not working
We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this
On Duty Requests using API
Currently we can only do attendance entries using API, we need to make on Duty Requests using API Use Case We are using different on premise devices to track meetings, we want to sync this data with Zoho People Currently we are manually making on duty
Owner's Draw
Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIRE
Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you
Uploads in creator app
So I have a file upload in the app, I can upload the file to it easily, but can't then download that file, there appears to be no option to?
Bulk Delete Images
How do I bulk Delete Images from Zoho Campaigns. We have been using the Zoho since 2019 and can still only see the option to delete images one by one and we have a lot of old Campaign imagery we don't need anymore. Thanks!
Approval workflow for employee profile form
Hi, i have a requirement that whenever employee updates certain fields in profile, it should go for HR approval Specifically, I need to setup below 1. Approval should be triggered only if certain fields are changed. For eg. marital status, education details and address 2. New changes should be reflected only if those are approved by HR... if rejected, changes should not be updated in employee profile 3. Option to attach supporting documents for these changes while submitting for approval 4. Approving
How to configure Choice-based Field Rules??
I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXs
Multiple domains,
Hi I have two domains set in one account on Zoho. One is primary domain and the other is alias. Can I switch these so that alias domain become primary domain? If I make my Alias domain to Primary, will I be able to send and receive emails using this
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-time
Prevent invalid entries in forms using Form Field Validations
Greetings, Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations. Imagine a phone number entered as random text, an email address missing its domain, or a date field
Kaizen #181 - Mandating Subform Data for Blueprint Transitions using Widget
Hello Developers! Welcome back to another week of Kaizen! This time, we are tackling a common challenge on how to enforce subform data from a different module before allowing a blueprint transition in Zoho CRM Deals module. Many CRM workflows require
Make function for repeating code
Hi, It's me again with my questions... 😅 In my Creator app, there's code that repeats itself in several places. And repeating code necessarily means optimization. So I'm trying to create a custom function to centralize my code in a single place and call
Searching for Zoho CRM newbies or users who ...
I'm looking for people who, like me, want to get started with Zoho CRM and use it better. For mutual motivation. Am I in the right place? Or are there other, more suitable Zoho groups for this?
Automation#33: Automate Splitting Names for Existing Contact Records
An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom
Line chart customization
Hi, is there any way to draw multiple lines on a single line chart. Now on te x-axis im displaying dates and on the y-axis dispalying total records count. I want to display multiple lines on the same chart. The sample image is attached
Change Background in PDF Template
Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you
The ability to show fields from subforms when viewing from related list
Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column
Limits on workflow never disclosed, not documents and now being applied. I feel scammed and there is no reply for support.
Hello everyone, I’m facing a critical issue with Zoho Recruit and would appreciate any insights from fellow users or someone from Zoho. For months, I’ve been receiving daily emails stating that I have reached the maximum workflow custom functions limit.
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
Zoho Projects API v3 - How to format filter critera in deluge
I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and
Bad change: Zoho Notebook Android app requiring Google Play Store login
I have been a Zoho user for a decade or so, and a One subscriber for several years. There are always areas for improvement, but on the whole, I've been quite happy with it. A big part of my choice to go wtih Zoho is that I value data privacy, and try
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Add Facebook Pages Triggers and Actions in Zoho Flow
Hi, We would like to request an enhancement in Zoho Flow to support Facebook Pages triggers and actions. Why Facebook Pages Integration is Important Facebook remains one of the most significant social media platforms for businesses, offering powerful
Issue with syncing zoho campaigns with zoho crm
Hi there, I want to sync both zoho campaigns with zoho crm however i have encountered some issues with this. when clicking manage in zoho i receive this message even though im using the same account and its an admin account. however when i go to zoho
Deal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!
We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. But
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.
Zoho CRM Roles to Zoho Desk
I have created my role hierarchy in Zoho CRM, Can i import/sync those roles from CRM to Desk or should i create role hierarchy again in Desk?
Preventing auto-redirect to Parent Record on Save...
Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",
Why is my deluge code not executing properly? (New and learning deluge)
I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");
Notebook stacks
Hello, Are you planning to implement some kind of notebook grouping, similar to evernote stacks? I know that we can group notes inside of the particular notebook but for a lot of us it is not enough I belive. Sometimes that additional layer for organization
iOS Widget Not Working
It appears that the iOS widget is not working, displaying a blank white screen instead of a selected note. I’m using app version 6.5.12 and iOS 18.3.1.
Trying to add Products from Accounts subform
Hi, I have the following script to to add separate Products from a subform in an Account record. There is data in the subform, but I keep getting the error "No records were added". Please advise. string related_list.relateBuyerCriteria(String accountId)
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
How to control the # of version of files to keep?
Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks
Image Upload Field API get encrypted ID and sequence number
Hello is there a way to extract the encrypted id and sequence number from image upload fields through the Zoho CRM API? I created a custom script with javascript within Zoho CRM, but I want to extract the encrypted id and sequence number for all my images
Next Page