Cannot paste consistently
When authoring and editing articles in Zoho Learn, I often find that I am unable to paste content. Some days, Zoho will let me paste a few times using keyboard shortcuts (Ctrl-V), but then will randomly stop allowing this function. I have also triedMove a ticket from one department to another without creating the product in both departments
Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.Zoho desk Instant messaging no notification
We are using whatsapp inside zoho desk instant messaging, however my agents are not notified if there is someone who send a message. We all miss messages because there is no indication there has been a message send. No notification badge, no notificationsneed help to set up feeds to Zoho books with CRM Perks plugin
Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I workedCan Not Categorize Sales vs Services for "On The Fly" Line Items
We can not categorize Sales (Goods) and Services with Zoho Books for "on the fly" line items when creating a transaction (quote or invoice). Zoho Books does not provide the basic ability to separate product sales and services for "on the fly" line itemsInfinite phone verification loop
Hi, I'm trying to test your Mail service, but I am unable to due to a problem with the phone verification. I've correctly received the verification code and verified my phone number, but whenever trying to access the Mail portal in Zoho I am presentedUrgent: Amazon Login Block Issue via Zoho – Suspected Integration Problem
We’re currently experiencing a critical issue related to our Amazon login through Zoho. Although the client can still access the Amazon Seller Central account directly, our team is being blocked when trying to log in via Zoho. The account itself is notCompany Name Update and Chatbot Customization
We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,upload attachment to Zoho books bill from Zoho CRM
Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is notZero in the Invoice Amount Text field is adding onto the figures entered.
Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want toError in SalesIQ Chatbot: "Add Ticket" Card Fails with "Error" Route
Hello Zoho Community, I'm encountering an issue with my Zoho SalesIQ chatbot. Previously, when the conversation flow reached the "Add Ticket" card, it successfully created a ticket in Zoho Desk. However, recently, upon reaching this card, the flow followsCan’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 restoreIMAP 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,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. AnotherCanvas 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.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 JoshWhen adding or editing a contact in contact tab, the contact or edits cannot be seen in mail tab for up to 24 hours
When reporting this as a bug, I was informed that it can take up to 24 hours for a newly added or edited contact in the Contacts section to become usable in the Email tab—whether through autocomplete or when selecting recipients via the To button. Frankly,Missing "Created_Time" Field in Zoho CRM API Search Results
Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,Marketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get thisInvalid OAuth Token When Using Zoho CRM API with Postman
We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:Email de outra pessoa ja associada ao meu dominio
Tenho um dominio e está falando que o email da pessoa ja está associada ao meu dominiozoho crm intergration with zoho campaign
I to intergrate zoho CRM with zoho campaigns https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-campaigns/articles/zoho-campaigns-crm-integration#Configuring_the_integration_and_setting_up_sync but in step1, when i click to zoho campaigns,Check Validation Rules all fields on Quick Edit on Record Details Page
I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fieldsI am unable to receive email but can send email and if replied on the same thread can receive.
Hello, I am unable to receive emails at all. Tried with gmail and other emails also. But if I send email first and then the person replies on the same thread, I can receive it successfully. I guess my MX records all are good, did what was recommendedZoho emails not sent stuck in processing
As in the image below the emails sent are stuck in processing modeOpen a popup window from inside Record A and stay on the record after saving Record B
Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the followingCan't click 'Read More' button in Message module in Zoho CRM
I can't click the 'Read More' button because it is covered by image name like this but it is covered like this please fix it since it is really really crucial https://crm.zoho.com/crm/org856669456/tab/Messages/6335480000033403311No Teamspace found in CRM Sandbox
I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve thisSearch function in Zoho Sheet mobil app on android - not working
Hello, Im new here and registered for Zoho Sheet. Than i installed the android mobile app on my tablet (redmi note pro 5g). But I cant use the search function for my added excel table. When I use the web version for zoho sheet with the same imported tableImpossible de créer une adresse e-mail : licence déjà utilisée mais aucun utilisateur visible
Bonjour, Je suis abonné à Zoho Mail Lite avec 1 utilisateur (abonnement actif), mais je ne peux pas créer mon adresse pro contact@joasavon.com . Le système indique « Limite maximale de licence utilisateur atteinte », alors que je n'ai qu'un seul utilisateurMax limit reached on Web Tabs for Zoho Projects
Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partnersCreating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.GST Returns India
1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ??? Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers shouldE-Way Bill Generation and Custom Button Requirement in Stock Transfer Module in ZOHO Books India
We would like to provide further clarification and highlight a few operational challenges we're currently facing : we are handling stock transfers between branches/warehouses within the same state under the same GSTIN. As per government rules, E-Way BillData Model - CRM Adjusting size of Entity boxes
(Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbarsSymlinks not working
Hi all - we're finding symlinks placed inside WorkDrive connecting to fodlers doesn't work. Anyone else seeing this?Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)
With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.Getting "Invalid input for Email. The expected input type is email." while integrate Eventbrite & Zoho leads with Zoho Flow
I'm Getting "Invalid input for Email. The expected input type is email." while integrate Eventbrite & Zoho leads with Zoho Flow The JSON code is attachedLeave request for 0 hours is registed as 24 hours
I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say aRecurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer
I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappearNext Page
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We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates【Zoho CRM】作業リスト機能リリースのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。Manage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions2025 in Review: Powering Field Services Forward—One Feature at a Time
As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams
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Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, howeverAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesBuilding Toppings #3 -Testing and publishing Bigin toppings
In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate follow-up managementAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofCharting the 2025 Voyage: Zoho Invoice's Year in Review
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As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful
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