What happened to the tabs in the ribbon on the top in my CRM?
Hi, This morning all of the tabs (modules) in the ribbon on top are no longer showing up. I had the modules in the ribbon in a specific order for easy, one-click access. Now it's only showing the active tab and the rest are hiding under the three dotsConnect to Australian bank
How do I connect to an Australian bank. No Australian bank shows up in my list. I think its because the service provider is Token and not Yodlee. How do I change this?Searching for content within courses
Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:Citations Problem
I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happensZoho People Leave Balance Show as Negative
Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.Zoho People > Performance > Appraisal > Mismatch between the template-configured module and the currently enabled module.
Hello There When we enable the performance module there a prompt Mismatch between the template-configured module and the currently enabled module. How do we resolve thisZoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.
Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issueWhen Calls Ends, Creating Note with the call description by deluge code
Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticketDefault Memo from Custom Field (from Bill) when Paying with Check
Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on theDuplicate Contacts - how to get merge or delete
I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically. I have yet to identify when or why. How do I merge or delete them? I see there is a "Deduplicate" but I am unable to find anything that explains this feature.Pickup and delivery
Some of our products are pickup only and some delivery. Is there a way of doing this in commerce. Plus we give volume discount to all customers. We handle this in Books using pricelist and range pricing. Is there a way of doing this within commerce.How can you train the Zia Bot for Desk
I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question. How can I best train it? Should I change the title of my articles, add more information inthe body copy?Direct Download Link
I saw how to share off a document to the public, which is great, but I was also wondering if there is a way to get a direct download link for a zoho doc. I would like to be able to simply send people my documents without them having to find download on the zoho page (not hard, but just for convenience)Form responses to quote process
Hello, so I am new to Zoho One. I'm fairly confident what I want to do can be done I just need guidance on how to accomplish it. I have a Zoho Form. When a customer fills out the form I want to generate a quote (that I will email to them, I do NOT wantIPv6 MX Support in 2025
There are multiple discussion on this community on IPv6 adjacent issues though the most pressing issue for IPv6 support is not solved yet the support team seems to not understand what is the issue and is steering the conversation to the wrong and misleadingZoho Books Quote - Client cannot accept quote
We are using the Zoho One plan and some of our clients have reported that they cannot accept the quote when we select their email at the bottom to send the quote to. When trying to accept, the quote prompts a message saying "You are not allowed to acceptZoho Desk Community Portal Not Displaying Custom Styling Correctly
Hi Zoho Community, I’m struggling to get a custom community portal in Zoho Desk to display my branding and styling correctly, and I’d love some help troubleshooting this for a client’s support portal. Details: Setup: Zoho Desk (Professional plan, latestWie kann ich einen Nutzer löschen?
Wir haben Zoho one. Es handelt sich um einen ehemaligen Mitarbeiter.Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition Is it possible on click of the predelivery Transition show the alert message if site ready ness file upload empty also not move the stageHas anyone imported items and included the storage bin?
We have a large amount of Inventory Items. We would like to import these into Zoho Inventory but while we can import the majority of data, the storage bin refuses to map. Has anyone successfully imported the data and mapped the bin?Terms & Conditions add a rule.
Hi I'd like to format my T&C's to auto format a Deposit amount based on the Total. "Quotation is valid for 7 days from the date of issue. A 75% deposit ( R .00 )is required to confirm the booking. The remaining balance ( R .00)is due upon project completion.send file to ftp or another external service
i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses
Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app toCopying records from a Custom Module into Deals
Hello, I recently created a custom module to handle a particular type of order/transaction in our business. Having got this up and running I've realised that it would be much better to use the Deals module with a different layout instead. We've enteredHOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling priceCustom Function to get custom field of lookup type in Books
Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sampleMap dependency on Multiselect picklist
I need help in Zoho CRM. I have 2 multi-select picklists. For example, Picklist A has country names. Picklist B has state names. Now I want to show states on the basis of the selected country from Picklist A. Both are multi-select fields, so the standardMissing Outlook calendar option in Calendar
Hi all I don't have an Outlook Calendar option in the Settings > Synchronise settings of Calendar. Any ideas why not?Inquiry Regarding Monitoring ZOHO CRM API Credit Usage
Hello ZOHO Community, I hope this message finds you well. I have a question regarding monitoring the usage and remaining credits of the ZOHO CRM API. I recently discovered that within ZOHO CRM, by navigating to Settings ⇒ Developer Hub ⇒ APIs & SDKs,Assistance with Exporting Specific Data from Zoho CRM
Hi, Could you please guide me on how to export specific information, such as the model number and serial number, from the Accounts module in Zoho CRM? Thank you in advance for your assistance.field update from the value of another field
Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your helpWhat is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillIs there any way to prevent the row cloning feature(on edit page)
My initial requirement is to prevent some users from adding new rows in the subform. For that, I have implemented the client script, and the script is working fine. But users are able to clone the row and make changes. For that, I was unable to find anyHow Do I Change Business Location
Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? ThanksVerify details pop-up windows
Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessaryAs a security measure, you need to link your phone number with this account and verify it to proceed further.
I want to disable this feature as my one staff travels with different phone numbers so it is hard to verify by phone. How do I do that?Asset Tracking
I am looking to create custom modules to track customer assets. We install serialized and non-serialized equipment into customers vehicles. So we will have vehicles belonging to the customer then equipment that will belong to a vehicle (if installed)Unusable due to "server" issues but there's nothing on Zoho or Down Detector saying there's an outage
I just started the Zoho trial and I cannot do anything because no apps or even the "contact support" will actually load. I tried to create a project but it keeps giving me the error "server is unable to process your request at this time". I tried to loadHow to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a projectZOHO DESK | SET PERMISSION NOT TO ALLOW SPECIFIC AGENTS TO CREATE TICKET
Hi Zoho Team, I have a question regarding this: "Team Desk are the ones to have the permission to create a ticket, Team OPS resolvers must not create a ticket." - How to set permission to Team OPS resolvers for not creating a ticket? Only Team Desk shouldNext Page
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Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalitésDeluge Learning Series – Client functions in Deluge | January 2026
We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on theRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingZO25: The refreshed, more unified, and intelligent OS for business
Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’veCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
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CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Notes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedNo funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos deSending automated messages that appear in the ticket's conversation thread
Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waitingPlease can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
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Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisDeprecation of SMS-based multi-factor authentication (MFA) mode
Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offerDKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringIntroducing Forms in Zoho Sheet
We hereby bring you the power of forms in Zoho Sheet. Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether youTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
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