Urgent Escalation Request - Severe Performance Issues and Errors in Zoho Desk
Hi, I am experiencing a serious issue with my Zoho Desk account. Since Sunday, we have been encountering error messages such as "Unable to process your request" when attempting to open new tickets or update information in existing tickets. In addition
Updating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");
Reporting Tags in Profit and Loss Reports Analysis
Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,
Zoho Desk data sync shows repeated “temporary error” after successful syncs
Hi everyone, we are currently using Zoho Analytics with a data synchronization from Zoho Desk. In the synchronization history, I can see a repeating pattern: the sync runs successfully, but shortly after that, another sync entry fails with the message:
Issue with Zoho Assist Unattendend Agents Showing Offline
Hello! I noticed that a large number of my unattended devices began showing as Offline earlier this morning (around 745am Mountain time). I checked the Zoho Assist status page but it's not showing any outages. The issue seems to be randomly occurring
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
User manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Sending to multiple people but only require one signature
Does Zoho Sign have the functionality to send a document to multiple people and only requiring one individual to sign? DocuSign has Signing Groups that lets you send documents to a group of people, where any member of that group can open and act on the
Weekly Zoho CRM DevTools Extension Update
Hey everyone! This week we shipped a bug fix for the Deluge editor cursor behavior. Our custom syntax highlighting could sometimes make cursor movement feel weird on certain lines. That is fixed now, so the editor should feel native again while keeping
Why is the ability Customize Calls module so limited?
Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
Announcing new features in Trident for Windows (v.1.42.5.0)
Hello Community! This release includes a collection of enhancements and feature updates aimed at making your email experience smoother. Let’s dive into what’s new! Forward emails as attachments. Previously, you could forward emails as an attachment only
Increase the "Maximum Saved Entries per User" Options Limit
Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more
Unusably slow sheet / max exceeded errors (suspect Fill Down + max row interaction)
Hello, I just started using Zoho Sheets and until I started working with formulas, all was well. At this point though, my sheet has become unbearably slow. I don't have too many formulas in yet and under 200 rows of data. Columns: not sure how to count
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
The Social Wall: June 2026
Hello everyone This month, we're introducing features to help you engage better with your professional network and share your content plans with ease. Mention LinkedIn profiles in the compose window You can now tag individual LinkedIn profiles directly
Duplicate confirmation email generated related to form being embeded in website
I haven't made a change to the zoho form in question and yet it has suddenly started sending a duplicate confirmation email to the customer (and us as we are copied in). The form is embedded in our website. The first email referrer name is our website
Zoho Creator - Install app from Gallery takes too long
I'm trying to install the 'Volunteer Portal' from the app Gallery of Zoho Creator. It has been busy installing the app for over 2 hours now. It might be okay, but how long is something like that supposed to take? I never installed anything from that Gallery
Where is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
Any way to sync Projects task → Desk ticket (not just Desk → Projects)?
Hey, I'm familiar with the native integration that lets you add a Zoho Projects task from Zoho Desk. What about the opposite direction — is there any native integration for that? If not, is there a way via the API to create a ticket and link it to a Projects
Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
How to use Zoho Billing info in a workflow
We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan
Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions
Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results
How many Zoho Sales IQ do I need?
Hello, We are a SME currently moving from Hubspot to Zoho. We are already using Zoho books and CRM, I am wondering how many ZohoSalesIQ account do I need? We mostly need to track our website users, no need for chatbot or anything. I am thinking to buy
Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Worst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions
Any way to sync Projects task → Desk ticket (not just Desk → Projects)?
Hey, I'm familiar with the native integration that lets you add a Zoho Projects task from Zoho Desk. What about the opposite direction — is there any native integration for that? If not, is there a way via the API to create a ticket and link it to a Projects
Disabled Zoho Sites Builder. Not Loading.
Hello! I have problem on all operating systems, and all internet browsers. Entire menu in site builder not respond to clicking, looks like freezing. Edited page not loading. Regards, Tom
Agents in Homepage
Hello all, Your agents do useful work. They find things like important leads, deals, and updates for you. But until now, you could not see any of this on your Home page. To check what an agent had found, you had to open the agent on its own, away from
Zoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
Introducing the Required Skills field for Job Openings
We're excited to announce a new enhancement to the Job Openings module - the Required Skills field, formerly known as the Skillset field. This enhancement brings improved functionality and a fresh UI to help you define your job requirements effortlessly.
WhatsApp Campaign not appearing in Zoho Marketing Automation data import
I'm setting up data import from Zoho Marketing Automation into Zoho Analytics, but WhatsApp is missing from the available modules. I can see Journeys, Email Campaigns, SMS Campaigns, Users, Lists, and Leads but no WhatsApp Campaign option.
How to handle email attachments >5MB from Zoho Mail to Zoho Creator via Zoho Flow?
Hi Zoho Community, I'm building an email management system that automatically captures incoming emails from Zoho Mail into Zoho Creator records via Zoho Flow. Everything works fine except for one major blocker — email attachments larger than 5MB. Current
Zoho Analytics Aggregates
I have the attached report that lists Jobs and I want to aggregate the totals of Total Budgets, Total Bills and Difference for each Construction Stage. Can anyone tell me how I aggregate them?
Can't send email using template. Email address has been blocked error.
Hi. I'm setting up a new Zoho CRM account and doing our first customizations. While testing the email templates to use during blueprint transitions, I always get this error: "Sorry! Email address has been blocked." Any ideas? Thanks. Bruno
[BUG] Zoho CRM Mobile App – "Deal Name Cannot Be Empty" Validation Error When Cloning an Existing Deal
Summary When cloning an existing Deal record in the Zoho CRM mobile app, saving the cloned record fails with the error "Deal name cannot be empty" — even though the Deal Name field is visibly populated with a valid value. The save is blocked entirely.
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
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