Upcoming Enhancements To The Zoho Projects to Zoho CRM Integration
Hello, Enterprise Support Community! We're excited to announce an upcoming enhancement to our Zoho Projects integration for Zoho CRM, to allow for Projects to be added directly to a Teamspace and be accessed from the Modules list, rather than from individual
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
Access WorkDrive Team Subfolder in Zoho Projects
Hi there, I am trying to associate a subfolder to my project. There are many folders in our team folder, and I don't want to add them all to the project. I just want to add a single subfolder to the project. But when I go to Associate a Team Folder, it
Zoho writer tabs
I'm trying to post a list of actions for my team to share online. For this I need to set tabs -- can't find a way of setting tabs anywhere. Would prefer not to go to the formality of a table. Can anyone tell me how to set tabs? greigg
Is Zoho Shifts included in the Zoho One plan?
In case the answer is no: there's any plan to make it available via One? Thank you
Dont want to list inactive items.
If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'.
Can a Sorting Filter always be active and applied automatically?
Long story short, I have an automated pipeline where data is automatically added from a 3rd party source into one of my Zoho sheets. I want that sheet to always be sorted in Ascending order of a specific column. Data doesn't always come in from the 3rd
Zoho Customer Grievance Escalations Matrix
We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's been
Reconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen
ZohoBooks_add_expense_attachment Fails
I'm working MCP in Claude to automate bookkeeping. Claude cannot seem to attach and reciept to an expense. The 'add expense attachment' tool is added to the server and enabled in Claude. I asked Claude to give me the calls he performed and this is what
Problem adding emails to my account / Email Address already exists or associated in another Organisation
Hello, I am trying to create 3 emails that I previously deleted, but it gives me the message that you see on the screen below, I tried to write to support but I still have no response, what else can I do?
Can't create new account in zoho email
Hello, i'm trying to create some free accounts to my customers... and since yesterday i can't create a new account, what is wrong? why i can't create free account? Thank You
IMAP access: why not enable by default?
Hello, Thanks for ZOHO Mail and generous free plan. Question: why isn't IMAP enabled by default on ZOHO? It's such a basic feature that one would expect that IMAP would be enabled, since otherwise .... well .... you can't use your e-mail reader ? W.
Unable to send message:mail rate exceeded limit
Hi Admin I just got an email that outgoing has been blocked, I know why is the reason said " Mail rate exceeded limit", but I don't know the rule of Mail rate , so please tell me how to avoid the situation and fix this issue , my email id is morgan@homemesh.com.tw.
Zoho Desk Android and iOS app update: RTL support, send WhatsApp messages via mass action, subtabs on Contacts and Accounts modules
Hello everyone! We are excited to introduce new enhancements and features on the Zoho Desk mobile app. Let us take a look at what's new. RTL support for Arabic and Hebrew languages Right-to-Left (RTL) support is now available across the Zoho Desk mobile
Need to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
Tip #23: Keep word choices and formal writing in check
Have you ever felt like maybe your content could've been written better, but you're not sure how to improve it? Whether you're working on a report or drafting a contract, writing them with brevity would help your readers comprehend it easily. Our writing assistant Zia, is trained to offer better word choices and keep your formal writing in check. Here's how: Better Word Choices Zia can identify words that are considered complex, biased and obsolete in your writing and comes up with more simple
Zoho Community Digest - Abril & Mayo 2026
En este artículo: Formación gratuita: no te pierdas los próximos Meetups en España Zoho Desk: Mantén tus ideas a la vista con la app Radar Zoho Analytics: nuevas funcionalidades Zoho Social para agencias: gestión integral de redes sociales Streams de
Zoho CRM JS Widget User Reporting To returns "null"
In Zoho CRM JS Widgets, the get users API shows the following: I would expect "Reporting_To" to show the user they report to based off the hierarchy in the roles. Is there any other way using APIs to find out who a user reports to? End goal is to create
Serial Number Field not Visible.
Hello Latha, Hope you are doing well. I am trying to create an asset from the Work Order, but I noticed that the Serial Number field is not visible. Could you please help me to figure out this issue? I checked the Asset module template, and the Serial
Reactivated Zoho One but email is not working
Hi, My subscription has been canceled but I need to access to email so i reactivated Zoho One. Is Zoho One and email subs are totally separate thing...? Once the email is working again, I want to move to different email operator like google email. Please
Emails to Hotmail are being rejected
Hotmail is currently rejecting any email I send to it with the following error - ERROR_CODE :550, ERROR_CODE :SC-001 Mail rejected by Windows Live Hotmail for policy reasons. Reasons for rejection may be related to content with spam-like characteristics or IP/domain reputation problems. It's happened on a couple of emails none of which have 'spam-like characteristics' I don't think..and unlike the perennial Yahoo warnings; this one looks final in that I will have to resend the emails again. Can this
Doctors & Dentist Appointments
Hi can anyone help, we are new to zoho people and just setting it up our old system had doctors/dentist/hospital as a leave type in zoho this doesn’t exist what is the best way to set this up.
Request to Make Billing Company and Service Company Fields Editable.
Hello Latha, We noticed that once a Request, Estimate, or Work Order is created, we are unable to edit the Billing Company and Service Company details, as these fields become non-editable. Could you please make these fields editable after record creation?
Zoho Recruit Auto-Fill Candidate Applications from CV Upload
Is there auto fill option for the candidates in zoho recruit after they upload CV? Like the candidate clicks on Apply Now (NOT quick apply from Zoho, candidate portal, or LinkedIn etc.) and the first option is to attach CV, further which, when the candidate
How are other Books users integrating crypto and digital assets into Books?
If my company owns some digital assets I would want those to exist in Books as assets, and also be able to change the value as needed when generating reports. My company would also be receiving payment in cryptocurrencies and may sell at the time of payment
Zoho Recruit Extension - Recruit Variables
I am creating a zoho recruit extension. I have created a zoho recruit variable "token". The user who installs the token is supposed to fill this field. This is now connected with a workflow of "Job Create". I am using a deluge function that sends ths
Disable Zoho Contacts
We don't want to use this app... How can we disable it?
Is Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?
Deluge Learning Series – Mastering Date-time functions in Deluge| May 2026
We’re excited to invite you to an upcoming session that focuses on mastering Date-time functions in Deluge and how it helps you build smarter, more efficient automations. This session takes a deeper look at Date-time functions in Zoho Deluge. We will
HOW I CAN GET BETA VERSION FOR TESTING
HI. ZOHO I AM INTERESTED IN YOUR BETA SOFTWARE TO EXPERIENCE NEW FEATURES.
Enhancements to push notifications in Zoho Apptics
Enhancements in Apptics' push notifications Dear Apptics community, Imagine receiving a push notification that’s just plain text: no visuals, no formatting, and nothing to grab your attention. Not very exciting, right? That’s where rich push notifications
Zoho CRM Community Digest - April 2026 | Part 1
Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some
Display a Zoho Form in a Web Tab
I'm trying to create a web tab in the CRM that displays a Zoho form and then routes it correctly using the form's integration to Zoho Desk. The form is integrated with Zoho Desk. It works great and we've been using it independently for a few months now
Onboarding Email Not Received
I'm experiencing an issue with onboarding emails for one of our employees. Employee email: abc@gmail.com dummy email Steps I've already taken: 1. Added the employee to the system 2. He did not receive the onboarding email 3. Deleted his account completely
Personal Data (RODO), Cookies / Trackers - ePrivacy
I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in
Zoho Desk How to configure the settings to show both full names and email addresses in the "Recipients" (To, CC, BCC) fields?
Hello Zoho Desk How to configure the settings to show both full names and email addresses in the "Recipients" (To, CC, BCC) fields? Current result. Expected result. Thank you.
#6 Your Invoice Is a Branding Document
It's always important for a business to think about how it showcases its brand, regardless of its size. Customers remember experiences, and when every touchpoint reflects your brand consistently, it builds familiarity and trust, increasing the chance
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
Marketing Tip #34: Improve product appeal with lifestyle photos
Plain product shots are important. They show the item clearly and keep your catalog consistent. But lifestyle photos help customers imagine the product in real life, and that can make a big difference in buying decisions. A lifestyle photo shows the product
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