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
Databridge no Zoho Creator (Lançamento)
Se você trabalha com empresas que mantêm dados críticos em infraestruturas privadas ou on-premises, sabe bem o desafio: como conectar esses sistemas a aplicações em nuvem sem comprometer a segurança, sem violar exigências regulatórias e sem criar uma
Partial customer Refund via customer Credit Card used to pay invoice
How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlow
How in the heck do i record a (partial) refund???
I have a client. wrote an invoice for 3 services totalling $520. He paid it online (we use zoho to authorize.net) We went out and couldn't do one of the services I didn't see a way to initiate a refund through zoho books, so i did a $250 refund through authorize.net. Tried to edit the payment on zoho books, but it won't let me b/c "this payment was made on line" When i try to edit the invoice i get a popup about it no longer matching the payment. What do I do??? And why is it so hard to do something
Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Bigin chrome extension for Whatsapp web
Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks
Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN
Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN Hi everyone, I’m facing a problem with an existing Zoho Analytics setup and would like to know the best migration path. Originally, my Zoho Analytics connection to
Maximize Your Document Management Potential: Discover the Power of Zoho CRM - SharePoint Integration
Dear Users, We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.
Remove "Subject" as a required field on Quotes
Currently, when you create a quote in CRM, the field "Subject" is mandatory. The properties of a system defined field cannot be edited which means we cannot de-select the mandatory requirement. A 'subject' on a quote is a little vague and not something
Stratégie de Business Intelligence : par où commencer ? Un guide pour une analytique évolutive et prête pour l’IA.
Pourquoi une stratégie de Business Intelligence est devenue indispensable Les données n’ont de valeur que si elles permettent de prendre de meilleures décisions. Disposer davantage de données ne garantit pas automatiquement de meilleures décisions. Sans
Attn. Zoho Recruit API Developers - We Support only HTTPS
Hello, Today, I am pleased to announce an important change in our Developer API. At present, we are supporting both HTTP and HTTPS while implementing our developer API. In another 10 days, we are planning to support all API transactions only via HTTPS
Account Review Pendiing
Dear ZeptoMail Team, I submitted my account for review several days ago, and my open support ticket (Ticket ID: #160216858) is currently flagged in the system as overdue/late by 2 days and is fully due tomorrow. My account is still capped at the 100 mails
Field validation based on another field
Is there a way to validate the entering up a Date that is constrained by another date in the record. For example, Think of a employee entering the beginning and end dates of a business trip - the end of a trip date has to be later than the entered begin
Integration Multiple WooCommerce Stores
Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested
Zoho CRM's Old User Interface is set to retire - Deadline and What to Expect
Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,
[Free webinar series] Get to know Deluge: Zoho’s powerful scripting language
Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for
How to get Approvals Line Records in Zoho People via API or Custom Function
Hi Zoho support team! I can't really find any document for getting the approvals flow of a record when using API or Custom Function. With "getRecordByID" just show Approval Status, how can I get approved people via custom function or API? Thanks.
custom function
I want to send a request following the webhook pattern with Endpoint Type Intranet, I received a Zoho access response from Daniel. Please advise on how to implement invokeUrl with Endpoint Type Intranet and a probe
Can I use 24 hour time format in Zoho Social
Can I use 24 hour time format in Zoho Social? AM/PM is annoying, backwards – and leads to errors in posting time…
Custom Buttons & Links Now Supported in Portals
We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiter
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Edit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
Downgrade Free Trial
Hi, I would like to have my zoho desk downgraded to the free version before the trial ends as to better compare the feature set and options available between the two.
Inactive License for free account.
I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact
Add field "Expected Availability Date" to Purchase Orders
Hi there. We drop ship and 'make to order' whereby we backorder sales order items directly with factories for manufacturing. One of the leading questions from Customers is "when is the order ready". Currently there is an 'Expected Delivery Date', which
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Automotive Repair Service Application?
I am looking for someone to create an application to be integrated into Zoho that will allow appointment scheduling, selling products and services in packaged or individual format.
Cannot connect mail accounts to Thunderbird
Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate
Undo Option for Send and Delete
Gmail has a nice subtle pop-up when you send or delete an e-mail that allows you the ability to Undo. This feature would tie in nicely with Zoho's Delayed Send feature. If a user has that feature enabled, a subtle pop-up which remains for 10-15 seconds would allow the user to pull the message back from being sent. For deletions, the message would allow users to easily bring the message back to its original location.
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Looking for Guidance on Building a Zoho Website
I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
📢 Coming Soon: Daily Rate Projects
Hello everyone, We're excited to announce a long-awaited, new billing type for projects: Daily Rate! Until now, projects supported Fixed Cost and Hourly Rate billing. With this update, you can now create projects billed on a daily rate, making it easier
Zoho Desk iOS app update: Filter and Timeline feature on the Tickets module
Hello everyone! We have introduced a Filter option in the ticket module to help you to refine the ticket listing based on specific criteria. You can now create and edit saved filters to easily manage frequently used filter configurations and access them
#5 The Pay Now Button That Changes Everything
Collecting payments is all about convenience, right? Most customers don't intentionally delay payments. Often, invoices remain unpaid simply because the payment process feels inconvenient, unclear or time-consuming. When paying becomes quick and effortless,
Transfer Ownership of Documents
In an organization, a person moves from one team to another or decides to leave his / her current post. He may have files / folders that are important and confidential, and needs to be transferred to another member in the organization. Zoho Docs lets you Transfer Ownership of document / folder from one member to another in a few clicks. This action has to be performed by the administrator. Just follow these simple steps to transfer the ownership of your documents / folders: In the top right corner
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
What is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name of
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