Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Editing Draft Fixed assets
I have a few Fixed Assets still currently in Draft Status that I need to edit. I need to edit the Fixed Asset Type, the Fixed Asset Account, the Accumulated Depreciation account and the Depreciation account. Once I have done it and attempt to "Save as
How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
Automation Series: Schedule Function for repetitive tasks
Many organizations that run multiple projects need the same activities happening at regular intervals. Activities may range between monthly maintenance, calibration, upkeep, or compliance checks. In this article, we shall discuss how to automate the process
How to get fields centered in a form?
Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing? Any help would be greatly appricated. Thanks, Michael McNeill
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Integrate with WooCommerce using Wordpress Plugin
We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless
Add "Product Code" as available column and search criteria for Assemblies
Hi Zoho Community. For product (item) assemblies, it would be helpful to be able to create a custom view search criteria that limits the view by product code or perhaps product category. Currently, Product Code is not an available option to display as
AI-Powered Automation for Repetitive Tasks
Incorporating AI into Zoho People can streamline and automate repetitive administrative tasks, boosting productivity and efficiency. Automate Data Entry: Use AI to auto-capture and input data from emails and forms, reducing errors. Schedule Management:
Reporte de Festivos para los jefes
Me podrían indicar como puedo generar un reporte por mes de los festivos para ser enviado a los jefes y puedan gestionar su programación interna. Actualmente el mensaje solo llega a la persona que lo tomará, pero en nuestro caso donde un jefes tiene equipo
Can't search any new records
I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have
Migrating Zoho emails to Google Workspace
Hi Is there a tool to migrate Zoho email to Google workspace?
10 rapports clés pour garder vos projets sous contrôle
La plupart des projets ne dérapent pas du jour au lendemain. Une tâche reste bloquée trop longtemps. Une dépendance change sans être signalée. Une demande de dernière minute élargit discrètement le périmètre du projet. Et l’absence d’un membre clé de
How Can I Extract Attachments from MBOX Files in Bulk?
Yes, manually extracting attachments from MBOX files can be extremely time-consuming. Users often deal with large mailbox archives. Try easier solution that name is BitRecover MBOX Attachment Extractor. This professional tool automatically extracts attachments
【開催報告】名古屋 ユーザー交流会 2026/6/5（金）少人数でも始められるメールマーケティング ～Zoho CRM ケイデンス活用術～
Zoho ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 6月5日（金）に、名古屋 Zoho ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもぜひご参照ください。 今回の名古屋 ユーザー交流会では、Zotionの松井 邦夫さんによるユーザー活用事例セッションのほか、 「Zohoで"これだけは外せない"ルーティン」をテーマにしたグループワークを実施しました。 登壇いただいた松井さん、そしてご参加いただいたZohoユーザーの皆さま、ありがとうございました！
Basic Analytics report using Leads and Calls module
I am trying to create a simple report using the following information: Leads where Calls have occurred in the previous week. I want to track when a Lead Rating goes from Cold to Warm. I found the calls that were made in the previous week, when I change
Unit of measure from Sales Orders does not flow through to purchase orders when backordered
Hello Community. Current functionality in Zoho Inventory is if an item is ordered on a sales order and the item has a unit of measure and the item requires back ordering, the created purchase order doesn't allow for units of measure (not integrated on
What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?
Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing
Stripe charges on zoho books report
good day everyone. we have been using stripe before getting into zoho books. we imported our bank statement for bank reconciliation. Now my question is, how will be the treatment for the stripe fees?
Giving someone access to my FSM to develop + scope.
Good evening, I’m new to Zoho, and had a CRM/Creator customized and it was missing something and not working. I realized it’s the functions and process and FSM was the missing link. I am trying to get FSM setup and all I have to do connect to CRM, Books,
Wiki Add Attachment upload fails at about 15.3 MB
I am seeing consistent "Error in uploading file" for files larger than about 15,430 kB. For 15,300 kB or smaller, no problem, but 15,430 kB or larger always fail. This is over numerous trials. My test files, to examine this problem, were generated by
URGENT: Wiki Search function no longer working
Starting today, the Search box no longer returns results. On one of my wikis, the results page returns "No results found" for terms that clearly are in the wiki. On another wiki, the result page shows "Showing 1 - 10 of 12 for "<search term>, but the
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
AI WhatsApp Assistant with SalesIQ: Voice Replies, Product Images, and Context
I recently came across a setup built using Chatwoot + Gemini API where, when a customer sends a product enquiry on WhatsApp, the AI automatically: • Understands the query and product context • Replies in the customer's language (multilingual support)
Zoho projects time log trigger
I'm trying to find a way to integrate Zoho Projects with Zoho Books (current integration lacks many needed features) using Flow. I cannot find triggers for time entries. Is there any way to detect added/updated time entries for Zoho Projects in Flow?
#PitStop2: Create & Manage Transactions using Zoho Invoice
We have now reached the end of the Create & Manage segment in Zoho Invoice. If the first seven posts were about setting up your runway, this segment was about getting your business into the air. Most businesses begin their invoicing journey thinking it's
Tip #77- Exploring Technician Console: Chat option- 'Insider Insights'
Hello Zoho Assist Community! Welcome back to our Technician Console series. So far we've explored tools that act on the remote machine. This week we're focusing on something just as important to a smooth session: staying in touch with the person on the
What's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
Kaizen #247 - Historical Deduplication using COQL API, Merge Records API and Functions
Welcome to another Kaizen week! Duplicate records are a common problem in growing CRM databases. The same person fills out a web form, attends a trade show, and gets manually added by a rep. Three records, same email, slightly different data each time.
Zoho Projects and Email Integration
Like Basecamp, is there a way in Zoho Projects to integrate email communication into the project? A lot of our collaboration and communication happens on emails, especially with clients. If there is a way to forward this for archival, storage and search into specific projects it will be very useful.
Centralized ZDialer Management and Organization-Wide Policy Controls
Hello Zoho Voice Team, We would like to submit a feature request for centralized administration and policy management of ZDialer within Zoho Voice. While I still think that you should consolidate ZDialer Functionality into PhoneBridge for a Native, Extension-Free
Product updates in Zoho Workplace applications | May 2026
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of May. Zoho Mail Introducing Zoho Mail MCP - Manage your inbox using AI agents With Zoho Mail MCP, you can
Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
Zoho PDF Editor expands the range of its PDF APIs with more PDF operations
Hello, everyone! A while ago, we rolled out the first set of PDF management REST APIs, enabling you to add PDF editing capabilities to your web apps, or automate repetitive PDF tasks and document workflows accurately. Besides your overwhelming response,
Zoho Apptics is now on Apple TV
Zoho Apptics is now available on Apple TV, bringing your app’s insights to the big screen. With the Apptics tvOS app, you can: Monitor your app’s metrics like sessions, screens, crashes, active devices and new devices on a larger screen. Stay updated
Check printing alignments always changes
Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time we
Zoho Campaigns is upgrading its security standards. Here's what you need to know.
Hello, The Zoho Campaigns team is here with an important security update. Keeping your data safe is something we take seriously, and as part of our ongoing efforts to strengthen platform security, Zoho Campaigns will stop supporting older browsers and
Share Transactions with Secure Public Links
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
Approval escalation
Hi I would like to have an approval escalation if Approver 1 does not approve/reject a request with a certain SLA. Currently I have a status field that changes to "Pending approver 2 approval" after a certain time, however the challenge I am faced with
SMTP outgoing problem
Hello I have a website where the SMTP email is connected through Zoho Mail SMTP. Today I am no longer receiving emails from the website. Joomla shows that the email was sent successfully, but I do not receive it.
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