Create/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,
Scheduled and Automated Report Delivery from Zoho Projects
Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis. This means: Project managers
API method to get activity feed in Recruit
Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?
Fetch Activity log data using api
Hi, I am new to Zoho. I have tried to find api to fetch 'Activity log' data in Zoho recruit, but couldn't find anything so far. Is there any way to fetch 'Activity log' data through any api in Zoho recruit?
How to Initiate WhatsApp Message on SalesIQ?
I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
Dark Mode for ZOHO Recruit
Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!
When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.
Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Multiselect lookup in subform
It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??
Record-Level Cliq Conversations Inside Zoho CRM
It would be extremely useful to bring the Zoho Projects + Cliq conversation experience into Zoho CRM records. Today, in Zoho Projects, each project or task can have its own related chat conversation through Cliq, allowing team members to discuss that
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
No option to add Tags as a Column in a view...
When Creating/Editing a View in Zoho Desk, you can add any column/data point from the ticket you'd like, EXCEPT Tags. This is a problem. Tags store important data. Being able to display it in a view is important...Please fix this.
Zoho Desk - Support Plan by Time Log Hours
Hi Desk Team, When creating a Support Plan, it would be great to have an option under Plan Type for Time Based Plan. This would be based on the number of work logs created for a customer account. It's very common to offer a support contract which has
Data types inconsistent
The issue is a nutshell. Export customer data from Bigin into zoho sheet. Create a simple flow that any addition or update in sheet is synced back to Bigin. You would of thought the data type of the data exported from Bigin would be consistent with the
Zoho Books/Inventory - Restrict Items With Pricebook
Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature request
Auto-Sync Field of Lookup Values When Parent Record Changes
Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.
ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
Why are Terms and Conditions / Annexure hidden from the Estimate web page yet allowed to be signed off?
I find the option of adding terms and conditions (TOC) to an estimate useful and I set up the integrated Zoho Sign to require signing the estimate if acceptable. There is one glaring problem, I believe. While those TOC are visible on the PDF version, there is not even a hint of them when a client first opens the estimate. They can see all the math but the details stop at the total amount. There is a link to open that PDF but realistically, not everyone would do it. That red Accept button on top is
Add Terms and Conditions and or Customer Notes to Email Template Placeholders
Is it possible to add to the list of Placeholders for email templates the Terms and Conditions and / or Customer Notes? If any of these (or both) are available we can include important information about the transaction right on the email. Thank you.
Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
Compliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITAR
How can I get the email of Added_User of each record of the form
I notice that for each record in the form, there's a Added_User field automatically. this field value is the name of the user who added the record. My question: Is there any convenient way to get the registration email of the user who added the record?
ZOHO Caching issue.
Hello, I read through the forum, and noticed that many people have raised this issue before, but there is no solution yet. When a new record is created using the APIs, the record does not get indexed right away, and therefore searchRecords does not return
Lead import only imported 15 records
I have an 82k .CSV file with over 500 records. I imported leads and only got 15 records. I tried it again and got the same 15 records. I'm on the free account.
Using Calendly and Google Calendar with Zoho CRM Calendar (Double Meeting Invites and GMT Issues)
Can others please provide what works for their set-up between Google Calendar, Calendly, and Zoho CRM Calendar? Thank you in advance. (We don't use Zoho Calendar. Yes, their names are confusing! We use the calendar in Zoho CRM Calendar.) Our Current Set-up:
The in between line spacing management
In the Microsoft Word, when we write something there is a tool from where we can manage the line spacing. Here in writer app in mobile it is by default 1.5. I request Zoho Team to give the option from where I can control Line Spacing, Remove space between
Nested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
Desktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
Changing line space in Notebook
My lines are double spaced. How do i change to single space?
How do I save audio files to my PC that I record into Zoho Notebook from my phone?
I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually
Paragraph spacings in Zoho Notebook are double-spaced only. Is there a way to keep the original spacing format?
Sorry I don't know the proper terminologies but the best way I can put it is all single-spaced paragraphs that I copy to Zoho Notebook become double-spaced paragraphs. It's very inconvenient and counterproductive when copying and pasting things from and
filter on sheets mobile (iOS, iPadOS) does not work
re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are
Zoho Commerce - Mobile App Order Creation
Hi Commerce team, I would like to suggest a feature for the mobile app that would make it much easier to create and process orders on the go. Problem Currently, while it is possible to create a Sales Order in Zoho Inventory, the process is not optimised
Streamlining E-commerce Photography with AI Background Tools
Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this
Zoho Projects Infinity : créez vos projets à votre façon
Passez à une gestion de projet repensée — une plateforme qui s’adapte à votre façon de travailler, et non l’inverse. Découvrez Zoho Projects Infinity, notre toute nouvelle version. Ce que cette version signifie pour vos équipes Chaque équipe a sa propre
What's New in Zoho Inventory | January - March 2026
Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
Kaizen #239 - Audit Log Monitoring with Proactive Alerts
Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will look at how to track system and user activity in your CRM using audit logs and broadcast actionable alerts across the organization when something goes wrong. Business Problem
Create a draft in reply to an email via Emails API
Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Styling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
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