Form in ticket reply
Good day, I know I can use Snip to reply, but is there a way to create a web form to request specific additional information for a ticket? e.g., When a ticket is resolved for a telephone or printer issue, is there a way to reply via a web form to request
Zoho Inventory Feature Roadmap Visible To All
Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
Reporting phishing emails to Zoho?
I came across a few threads after searching for info about reporting phishing emails to Zoho. From what I read, it appears that Zoho doesn't want to hear about phishing. You suggest marking such messages as Spam. Phishing and spam are separate issues, and I believe that phishing is the more dangerous. A user who is not paying close attention is in danger of giving away important data - usernames, passwords, email addresses, SSNs, etc. - to people who are happy to misuse such data and victimize email
Delete Tags - Maximum for Module
Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
SEO recommendation of H1 tag for website tittle
The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
Store WorkDrive Recordings Locally Until Upload Completes
Hi, Hope you are doing well. We would like to submit a feature request regarding the video recording functionality in Zoho WorkDrive. Currently, when a user records a video through WorkDrive and the upload process fails or gets stuck, the recording may
Functional URLs and Environments
I am developing my creator application with my application in an environment. I have a Page that has two buttons and an embedded section. When I first developed this page, each of the buttons had functional URLs to export the page as a PDF and one to
Zoho Analytics Filter Bug
I encountered a bug where typing the letter "A" in the drop-down filter of a table or query table causes the drop-down to close unexpectedly. For example, when typing "Today", the drop-down list closes as soon as "a" is entered. I tested this on another
Zoho CRM to Google Calendar time synchronization
Hello Enterprise Support Community, Our developers have identified an ongoing issue with the Zoho CRM and Google Meeting sync. Currently, there is a delay in syncing meetings/events between the two applications. Additionally, when a meeting is created
Allow Zia Agents using Zoho One Account
When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems
Zoho Flow needs a comprehensive public API — the foundation for agentic flow building, self-healing flows, and MCP
Zoho is going all-in on agentic AI: Zia LLM, 25+ prebuilt Zia Agents, the no-code Zia Agent Studio, and an MCP server that opens up the action libraries of 15+ Zoho apps to any MCP client. That direction is exactly right. But there is a structural gap
Zoho Desk : How to Filter Tickets by @Domain or Email Address
Hi Zoho Desk Support Team, I would like to know how to filter tickets by a specific @domain or email address in Zoho Desk — not by Contact Name. For example, is it possible to search or create a view that shows all tickets from a particular domain (e.g.,
Zoho Desk: Quick Filter/Quick Search InputBox in Ticket View
Hi Zoho Desk Developer Team, I would like to suggest adding a “Quick Filter” search box in the Ticket View page. It would be very helpful, We can search for it immediately by ticket title, email, sender name, or ticket ID directly from the view. This
[Free Webinar] Learning Table Series June 2026 - Mobile-first field operations with Zoho Creator
Hello everyone, We’re excited to announce the next session in Learning Table Series 2026, where we will continue with our purpose-driven approach—focusing on how Zoho Creator’s features help solve real-world business challenges. Each session in this series
Is there a way to add custom fields to Company Details?
Hi Zoho community, I'd like to store a bunch of custom related values (eg registration date, paid up capital etc) in CRM. Please note I'm talking about my own company not clients. I dont want to pollute Account module with irrelevant fields since i want
Spotlight Series #28: Power up your Mac presentations with Apple Intelligence
Hello, Mac users! This month's spotlight is for you. Zoho Show's desktop app for Mac just got a whole lot smarter, and we think you're going to love what's inside. Apple Intelligence is now built directly into Zoho Show for Mac, not as a sidebar, not
Zoho Desk / Assist Integration
Good day, We use both Zoho Desk and Assit, and were wondering if there is a way to schedule a remote session from within Desk. I know Desk has the "Remote Assist" option, but even that is not the most user-friendly process. Or even if there is a way to
5 dashboards no Zoho Analytics que transformaram a gestão dos nossos clientes
Nos últimos anos, implementamos o Zoho Analytics em empresas dos mais variados segmentos: varejo, saúde, jurídico, logística, SaaS. E uma coisa é certa: os CEOs que passam a ter dashboards em tempo real tomam decisões de uma forma completamente diferente.
#8 Your First Invoice for Real This Time
Imagine standing at the edge of a journey you have carefully prepared for. Every setting configured, every detail arranged, every piece of your invoicing workflow thoughtfully put into place. What began as less than 30 minutes of setup has now transformed
Resolved (11:52am CDT): Uploading Files into Zoho CRM (US DC)
Hello, Enterprise Support Community, We have begun receiving reports of issues with uploading files into Zoho CRM in our US DC, with file uploads failing during the upload process. Our teams are currently actively engaged in diagnosing and troubleshooting
Using gift vouchers
We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:
BUG: Related List Buttons with Client Script action now erroring
There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Writer to Self Hosted Wordpress Posting without styling
I have set up Writer to be able to post to my self-hosted wordpress website. The posts come through fine. However, they are including all of the styling from the Writer document. This creates "inline" css code in my blog posts. This is not a good situation for SEO and site speed. I tried to match the site styles, but this still brings in the code as inline. I tried entering HTML on the Writer document, but it just brings in the code as actual text. So, instead of <strong>bold text</strong>
Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?
Can anyone helps me, I don't want to use the SKU code for scanning my products. Because all my products have a CODE-128 label attached.
Critical EU Server Routing Mismatch: Office 365 Graph API & IMAP OAuth Integration Failing with URL_RULE_NOT_CONFIGURED / AADSTS65005
Hello everyone, Environment Details Subscription: Zoho One Data Center / Server: EU 1. Initial Office 365 Integration within CRM Attempt via Graph API When trying to integrate Office 365 into Zoho CRM via the Graph API for the first time, the process
Google Calendar Import in Wrong Time Zone
Anyone else have this problem? Google Calendar is only importing my events in "(GMT+00:00) Dublin" time, rather than Central Time. For the life of me, I can't figure out how to get it to import properly. How can I fix this?
Zoho Mail Android and iOS app update: Classification labels
Hello everyone! We are excited to introduce classification labels on the Zoho Mail mobile app. This is designed to protect sensitive emails with policy-based access and permissions. Classification Labels enforce secure access by restricting email visibility
Set Custom Icon for Custom Modules in new Zoho CRM UI
Zoho RPA named a Leader in the 2026 RPA Technology Value Matrix by Nucleus Research
Zoho RPA has been named a Leader in the 2026 RPA Technology Value Matrix, published by Nucleus Research, one of the most respected technology research and advisory firms in the industry. This recognition places Zoho among a select group of vendors that
Client Software Now Requires Computer Admin Password
Recently whenever a user tries to run ZohoAssist.exe so that I can remote into their computer, it requires them to put in the computer administrator password, meaning they can't connect to the remote session. Before, it would allow them to run the exe
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
matching vs categorizing credit card payment from bank account
I have a checking and a credit card in my Banking accounts. When there is a card payment (basically, a transfer from one to the other), does it make a difference which one I categorize first, then match with the other? I noticed when looking at the checking
SalesIQ browsing and attaching files directly from Zoho WorkDrive.
Hi Developer SalesIQ Team. I think It would be much easier if we could browse and send existing files from Zoho WorkDrive directly through the reply dialog. I checked the Integration menu, I don’t see Zoho WorkDrive listed there. I hope this feature can
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