ZOHO URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reports
Important update: Zoho Analytics handling for CRM Ultimate customers
Dear Customers, As part of our value maximizing efforts, Customers choosing our Ultimate plan were getting Zoho Analytics, our advanced data analytics software in Premium edition at free of cost. This premium edition Analytics that comes with Zoho CRM’s
Expanding sales, marketing, and support capabilities in Zoho CRM Plus 3.0
Hey everyone, It's been more than 10 years since we launched Zoho CRM Plus back in 2014. This is quite a milestone, and we've come a long way in empowering you with everything you need to offer an exceptional customer experience. On that note, we expanded
Zoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?
Introducing Zoho Webinar's AI Recording Features
Your webinar recordings just got a lot smarter. What if every webinar you hosted automatically turned into a searchable, navigable, shareable knowledge asset without any extra work on your end? That's exactly what the new AI-powered recording features
Include Refresh Custom View on custom modules
The "Refresh Custom View" button does not appear for custom modules. This seems like a very silly thing to omit.
Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error
I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error
Annoying Pop-Up Zoho Advertisements and Announcements Within Apps
It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution
Megamenu
Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
Zoho Desk - Change Time Zone for all users and set default for new user
Hi, Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice? And, for already created users, can we edit the incorrect time zone selected
Custom View of tickets created today
How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".
Extract a list of Contacts
Hello, How can I extract a list of contacts with the Account Name, Contact Name and Contact Email with the criteria to filter by: Only accounts with specific Product. Contacts with email Contacts that are Portal User. I was able to almost get that using
How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258
Vendor Portal and FTP
I have a client asking for vendor upload info in this format: -FTP Host -FTP Username -FTP Password -FTP Port -FTP Folder Is this possible with the vendor portal or another method?
Sign up question
I am a bookkeeper and want to use Zoho for a client. Do I use my clients info in "set up your organzation profile"?
#7 Set It Once Benefit Forever
Every successful process begins with a strong foundation. Think about building a house. When the groundwork is stable, everything else stays firm. The same goes for invoicing. When your invoicing system is set up properly from the start, you don't waste
How to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for
Add Date Filters for Timesheet Export
Currently, there are no date filters when exporting Timesheets. Can you please add Start Date and End Date options when exporting Timesheets? Similar to exporting Invoices. Thanks.
Zoho Cliq Bot Form - File field only returns filename string, not actual file
Hi, I have a Zoho Cliq bot with a form that includes a file type input. When the form is submitted, the file field only returns the filename as a plain string (e.g. PXL_20260525_173259184.jpg) instead of a file ID or any downloadable reference. For reference,
Lead Email Mandatory in “Add Lead to Journey” Action
We are currently using the Zoho Marketing Automation Add lead to journey action inside Zoho Flow. We noticed that the field “Lead email address” is mandatory when adding a lead to a journey. Our concern is: Many of our CRM leads do not have an email address.
Zoho Community Meetups : de la génération de leads à la signature, le tunnel complet
Bonjour à tous ! Nous sommes heureux de vous annoncer la prochaine édition des Meetups Zoho France, et cette fois on s'attaque à un sujet qui concerne beaucoup d'entre vous : comment faire en sorte que chaque étape du parcours client soit fluide, traçable
Automation Series: Auto-update Task Closure Field Based on Due Date
In a project, tasks are owned and worked on by different users and each progresses at a different rate. With Zoho Projects, the task delay duration can be calculated automatically when a task runs past its due date. This gives project managers better
Tip #74- Exploring Technician Console: Execute Script- 'Insider Insights'
Hello Zoho Assist Community! You are in the middle of a support session. The user's machine needs a quick cleanup, a service restart, and a config tweak to fix the issue. You know exactly what needs to run. You have the script saved somewhere on your
Account review follow-up: should I keep waiting or look for alternatives?
Hi everyone, I wanted to ask what a realistic account-review turnaround time is for ZeptoMail. Related ticket id # 160201421 (not being updated) I submitted my account for review and provided the requested information about my use case. The project is
Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys
You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
ERROR CODE :550 - The sending IP is listed on https://spamrl.com as a source of spam.
How to avoid this type of error? "This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR CODE :550 - The sending IP is listed
How to avoid email to a Group, with external recipients, going to spam
Hi, I hope this hasn't been asked too many times before, but it's difficult to think of a tight enough search term to find existing discussions; please let me know if there is. I have recently set up a Zoho (free) account hosting my domain's email and
Two email logins at once in tabs
I have a personal email and a business email at the same domain. I use the Chrome browser. I'd like to keep both email accounts open at once in separate Chrome tabs. Currently, when I login to one email/tab I get logged out of the other email/tab. Is
Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
Contact's title in "Contact Role Mapping"
When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?
Generate print-ready documents from Zoho Books with the Zoho Writer extension
Hi everyone, We're excited to introduce the Zoho Writer Templates for Zoho Books extension. Create customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and expense reports, populated with real-time
Request to Update Billing Information and Payment Method
Hello, I’m using Zoho and I would like to update the billing information and change the payment card to our company card. Could you please let me know how I can do this? Thank you in advance for your help.
【参加受付開始】Zoho ユーザー交流会、東名阪3都市で開催｜事例×AIセッションでリアルなZoho 活用を学びましょう（参加無料）
ユーザーの皆さんこんにちは。Zoho の中野です。 6月に東京、大阪、名古屋の3都市で Zoho ユーザー交流会 NEXUSを開催します！ 本日より参加登録受付開始しましたので、ぜひ以下よりご登録ください。 3都市それぞれ異なるユーザー事例をご用意。またAIセッション（Zia やZoho MCPの解説）も予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー 🟠 Zoho ユーザー交流会 NEXUS 2026 📍 大阪｜6月4日（木）18:00〜20:45
Whats app integration
Do we have a whats app integration as wel for Zoho recruit please.. If so how can we process it
How to get the campaingns key?
Reading the documentations of the API, I see that is necessary have the campaign key, but I don't see how can I get it. For example to get the campaign details we need to do the request: https://campaigns.zoho.com/api/getcampaigndetails?authtoken=[API Authentication Token]&scope=CampaignsAPI&campaignkey=[campaignkey] I have the API Authentication Token but I don`t see how to generate the campaignkey
Replies sometimes creating separate ticket
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge
I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
Customer having issue accessing Helpdesk Portal
Customer is having issue logging in He is using the correct link and email address Has tried different browsers but still no luck Attached are screenshots and log files Please can you advise
Modify logo on exported PDF article
Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you Antonio
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