Data Sync
Hello Team, Super admin enabled the sync between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). I checked the sync progress for Customers, Contacts, Services, and Parts, and I noticed an issue with the Services and Parts modules.
Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application
Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho
Gain deeper insights with Stage History and Associated Products in Bigin Dashboards
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin' Dashboard. We'll go over each one in detail. Format Numbers with Ease Previously, dashboards displayed raw numbers like €53,670.06 or €93,034.40,
Add Color Coding Support for Severity Field in Issues (Parity with Task Priority)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding field consistency and visual prioritization in Zoho Projects, specifically for the Severity field in Issues. Current Behavior: In the Tasks module,
Fix the video flickering!!!!! Please
All my team members and clients are experiencing video flickering in their meetings. this was not happening with other meeting tools (Teams) so it's not an internet issue. Please we need a fix for this.
Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Hello Enterprise Support Community, Advanced Analytics is now accessible to Zoho CRM's team modules. You can choose to add team modules, their notes and fields to include them for reports, insights and other analytical functions. Alongside the standard
How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Zoho CRM Note @Mention → Zoho Cliq Notification
Hi all, Just sharing a custom function that I created in case it's useful to others. I wanted a way for users to receive a Zoho Cliq notification whenever they are @mentioned in a CRM note, while keeping all communication inside CRM. Users are already
Can't add Email Alias - AS101 error
Hi, It won't let me add a alias email address on any of my domains under Admin Console, User, add alias email address it just says AS101 error, I have never had issues creating an alias address before Please fix this
Importing Deals with e-mails
When I import Deals, I am unable to pick e-mail as selection for Deal Owner ID. If I pick Zoho User ID or Migration ID all the deals still are assigned to me (the user who imported the data). I have the option when assigning Account Owner ID. It looks
Linking ZOHO API with ICICI Bank api
has any one tried using ICICI Bank API with zoho creator for making Payments directly from Zoho and also fetching Fast tag details if so please let me know
Territories as filters
The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability
Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking
Zoho Books has a Reporting Tags feature which is excellent for segmenting financial data by cost centre, department, region, or project. However, tags are entirely optional. There is no way to make a reporting tag mandatory on specific transaction types.
Enable Sorting by All Fields in Tasks and Issues (Not Just Limited Columns)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding sorting capabilities in Tasks and Issues lists within Zoho Projects. Current Behavior: At the moment: In the Issues module, sorting is limited to
Automatically Populating Account Name in Desk from CRM
Good day, I have a field in Desk called Account Name which is linked to CRM. Whenever a contact name is added the account name looks up the account based on that name, if the contact name is empty then the Account Name field displays nothing, however
Aggregate & Analyze data using Summary field
Zoho Project's new custom field is designed to simplify how you track, analyze, and understand your project information. With smarter aggregation, the Summary field instantly calculates an aggregate values like sum, min, max, count, record count, unique
How to not display decimals
I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you
Email from CRM being Blocked or Marked as Spam by Google (and maybe more)
In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
Mail Not Working
Hey. Our mail ID is not working. I’m able to send emails. But if there are any replies that come towards us, I can’t find anything in the inbox. How do I fix this?
Email adding to existing ticket
hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
How to use Picklist values language in email templates
Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is
Enable Accessibility Features in Zoho Projects for Zoho One Users (Direct Access First)
Hi Zoho Projects Team, I hope you are doing well. I would like to submit a feature request regarding accessibility support in Zoho Projects, specifically in the context of Zoho One users. Current Limitation: Accessibility features (such as font controls
Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
Products in Email Template
I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Move a file from one File Upload Field to another
Hey All, Can anyone help me solve a problem i'm having where I move a document from one File Upload Field, and another. I figured it would be as simple as trying to change the File_ID on the 2nd File Field with the data from the 1st File Field, but it
Allow Font Size 11 in Editors...
That is basic functionality...
Zoho Recruit mailserver get blocked by Microsoft!
Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com
No possibility to make acknowledgement checkbox be not preselected and mandatory
There is functionality available to enable a checkbox for the acknowledgment of the user confirming that the lesson has been completely read and understood. Currently, it is pre-selected but not mandatory. This leads to learners simply ignoring it. The
Organization-Wide Announcement Banner Across All Zoho One Applications
Hi Zoho Team, We were happy to see the new Announcements feature in the Zoho Mail Admin Console. This is a great step toward improving internal communication within organizations. However, we would like to suggest expanding this capability to a Zoho One–level
On Duty Requests - Zoho People Data
Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
Customize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc
Join Zoho Meeting only via Web browser and not with Zoho Meeting App
Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle
DYK 3 - Day Break
Did You Know you can define different break hours within your work schedule in Zoho Projects? In an organization, most teams follow a standard work schedule with time set aside for lunch or short breaks. Without breaks added in, task durations get calculated
¿How to integrate Zoho Inventory to Zoho SalesIQ?
Is it possible to integrate Zoho Inventory with SalesIQ? I want to integrate it because I have a bot in Zoobot that uses a ChatGPT assistant. I need it to check the inventory of our items so it can determine whether or not our items are available.
utomatically apply landed costs (freight + customs duty) to purchase bills in Zoho Books
How can I automatically apply landed costs (freight + customs duty) to purchase bills in Zoho Books based on a percentage split across line items, and then sync the adjusted item cost back to Zoho Inventory for accurate COGS reporting?
Edit Active Workflows
Workflows are great and extremely powerful, however the inability to edit active workflows makes iterating on their functionality extremely difficult. It would be great to have the ability to edit workflows even while active. When this is done, It would
Announcing new features in Trident for Windows (v.1.40.7.0)
Hello Community! Trident for Windows just received an exciting update! We've made it easier than ever to bring your existing email history into Trident—so you can pick up right where you left. Let’s dive into what’s new! Import email files into Trident.
Next Page