Is it possible to clone my Lead module layout to Customer and Potential layouts?
I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.
Invoice date is incorrect
I'm trying to pull a report of Sales Orders and filter by Invoice Date. (ex: all of 2025) Unfortunately, the filter still returns lots of SO's from other years including 2026 which would be impossible to have an invoice in 2025 from a 2026 order. It's
DYK 2 - Filter Columns in List View
Did You Know you could filter columns across lists in Zoho Projects ? This allows you to quickly narrow down large datasets without navigating to the filter panel from time to time, making it easier to focus on what matters right from where you are working.
Sync Enable issue Between Zoho FSM and Invoice
Hello Latha, I hope you are doing well. I am trying to enable synchronization between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). However, when I attempt to do so, I receive an “Internal error” message. Could you please assist
Introducing Auto-trigger for Screening Bot
Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has
Canvas templates can now be shared with different CRM organizations
Moderated on 14th February, 2023: Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc -Customizing Record Detail Page Using Canvas Dear All, We hope you're well!
How to add a custom hyperlinked button in ZohoCRM Canvas Builder?
I am building custom views in ZohoCRM Canvas builder, with one view that will be used for a client Portal. Trying to add a custom button that when clicked opens a separate window to a ZohoForm. How do I do this?
Filtering on related module
I have a custom module (Module1) which is related to another custom module (Module 2) Module 1 can have many related records in Module 2. Module 2 has a date field. Module 1 has related list Module 2 I want to filter Module 1 to list all records where
Multi-Select Field Option Limit Inquiry
Hello FSM Team, We would like to inquire about the limitation of the Multi-Select field in Zoho FSM. Currently, the system allows a maximum of 10 selectable options, and we encountered the message: “Option count more than allowed count of 10.” Issue:
Records Per Page
Can we get max number of records per page increased from 100 to 250 and 500 please? Or alternatively allow us to use the Zoho Sheet View for all records and not just the max 100 showing on the page? thanks.
Zoho Forms sheet prefil
I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve
CRM to Desk Contact Sync Issues?
Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.
Microsoft Teams integration in Zoho Apptics
Good app monitoring is not just about collecting data. It is about making sure important updates reach the team in time to act on them. When an app crashes or a user shares feedback from within the app, teams should be able to see it promptly without
Marketing Tip #28: Increase buyer confidence with visible social media links
Your social media pages are often where customers go to “double-check” your brand before buying. When visitors can easily find your Instagram, Facebook, YouTube, or LinkedIn from your store, it builds trust and makes your business feel more real and active.
[Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more
Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across
Google Drive API 403 PERMISSION_DENIED from Deluge custom function - OAuth connection not recognised
Hi all, I've built a custom Deluge function to route Zoho CRM Account attachments into specific Google Drive subfolders based on filename prefix. The CRM API steps all work correctly, however our first Google Drive API call (listing subfolders via drive/v3/files)
Supercharge Your Zoho Billing Workflows with AI Using Zoho MCP
What is MCP and how does it connect to Zoho Billing? If you've ever wished you could just tell your billing software what to do without clicking through menus, running reports manually, or switching tabs every five minutes, that's exactly what the Zoho
Automation Series: Notify Admin When User Accepts an Invitation
In Zoho Projects, a portal is an organisational-level workspace where user can manage multiple projects. To join a portal, a user will have to accept the portal invitation. However, it is important for admins to be in the loop when a user accepts the
Knowledgebase SEO
We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
Mail Merge preview won't load
Hello! One of our users has not been able to use mail merge templates in CRM as the preview screen does not load. We have many templates for one of our custom modules and the users are used to this feature and have been using it for years without any
mask Customer phone number and agents cant see customer phone number
Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution
Introducing note actions and dynamic visibility in Kiosk Studio
Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields
Logging Calls not working
For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Data Import into Zoho Forms
Hi everyone, I am migrating several Google Forms into Zoho Forms. I can recreate the forms, but I also need to bring over historical response data currently stored in Google Sheets. I want to keep using that data inside Zoho for analysis, reporting, and
Pro rata holiday allowance for variable part time employees
We have some part time staff who work variable hours and their holiday allowance is based on pro rata system. In Zoho people is there any way to calculate their holiday allowance based on actual hours worked? I.e. worker is entitled to a pro-rata amount of 5.6 weeks holiday, which is equivalent to 12.07% of hours worked over a year. So part time staff's holiday is accrued at a rate of 12.07% per hour worked. Thanks
How to transfer files from Creator file upload fields to CRM file upload fields
This article describes how to transfer files from Zoho Creator file upload fields to Zoho CRM file upload fields. I'm posting it here because the current documentation does not fully and accurately describe how to do this with certain file types (PDF,
Improve Back Navigation (X Button) Inside Nested Milestones, Task Lists, Tasks, and Issues
Hi Zoho Projects Team, We would like to request an improvement to the X / close button navigation behavior inside milestones. Currently, the milestone area behaves as a nested hierarchy (tree structure): Project → Milestone → Task List → Task So when
Extend GitHub Commit Integration to Tasks in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects
Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)
Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
Attendance Kiosk Mode for all Employees
Is it possible to assign a tablet (ios/android) so that all employees can check in or out using a simple QR code? If not would it be possible to integrate attendance with a web app that also has a tablet app that works in kiosk mode? If yes can anyone recommend such an app?
Challenges with data consistency when integrating Zoho with other systems
In setups where Zoho (CRM/Inventory) is connected with external systems like eCommerce platforms, maintaining consistent and reliable data across systems can be challenging. Some common issues that tend to come up: Product data mismatches (variants, pricing
This campain is on hold
Trying to start a Zoho Campaign for our company but the error message when we try to send it out it this: This campaign is on hold Our compliance team needs additional information about your sender domain address. They'll reach out to you shortly via
Sales Ordes removes TAX at random for some or all prodcuts, even after creating it
Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be
Turning off self view in Zoho Meeting
Hi Is it possible to turn off/hide self view in meetings? Cant see any options for it. Thanks
Please add Deluge code editing for Forms
Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.
Is there any workaround or method to restrict user login to a particular device
Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure
Zoho Tables - Form default entry
How so I set a form field to be populated with an entry from another table? I created a view on my source table limiting the results to just the one thing I want to see. When adding a Client via my Add Client form, I want the Client Type field to already
Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
Add Actionable “Smart Commits” for GitHub Integration
Hi Zoho Projects Team, I am submitting a feature request to introduce Smart Commits support for the GitHub integration in Zoho Projects. The Current Limitation: Currently, Zoho Projects offers a "passive" integration. Including a Task ID in a commit message
Next Page