Zoho CRM Community Digest - March 2026 | Part 1
Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this
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.
Organize your workforce efficiently with Locations in the Admin Console
Keeping your organization structured becomes increasingly important as teams expand across different offices or regions. For administrators, having clear visibility into where users are based can simplify user management and improve operational clarity.
2026年 ユーザー交流会スケジュールのお知らせ（東京・大阪・名古屋・福岡）
ユーザーの皆さま こんにちは、Zoho コミュニティグループの中野です。 2026年開催予定の「ユーザー交流会」の日程をお知らせいたします。 ご都合の合う回がございましたら、ぜひご参加をご検討ください。 ■ 2026年開催日程 ・6/4 大阪（APイノゲート大阪） ・6/5 名古屋（AP名古屋） ・6/26 東京（AP新橋） ・8/7 福岡（調整中） ・11/19 大阪（APイノゲート大阪） ・11/20 名古屋（AP名古屋） ・12/8 東京（AP新橋） 今年のユーザー交流会では、 ・AIに関するセッション
multiple links in image
I am trying to embed 4 separate links to products in an image. How do I do that?
Is Campaigns still being updated?tform to do
Looking to migrate to a new provider. As someone who has used Zoho before, I wanted to investigate using Zoho Campaigns. I have tried to investigate updates to the Zoho Campaigns platform as a sole product with only seeing 2024 being the last updates
View Products (items) in Contact and Company
Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the
Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"
Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
Broken notifications?
Getting "New Response received from Mailer-daemon in Rec Community" Clicking on it displays "Oops, something's amiss! The record you attempted to access has been deleted, or you do not have access to it."
Allow Multiple Scheduled Appointments with Zoho Support
Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
HTML emails missing paragraph spacing / blank lines in Zoho Mail Android app
I'm experiencing an HTML rendering issue in the Zoho Mail Android app where blank lines between paragraphs in markdown are not being displayed, causing all paragraphs to run together without spacing. This is different behavior than rendering in other
Mail app badge count and shared inboxes
Is there a way for the badge count for the Trident MacOS app and the Mail iOS app to include unread messages in shared mailboxes, not just my own? If not, any workaround so that I know there's something in one of my shared inboxes? (And "polling" is not
Support Uploading YouTube Videos Longer Than 60 Minutes
Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API
Allow admins to define and enforce tab order for Client Portal users in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the project tab (module) order for Client Portal users in Zoho Projects. Current Limitation: As of now: Internal users (admins and employees) can
Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >> This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me thanks
How do you create an event/meeting in a different time zone?
Does anyone know how do you create an event/meeting in a different time zone?
Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications
Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank you
This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
Discrepancy in Contracts with Fields list/Layout
The Support Plan field on the layout isn't in the fields list. What am I missing?
CRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
Looking for Guidance on Building a Zoho Website
I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
Sync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
What's New - March 2026 | Zoho Backstage
Four things that just got a lot easier This month, we focused on simplifying parts of event management that usually take extra effort, from refunds and booth assignments to session registrations and check-ins. Here’s what’s improved. Companion tickets
Inviting client to setup brand and more
Hello, There are two most critical functions which must be added in Zoho Social for Agency. Invite user/client to setup brand and link social media. As a agency we tell our clients, we don't want your social media credentials to manage your account. Then
Zoho Projects and CRM Integration in Analytics
Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is
Combined Tasks and Issues View (Jira-Style Unified Workload)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding task and issue visibility in Zoho Projects. Current Behavior: At the moment, Zoho Projects separates Tasks and Issues into different modules, each
Zoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
The Social Wall: March 2026
Hello everyone, As we wrap up the first quarter of the year, we’re bringing you a few updates for March. This month focuses on enhancements to approvals and expanded YouTube support. Bulk Approvals Approving posts one by one can take time, especially
Referral module for our Zoho People employees
I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to
Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
Filters and calculations for comparison of day, week to date, month to date, quarter to date and year to date of current year and prior year
I am building a dashboard that includes reports for comparison of today and week to date (on a like-for-like basis), and month to date, quarter to date and year to date (same date basis) between current and prior years, and forecast for the current year.
How to make separate ledgers for GST (different types). Based in India
Hello Everyone, I am trying to configure GST for a small business and I am not able to create separate ledgers for the different types of GST. In the reports all of it is mentioned under one heading which is not allowed. How do I make sure that the different
ERROR: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I can add new user for mail, i received message error about; This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Try creating user name; instagram@eficaztecnologia.com.br
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