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Double Opt-In Emails Not Being Sent Across All Forms in My Zoho Forms Account
I am experiencing a sudden issue with the Double Opt-In feature in Zoho Forms. Starting today, when I submit any form that includes an email input field, the expected confirmation email is not being sent to the entered email address. Issue Details: This
Public and private KBs with Zia
I need to create an internal knowledge base and a public knowledge base for clients. Each needs to have a Zia answer bot for employees and clients to search our articles. Right now we have a KB set up in Desk, but I've seen topics mentioning multi-branding
Please add "Add Developer" capability to Desk sandboxes
Just like we can invite a developer to our CRM sandbox, please give us the ability to invite a developer to our Desk sandbox. Thanks Clark
Recurring Split Expenses
Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individual
How can I convert a regular email into a ticket?
Some of my customers insist on sending me requests directly to my personal mailbox (Zoho Mail). How can I easily convert this into a ticket in Zoho Support? If I forward it to a Zoho Support email channel, this creates the following 2 problems: 1. It
Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk
Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have
Cryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
Add Action to Remove/Delete Users in Jira
Hi, I hope you’re doing well. I noticed that Zoho Flow currently allows the creation of users in Jira, which is great. However, there is no option to remove or delete users from Jira through Zoho Flow. This limitation can be challenging when managing
Records that are in the trash are counted in the reports.
Hello community, after intensive investigation by support, we have noticed that when we relate records through a lookup field, if we delete records from the child module they will be counted when generating a report from both modules. See the case below:
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM
When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate
Form not getting attached
After form submission by the user, its not getting attached with the lead. And record not updated.
Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
Editing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.
Zoho Books Estimate to Zoho CRM quote?
I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.
Possible to configure such that users can only delete their own records?
I want to configure the system such that non-Admin users can only delete their own records. Is it possible to do this? I have been fiddling around with Profile settings and Data Sharing settings but the results seem to be inconsistent. I had: enabled
How to download Zoho Meeting recordings via the API?
When I hit the /recordings.json API endpoint it responds with a JSON which also contains a downloadUrl for each recording. HOWEVER, I have not been able to figure out how to access this recording. 1. If I access the downloadUrl as is, it results in a
Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you Tasha
Can't insert email template
Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I am
Attachments should sync between Zoho Finance in CRM and Zoho Books
It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same
pdf export of form data
Hi , I have 10 form pages in one application of CV in zoho , i want to export all these form data in one pdf document with well formatting(resume) , how can i do that ?? Looking froward for your reply soon Pavan
When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.
I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the
Jira integration - view the attachments in ticket
Hi, When i create a ticket in Desk with an attachment and after that i create a Jira Bug (via the Jira-Zoho integration) then my developers can not see the attachment. How to solve this? Regards Herman
Help with Formula to Calculate Remaining Days from Due Date in Zoho CRM
Hello, I am working on a Zoho CRM formula to calculate the remaining days from a Due Date field. My goal is to display the number of days left from today to the Due Date. I have tried the following formula, but it is not working as expected: plaintext
Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online session
Google Recaptcha V3
Hi, Why, years later now, are we still waiting for Zoho Forms to incorporate Google Recaptcha V3 into it's systems? Come on Zoho this has been an ongoing issue for over a year now!! It should be a priority.
Adding custom_field to the items when creating item groups
I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields
Incorrect Shipping cost calculation - Zoho commerce Shipping method
Hi, there seems to be some issue related to logic used in shipping cost used. Consider the below case: For an item of 100 grams, I expect it to be 75 rupees as that is what I have given in the condition. But it calculates 0.1x75 = 7.5 rupees which is
Can't import a PDF
Why on earth can we not import / upload a PDF? Like one of the most common formats an accessible document would be in!
"Zoho Connect" users should be able to use "Zoho Creator" apps in the "Custom Apps" section
It seems that Zoho Creator users should be able to easily import/use those apps for the "Connect" users, instead of having to create them from scratch again. Or at least import the setup of an App already created in the "Zoho Creator" module into the "Zoho Connect" module, as they both seem to use the same code structure etc. Also once an App is built inside the "Zoho Connect" module it is not very user friendly in reporting, as it only allows single entry viewing of information. No ability for
Request to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
Making another calendar your default calendar
I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Implement Date-Time-Based Triggers in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
"Super Admin Login as Another User" for Zoho One
Dear Zoho One Team, We would like to request that the "Super Admin Login as Another User" feature be extended to Zoho One, allowing Super Admins to access user accounts across all Zoho One applications. We understand that this functionality is currently
Salutation
Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks David
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