Recent Topics
Hide Admin Only settings
It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.
Native SMS Integration in Zoho Desk
I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,
Zoho Desk - Feature Request - Add more social channels on Community user profile
Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to
Share Projects with Vendor Zoho Projects Portal
I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.
Email template for customer notification on ticket reply is not being used
I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?
Zoho Books - Sales Person Information
Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows
Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books
I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Zoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
Timentry and Support Plan Relationship
Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits
Issue with ticket replies via Slack: '+' symbols replacing spaces in emails
Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution
Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?
Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
Zoho Creator Populate radio field with values with all the created rows subfor
I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list
Currency column showing $ symbol
Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you
Android notifications not working
I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.
my clients are not receiving mails
Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect
Múltiple Deals when converting a Lead
Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
zoho mail and crm is very slow
I have recently employed Zoho in our organisation. Even after taking high speed internet, mail and CRM takes many minutes to even load. Its really slow and faces lot of downtime.
How to use if_case with expressions other than equals
I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use
Zoho CRM's V8 APIs are here!
Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered
Create global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.
Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
What's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
Inline images are not shown on iPhone
When I add an image inline it gets displayed on a Zoho's computer software or web browser, but not on Zoho's iPhone app - the image appears to be broken and cannot be copied neither saved. What's the problem with displaying images inline when reading
Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
Viewing Live data
Where can I see the live data that is sent from the device?
"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
@Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
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
Formatting Mailing Labels
I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random information. I would also like to change be able to change the size of the labels. At the very least I would like to know what type of labels I can get that would be the correct size.
CRM to Writer Mail Merge Preview not working
When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide
Best practice : when to convert lead to Deal
Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or
Show Call History During a Blueprint Transition in Leads Module
Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have
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
How to delete more than 100 leads at a time.
We are a call center and we need to upload fresh leads daily. Is there any way to delete all leads only at once. Currently we are deleting 100 at a time. Please anyone who can help. Thank you.
The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
#CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
Canvas for related lists
Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?
Standalone custom function not generating logs
Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
Show Zoho Books Retainer Invoice in Zoho CRM
Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley
Feature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration
Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoice
ACR Phone mobile app for logging phone calls into Zoho CRM
ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone
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