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Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Introducing WhatsApp Marketing with Zoho Marketing Automation
Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing
Is there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
Pivot Chart - Zoho Creator
In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields
How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
Aggregate Formulas with Multiple Tables
I get a 'Communications link failure...last packet successfully received..." error when trying to create an Aggregate formula that references two separate tables. I've made sure they are connected properly. It almost seems like it might be timing out?
Free webinar alert! Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025
Hello Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025. We’ll dive into how Zoho Mail can elevate your email experience with its advanced security,
Zoho Analytics - Values gets Duplicated
In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the two
CRM Multiline Field Spacing Bug
If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem
Why there is "Failure" after the "Answer bot" card
Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid this
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
uploading a document 15 mins. its still scanning for virus
Hi there, I tried uploading a document. A 75 KB .xls file, its been more than 15 mins. and it is still going about saying "Scanning for Virus" . There is also no idea whether the doc. has been uploaded or not ? Update :- It seems to have uploaded the .xls file but something doesn't work. It is not opening the .xls file. (I know the file is uploaded because I opened another tab and it shows the file has been uploaded.) It is showing "Unable to open xls file" .
Virus Scan Failing on Attachments
Hi, Is anyone else having an issue with attachments being unable to upload? Virus scan takes forever and then fails, or just fails and says try again later Thanks
Attendance Over-writing of Leave
Hello Zoho, Currently if an employee comes to work while they have applied for leave, the system considers them as "on leave". Shouldn't the employee be marked as "present". Give it a thought
Revert to Default Email Templates
Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. Rachael
Kaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got
Deals sync for Campaigns or Marketing Automation...
We are looking to create a marketing campaign based on a custom "expiration date" field inside our DEALS module. We are open to using either CAMPAIGNS or MARKETING AUTOMATION but haven't been able to get either platform to sync the specific fields we
Sheet View for Reports
We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
Operation not permitted
I'm trying to set up email for this site - pawsathome.uk - and when I go to: Admin Console>Domains>Add> I keep getting error - 'Operation not permitted' - See attachment. WHY??
Building extensions #2: Publishing an extension
Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons
Is it possible to select the methods of inserting a signature (Not provider)
Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'll
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Please Develop an API Documentation Platform Similar to SwaggerHub
Dear Zoho Team, We would like to request the development of a product similar to SwaggerHub, specifically designed for creating, managing, and sharing API documentation. The goal is to provide businesses with a centralized platform to design, document,
Expand Zia's Language Support and AI Capabilities
Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a
Issue with Attachments in "Email a Thank You Note"
Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send another
Zoho Learn - Public Courses
Hi guys, How can a non Zoho user enroll for a public course? cheers
Problem with delivery status in delegate account
Hello, We have a problem with delivery status in "sent" folder in delegate account. Some messages has no status, some messages has "waiting" status, Some messages are delivered, some messages are delivered wit delay, some are not delivered. Conclusion:
Calendar item appears twice for Group Calendar Owner when a group member accepts the invitation
How to change this behavior? Please see screen recording here: https://workdrive.zohoexternal.com/external/eace5023938b52118ab0246dc28f208de6a091f0f77c023b0beb3862d572c694
Decode user intent and behavior patterns with Zoho PageSense Session Recording
Hello there, Join us in our upcoming webinar and learn in-depth about how to tackle conversion challenges with PageSense Session Recording. Session Recording is a powerful function that lets you record, re-create, and gather user interaction insights
Zoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
In this zoho email option ₹700 /user /year what is the storage space provided?
In this zoho email option ₹700 /user /year what is the storage space provided?
Need best practices and ideas for group calendars or personal calendar with group invite
Please share your ideas and best practices to use Calendars. Here's the situation. Using a group calendar to hold weekly recurring meetings for the "Design Team" means that Design Team members can easily view/hide the calendar. However, it also means
Zoho CRM - Conditional Assessment for Blueprint Automatic Transition
Hi, Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly impacts workflows where a transition should only occur when certain predefined
Cash sales
Is it possible to record daily cash sales via the app?
Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance
Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.
Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?
Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote
Bulk Delete / Archive
For me the Bulk delete and archive functions are not working anymore reliable. I get the message that the action is scheduled, but often it is not executed not even minutes later. To me, the user experience became terrible in the last month. It used to
Error 0x800CCC0F Sending and Receiving
This seldom used XP PC using Outlook Express has been using this Zoho email account for years with no problems. It just started getting this error when sending and receiving email. Nothing has been changed, upgraded, etc. No change with completely disabled
Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"
Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock
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