Recent Topics
Request for refund
Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho
Inquiry regarding B2B website through Zoho Commerce
We are looking to build an online B2B customer portal for Consumer Goods primarily for order placement, with an e-commerce-style layout. Additionally, we would like to offer our customers features such as: 1.Viewing past orders and order updates 2.Accessing
Query Regarding dynamic Item Creation for Invoice via Zoho API
Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includes
Having trouble with emails not sending from zoho mail web client
Hi we have been having this problem from a few of our email accounts where they are unable to send the email at first and then if they try to send it multiple times quickly the email appears to send but does not show up in sent. The Error is shown below. Unable to connect SMTP server:smtp.goric.com Reason:Unknown host:
Pausing WhatsApp Marketing Messages for US Numbers Starting April 1, 2025
Dear Marketers, Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to users with US phone numbers (+1 dialling code and US area codes). You can read more about it here. This new measure by Meta is a
Zoho Workdrive Fixed View or Sort Settings for External Links
Hi , For the folder links we shared via an external link, it would be great if we could set the view and sort options that the external user will see when accessing the file through the link. Thanks to everyone.
Filter timesheet by log title
Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you
Perfomance Management - Zoho People
Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
Get all timesheets of all projects of specific date from API
I can get all timesheets of all projects of specific date with this call : GET /portal/[PORTALID]/projects/[PROJECTID]/logs/For all getting, this action is called for each project ant do that is not very good... Does it exist a call which I ignore, as GET /portal/[PORTALID]/logs/[DATE] ?
Update Date field using a custom function
Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:
Creator Simplified #6 : Create custom buttons for multiple records using form object
Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a
Can't add company logo and favicon as a superadmin
I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?
Duplicate Contact Records in Zoho CRM
Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights or
Storage Issue with Zoho Sync
Hello Zoho, We have uploaded multiple GBs of Data into ZohoDrive but the actual size taken in the windows is worrying us. The difference is folder / drive size was significant and it cannot be caused due to small word/excel files. I hoping all the uploaded
message var is empty in bot mention handler
Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
Mail issue
Mail to and from the alchemyfx.in domain not receiving or sending.. all other mails are working properly
Emails sent from my Zoho Mail account are frequently landing in the recipient's spam folder instead of their inbox.
I have noticed that many of my outgoing emails are being marked as spam by recipients' email providers. I have already checked my SPF, DKIM, and DMARC settings in Zoho Mail and ensured they are properly configured. Additionally, I have tried using a professional
Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Can Client generate Sales Order by himself?
My business primarily operates in the B2B sector, and I've observed that my sales team and I spend an excessive amount of time obtaining sales orders from our customers. This is particularly relevant in a product-based business with multiple SKUs. I am
Zoho Creator not accounting for time change
I have the timezone to my Creator application set to Eastern Standard Time(SystemV/EST5EDT). This is under the GMT -5:00 category. I was under the assumption that since EDT was present in the time setting that my application would switch automatically
Count the NUMBER of Contacts for an Account automatically
Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,
Expanding profile stitching to SMS and WhatsApp
Customers interact with brands across multiple touchpoints—emails, websites, social media, and messaging platforms. Without the right tools, these interactions remain fragmented, making it difficult to get a complete view of your audience. This is where
Success message - Warning message
We already have the "success message". The alert does not work in the report action; a "warning message" (with red color) would be ideal. Additionally, we should be able to set the duration which the message stays before it fades out, as it is currently
How to Dynamicaly display image in the Detailed View Report ?
I have an "Add Employee" form that includes an image field for uploading an employee's profile picture from their local computer. In the "Apply Leave" form, I also have an image field where I want the employee's profile picture to be auto-populated based
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region
How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?
Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.
Undelivered Mail Returned to Sender
Hello I set up Zoho with the the correct MX and TXT records and outgoing mails are workingfine, where as all incoming mail is getting blocked with the error message 550 What is the way to fix this? I am at a point where I don't know that to do. Would
Client Script: Any plans to add support for multi-select field with onChange
Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field
Add "Repeating" functionality to Calls
Tasks supports repeating tasks.... so why not calls. Phone calls need to be scheduled on a repeating basis for many salespeople. Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to schedule
Unable to Send Ticket Reply as a Contact in Zoho Desk?
Hi Zoho Desk Team, I am trying to send a reply to a ticket on behalf of a contact using the Zoho Desk API. My goal is to have the contact's response reflected in the ticket conversation, but I am facing an issue where only the ticket author can comment.
MA 2.0 Email Footer
Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.
Is it possible to hide self view in Zoho Meetings
Hi - I want to hide my camera view when conducting meetings in Zoho Meetings. Most of my meetings are one to one with clients & I prefer to focus on them them on the screen? I've searched and cant find any options for this? Thanks Ro
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
Is there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
Update Client Record based on creation of custom module record
Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying
Zoho Creator Upcoming Updates - March 2025
Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder
Workflows for Timesheet
Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to
Not receiving New Ticket Emails
Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the
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