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Unable to Add Users - Zoho Mail Restriction
I am trying to add new users to my Zoho Mail organization, but I am getting the error: "This user is not allowed to add." We are a legitimate business using Zoho Mail for email hosting only. Our company is based in Saudi Arabia, and we may be accessing
Bigin Forms Enhancement: Acknowledge visitors via WhatsApp
Greetings, We hope all of you are doing well! We're excited to share a new enhancement to Bigin's forms. Let's take a look at it in detail. Acknowledge visitors via WhatsApp The Acknowledge Visitor option in Bigin Forms means visitors receive an instant
Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
First Response Time, Where to find?
Hi Currently I'm building a feeder file that auto-fetch ticket details when created/updated. On my table headers, apart from custom fields, I'm specifically looking for First response time. Currently I'm checking capabilities using Zoho Flow but couldn't
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
No Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
Undelivered Mail uncategorized-bounce errors when sending invoices
Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
Ability to Edit the "Current Job Title" dropdown field
Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually
Zoho Customer Grievance Escalations Matrix
We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's been
Switch between multiple LLMs instantly for tailored Zia experiences
Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone. Earlier, the Multi-LLM feature supported only one LLM at a time for Zia Record Assistant bot restricting flexibility from
Data entry and automatic barcode sticker printing
Hello there I am very new to Zoho.. and not sure if it can do, or should I say, I can easily set it up to do, or first basic requirement. We take in up to 1000 unique used products every week. They come from up to 50 regular suppliers. The are used household appliances. We try to fix most of them. For waste regulation purposes we have to track every machine from the source/supplier it cam from to if it was repaired and put back on the market? or stripped and scrap for material recovery. Is it possible
Inventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?
Setting up a barcode system with Zoho Creator
Hello! I am researching how to set up a barcode inventory system that is compatible with Zoho Creator. I am working with an art inventory, and I want to be able to refer to each piece of artwork with a barcode. My goal is to be able to generate a barcode, store that barcode in a Zoho Creator database, be able to print out a barcode label from that database, and have the database pull up a record when the barcode associated with that record is scanned. I understand that there are barcode generating
New Built In QR/Barcode Generator Print Settings
I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The
Inventory SKU barcode printing
Hi I am a developer and am wondering if zoho creator or even zoho inventory have the capability to print barcodes upon submitting a form. I have been researching the forums and have not been able to find any way to do this natively in Zoho. Can someone
PRODUCT LABEL MUST HAVE MORE FIELDS AND OPTIONS - VOTE NOW!
The Zoho Inventory Product Barcode generator is unfinished, very limited, and unusable for most companies that need to generate informative product labels. Companies must be able to generate labels for products they receive to control inventory, so the
Ability to "Add Additional Guest" to Bookings
When using other calendar booking services such as Calendly, there is an option to "Add Additional Guest" to a booking. For example, imagine User A is making a booking on my company's booking calendar and would like to invite their spouse (User B) to
Modify logo on exported PDF article
Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you Antonio
Get Files Associated to Data Template via API
I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates
Pasting Images in Zoho Desk ignores cursor location
My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,
Push conversation to operator in guided conversations
I really would like to push the conversation to an operator from a specific deppartment in guided conversations, just like Zobot in sales iq. It would help a lot. For me it does not make sense to use sales iq for messenger, instagram and others, because
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
Zero Customer Support
I have been a paying customer on Zoho Mail Premium, which clearly advertises a 40MB attachment limit. However, for a long time now, I have been experiencing ongoing issues sending PDF attachments over 10MB. Instead of sending properly as attachments,
Unable to send message;Reason:554 5.1.8
Dear Zoho Support Team, I have attempted to send multiple documents in several different ZIP files containing PDF and Word documents. Initially, I received the following notification: “When Office 365 tried to send your message, the receiving email server
SOLVED - Unsubscribe Feedback Page inexplicably presenting in French, German, etc. not default language of English
As the titles says, had the "Unsubscribe Feedback Page" for two different clients presenting the feedback options to unsubscribers in French, German, etc., not in English like it should. And no, it wasn't due to user preferences, embedded web translators,
Identify and clean hard bounce lists in Automation 2.0
Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails
Catalyst DB is insufficient for many use cases
Hi all: I've been diving deep on full stack application development inside Zoho Catalyst. I've been using catalyst for serverless compute and API gateway for a few years, but I haven't used the DB beyond simple storing of app data. As I was working through
Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
Can I use 24 hour time format in Zoho Social
Can I use 24 hour time format in Zoho Social? AM/PM is annoying, backwards – and leads to errors in posting time…
Transfer Ownership of Documents
In an organization, a person moves from one team to another or decides to leave his / her current post. He may have files / folders that are important and confidential, and needs to be transferred to another member in the organization. Zoho Docs lets you Transfer Ownership of document / folder from one member to another in a few clicks. This action has to be performed by the administrator. Just follow these simple steps to transfer the ownership of your documents / folders: In the top right corner
How to change column headings in pivot table?
Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen
Native QuickBooks integration for Zoho CRM: Connecting sales and finance
Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This
Rename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
Report/All Entries Filter Contains to support multiple values
Hi, I use different fields to filter All Entries before Export, one is the Added Email ID (May soon replace with the new Logged in User Name Field!!), and I want to filter for more than one person, so select "Contains", but I try with a comma seperating
Marketing Tip #32: Improve SEO and customer confidence with an FAQ section
Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section
Zobot with Plugs
Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
Zoho Creator é para você? Saiba quando escolher (e quando não escolher) essa plataforma
Todo mês alguém me pergunta: "Leandro, vale a pena usar o Zoho Creator para o meu projeto?" A resposta honesta é: depende. E neste artigo vou te dar os critérios reais que uso para tomar essa decisão — sem marketing, sem generalização. O que é Zoho Creator,
Control Fields on Mobile App
On the mobile app, how do we control which fields appear on the screen for records that have a related list? In the example below I want the Inspection Stage and Inspection Type fields to appear, not the record owner (Dev Admin). I changed the Inspections
Show Zoho Marketing Automation Messages in SalesIQ Chat
When the same number is used in Zoho Marketing Automation and SalesIQ, campaign messages should be visible inside the SalesIQ chat. Currently, when customers reply to marketing campaign messages, SalesIQ chat owners get confused because they cannot see
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