Recent Topics
Allow reconciliation for bank acct with no transactions for month
Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement
Direct Integration Between Zoho Cliq Meetings and Google Calendar
Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
error while adding a domain
I am adding a domain to admin console but they're showing this kind of error! pls help me with this.
Multiple barcodes and sku aliases
Hi, It would be great if you could add the following features: Allocating multiple barcodes to a product as sometimes different barcodes are in circulation in a particular market. As well as different barcodes, sometimes, different SKUs are used by different
Video Interview features
I tested the video interview feature. It's supported only on desktop version of chrome/firefox. Most of the times, the candidates are available on their cellphone. Need to have this for mobile devices too.
Different Domain Name Sync AD Password to Zoho Mail
Hello, may I ask if how to configure or is possible to sync AD password to Zoho mail? Example AD domain name is xaxis.net and zoho mail domain name is yaxis.net.
Announcing New Features in Trident for macOS (v.1.19.0)
Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
User manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
Disable fields in multiple subform rows
Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/delete
Deal Product reference
Hello All, I'm trying to use Zoho Writer to dynamically create a statement of work document. Our statement of work is heavily dependent on what products are included in the deal. As such, I need to be able to add or remove sections of text depending on
How to record the Customer Payment received against previous year invoice
Hi . How to adjust the receipt of this payment in customer account statement received for previous year invoices, which are not there in the statement with us. Because it is showing as prepaid expenses or unearned revenue Advise Thanks radha
Discripency in inventory adjustment value and FIFO cost lot tracking report report
In zohobooks, I have added 200 bag of itemA with unit rate is Rs.1408 as opening stock on Apr01/2025, after that i make a inventory adjustment for 100 bag that I transfer to stock in process account, after that I make a purchase bill for the same item
How do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John
Zoho FSM API to search Zoho FSM Assets by Asset_Number?
How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.html
Sync Creator form submissions to WorkDrive folder
I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but
Add Voting Polls Feature Similar to WhatsApp to Zoho Cliq
Hi Zoho Cliq Team, Hope you're doing well. We are using the Voting Polls feature in WhatsApp (see: WhatsApp Voting Polls FAQ), and we believe a similar functionality would be extremely valuable in Zoho Cliq. Currently, when our teams want to quickly gather
ZML Snippet: Auto Refresh Section
Is there a way that I can set an auto refresh on each of the ZML snippet only and not the entire page? Just wondering..
Availability of the Custom Sort Order feature for Windows and Mac platforms??
Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,
Have you checked your Email headers for DKIM Failure?
Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing
Wizard Form
I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard). Having the option to create up to 3/4 segments per screen
Pivot Table - Zoho Analytics
I'm creating a Profit and Loss chart in Zoho Analytics using the Pivot Chart feature. While Net Profit can be calculated using the total value, I also need to calculate and display the Gross Profit/Loss directly within the chart. To do this, I need to
Fetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
Clone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks so
Add Sequential Processing Option in Zoho Flow
Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completed
Zoho Sign URL cannot be embedded in an iframe on the React side.
The Zoho Sign URL cannot be embedded inside an iframe within a React application (or any web application) because Zoho enforces a Content Security Policy (CSP) that explicitly prevents iframe embedding from external origins. When attempting to load the
Zoho CRM Developer Series - Queries
Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious
Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!
Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.
CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
are Zoho Meeting and Zoho Webinar two separate products?
hey all, i'm new to Zoho One and I'm trying to figure out what's the best platrofrm to do a Webinar for my subscribers. I see that Meeting have a Webinar option, but i see there's also a separate product (?) called Zoho Webinar. Are these two actually
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all.
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all. Requesting you to work on your improvements. Otherwise this will give a very poor experience. Thanks,
Enable Native Zia Integration in Zoho Mail Without Requiring OpenAI API Key
Hello Zoho Team, We hope you're doing well. We would like to request a feature enhancement for Zoho Mail's integration with Zia, specifically concerning the AI-powered capabilities like: Auto-complete sentences Generate email content Summarize email Currently,
Email policy not working?
Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail
One notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
Admin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
Why can't we change or delete the first page of a Zoho PDF?
I've noticed that it's not possible to move or delete the first page of a Zoho PDF, why is that?
Latência
Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping
Next Page