Recent Topics
Using Marketing Automation Journey to associate lead record with a campaign?
Hello, I am trying to push people from a Marketing Automation Journey to a CRM campaign so I can track lead journeys and lead conversions however I am hitting a roadblock. When a lead hits particular scores or does specific actions in marketing automation
Expose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get the
Drag-and-Drop Customization Interface for Help Center in Zoho Desk
Hi Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the customization of the Help Center in Zoho Desk. 🔧 Current Limitation: At present, Help Center customization options are quite limited through the Zoho Desk
hide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public
Stop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.
Importing New Items to be Added to Existing Item Group
How to use the import sheet to import new items to be added to an existing item group. The import gives me an error that the item group name already exists and won't proceed. If it's possible, how should my import spreadsheet should look like?
ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
Zoho Developer Community Monthly Digest – May 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our
Timesheet in project not visible to invited users.
We are using Zoho Projects and have enabled the client portal so our clients can access both Projects and Timesheets. However, while the client can see the project, no timesheet entries are visible. How can we resolve this issue?
Scheduled outbound calls
How do you mark a scheduled outbound call as complete? I see no way to change the status.
How to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.
Email parser rule will only parse emails with an exact match? What madness is this?
I finally got myhead around deluge and scripting, but wondered why my parser wasn't working. (https://help.zoho.com/portal/en/community/topic/extract-11-digit-number-in-any-position-from-enail-subject) Problem: There are *zero* characters or phrases that
How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
CRM Analytics - Elegant Comparator
Anyone noticed a wierd thing on the Elegant Comparator on CRM... Compare Among - Time Period - Last 6 Weeks... only 5 weeks show Compare Among - Time Period - Last 5 Weeks... only 4 weeks show Compare Among - Time Period - Last 4 Weeks... only 3 weeks
The Social Wall: May 2025
Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries
Copy Templetes from one module to another in Zoho Books.
Hello, I have created a Custom Module in Books for GST Invoice. I can see only 1 Invoice Templete over there. Can we clone or copy Invoices Templetes from Sales Module of Books into Customer Module.
Enhancements in Bookings browser extension
Greetings from Zoho Bookings! We're here with another update to make your scheduling even quicker. We have enhanced our browser extension with three significant features: Copy slots to email Gmail integration LinkedIn integration Copy slots to email This
Some notes are shown as Not Synced
I'm not sure why this happens but it's a weird little bug I noticed. I have two notes I believe that has that weird icon shown in the screenshot that shows that it's not synced even though the notes do sync properly. Manual syncing doesn't remove the
Power of Automation :: Auto-Color Tasks in Gantt chart based on values in Picklist field.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Zoho CRM record in blueprint unable to initiate any form of approval process
My business case As a penetration testing company, we have engagements that need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory documents sent” to “testing in progress” to “report delivered”. On this path, a particular
Edit Project Number?
Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like
Tip of the Week #57– Reply faster with saved response templates!
Ever find yourself typing out the same email reply over and over again? It's time consuming and eats productive work hours. With shared response templates, you and your team can create pre-composed messages to quickly respond to common queries — saving
Connect MySQL database to Zoho sites
Hi! Is there a way to connect a MySql database with Zoho sites. So the user input are stored in and dinamic data is fetched from the database? Regards, Mihály
What’s new in Zoho RPA: Cross-platform automation, OCR, and more!
Zoho RPA is now included in Zoho One Zoho RPA is now part of the Zoho One suite, bringing unified automation to your entire business ecosystem. You can now automate UI-based tasks across Zoho apps and third-party systems too. From processing sales orders
New in CPQ: Create dynamic actions in Product Configurator (PC), clone PCs and Price Rules (PRs)
Configuring product combinations just got enhanced. Zoho CRM's CPQ system now supports dynamic actions based on multiple base products. Additionally, you can now clone configurations for both Product Configurator (PC) and price rules (PRs). Dynamic actions
Beyond Email: #2 Connect better with Contacts
After successfully creating a 'Welcome & Setup' event using the Calendar, Sarah is eager to invite her team members to participate. For a smoother communication experience and easy access, Sarah wants to store their information, ensuring quick reference
Integrate MS Teams with Zoho CRM for faster collaboration
Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,
What is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
Subforms and Reports
I am trying to do a report that shows various data from subforms. eg I want a report that shows what Bill Status are Approved Required. Or show the status of all bills. It doesn't look like Zoho Reports picks up information within reports. Is there another
Pass variables to Zoho Desk via URL to create a fast new ticket landing page
We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like
【Zoho CRM】アナリティクス機能のアップデート:ウォーターフォールの導入
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。 本記事は、以前紹介された機能に新たに追加された機能です。 以前の記事:https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts
[Free Webinar] Learning Table Series - Creator for the Finance Industry
Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various
Webhook - Configuration failed: 200 response not received for POST request
Hello, I am trying to set up a webhook to connect with an automation software but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the
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
Best website platform to sync to Zoho Inventory
Anyone like to suggest the best website platform for syncing to Zoho Inventory? We DO NOT want to sync stock, only orders. Shopify - not an option as we have more than one website and Shopify requires 2 accounts and Zoho will not sync with 2 different accounts. Magento and WooCommerce both sync via Kloudconnectors - does anyone have any experience with this? I have trialled it and there are flaws - eg purchase order numbers are not populated. Discussion welcome!
Include product images in data sync between Zoho CRM and Zoho Inventory
Currently the item image does not sync between Zoho CRM and Zoho Inventory when using the internal Zoho sync functionality. This requires users to manually update the item image in Zoho Inventory for products created in CRM and vice versa. Including the
Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
Search Zoho Inventory Items module via API
How can I search Zoho Inventory Items by custom fields, categories, etc using the API? This is not documented. Is there an advanced search function like CRM's COQL search available via the Zoho API? If there is an undocumented way to search Items via
Next Page