Recent Topics
Email limit reached
I'm assessing whether zoho crm will work for our startup, however I tried to send emails to my leads and after 12 emails got the notification that email limit has been reached. That is ridiculously low. Whats wrong and how can you fix that. I am still
Importing Into Zoho CRM
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields
Agent working hours
Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc.
Analyze the Name of the Deal Owner and Created by
I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the
Date Import Problems
I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format
Canvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
New Search Function
Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which
Better integration between Zoho CRM and Zoho Bookings
I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be
Offline mode on Android TV app?
Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.
issues with manually shipping sales orders - advise needed please
we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important
Problem with the "Search" function
Hi, I've been using Workdrive for a few days and lately, the files I added in Workdrive don't appear in the search. It looks like my latest files aren't indexed. Are you aware of this issue ?
Connect Woocommerce new order to zoho books via zoho flow
Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
[Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini
We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically
Getting error "invalid warehouse_id" when trying to update any transaction in Zoho books
I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never
customize payment page
Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
Delay function execute
I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there
Return "kit_quantity" when fetching Kit items via "List all the items" API call
I have been appreciating the new Kits feature quite a bit, it is exactly what we were looking for in Zoho to solve many pain points. However, there is 1 problem I am running into and that is the fact there is no stock information that can be pulled for
Automating Pricing in Zoho Inventory Based on Brandline Quantity
I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same
Tags with Zapier
Maybe I'm missing something....I hope so... Using tags for triggers is a key need. This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be
Print & PDF Support for Composite items
There needs to be a way to print a composite item showing all the components, qty & images.
Build custom AI solutions with Catalyst’s QuickML capabilities in CRM
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
We cant create a custom function
More context, fewer tabs: View lookup modules' data within a CRM Canvas page
Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view
Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
Live webinar: Power-up your business presentations with Show's add-ons
We all spend a good amount of time building presentations for meetings, reports, and pitches. But even with good content, slides can sometimes feel basic or less engaging. That’s where having the right tools helps. With Zoho Show’s add-ons, you can embed
Zoho Inventory Feature Roadmap Visible To All
Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
Data Template Amending
Hi, is it possible to remove data templates once you have applied them in Workdrive? Also, once I have added a new field to a data template can I mass update multiple files who have already been allocated that template and amend just that one added
Upcoming Changes to LinkedIn Parsing in Resume Extractor
Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser
Writer very buggy and glitchy after only a few minutes of use... oh my.
I am finding Writer to be very buggy and glitchy while using it. I've tried it in Firefox, Chrome, Safari... all Mac. Complete words get deleted on backspace (probably a feature, but disconcerting and bad design, esp. if you just want to delete a couple
Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit
Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing
How can I use the API to add a drop-shipping address to a sales order for one-time use?
I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some
Mass Print Attachments from Selected Records in Custom Module
Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print these
how to integrate zoho bigin to wordpress website ?
hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?
Surely it's time Inline editing from views
I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.
Issue with POST request creating Calls in CRM
Hello, I am in the middle of integrating some 3rd party Call center API with Zoho CRM and going through our logs I see some discrepencies. We sometimes get an error: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Duration","json_path":"$.data[0].Call_Duration"},"message":"Please
Session "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français
Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,
only lastname as index(?) field in custom module
Hello, I have a small problem. I have created a custom module. The data records are only labeled with the last names. Also in the lookup etc.... It's stupid if you have different first names with the same surname. Then I only ever see the surname. In
Canvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?
How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, Sven
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