Recent Topics
Subform data to Sheets
I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data
Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
Filter by technical IDs that should not be displayed
Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which I
Problem Pasting Into Notes
Occasionally I want to create a note by copying and pasting a few paragraphs from an article on line. When I create a new note and paste in the section the newly created note winds up with each paragraph in white text on a dark background rather than
Bank transaction automation
I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"
Payment Gateways For South Africa
Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?
Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
Sales IQ - Bot Builder - Forward to Operator Action Card Improvement
Hi team, It would be a great improvement to have an additional branch out of the Forward to Operator Action Card. I would like to allow 10 seconds for an operator to pick up the chat, if they don't or if they reject the chat I would like the Bot to continue
Email template for customer notification on ticket reply is not being used
I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?
Global Fields
Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place
how do i see a list of active End Users?
looking for a list of who i sent invitations to be an End User? who has signed up?
Modular cannot Edit in portals
I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this one
How Can I change admin account Email?
Hi, I want to change admin email address for my account (I'm using Zoho Mail). How can i do this? Thanks!
Zoho Desk - Feature Request - Add more social channels on Community user profile
Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to
Hide Admin Only settings
It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.
Lookups from Standard Modules to Custom Modules
I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about
Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)
I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather
Train Zia answer bot on only part of Knowledge Base?
We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories
How to identify a ticket merge through Webhooks?
The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the
Native SMS Integration in Zoho Desk
I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
Share Projects with Vendor Zoho Projects Portal
I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.
Zoho Books - Sales Person Information
Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows
Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books
I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through
Zoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
Free Plan mail accounts details
In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
Timentry and Support Plan Relationship
Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits
Repeating Images in Emails
Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the
Issue with ticket replies via Slack: '+' symbols replacing spaces in emails
Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution
Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?
Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
Zoho Creator Populate radio field with values with all the created rows subfor
I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list
Android notifications not working
I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.
my clients are not receiving mails
Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect
Múltiple Deals when converting a Lead
Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
zoho mail and crm is very slow
I have recently employed Zoho in our organisation. Even after taking high speed internet, mail and CRM takes many minutes to even load. Its really slow and faces lot of downtime.
How to use if_case with expressions other than equals
I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use
Agent form for car showroom
Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down
Zoho CRM's V8 APIs are here!
Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered
Create global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.
What's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
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