Recent Topics
Record-Level Cliq Conversations Inside Zoho CRM
It would be extremely useful to bring the Zoho Projects + Cliq conversation experience into Zoho CRM records. Today, in Zoho Projects, each project or task can have its own related chat conversation through Cliq, allowing team members to discuss that
Introducing note actions and dynamic visibility in Kiosk Studio
Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields
Logging Calls not working
For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Data Import into Zoho Forms
Hi everyone, I am migrating several Google Forms into Zoho Forms. I can recreate the forms, but I also need to bring over historical response data currently stored in Google Sheets. I want to keep using that data inside Zoho for analysis, reporting, and
Best practice to handle 50+ invokeurl calls in a loop without hitting the 30-second timeout?
Hi everyone, I am working on a custom Deluge function where I have a Map containing around 50+ key-value pairs. I need to iterate through this Map using a for each loop and make a GET API call (invokeurl) for each item. The Problem: Because of the 50+
How Can I Clear Deleted Members and Free Up Their Storage?
Can we remove these deleted members and free up their storage?
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
Zoho Desk - Event Calendar View
Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to
Pro rata holiday allowance for variable part time employees
We have some part time staff who work variable hours and their holiday allowance is based on pro rata system. In Zoho people is there any way to calculate their holiday allowance based on actual hours worked? I.e. worker is entitled to a pro-rata amount of 5.6 weeks holiday, which is equivalent to 12.07% of hours worked over a year. So part time staff's holiday is accrued at a rate of 12.07% per hour worked. Thanks
Zoho Bookings - Provide Appointment System ID in Zoho Flow Variable
Hi Bookings Team, It would be great if you could provide the system record ID for appointments as a variable in Zoho Flow trigger outputs and Fetch Appointments action. This would allow us to create a dymanic URL which can be clicked by a staff user to
Understanding tasks
So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks
How to transfer files from Creator file upload fields to CRM file upload fields
This article describes how to transfer files from Zoho Creator file upload fields to Zoho CRM file upload fields. I'm posting it here because the current documentation does not fully and accurately describe how to do this with certain file types (PDF,
Add Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?
¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta
Make Task ID and Issue ID columns filterable like all other columns
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the Task ID and Issue ID columns in Zoho Projects list views. Current Limitation: As of now, in both the Tasks and Issues modules, almost every visible
Improve Back Navigation (X Button) Inside Nested Milestones, Task Lists, Tasks, and Issues
Hi Zoho Projects Team, We would like to request an improvement to the X / close button navigation behavior inside milestones. Currently, the milestone area behaves as a nested hierarchy (tree structure): Project → Milestone → Task List → Task So when
Add a way to connect Log360 Cloud logs with Zoho analytics
Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
Extend GitHub Commit Integration to Tasks in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects
Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)
Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
Zoho Project - Total Forecasted Hours
Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come back
Bank Fees - Allow User to Choose Expense Account
Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
Attendance Kiosk Mode for all Employees
Is it possible to assign a tablet (ios/android) so that all employees can check in or out using a simple QR code? If not would it be possible to integrate attendance with a web app that also has a tablet app that works in kiosk mode? If yes can anyone recommend such an app?
How can we get payment status updates for payment links in Zoho Books using webhooks?
When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?
Challenges with data consistency when integrating Zoho with other systems
In setups where Zoho (CRM/Inventory) is connected with external systems like eCommerce platforms, maintaining consistent and reliable data across systems can be challenging. Some common issues that tend to come up: Product data mismatches (variants, pricing
Announcing Zoho Sheet desktop app for macOS and Windows (Beta)
Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
WhatsApp Calling Integration via Zoho Desk
Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
This campain is on hold
Trying to start a Zoho Campaign for our company but the error message when we try to send it out it this: This campaign is on hold Our compliance team needs additional information about your sender domain address. They'll reach out to you shortly via
Blueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Sales Ordes removes TAX at random for some or all prodcuts, even after creating it
Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be
Turning off self view in Zoho Meeting
Hi Is it possible to turn off/hide self view in meetings? Cant see any options for it. Thanks
Please add Deluge code editing for Forms
Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.
Is there any workaround or method to restrict user login to a particular device
Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure
Email from CRM being Blocked or Marked as Spam by Google (and maybe more)
In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
Zoho Tables - Form default entry
How so I set a form field to be populated with an entry from another table? I created a view on my source table limiting the results to just the one thing I want to see. When adding a Client via my Add Client form, I want the Client Type field to already
Payment Card or Identity form-fill from Vault?
Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned
Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
Add Actionable “Smart Commits” for GitHub Integration
Hi Zoho Projects Team, I am submitting a feature request to introduce Smart Commits support for the GitHub integration in Zoho Projects. The Current Limitation: Currently, Zoho Projects offers a "passive" integration. Including a Task ID in a commit message
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