Recent Topics
Create Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
Automation Series: Percentage-based Time Allocation
Employees in an organization work across several projects simultaneously. Their work hours are split among multiple tasks from different projects. Logging time for each task manually can lead to inconsistency, and the effort rarely gets divided equally.
Zoho CRM Community Digest - September 2026 | Part 1
Hello everyone! The first half of September brought subform-level workflow rules, emoji reactions on notes, and the new zoho-crm skill for AI-assisted CRM development. Given how much there is to it, we've followed the announcement with two Kaizens: one
Button with a mapped null value causing "Empty value found, proceed?" GUI - Can this be stopped?
Hey All, I started seeing this GUI pop up recently when mapped buttons have a parameter that is null. (It might be a new behavior, or perhaps I'm only recently coding where I'm running into it now where I was not prior.) Instead of passing the null through
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
Possible to create link from prefill querystring parameter?
Hello. I have a form that takes a prefill querysting parameter for a product stock code and uses it to populate a single line textbox. I'd like to be able to use that value to create a link in a description field using the token like: ${zf:SingleLine1}.
[Live Webinar] E-Rechnung 2027 - Deutschland Edition - 14.10.2026
Liebe deutschsprachige Zoho Community, Vor dem Hintergrund der sich weiterentwickelnden Anforderungen an die elektronische Rechnungsstellung in Deutschland ist jetzt der richtige Zeitpunkt, um zu verstehen, welche Vorbereitungen Ihr Unternehmen treffen
[Free webinar] Learning Table Series: From code to intent: The evolution of application development
Hello everyone, We are excited to invite you to another edition of the Learning Table Series webinar. Building an application involves more than just development. It starts with understanding business requirements and planning the solution before building
Introducing Zoho TouchPoint in Zoho One
Hello Zoho One users, We're excited to announce that Zoho TouchPoint is now available as part of the Zoho One suite! As businesses grow and customer interactions become increasingly digital, the way you connect and engage with customers matters more than
Introducing Global Board View for Work Items
Global Board View in Zoho Sprints now equips you with a unified board for all the work item in your workspace and provides as a bird's eye view of every project's work items on one board. When you are a part of multiple projects or when a release is dependent
Funnel widgets showing Amounts not just Count
Hi Can I request that the Funnel widgets have a toggle that allows you to optionally show that it shows the value of deals rather than just the count of deals. There are some great funnel widgets, but they all seem to only show counts. Whilst I get that
Forecast for Profit
Hi Can I request the ability to be able to create a forecast for custom fields, other than for Revenue and Quantity? I want to target the team by profit. Profit is a custom field, so I get why it's not on there, but really it's just a value field like
Breaking Change Announcement: Users API Response Restricted for Client Portal Users
Hi all, We are introducing a breaking change to the Users API when it is accessed by Client Portal users. Status: Live This change is now live in production. Please review your integrations and make the necessary updates. Affected endpoints: GET /users
How to customize X/Y-Axis labels in CRM Chart Reports?
Hi, While exploring custom chart reports in Zoho CRM, I’ve hit a roadblock trying to change the names of the X-Axis and Y-Axis labels. They appear completely locked as the default values. Zoho seems to hardcode these labels to match the exact field names
How to add custom lookup-type field to meeting module form in Zoho CRM
We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom
Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
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
Mail menu bar items missing in Inbox and folders
Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead
Contact removed when picking ticket template.
hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!
Zoho Campaigns 3.0 - Padding Controls Not Intuitive
Hi Campaigns Team, 3.0 looks amazing, but I have noticed one part which is not intuitive at all. The padding controls show a circle and a line. Intuitively, the circle is the object and the line is the edge which you want to add the padding to. However,
Error with bank feed activaiton (Global edition)
Hi there, We've started using Zoho Books in NZ and have been struggling to activate bank feed from BNZ. Althouhg following the instruction to active bank feed, an error message appears every time as attached. Plase advise how to resolve this matter. Thank
Moving from Zoho standalone to Zoho One
Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Create Campaign using API: 1007errorUnauthorized request
Hi there, I'm trying to create a campaign using the APIs and following step by step this documentation https://www.zoho.com/campaigns/help/developers/create-campaign.html, but I have an 1007 error Unauthorized request. I created (I'm using PHP) the code
Convert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
Exceed Limit Execution
Hi Everyone, I begin to encounter some execution limit hit, The 1st part wherein when a record was being submitted, it checks and patch existing rows (Site Asset Services) matching the submitted row (PMS form) error: row1.Serial_N=Final_Rec.AV_Serial_N;
Transaction rules for "Owner's Contribution" ?
I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from
Clarification Required on Explore and Edit Options in Zoho Creator – Import Refine Data
Hello Zoho Creator Community, I would like to understand the functionality of the Explore and Edit options available under the Refine Data section during the data import process in Zoho Creator. I have the following questions: What is the primary purpose
How can I print comments.
Hey guys, a few hours ago I started building a Student registration form, and I saw that you can print out the Report for that form, as in select a specific "Student" that was added and print as summary, however I also noticed that the comments that you can place on those students didnnt get printed, is there any way to accomplish printing a Student report with all their data alongside the comments that I have added to it?
Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
Sync products with their associated contacts and accounts across CRM and Desk
Hello everyone, A two-way sync between Products and Contacts/Accounts can be performed during CRM and Desk integration. It allows both sales and support teams to get the necessary details about the product when a support ticket is raised or during post
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
Email Trigger - Add Attachment Support
Neither the email trigger nor the Zoho Mail trigger support managing attachments. Please consider adding these capabilities.
Zoho Projects - Cloning a task does not trigger task workflow when created
Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
Take action on records based on detected duplicate images
Hello all, We've enhanced our duplicate image detection feature to improve data accuracy, reduce duplicate data, and reduce manual effort. Previously, the system would simply alert you to potential duplicate images, but now you can take action directly
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
Building new site while current site stays untouched online
L.S. I just heard about the new Zoho Sites AI sitebuilder. I want to use this new sitebuilder to update my current website. How do I go about that? Do I click "Create a new website"? Or do I start with the current website? It is important to me that the
MCP for Zoho Sign is not working
I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok
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