Recent Topics
Get Files Associated to Data Template via API
I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates
ZOHO CRM User management or role
I need guidance regarding Zoho CRM licensing and user management. I want to purchase one Zoho CRM license and create multiple team users under the same account with the following hierarchy: Super Admin User Manager User Executive Users (with limited access)
Tip #72 - Exploring Technician Console: Setup Unattended Access - 'Insider Insights'
Hello Zoho Assist Community! You joined a live session, diagnosed the issue, and got the user back on track. Fix delivered, user happy, session closed. But you know this machine. It needs a follow-up. A cleanup, a patch, maybe a deeper maintenance run.
#1 New to Zoho Invoice? Do this First!
"Zoho Invoice has made our company's tax invoices look more elegant and professional. It is effortless to raise an invoice and track payments with it", says Arunkumar Balakrishnan, Director GA Technologies. Generating professional invoices usually begins
Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026
The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performance
Automation Series #5: Supervisor Rule vs Schedule in Zoho Desk
Supervisor Rules vs Schedules: Choosing the right time-based automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations
Error when changing user permission from read only to user.
Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.
Need Help Preventing Overselling in Zoho Inventory
Hi fellow Zoho Inventory users, I'm reaching out for advice on managing inventory control in our growing business. We've recently encountered situations where sales orders get confirmed despite insufficient stock, creating operational challenges. Our
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Smart Feature Compatibility Indicators for CRM Field
Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins
Deactivate Zoho CRM for everyone
We would like to deactivate Zoho CRM for everyone. How can we do that?
Building extensions #2: Publishing and sharing Zoho Sprints extensions using Sigma Cloud Editor
Welcome to a new post on Zoho Sprints extension development! In our last post, we explored how to create, test, and edit an extension for Zoho Sprints. In this post, we'll take a look at how to publish and share an extension. Publishing and sharing extensions
Custom return paths
How do I delete a custom return path subdomain created in error?
How do you paginate in schedule function
How does someone paginate in schedule function in deluge is there an ideal way to do this apart from hardcoding max pages
Mail bounces due to bad reputation
Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
Calendar in Global View
When you are working with multiple projects, staying on track with all project activities requires a centralized view of all your project activities. Especially in a work environment, users tend to miss out on their day-to-day activities when it doesn't
My email sending has beed blocked due to high bounce rate. NEED HELP
User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to
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
Extracting Images from a Zoho Creator Report into a Pages
If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically
How to create a directory report from one-to-many relationship
Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
How to Migrate from MDaemon to Zoho Mail Account?
Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some
Ask the Experts: A Live Q&A Session
We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions! Whether you're trying to configure your account better, have questions about customization, or want
Tip #7: Customize the appointment confirmation page
A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when
Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
Meeting integration with Otter.ai
Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
[Free webinar] AI agents in Zoho Creator - Creator Tech Connect
Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,
プロフェッショナルプランで、見積作成時に原価と利益率を確認する代替案について
現在、Zoho CRMのプロフェッショナルプランを利用しています。 海外から輸入した商品を販売しており、商品ごとに原価が異なるため、見積書を作成する際(または保存直後)に、その見積の原価合計と利益率を確認したいと考えています。 しかし、現在のプランではDeluge(関数)が使えず、見積書の「商品詳細」の項目をカスタマイズすることもできません。 1,見積作成画面で商品の原価を参照できるような、標準機能での工夫はありますか? 2,レポート機能を使って、見積単位での原価・利益を算出する方法はありますか?
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
Zoho Books and Pet Pooja Integration
I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can
Moving Project Task to other parent not possible
We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",
Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
Add more than 7 sender addresses in campaigns
I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you
Email sent to Hotmail arrives to Spam
I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?
Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?
Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan
Marketing Tip #9: Track your traffic sources
Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
It Really Can Be This Simple
Let's be honest.... Running a business already comes with enough moving parts. Invoices, payments, follow-ups, reminders, tracking who paid and who disappeared. It can slowly turn into a full-time admin job on its own, especially when you are a Sole Proprietor,
Huge confusion in zoho crm and zoho analytics
Context => We have reporting based hierarchy in zoho crm and basically there will be one sales head and couple sales managers and 10 pre sales excutives divided between 2 sales managers we have maintained that in zoho crm and there is complex reporting
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