Recent Topics
How do I delete a test email address to which I am supposed to send a test email?
How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?
Happiness Feedback Report
Hello, I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and I
Related List Client Script
Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?
Interest on late payments
Is this ever going to be implemented on Zoho Books? It's particularly annoying as its been working so well on Zoho invoice for the last year or so.
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
Popup Input Fields on Kanban View
Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show these
Formulate to return string "WK 26 - 6.2.25 - 6.8.25
Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))
Scheduled outbound calls
How do you mark a scheduled outbound call as complete? I see no way to change the status.
Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
Properly split form fields across report rows?
Hi all, I’m trying to split file uploads from a form into separate report rows with a shared Title. Example: Form input: Title + File A + File B Desired result: Row 1: Title + File A Row 2: Title + File B Current Logic: In On Created or Edited and On
Backup flow, see change log / history
Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flows
How do I see what participants see when I am app sharing in a meeting?
How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
Limited to one Image Attachment in Service Reports
The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an average
Access custom modules via API?
Is it possible to access a custom module in Zoho Inventory via the API? I can not find any reference to this in the API docs.
Items: Custom lookup field with values from a custom module?
Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookup
Using Zoho Inventory for managing Item compatibilities
Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select
Canva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
Clone Entire Zoho Boooks Organization, including all transactions for testing & training
Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?
Can't change login email address in zoho books.
Hello, Does anyone have any idea how to change login email in zoho books?
Introducing AI-powered agreement management in Zoho Sign
Hello! From automating repetitive tasks to enabling smarter decision-making, AI has moved from a futuristic concept to a practical tool for modern businesses. One of the most impactful applications of AI is in agreement and contract management. By leveraging
Zoho Site Vs. Wordpress website - which is better ?
Hi I have a Wordpress website hosted at hostgator. I use zoho CRM for leads , customers, scheduling , etc. I am considering moving my website to zoho sites. What are advantages and disadvantages to using zoho site compared to a wordpress website? On a scale of 1 to 10 , how good is zoho sites? zoho sites with being found by potential customer searching the web for products , services? I sell and service business phone systems into local markets in California. My goal would be to increase
Zoho Sprints mobile app(Android and iOS) v2.0
Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you're
Bank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report
Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typically
How to record chargeback in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
Zoho Landing Page "Something went wrong" Error
Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-time
workflow fields before assigning the ticket when the client opens the case by email.
I want to create a workflow that forces the technician to complete the mandatory fields before assigning the ticket when the client opens the case by email.
Answer to wrong email address
Hi Everybody! When we receive a customer request (let's call him Peter) on our info@abc.com mail address, we manually forward the email message to Zoho desk (support@). Of course, sender of that message is info@abc.com and Zoho opens a new ticket with "info" as the contact name and info@abc.com as email address (nobody can blame Zoho for doing that). We then edit the ticket and fill in contact name (Peter), account name (Peter Ltd) and email address (peter@mail.com) of the customer. When we answer
Zoho Desk nog sending true Gmail
Desk isn't sending our outgoing e-mail anymore. We can still receive e-mails but not send. I reconnected the email again and disabled the 2FA (to test). If I choose the Desk generated outgoing email address it works just fine. Please assist.
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
Add Hebrew Language Support for Zia Auto-Tag in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We are currently utilizing the Zia Auto-Tag feature in Zoho Desk, which has proven to be quite valuable for categorizing and organizing tickets based on their content. However, we’ve encountered
Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
Basic String Search Not Possible in CRM Deluge – Feature Request or Workaround?
Hi all, I’m trying to solve what should be a very basic automation task in Zoho CRM Deluge: Find the first 11-digit number anywhere in a string (specifically an email subject). In almost any programming language—even 1980s BASIC!—this is a trivial loop:
Footer: Zoho make a big downgrad with new footer option
Every post about the new footer function is negative and all say: its a big downgrade. The idea behind this new function was: Make it more simple. Great, now its faster and more simple to add an footer. But nobody from zoho team think about the more bigger
Daily updates/fixes and how to see what was changed?
When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was
Need help with Zoho Billing/Subscriptions API
Hello, We need help in figuring out which APIs to use in the following scenarios to process customer payments and manage subscriptions. When 14 days trial period is over and subscription status in Zoho changes to "TRIAL_EXPIRED" , customer comes back
Zoho Inventory Item History
Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed
Multiple Filters? Question answered many times, but never satisfactorily
Hi. I love Zoho Creator. However, I would like to know more about creating a view that allows users to easily filter the records, using several filters at once. I know many people have asked this before, and mostly the answer given is "Use the search function, and search in each column for the required parameter" However, this is not a satisfactory solution for a number of reasons: 1) You have to know the exact value to search for (sometimes the value might be a two or three word answer)
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