Recent Topics
Can I convert Multiline fields from Plain text to Rich Text?
I have added several custom multiline fields (Plain text) in the Zoho CRM module "Accounts" before the Rich Text (RTF) feature was released in 2024. Now I am looking for a way to convert them to Rich Text format. Is there a way to do this? The problem
Sendmail with filtered report as attachment - Best practice ?
Salut, I am scripting sendmail workflows with reports attached. I need those reports to be filtered. For example, a 10 subrows order would have 3 different suppliers, and I want those 3 suppliers to receive a copy of the order with only the subrows related
CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
Issues w/ Screen Share & Accessing via Mobile Web Browsers
1. How do I share my screen while still seeing video of myself & paticipants without rebroadcasting the participant video feeds? All other video conferencing tools provide this feature so not sure if it's a setting I'm missing or a programming oversight. 2. How do I know what screen/application I'm sharing? After selecting the screen/application a notice appears however it is appears on the wrong screen leading to confusion about what participants can actually see. 3. How to I allow participants
Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.
I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
Time Limited Coupon or Expiring Link in Workflows
I would like to see a feature where I can include a time limited link in Workflow Campaigns. For example: I could link to a sales page with a discount and set the link to expire after 24h. The link would be generated by Campaigns for each campaign sent
Option to duplicate views ( ticket and others)
Hello, I would like to ask for the option to duplicates views, especially ticket views. Often we need to use the views for very particular information, including filtering out custom data. It would be great to allow duplicate an existing View, so it can
Option to copy/duplicate Custom Ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple
Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
Applying Price List to All Customers
I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price
IPv6 MX Support in 2025
There are multiple discussion on this community on IPv6 adjacent issues though the most pressing issue for IPv6 support is not solved yet the support team seems to not understand what is the issue and is steering the conversation to the wrong and misleading
No Real DANE Support
The issue in https://help.zoho.com/portal/en/community/topic/will-zoho-implement-dane was closed today claiming DANE was implemented. You never implemented DANE correctly, even if you think you did. DANE requires DNSSEC to work properly, you never added
Democratize data visualization across your organization using Chart View in CRM
Hello everyone - As part of CRM for Everyone, we've introduced a whole new set of features. This announcement will focus on one of them: Chart View. Why did we add this view? To put insights directly in the hands of the people closest to the action. Here's
How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
Will Zoho implement DANE?
I know that setting up DNSSEC and DANE is quite a risky process. But it will improve email security. With DANE, a server can verify a SSL certificate before connecting to the server. There are some RFC related to DANE which can be found here: DNS-based
Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to
How do I stop Notifications in Mail?
How does one turn off notifications for our Mail accounts? Why is an answer to such a basic question impossible to find in this community forum? Also, could you point us to the most current user guide so we don't have to spend time asking such fundamental
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
Is it possible to hide self view in Zoho Meetings
Hi - I want to hide my camera view when conducting meetings in Zoho Meetings. Most of my meetings are one to one with clients & I prefer to focus on them them on the screen? I've searched and cant find any options for this? Thanks Ro
Darshan Hiranandani : Can I hide my self-view in Zoho Meetings, and if so, how?
Hi everyone, I’m Darshan Hiranandani, looking for a way to hide my self-view during meetings in Zoho Meetings. I find that seeing my own video feed can be distracting, and I’d like to know if there’s an option to hide or disable it. Could anyone provide
Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by
mx.zoho.com servers blacklisted by UCEPROTECTL3
Hello, An MXtoolbox check for my domain showed that UCEPROTECTL3 has blacklisted all three of the zoho MX servers. I am unable to sign up for Zeptomail service for our company transactional emails until this issue is resolved. But this is out of my hands.
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
How to integrate Zoho CRM, Zoho Forms and a WIX Web Site
Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
Events on Calendar disappeared
hello, Events (e.g. repeating events) disappeared on my calendar for Wed, Oct 2, which led to missing some meetings on that day. What exactly is wrong? This is not the first time this is happening! Please, fix this calendar issue.
FICHIER FEC - ZOHO BOOKS
J'ai testé le fichier FEC, disponible depuis quelques semaines dans zoho books pour les sociétés françaises. C'est une grande avancée car nous allons enfin pouvoir importer facilement (sans avoir à réaliser de complexes rapports dans zoho analytics) la
My bank is not in Books
Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user
ERROR CODE :550 - Your message to <xxx@xxxxx.xx> was classified as SPAM.
Hey Team, I'm using Zoho Mail with my own domain, and from some of the recipients I'm receiving following error message: ERROR CODE :550 - Your message to <xx@xxxx.xx> was classified as SPAM. Please add more content, cut down on HTML links, use fewer
What’s New in Zoho Inventory | April 2025
Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
Allow 3 Subforms in a custom module
We have many custom modules in CRM and every now and then we need more than 2 subforms for a module We are on Zoho One Plan Can you please increase the subfrom limit from 2 to 3 Our current workaround is to create a solution in Zoho Creator and embed
Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
Instagram and facebook integration does not work for me.
I’ve been able to connect both the Instagram account and the Facebook Messenger account. The Messenger account works fine — I can send and receive messages. However, with the Instagram account, I can’t send or receive messages. I’ve noticed that if someone
Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Creator
Dear Zoho Creator Team, We would like to request an enhancement to the module deprecation process in Zoho Creator. 🧩 Current Limitation: Currently, when a module is deprecated by the Creator team: No email notifications are sent. There is no automated
Flex Your Creativity – A New component to Canvas in Zoho CRM
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen
Where is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
Time Zones
Hello, Is there a way to add a time zone in a Deal related to "bid due"? We work on projects across the world and even though some things adjust to my own time zone, I have found that any dates we manually enter - Bid Date, RFI Due Date, etc. do not appear
How to properly setup Databridge on Linux Server?
Hello guys, i am running a Linux server on which I am installing the Zoho Databridge via command line. The Zoho tutorial ( https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/databases-and-datalakes/articles/postgresql-3-3-2021#1_How_do_I_install_Zoho_Databridge
Create Zoho Project and assign a contact without account
I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create a
Update main form's Lookup value following the completion of a Subform within that same main form
Hi, It's quite a simple request but I'm struggling with getting the deluge to work smoothly. In short, I have a main form (Place_New_Order). Public users will be able to use it. They have a subform to complete with their contact details etc (name, email,
ZOHO LOGIN PROBLEM
Hello, my name is Bernice. One of the users in our company is having a problem logging into their system. They had two-factor authentication on their phone but unfortunately, they lost that phone. Now when trying to login to their Zoho people they are
Next Page