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  • how to change the page signers see after signing a document in zoho sign

    Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
  • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

    Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m
  • Can a project be cloned?

    Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and
  • Timesheet Tasks in Zoho Books: associate to service item

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  • Why Sharing Rules do Not support relative date comparison???

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  • Task/Activity indicator in SalesPipeline overview has disappeared

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  • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

    As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.
  • Zoho Desk Android app update: Table view for All Departments view, custom button

    Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted
  • What's New - December 2025 | Zoho Backstage

    In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across
  • Need code format to specify default values

    Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
  • Problem with CRM Connection not Refreshing Token

    I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
  • Add multiple users to a task

    When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
  • A Roundup of Zoho Sprints 2025

  • Sorting Custom Date in API isn't working w pagination limit

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  • SAP Business One(B1) integration is now live in Zoho Flow

    We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
  • Enhancement in Role and Profile mapping of agents in Sandbox

    Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,
  • The reason I switched away from Zoho Notebook

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  • Decimal places settings for exchange rates

    Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
  • Zoho removed ability to see all Scheduled Reports!

    If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.
  • Automate Backups

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  • GCLID and Zoho Bookings

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  • Merge Items

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  • Create PO from an invoice

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  • Resetting auto-number on new year

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  • The Social Wall: December 2025

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  • Custom AI solutions with QuickML for Zoho CRM

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  • Helper Functions and DRY principle

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  • Introducing workflow automation for the Products module

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  • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

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  • Zia Formula Expression Generator for Formula fields

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  • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

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  • Wrapping up 2025 on a high note: CRM Release Highlights of the year

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  • Customer Parent Account or Sub-Customer Account

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  • Projects custom colors replaced by default orange

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  • Restrict Users access to login into CRM?

    I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
  • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

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  • Unknown table or alias 'A1'

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    • Announcements

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • Zoho CRM Community Digest - December 2025 | Part 1

      Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
    • Introducing Intake Forms

      We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of
    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
    • Most Discussed Topics

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
    • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

      I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however
    • Restrict Users access to login into CRM?

      I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
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      • Sticky Posts

      • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

        Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,
      • Marketer's Space: Proven tips to improve open rates – Part III

        Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
      • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

        VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded
      • What's new in Zoho Sheet: Simplify data entry and collaboration

        Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
      • Email Administrators! Join our tips & troubleshooting series

        Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges
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