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Canvas responsive preview in different browser window causes re-authentication/verification
I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh the
Can I add external account to Zoho PageSense?
Hello, I would like to ask you about adding external users to projects in Zoho Pagesense. I can add only users from my organization. Is any solution for adding as we have in The Zoho Projects clients accounts?
Import subform entries conveniently in CRM
Dear All, Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced
Cómo convencer a tu manager para venir a Zoholics 2025
¿No estás seguro de si a tu manager le convence que asistas a Zoholics 2025? ¡No te preocupes! Aquí te damos algunos argumentos clave que te ayudarán a convencer a tu manager de que participar en este evento es una inversión tanto para ti como para la
HTML Email in Zoho Books
Is it possible to create custom html email template in zoho books.
Can you change the width of a template, and/or the size of images we upload to the template?
my images look good in preview, but are then skewed when sending email. Also, are image sizes "fixed" by which template is being used? Thanks in advance. CV
Tip of the Week #53 – Use Zia writing assistant !
Ever find yourself typing out a quick reply or discussing something with your teammates, and a tiny typo slips through? Or maybe you’re aiming to refine your writing for better clarity and context? That’s where Zia steps in , Zoho's AI powered writing
Sheet View for Reports
Hi - is there any plan to make a "Sheet View" function for reports??? It would be a huge improvement. Moderation Update (30th April 2025): We have a separate post discussing the same requirement. Please follow the below post to stay updated on the progress.
When adding or editing a contact in contact tab, the contact or edits cannot be seen in mail tab for up to 24 hours
When reporting this as a bug, I was informed that it can take up to 24 hours for a newly added or edited contact in the Contacts section to become usable in the Email tab—whether through autocomplete or when selecting recipients via the To button. Frankly,
Power of Automation :: SLA for Projects
Hello Everyone, In this post, we would like to highlight the feature "Time-Based Workflow Rules for Projects" Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements. Zoho Projects
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Let's Talk Recruit: An approval process with zero follow-ups
Welcome back to our Let's Talk Recruit series! Today, the topic of discussion is the Approval process. We’ll discuss how approval workflows function in recruitment, explore real-world use cases, and show how automation in Zoho Recruit can streamline approvals
Block certain emails from creating tickets
Hi there! We get a lot of tickets into Zoho desk from people emailing our support email that feeds into Zoho. We have created some 3rd party accounts using our support email and we get notification emails from these accounts. These emails create tickets.
Customer Statement Templates
Hi In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene
Where to find org ID and department ID?
Hi there All the existing info on this seems to be incorrect or out of date. It's not in my URL, it's not in the developer space > APIs anymore like was suggested in some other forum posts. How do I find it?
Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
Zoho desk not sending call reference to user
Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there
Display CRM account field on Zoho Desk Ticket
I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked
What is the difference between a template and a snippiet
Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are
Is there a way to set up templates for commonly occurring issues on Zoho Desk
Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There
Missing "Created_Time" Field in Zoho CRM API Search Results
Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,
Problem connecting social accounts and file upload
I have two brands that I manage in Zoho, each with their own social profiles. I didn't have any issues for the first few months, but recently the Instagram for one got disconnected and no matter what I've tried, it won't reconnect. If I go into the settings
Marketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
Invalid OAuth Token When Using Zoho CRM API with Postman
We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:
Device Credentials
Connection Credentials for my device. Where is this displayed in the application.
is there a better way to routinely export my project timesheets?
Hi there, I am somewhat happy with how Zoho books handles time. One thing that is missing is more user driven control over my data. I have a workflow where I constantly need to give customers feeds of work done. So I pick a project, and would ideally
Zoho Flow - Create CRM Meeting - Expected input type is jsonobject
I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've tried
Assistance Required for Fetching Custom Subform Data in Zoho CRM Widget
Hi Team, I am facing an issue with my Zoho CRM Widget. In the Quotes module, there are two Subforms — one is a predefined Subform, and the other is a custom Subform that we have created. In the Inspect console of my widget, I am only able to see the predefined
Introducing Zoho Projects Plus!
Just as each project you execute is unique, so is the project management requirement. Following a one-size-fits-all approach to managing your projects might limit the possibilities of exploration and advancement for your teams. Acknowledging this, project
Zoho Mail Shared Mailbox migration
Hello! I am in the process of migrating our whole email infrastructure to Zoho Mail. We currently use cPanel for our email accounts and we want to migrate them to Zoho Mail using the migration tool. The problem is that we use an email for our sales department
Have an input card for zobot that could collect Name, Email, and Phone or a message all at once
It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforward
Change DKIM From 20248 Bit Key to 1024 Bit Key
I am having issues trying to change the Bit Key in DKIM from 2048 to 1024 so that it works with my Shopify Account. I can only find information on how to configure this when the Domain Key is added, but I couldn't find any details on how to change it
Update Date field using a custom function
Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:
Zoho CRM API, Python SDK v7 Quoted_Items
Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot
Zohoのシステムについて
ここで提供しているofficeソフトが使いたくて質問するためにユーザー登録をしました。企業を対象として事業展開されているようですがzohoのシステムがよくわかりません。writerやsheetなどのソフトを利用してもかまいませんか?また利用するときの費用はどうなっているのかとか組み込まれているbasicについての資料とか、要望事項を記してくださいと書かれてあったりとか質問したいことがたくさんありますがこうした質問が許されているのかもわかりません」 ここの書き方もよくわかりません
Email de outra pessoa ja associada ao meu dominio
Tenho um dominio e está falando que o email da pessoa ja está associada ao meu dominio
Pin multiple columns and adjust column widths in CRM subforms
Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
On create of Amc module get sub form data of last row and update in Schedule Vist End Date field in zoho crm
@Iswarya B G @Bhoomi Joshi @Abinaya Praveen @Ishwarya SG @Haiku Technical Support On create of Amc module get sub form data of last row and update in normal module field Schedule Vist End Date field in zoho crm
Magento 2 as data source for Analytics
I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!
Zoho Finance Issue in Deals (ZOHO CRM)
I create almost all estimates/Invoi in Zoho Finance when I convert a lead into a deal or a contact into a deal. But in the Deals section, when I click on any person’s deal, I don’t see the estimations or invoicing from Zoho Finance at the end. May I know
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