Recent Topics
Not possible to remove mandatory system fields?
Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
I am not the CEO.
I signed up for the basic Zoho and it lists me as CEO. Apparently others have this same issue. If we are not allowed to change the "role" then perhaps the default should be more generic. "CEO" would apply only to a very few who sign up for a "FREE" software. Please help me change this. Thank you!
Lists - Change Owner
A former employee created a list for some campaigns. When I look at "All Lists" under Contacts that list "Newsletter Subscribers" is not included. The only place I can see it is after I click "Recipients" when creating a new campaign. , but it is not listed under Contact Lists. 1) How do I make me the owner/creator of that list since the original creator no longer works for me? 2) How do I add it to the listing of lists under Contacts? 3) How do I update the list with new subscribers? Thanks, Tracy
Zoho Practice Roadmap
Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.
Improper code format
Hello, I recently switched to the new Deluge editor in Zoho CRM and I am editing an existing script but it returns an error: Improper code format Correct format : <return_type> <category>.<function_name>(<type> <arg1>, <type> <arg1>,...<type> <arg50>){
Notes Problem
Hi there, So here is My path When a custumer goes on my website and fill up un form Form received on mail Then Create a new Lead in Zoho CRM When I convert the lead to Contact Create customer to QuickBook and Creat a New Deal in pipe Line Here is my problem.
Search if Image exist
Hi! How can I search in ZOHO CRM if the record contains an image? What is the best why for this Thanks.
Sales return create issue
Hi every one. Call the API to create a salesreturn, but receive an error message saying 'Invalid value passed for salesord_id'. However, the salesord_id parameter is not included in the API documentation. What should I do? { "salesreturn_number": "RMA-00001",
Merge the Multiple POs to single PO if Vendor of PO's are Same
Hi @Monika Prabhakar Bijekar @Aleena Joseph @arul.karthikeyan @Donald Love @Gowtham Aravind @Hemalatha S @Hemalatha Thangaraj @Aakamsha Raj @Akshaya G @Yaali Biz Appln Solutions @Madhan Gopal
Zoho CRM and Google Sync - delete Contacts?
If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?
Engage Users with Easy Reads
Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledge
zc_LoadIn=dialog popup window size
Hi Zoho, I'm using zc_LoadIn=dialog in my href link string to open a window in popup. How can I determine the popup windows size? it comes up really small and inconvenient. Ravid
Portal User Permissions for Bulk Edit in Zoho Creator
Hi, I'd like to know how I can control whether a portal user is allowed to perform bulk edit actions in a Zoho Creator app. Specifically: Is there a way to grant or restrict bulk edit permissions based on the user's portal role or profile? Can this be
Zoho Sprints - Q1 updates for 2025
Greetings everyone! The first set of updates has been rolled out for 2025. Many exciting features have been introduced to enhance usability and streamline your project management efforts while using Zoho Sprints. This quarter was focused on releasing
Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports
Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:
RE: Webhooks not working in application
Hi everyone, Is anyone else experiencing issues with webhooks in Zoho Creator today? All of our webhooks—across multiple flows, applications, and forms—have suddenly stopped working. We're consistently getting the error: "Internal Exception" We've double-checked
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Disable the Checkbox with a Client Script in Leads
Hi, Can the checkbox for Data Processing Basis be disabled for a specific type of user? Thanks
For Each (Desk Ticket) Loop
What I need is some sort of "for each" loop functionality in Flow, this doesn't seem to be a thing, but I'm wondering if someone found some sort of workaround? Here's the whole situation: I have a Flow, which is supposed to be triggered by a custom field
Adding number of days to an estimate.
I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J
Teams/Groups?
Is there any way to have teams/groups? We have a huge amount of team folders, and it would be nice to give access to "Sales" or "Production", I usually have to give permissions to 20 people each time we get a new client, so we really need to have a way
Editing records via Record-ID for public url
With the usage of Record-ID we can edit a specific record directly from the url. I have found many posts here which are really helpful of how we can do that. But do you have any example of how we can do it when we have a published form??
How to import email activity into Zoho CRM
Hello There I am currently using hubspot and able to export out my email activity. I want to import the email activity into hubspot How do i do that as i do not see a email module in Zoho CRM
Digest Mars - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Découvrons les dernières mises à jour et les échanges du mois de mars. Zoho CRM fait peau neuve ! Avez-vous déjà essayé notre mise à jour ? Pour en savoir plus sur 'Zoho CRM for Everyone', lisez cet article. En plus nous avons
Zoho FSM E-mail Templates for WO/Estimates
Either I am missing this, or it is just not integrated. I think I have exhausted looking everywhere. Why can we not change the e-mail template for Work Orders, Estimates, Invoices etcetera, in FSM as can be done with Books and CRM? The comments I have
What's New in Zoho Billing - Q1 2025
Hello everyone, We're excited to share the first set of feature updates for Zoho Billing in Q1 2025, ranging from manual revenue recognition to custom notifications for API usage limits. Keep reading to learn more. Leave Organization Option Zoho Billing
Outlook to Zoho sync
I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created
Facebook and LinkedIn tagging is here on Zoho Social!
Hey everyone! Here comes one of the most awaited features on Zoho Social.. We now support tagging for Facebook and LinkedIn posts! You can now @ mention or tag Facebook and LinkedIn pages in your posts, besides being able to tag Twitter and Instagram Profiles. To tag or @mention Facebook and Linkedin Pages on Zoho Social, use the '@' symbol followed by the name of the Facebook Page. The New Post box will display matching profile suggestions for you to choose the right one. Select the correct username
Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!
The 2,500 API call limit in Zoho Books is about as useful as AOL dialup. Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
Triggering a workflow based on the field update performed by function using zoho.crm.updateRecord()
Ran into something pretty perplexing that I haven't been able to find solutions for online. I set up a workflow that triggers when a field is updated to a certain value. After futile hours of trying to debug this, I realized this inexplicable thing. The workflow actually does trigger properly when I manually update the field to the required value. When the field is updated to the exact same value by the custom function I wrote (using zoho.crm.updateRecord()), the workflow doesn't trigger! I'm wondering
Better UI for proactive chat notifications needed!
It would be incredible if proactive chat notifications, instead of maximizing the widget—especially on mobile devices—would simply display a notification in this style. It’s not very good design for them to abruptly interrupt the visitor’s navigation.
Can't get TFA to work properly
I tried to get TFA to work with not success. I downloaded the Oneauth app but never seemed to receive the push code. Every time I had to switch back to log in with password. I wanted to get TFA to work, but I never could. Ironically, despite all the problems
developed an MCP server and can retrieve data from ZohoONE
https://x.com/Mac_nishio/status/1908715535585714481 Now that we have developed an MCP server and can retrieve data from ZohoONE, we can do corporate analysis for anything with just Claude. This is "Please connect to ZohoCRM and get a list of business
API - Inactive user
Hi We have a complex flow set up with an API. Yesterday I needed to inactivate a user who had set up the flow and API- realised after this, then broke the connection so - re-activated the user. The flow now seems not to work when gaining information from
Domain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
Default styling for templates
Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, but
Complex CRM Automation
Hi, I'm fairly new to this whole Zoho CRM and I kind of have a slightly complex automation to make. I just hoping for someone to put me on the right track with whatever apps and tools. If I can stay within CRM, even better! I'm making a new module to
Expenses in multi organisatuon setup
I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accounting
Zoho Writer and Zoho Analytics ... How ?
I've installed this extension for Zoho Writer : https://marketplace.zoho.eu/app/writer/zoho-analytics-for-zoho-writer#overview and followed these instructions : https://www.zoho.com/analytics/help/datastorytelling/writer-integration.html But for the life
Chronic Bugs in their search API
Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"
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