Recent Topics
Fetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
Clone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks so
Add Sequential Processing Option in Zoho Flow
Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completed
Zoho Sign URL cannot be embedded in an iframe on the React side.
The Zoho Sign URL cannot be embedded inside an iframe within a React application (or any web application) because Zoho enforces a Content Security Policy (CSP) that explicitly prevents iframe embedding from external origins. When attempting to load the
Zoho CRM Developer Series - Queries
Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious
Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!
Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.
CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
are Zoho Meeting and Zoho Webinar two separate products?
hey all, i'm new to Zoho One and I'm trying to figure out what's the best platrofrm to do a Webinar for my subscribers. I see that Meeting have a Webinar option, but i see there's also a separate product (?) called Zoho Webinar. Are these two actually
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all.
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all. Requesting you to work on your improvements. Otherwise this will give a very poor experience. Thanks,
Enable Native Zia Integration in Zoho Mail Without Requiring OpenAI API Key
Hello Zoho Team, We hope you're doing well. We would like to request a feature enhancement for Zoho Mail's integration with Zia, specifically concerning the AI-powered capabilities like: Auto-complete sentences Generate email content Summarize email Currently,
Email policy not working?
Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail
One notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
Admin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
Why can't we change or delete the first page of a Zoho PDF?
I've noticed that it's not possible to move or delete the first page of a Zoho PDF, why is that?
Latência
Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping
How to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying to
Top Menu Disappeared from Blog Page
Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
VOIP integration
I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?
Add "Ask Zia" Functionality for Report Creation in Zoho Desk
Hi, How are you? We’ve noticed that Zoho CRM offers a very useful feature called "Ask Zia", which allows users to enter natural language prompts to generate reports quickly and easily using Zia's AI capabilities. Currently, Zoho Desk does not support
I can't use zoho in my personal computer
Facing error on monitor Oops! An error occurred
My Zoho Account Not Working, Suddenly its stoped
Hello Team, our company email account is not working, we are not receiving email. Website: www.urgentdubaivisaonline.com Email: social@urgentdubaivisaonline.com
MX verification
Dear All I face a difficulties to verify MX records in my domain alfagrouptrading.sk it is since two days. records are correct and I am waiting for 48 hour I send email shown in the error message with no reply.in addition, it supposed to be propagated
I'm not receiving emails.
Hello. I'm having an issue in which I am able to send emails using my zoho mail, but I seem to be unable to receive them. please help.
Change zoho email address
I am displeased with the email address I created. It's too long.
Departments Limit
There is a limit of departments that i can have on zoho desk?
How to create a form using both contact and account fields?
I am sending a prefilled form from CRM with fields mapped, to update records in CRM. If I link the CRM field to the Contacts module, the Account Name field doesn't come up as an option in CRM. If I added it under Related Fields, my understanding it would
Boost your Zoho Desk's performance by archiving tickets!
The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
Are Zoho Help Center Email Notifications Customisable?
Hi, I would like to find out if the Zoho Help Center email notifications can be customised to add our own styling and branding? These are the notifications that get sent when a client adds a new topic, adds a comment, signs up to the help center, etc?
Sharing and Converting Custom Reports Across Departments in Zoho Desk
Hello, We initially started using Zoho Desk with a single department (Department "A"), which included multiple teams. Nearly a year later, we identified several limitations that led us to create three additional departments ("B", "C", and "D") with replicated
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Delivery note from order or from offer
Hello, in our company and in a lot of companies in Italy, the standard workflow is (in order): 1) Offer 2) Customer order 3) Delivery note. We can have also more delivery notes in one month. 4) Invoice at the end of the month from delivery note (so only
Sesiones 1:1 en Zoholics España 2025
Una de las experiencias más valoradas por los asistentes a Zoholics son las sesiones 1:1 con nuestros expertos técnicos. Este 2025, las traemos de vuelta con aún más fuerza: cada entrada a Zoholics España 2025 incluye una sesión individual gratuita de
"The email sending domain must have an active and functional website so that we can proceed with the review."
I've requested the approval of my account, and got the following response back: "The email sending domain must have an active and functional website so that we can proceed with the review." This is absolutely false. The website I have provided has been
Upload File via email
Will there be an option to upload a file via email?
How to use milestones and task lists effectively
I am trying to use Zoho Projects for my development process. My goal is to manage project status and provide reports to the customer. I am developing an app (2 apps to be precise: 1 for Android and 1 for iOS) I originally thought my milestones would be: 1. Analysis and Design 2, Android Development 3. iOS Development 4. Web Console Development 5. Quality Control 6. Deployment But then I needed a tasklist before I created a task so it was sort of duplicated with tasklists being a superfluos duplicate
External calls & email notification limits
Salut, I was doing some testing of SMS and Email notification yesterday, on the development environment, and got an error due to External calls exceeded. I know that my plan has 100 email & external calls limit, but in my billing page, I do not see those
How to get custom estimate field to display on existing or new services?
I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't
How to turn off notifications for shared mailbox?
It seems like a pretty common use case for shared mailboxes is getting notifications that are relevant to multiple people. That type of email tends to be high-volume and not time sensitive, the type of thing you check once a day to see if anything is
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