Recent Topics
Last Name Required
Is there a way in CRM with the last name field to make it not mandatory? We are taking leads from a web form created in ZoHo CRM Form builder Form fields for this specific form are: First Name E-Mail Question/Comment Previously when using another form
Cannot receive emails
Sent one days ago still no feedbacks, cannot call customer services number
Rating system button not translated to Spanish + "Done"
I've run into a issue with the new system for rating support interactions when the chat is ended: Missing Spanish translation: The button is still showing in English as "Done," even though the interface language is set to Spanish. It should display something
Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026
I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
Completed Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter the
Need Parallel Transitions for Zoho Desk Blueprint
Zoho CRM's Blueprint already supports Parallel/Multiple Transitions, letting multiple transitions run simultaneously between two states (refer to https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/parallel-and-multiple-transitions-configuration-and-usage#Using_Parallel_Transitions)
Zoho Forms integration Google Sheets
Hi, quick one. I wonder if you can help. I have a Zoho Form integrated to a Google Sheet. The fields are showing across the top, but no records are there. I have checked in Zoho Forms to see if there have been any failed integrations, but there are none.
ZoHo Mail & MCP connectors
Is ZoHo working an MCP connector for mail?? I find it very useful in Gmail to have Claude summarize messages for me. Thanks Jim P.S. Sorry if this is the incorrect forum. Mods please adjust as necessary.
Introducing the Required Skills field for Job Openings
We're excited to announce a new enhancement to the Job Openings module - the Required Skills field, formerly known as the Skillset field. This enhancement brings improved functionality and a fresh UI to help you define your job requirements effortlessly.
ZDialer app sign in replys: Account doesn't exist
I couldn't find Zoho Voice for a category. Problem: I have an active Zoho account with Zoho Voice and Zoho CRM. I can successfully sign into both services from my computer using my email address. However, the ZDialer mobile app redirects to accounts.zoho.com
Checking validity of fields when converting Leads
Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business
Is it possible to have conditional pages?
We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?
Reports not adding up
I have a subform that we add lines for costs. These are added up in the aggregate (see image 1). When I pulled these into reports, I link the aggregate subform cost, but it keeps adding each subform line, instead of just the PO Subject and the numbers
【西日本初開催】「AI and DX Summit 2026」のご案内
ユーザーの皆さま、こんにちは! 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日(木)に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。
creating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias
Set Mandatory Lookup Fields in Ticket Layout
I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
viewing deactivated users on a calendar
I was just on help chat Me: Ok, Can i verify that I understand correctly? If i fire someone, I need to deactivate them in zoho asap so they don't have access to company data (like customers). When I do that, there is no way to see them on the CRM calendar
Non-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
Reconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen
Settling Credit Card Payments
Hello All, Been using Zoho books recently. The banks have been configured to add credit cards as a liability account in the chart of accounts. we have incurred payments and have recorded these expenses as paid thru credit card However when it comes to
Integrations of freelancing websites
It is a customized effort which we require to be implemented on our Zoho recruit. We want that Upwork and Freelancer and other such freelancing websites get integrated into our Zoho Recruit, so that, any communication which we do with the candidates from those websites gets directly recorded on our Zoho recruit and we don't have to move back and forth by opening any other application other than Zoho. If this can be done, we think of managing the entire communication through Zoho recruit and use it
Create Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
Ability to Set Client Name During Portal Invitation
Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
Once the photo is clicked, the image is not making a reliable match against profile image on the organization's Zoho People database.
Please advise how to improve reliability of the kiosk image match for clocking in/out. We are trialing this however not having success after the first image match. I'm guessing these matched because the profile image was taken the same day and the employee
Announcing new features in Trident for Mac (1.38.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Access message drafts from anywhere. Have you ever typed out a detailed response
Direct Access and Better Search for Zoho Quartz Recordings
Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
Celebrating the businesses behind Bigin: Customer Awards 2026
Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.
What's New in Zoho Analytics - June 2026
Hello Users! This month is about meeting your data wherever it lives: reaching it from AI assistants, bringing it in from more sources, and keeping it flowing with less manual effort. Here's what's new across Ask Zia and AI, data import, integrations,
Quick response appreciated - Vertical line on line graph
Hi, I need to present a line graph showing historical and future data points. What I'd like to do is add a vertical line to denote the current date - to clearly show what is past and what is future. How can I achieve this please? Thank you Marc
Zoho forms with iframe and Javascript embedding not working
I have integrated zoho forms with iframe and Javascript embedding in my Ruby on Rails application.There is problem form action are not working on clcik on just Chrome browser mobile view ,it's working on Firefox and others.So, what is the solution of
Agentes Zia en Zoho CRM: ¿Qué son los agentes de IA?
Los agentes de IA son entidades digitales autónomas impulsadas por inteligencia artificial que pueden actuar de forma similar a un empleado humano. Los chatbots convencionales y la IA generativa pueden proporcionar información o redactar contenido, y
[Free webinar] Creator Tech Connect - Zoho Creator product updates, July 2026
Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the
What's New in Zoho POS - June 2026
Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how June went. Zoho POS for macOS We are excited to announce that we extended our front end billing application
Different languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
People 5.0 widget and API questions
While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",
How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?
There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue
What's New in the Trips Experience
We've redesigned the Trips module to make trip management simpler and more intuitive. Here's a quick look at what's changed. Simplified Trip Creation and Itinerary Management Flexible Trip Creation: You can now create and save a trip without adding itineraries
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
[Important update] : Shopify migrating from REST API to GraphQL API
Dear Shopify integrated users, As part of enhancements, Shopify has deprecated the REST API access and all the integrated apps must comply with the new GraphQL API. Fore more details, visit : https://shopify.dev/docs/api/admin-rest/latest/resources/order#resource-object
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