Recent Topics
Bulk Update API
I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading
A fresh interface and functionality improvements for Zoho CRM's data sharing settings
Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating
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 Bookings: How to set a limit for maximum bookings per day?
Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact
Creating stunning templates for appointment notification emails
Good day folks! Can you guess what we are going to check out today? We have designed a few samples to showcase the power of customizable email notification templates. Sample 1 Sample 2 Sample 3 Sample 4 Sample 5 Sample 6 Sample 7 Sample 8 Sample 9 We
Agents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:
How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?
We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!
Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),
Custom Related List anchor tag with tel protocol
The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support
Important Update: WhatsApp Marketing Template Message Restrictions for US Numbers
Dear Zoho Forms Users, We want to keep you informed about an upcoming change in WhatsApp's marketing messaging policy that may impact your communication strategy. Starting April 1, 2025, Meta will temporarily pause the delivery of all marketing template
Create, Manage and Publish on Pinterest from Zoho Social
Hey everyone, Pinterest is our newest addition to the list of social channels that can be integrated with Zoho Social. With over 444 million users, Pinterest is one of the popular channels that people use to get inspired, share their ideas with the
Disable Subform Actions using Client Script Add Row, Edit, Delete
Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script
Client Script: Any plans to add support for multi-select field with onChange
Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field
Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
Define Tab Order
I would like the ability to define the tab order when editing or creating a new record. The only option now is for tab to go from left to right to left to right all of the way down the page. I would like to define the exact order the cursor will move from field to field. At the minimum, for a two column layout, I would like to tab down the left column and then down the right column. This actually does happen in the Contact record when you get to the mailing address section so I know it can be coded
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
ZohoDesk API to get conversations count of ticket
Hi Team, I need information about ZohoDesk API that provides conversations count of ticket. Currently in ticket metrics api (https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Getticketmetrics), it is providing only thread count, I need all conversations
Syncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
Problem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
Marketer’s Space - Automating CRM Actions with Journeys – Part 2
Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you
Unparsable Date when hour side is 02
So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We have
Outlook Add-in security times out needs to login 10 times a day
hi we've just switched the Zoho. We use Azure SSO. All users have stopped using it. Sometimes it asks every 5 minutes. What should I lot at to solve this?
I can't auto-scheduling calls down - the code does not change anything
Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the
WhatsApp Sandbox Integration
Dear Zoho Team, I am currently having two questions regarding the WhatsApp integration of Zoho Desk, or more specifically the Sandbox WhatsApp integration. 1. I am unable to send replies via the API through the "Sandbox" channel. Here is some example
Showing ALL missing data
Hi, When I create a chart, I noticed that even when enabling the "show missing values" option, if, let's say, the current time period will not show as "0" on the chart if there's no data (rows) in the table. For example, I have this data: Week 1: 0 rows
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
Zoho Books | Product updates | March 2025
Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
Set connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
IMAP not working on iPhone or MAC
Suddenly all email servers have gone offline for IMAP on two different domains. Is there a reason ? Port 993
How to Add a Contact to a Campaign Using Deluge Script
Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is
Not receiving Gmail confirmation email to send emails as Zoho account from Gmail
Hello! I'm having an issue with the "Send mail as" option on Gmail. I am not receiving the confirmation email on my Zoho Mail account. A few days ago, it worked, then it stopped, and now when I try to fix it, I simply don't receive the confirmation email
Match deposits with multiple invoice payments
I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?
There is no opton to download the Active User list in Zoho CRM Of users
There is no opton to download the Active User list in Zoho CRM of Users
HTML Email in Zoho Books
Is it possible to create custom html email template in zoho books.
Meta stops WhatsApp marketing messages to U.S. numbers: What this means for your business
Meta has always limited WhatsApp marketing messages based on user engagement with previously sent templates. Businesses may have repeatedly seen the error message “USER_MARKETING_TEMPLATE_LIMIT” when messages failed to deliver. Learn more about the restriction
Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)
Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leaves
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Bookings page very slow to load
I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?
Changing Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
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