Recent Topics
Include Secondary Contacts (CCs) on Workflow Alerts
Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem
Adding a lead by sending email message
Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular
No Sales Returns on SO's with Dropped Shipped items + Inventory Items
We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
ZMA v2 : Unable to delete a trigger from existing journey with several triggers
I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these
How to track the source of form submissions using referrer names in Zoho Forms?
Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most
Snapchat
Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.
Widget JS SDK to Upload a photo to a record in a Module
Good day, I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM. My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html
Zoho Creator Deluge - dynamically change fields depending on user input of field1 or field2
Hi everyone and happy holidays! Hope that someone will help me figure out a solution to my problem… In my form there are currency, formulas and lookup fields. I’m well aware, that formulas fields if marked visible on form, cannot be hidden anywhere (like
Interbank transfers appear in Dashboard
Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?
Why Remove from Workflow is button is not working?
Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might
Fixed Asset Manager items not on Balance Sheet report?
Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.
Auto Charge Recurring Invoices on their due date vs issue date
Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?
Commerce service
If I am selling a service in Commerce, how do I turn off shipping?
Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)
Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related
Not Able to access Api of Zoho Workdrive.
I have Zoho One plan. And I am trying to use api of Zoho workdrive and Showing Invalid Client.
Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
Creating task at someones date of birth
Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?
How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it's
Zoho Support - Again!
I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response
Map Contact to Account record based on email domain
Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com
Second Insight - Let's talk Layouts
The Wheels of Ticketing - Desk Stories Let's talk Layouts What are layouts? Layouts refer to the arrangement or design of elements in a space, whether on a physical surface, like a room or a piece of furniture, or in digital contexts, such as web pages
Data Retention Policy Update – Effective May 1, 2025
Starting May 1, 2025, we’re updating how long we store your landing page data based on your subscription plan. Here’s the new retention timeline: Trial Plan – 3 months Essentials Plan – 6 months Professional Plan – 9 months Enterprise & Bundle Plans –
Tip of the Week #52 – Use keyboard shortcuts!
Tired of clicking around often? Navigating can feel slow when you’re switching between threads, views, or composing messages, all using just your mouse. Turn on Keyboard Shortcuts to move around your inboxes faster and work smarter. Once enabled, you
Random Email Missing for specific domians
Our mail service randomly fails to receive emails. When certain domains proactively send emails, our sales team reports that they haven’t received those messages from clients. This creates a financial risk for us in certain cases. We’ve already submitted
CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive
Nous sommes heureux de vous annoncer le déploiement de l'intégration native de CRM avec WorkDrive ! La version initiale comprend les changements suivants : Il est désormais possible de connecter votre CRM org à un compte WorkDrive existant ou nouveau.
Making emails and notes private......
Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people. The attached image from another CRM displays this feature. While company policy at some firms could be that all information added to the CRM is public information. This is a two way street. Lots of companies have employees that are independent contractors in sales industries like
Two new updates to simplify your shift planning
We’ve introduced two small but handy enhancements in Zoho Workerly that aim to reduce steps and give you more flexibility while planning shifts. Here’s what’s new and why it matters: Toggle between weekly and monthly roster views Pain point Planning shifts
Android and iOS Feature Updates
The Zoho Desk mobile app (Android and iOS) provides agents with a platform to serve their customers from anywhere and at anytime. We are happy to introduce a few enhancements in the mobile apps that will support the users to be more productive and streamline
Agent form for car showroom
Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down
Multiple packages in one shipment
Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?
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!
Workdrive Android - how can I open a file in its native app?
Hi, I'm testing Workdrive as a replacement for Onedrive. On a laptop/Windows this works fine. It syncs between devices and when I open a file, it opens the file in its native app. However, the Workdrive Android app seems to work differently. On a Android
Zoho SDK versioning and repositories need permanent naming/versioning changes moving forward
I spent all day on this, a simple problem. Add a note to a lead, retrieve the notes from the lead. Finding samples and documentation is VERY difficult BECAUSE the versioning is totally non-standard. The php SDK doesn't follow SemVer. I suppose it may
Filter by technical IDs that should not be displayed
Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which I
is Zoho desk down ?
We have not received any tickets via email on the Zoho desk for the past hour. I also tried sending several test emails, but as of right now, no new ticket has been created on the desk.
How to make one code flow run for multiple people in the org
Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.
For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
Subject: Urgent: Unrelated Email Automation Issue – Request for Immediate Resolution
Dear Zoho One Support Team, We are currently facing a critical issue with email automation in our Zoho One account. Despite deleting the associated templates and workflows, the same email templates are still being sent to our customers. This has become
Tip of the week 63- Know your contacts well with polls in Zoho Campaigns
Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well. There are three types of polls available to be enabled in your email campaigns: Basic poll Rating based poll Reaction based poll Basic poll- Provide a question and allow the email recipients to
Relocating from Zoho Connect External to Zoho Connect Internal or Zoho CommunitySpaces... or move off of Connect completely.
This conversation is aimed at Zoho clients that currently use Zoho Connect's External network platform. As I discovered in the comment section of another post, Zoho Connect is halting development of Zoho Connect EXTERNAL networks in favor of the new Zoho
Next Page