Recent Topics
Office 365 or Outlook?
Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks
Request for Information on Zoho Desk Webhooks Availability and Security
Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if two
Integration of WhatsApp with Zoho Commerce for Customer Support
I am looking to integrate WhatsApp Plus into my Zoho Commerce store to enhance customer support and communication. Specifically, I want to know how to set up WhatsApp chat for real-time assistance on product inquiries, order tracking, and post-purchase
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
Trying to find out the best solution for Travel booking/event organization.
I've been looking for answer during some time, sadly, but couldn't find any. Probably someone has an idea? Would appreciate any tips. Example 1. The client is interested in booking an Hotel room. He fills out the web-form on the landing page of this particular
Using Custom Fonts for All Users without Installing on Each Users System
Hi, Couple of questions, is it possible to upload a Custom Font to Zoho Writer and have all users see/use that font without installing it manually on each users system? If so, does this need to be done by the Super Admin or can anyone with Admin permissions
CRM - QR Codes and Bar Codes
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does
Access Tokens and Webhooks
I have a linux server application that I want to be able to talk to the cliq chatbot and get a response back to that linux server application. This is for the linux server application to check the chat/channel's message history in Cliq. The Zoho API console
unable to add email aliases
Hi, just verified and set up my domain but whenever I try to add another email alias I get a rather unhelpful error popup just saying AS101, doesn't matter if I tick set as mailbox address or not.
Collaborators can't see Zia
Hello Zoho Writer Team, I recently shared a document with a collaborator, but she mentioned that Zia is not active and unable to assist her in adding content. Could you please guide me on how to resolve this issue? Looking forward to your assistance.
In what case it's better to use Developer Console? Only for marketplace?
As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Zoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
Dashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
Can't connect to Blogger & Wordpress
Hello Zoho Support Team, Thank you for providing Zoho Writer—it’s a fantastic tool that I truly enjoy using. However, I’ve encountered an issue when attempting to connect it to Blogger or WordPress for automatic posting. When I try to establish the connection,
Weekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
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
Changing VAT start date
Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
Headers in Subfrom - Zoho CRM
Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different
Bank entriy is nov month why this shifted to jan 2025 month
bank entries for november month i entered but why this is transfer to jan 2025 month.
Migrate email domain from old .yyy to .zzz over time using aliases
Hi, I have an email domain that I've used for a long time that I'd like to migrate from. I have purchased a new domain and over time would like to use the new user@newdomain email address. I would prefer to have the alias point to the old (in use) address
mx
hello please if shopify domain doesn't allowed forwarding email when ensuring it with zoho mx what's other alternative options?
Delay in Listing Customer data while creating transaction
After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the advanced search. When I manually add a customer name, the display name becomes
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello, I get the error This Operation has been restricted. Please contact support-as@zohocorp.com for further details. I have attached an error image to this email, and my domain name is 27investments.com.vn I hope to receive support from you. Best
Zoho Mail blocked by SpamCop/Mimecast 136.143.188.16
I cannot send emails to people whose domains use Mimecast or other systems that read SpamCop. This isn't the first time that this has happened. Please arrange a fix ASAP. Thanks
Can sent or receive email from certain domain
Hi i have a problem with emails that have ...@otenet.gr. Otenet is the biggest provider in Greece but i can't communicate with its emails. (Message rejected due to: domain owner discourages use of this host Remote-MTA: dns; mx.otenet.gr) Please help Thanks
existing warehouses need to be migrated to the Locations module
Upgrade to Locations We've enhanced the Branches module to include warehouses and renamed it as Locations. To enable the Locations feature, your existing warehouses need to be migrated to the Locations module. Once migrated, these warehouses will appear
Transaction Rules & Customer Payments
So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
User Filter for Dynamic Date Dimensions in Zoho Analytics
One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance
Zoho CRM Mobile App Calls Module Missing
Hello all, After the last update I have two things. 1. I do not see the calls module at all - not via search, not anywhere 2. In home I do not see any scheduled calls, tasks, etc. If this in the new update or is my app gone wrong somewhere?
Show value in a field based on selection
Hello, I'm new at Zoho Forms, I'm trying to do the following: Let's say there are two fields, (A) is a drop-down list for items, and field (B) is for a dedicated code of each item. Is it possible to apply a conditional logic once you select an item from
Manage a rental inventory
Hi Zoho team, We have a company that is renting furniture and decor in the event industry. 1. Can Zoho Inventory manage inventory for rentals? 2. If no, can we create some features with Zoho creator that can integrate with Inventory to manage our rentals? 3. We have 2 warehouse, can we easily do inventory transfer between warehouse? Thank you for for help, Peter
Zoho Sign up forms on Wordpress website not working smoothly
We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,
Zoho Deluge Online Training Workshop 2025
Master Deluge and Automate Zoho Applications An Extensive Online Training The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers, business users, and automation enthusiasts who want to master Deluge—Zoho’s
Possibility to show Images during Blueprint Transitions
We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a
Zoho User Group Meetups 2025: Mis de eerste editie van het jaar niet!
Beste Zoho Dutch Community, Bij Zoho geloven we in het belang van het aanbieden van gratis trainingen, zodat u het meeste uit uw Zoho Apps kunt halen bij het beheer van uw bedrijf. Daarom komen de ZUGs (Zoho User Groups) Meetups in maart terug naar Nederland
Accessing Attachments in Zoho Recruit Extension for API Integration
Hi, I am currently developing a Zoho Recruit extension to integrate with a third-party application. As part of this, I need to retrieve the attachment file from the current record and include it in an API request. However, I couldn’t find a relevant Zoho
Cannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
Set Custom Icon for Custom Modules in new Zoho CRM UI
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