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No llega correo al crear usuario
He creado el usuario Elian Andres Martes Africano pero no le llega el correo de invitación y probe con dirección de email y tampoco
Custom Portal URL causing SAMEORIGIN error with embedded Page snippet
In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,
Add a Parameter to the ZOHO CRM Deluge sendmail to denote priority (defaulting to normal if unspecified)
Hello! There is a similar thread for Creator out there that is 2 years old, but I'd like to raise it in the ZOHO CRM category as well. Would you kindly update the existing Deluge sendmail function to allow a priority parameter? The parameter should allow
How to delete or edit list of attributes and their options
I've been testing different arrangements for my items, but I'm realizing that as I test out various attribute and options combinations, the list of options just keeps getting longer, sometimes with duplicate options. How can I edit the options connected
Remove the mandatory Name Card buttons (or at least make them optional)
Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change
Introducing the Zoho Books/Invoice Integration
Recruitment doesn’t end with a successful hire. That’s usually when billing begins, and for most teams, that still means switching systems, re-entering data, and manually aligning numbers. This disconnect between hiring and billing often leads to delays,
Accessing GDPR Data Source metadata for workflows and Zoho Analytics
Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form
Development to Stage
Development-to-Stage publication attempts to delete the old internal function object empAuditLegacyClientConversion_v1, reporting that it is referenced by a Custom API. The current newly added Development function with the same name shows no references,
Composite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
Setting default From address when replying to request
At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer and
Need Custom Charge Fields in Sales Order Subtotal Section for Export Business
We are using Zoho Inventory extensively for export sales and international trade operations. Currently, in the Sales Order module subtotal section, only predefined fields such as Discount, Shipping Charges, TDS/TCS, and Adjustment are available. There
Transfer inventory from case to individual units
I am trying to solve for a relatively simple inventory practice but don't see an obvious solution in Zoho inventory. Hopefully I am missing something basic and there's a way to do this. I am trying to take cases of product and 'break' the case. I want
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
Spotlight #29: Design smoother presentations with Morph Transition
"Wait... how did they do that?" That's the thought that crosses your mind when a presentation flows so smoothly that you barely notice the slides changing. It feels polished, intentional, and far more engaging than a series of static slides. The best
Group Moderation Settings in Zoho Mail: Review and control emails before they reach your group
Email groups in your organization often receive emails from various senders. Not all of these emails may be relevant or authorized for direct delivery to group members. Zoho Mail's Moderation Settings give group moderators the ability to review, approve,
Password-Protected PDFs in Zoho Forms
Hello form builders, PDFs generated from your form submissions travel through email, across devices, and between hands you didn't intend. For a restaurant's event inquiry, that's fine. But for a signed legal agreement, a loan application, or personal
Add a proper “Split Sales Order” function
Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped
Package Delivery tracking
Hi, I'm new to Zoho Creator. Does anyone do delivery tracking automation for purchases in Zoho Creator apps. I am trying to accomplish this using the invoke_url functions, but my problem is finding an appropriate API to call. All the Third party APIs
I want to export items with pictures How to do it?
I want to export items with pictures How to do it?
Last Synchronisation done date time in Zoho analytics
Hello Team, We are working on many great features, but I think we've overlooked a small feature that would provide significant value to users. Whenever data is synced from Zoho CRM, Forms, or any external source, users currently have no way of knowing
The Social Playbook July edition: Storytelling in marketing
Stories have been a part of our lives since we were kids. For many of us, our grandparents told us tales, and our parents used narratives to help us eat or sleep on time. Even before we realized it, we were naturally drawn to storytelling. Because anything
[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
Kaizen #253 : Custom Validation for Blueprint to Enforce Mandatory File Uploads and File Extension Compliance Using Client Script
Welcome to another exciting Kaizen post on Client Script! Have you ever wanted more control over what gets uploaded to a File or Image field in Zoho CRM, like restricting file types, validating file names, or showing a custom error before an inappropriate
Drive Zoho CRM adoption and usage through our native integration with Zoho DAP
You chose Zoho CRM for its depth: its powerful automation, its rich analytics, and its extensive customizability. But there's a hidden last mile in every rollout: the gap between the software's capabilities and your team's daily execution. When new hires
Feature request: mathematical notation in notebook
Hello. I hope everyone reading this is having a great day. I wanted to suggest a feature that would make zoho notebook so much better. The ability to add mathematical notation in zoho notebook. I already love using this notebook software and I use it
Anybody else have random AI notes spawning or...?
Couldn't find a note planning my daughter's birthday party in her ZOHO Notebook, only to find it in my Wedding Notebook (?????) along with a bunch of other random notes I'd made in the past couple months that belonged in completely separate folders. Weirder
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Ask the Experts 31: Improving support performance with reports and dashboards
Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools
Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
Problem with decimal numbers, urgent!
As per screenshot attached: it's a simple math operation 100+10% = 110 (not 11.000)! This simple operation works for many years, today this strange behaviour... wtf?
#25 The Audit Trail That Protects Your Business
Every report we have looked at in this segment measures money: what you earned, what you are owed, how late it is. This last one is different. It measures something you can't put a number on but can't run a business without. Trust. Because all those other
Allow native Webhooks to authenticate via Connections
Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing
View Products (items) in Contact and Company
Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the
Import or migrate a Word Press website into Zoho Sites?
Is it possible to import or migrate a Word Press website into Zoho Sites?
Zoho Community Digest - July 2026 | Part 3
Hi everyone, and welcome back! Week three of July leans mobile and AI: smarter Zoho Mail on Android and iOS, a redesigned Backstage attendee app, and a run of Q2 roundups from People, Projects, and Sprints. Here's everything new from July 16–24, 2026.
Request for Subscription Renewal and Billing Information – Zoho Recruit
Dear Zoho Recruit Support Team, I hope this email finds you well. I am writing on behalf of Land Republic Limited regarding our Zoho Recruit subscription. It appears that our current Zoho Recruit subscription has expired or been exhausted, and we are
DYK 10: Restrict time logging for past or future time
Did you know you can define a time logging window for your team with Zoho Projects? In a project, users often log time at different points of the day depending on their scope of work. Those who switch between onsite tasks and their desk work might not
WhatsApp Business Platform: Message pricing guide
Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges
Invoice Only Shipped Items
Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours
How to disable and fade past date cells in Calendar View (Zoho Creator)
Hi Community, I am working on a Calendar View Report (Asset Inventory Report) in Zoho Creator and would like to customize the calendar grid behavior for past dates. What I am trying to achieve: Visual Styling: Fade or gray out the calendar date cells/boxes
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