Basic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however
Random Leads are being created
Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,
Desk DMARC forwarding failure for some senders
I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
System-generated support email added in CC on “Reply All”
Hi, I recently set up Zoho Desk for a client and we are trying to prevent the Zoho Desk system-generated support email address (not the mailbox used as the department’s "From address") from being automatically added in CC when agents use “Reply All” on
Removing "Products" as mandatory field from Sales Order creation page
Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to
Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
ASAP Widget Not showing "My Tickets"ed
Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?
Depreciated mergeAndStore Function Help!
Hello, I have a function designed to create a PDF containing information from the fields in a Deals record. There is a Writer Mail Merge template in WorkDrive that is populated via Deluge code, and a copy of the resulting PDF is then attached to the record.
Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"
Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker
Multiple currencies - doesn’t seem to work for site visitors / customers
I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
My followed tickets extension is not working under the All departments view
Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
Bug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
Transferring CRM Attachments to Workdrive
relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",
Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)
Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current
Taxes for EU B2B Transactions
Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.
Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
Adding Images to a Quote in Zoho CRM
We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates. We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates. This is a problem,
API Pagination Error: 'from' Parameter Limit
Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records
Changing Account in Quote form does not update address information.
I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk
Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
Messages not displayed from personal LinkedIn profile
Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.
Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.
Domain Mapping & Image Publishing Issues on Zoho Sites
Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
Zoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
Why I am unable to configure Zoho Voice with my Zoho CRM account?
I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
Settings Icon No Longer in ZOHO Desk?
In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
Zoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!
Notecards Disappeared
Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.
Deactivate Desk Contact without Deleting Contat
We have a client who has multiple tenants for regulatory purposes, and as such, has a few users that have email addresses in both tenants. They've then emailed into the ticketing system, so we have multiple contacts (no big deal, we want to keep their
Issue with Template Subject Line Format in Zoho CRM
Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend
Zoho Crm Lagging
Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s
Canvas Form View - Client Script Page on load - Url params not working
We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer
Issue on Upload API and href image URL
Here is my Full API Code , URL : URL: https://desk.zoho.com/api/v1/uploads/659563000000193003/content Headers* Authorization: 'Zoho-oauthtoken 1000.ed5ce2836bf5ba9b946f5ec9************88e73ff4883a3e9c58ffeb7870' orgId: 7586***** RESPONSE{ "errorCode":
Sync specific Zoho Inventory Warehouses to Zoho Commerce
As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE
Website show Blank white screen
Customer called me to tell me my website is currently down upon review it shows a white screen however I can access everything via editor. JITCADCAM.com
Frustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM
Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,
Export option in Contacts is missing
Hello - I've been clicking around Zoho all morning trying to find the export option. It formerly was in the right hand corner, above the search box, but now I don't see it. I've looked everywhere - Am I missing it somehow? I've attached a screenshot.
How to create auto-link between Invoice and Quote in CRM
It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?
Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=
Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form is
How do I set users up to only send emails using org emails?
We run marketing campaigns for multiple clients and strictly send emails using the official organization addresses provided by each client. However, we've encountered several instances where users unintentionally send emails from their own company accounts—a
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