Workaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflowHow to add two columns in Zoho forms
I would like to have two columns in Zoho forms. How can i enable two columns?Is sharing planned for Notebook?
Now that I have such lovely books - I want to share them. Is that in the plans?Planned Data Center Maintenance Dec. 26
Dear Customers, We have planned to upgrade the network infrastructure at our primary data center in the USA on Dec 26th, 2020 from 6:30 PM to 09:30 PM PST. During this upgrade, we will be moving all Zoho services to our secondary data center toPayroll In Canada
Hi, When can we expect to have payroll in Canada with booksAccess to Zoho Mail via POP or IMAP
I may be missing the obvious but I can't find reference to accessing Zoho Mail via IMAP (preferred) or POP. I need to access email from my phone an dit accesses mail via IMAP or POP - don't have 3G so prefer not to use the web-based access. What are the settings to use to access Zoho Mail via IMAP (or, I guess POP). Also - If I use an external email client will emails that I send still find and link to Contacts in CRM? Thanks KennyMacSync with google calendar
Hey, Does is way to sync all my zoho calendar with google calendar?How do you get your profile photo to appear in an email?
Hi, I'm a bit confused as to the purpose of profile photos. I've come across emails (non-zoho emails) where the sender has a small photo id. With Gmail, this was easy but I've not noticed this take effect with Zoho email. Is there a setting I've missedIs there a Recurring Meeting option?
How do I set up a recurring meeting? My team meets every Wednesday at 2pm, but I don't see a way to set up a recurring/repeating meeting.can I get my existing google calendar to flow into the Zoho calendar?
Hi: we are currently using google calendar for our small business. Can we get it to flow into the calendar in your CRM and project management systems?How to create a login form to my zoho creater signup form on my website!!!
Hello any body please help me!!!! I created a registration form using zoho creator,and now i need a login form for my website connecting to my registration form data and allow my users to access my site . So please help me regarding the above problem and please explain me in detail about it!!! Its urgent !!!Card payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clientsShow my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .Zoho Creator pages are not accessibble to some users
We have found that some content in Zoho Creator is not accessible to our visually disabled users or users with limited dexterity. For many users the only way to access web content is through a screen reader or other assistive technology. There are a few simple things that can be done to make Zoho Creator accessible to everyone: Images should include alt tags Form labels don't reference the form fields, The Labels the "for" attribute like so: <label for="FirstName">First name:</label> <inputZOHO Work Drive Back Up
I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?Sharing Form Ownership Among Multiple Users
I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses.Zoho CRM Contacts in Zoho Mail Address book
I would like to be able to access my Zoho CRM contacts in my Zoho Mail address book. We are using the Zoho Mail Addon for CRM. The reason is, I would like to be able to initiate an email to a CRM contact without having to go to their record in CRM andZoho Email addon and Gmail (or Google Apps Email) - using google as email client not Zoho CRM
I understand from the video demo that your Email addon allows us to have relevant emails shown with contacts in Zoho when I use the integrated email within CRM, however I want to know if my emails will show up inside zoho under the relevant contact, when I use gmail (or Google apps email) as my email client, meaning I will do almost all of my sending and replying to emails withing Gmail, not within Zoho CRM. If I have everything set up properly, will the emails be updated in Zoho CRM automaticallyDoes Zoho Books integrate with Zoho CRM?
Hello, I think that this may be too much to ask right now, but would there be a chance that all your accounts, contacts, products & quotes/estimates from Zoho CRM integrate over to Zoho Books? That would be great if they did! Thanks JeremyHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoHow to configure Zoho SMTP server as default
Hi, I poped my Live emails to Zoho mail but the Live SMTP requires TLS which is not supported by Zoho. I would like to know how can I setup my Zohomail SMTP server as default for outgoing mails? Regards, AkshitaDefault Font size in ticket
Greetings, How can I set a default size and font for every ticket?Zoho CRM integration with LinkedIn
We need zoho crm to be integrated with linkedIn (through Zoho Social). LinkedIn is the primary content publishing platform for social content marketing to B2B clients. It is a must, not a nice to have.Part time employee
Dear all, I am very new to Zoho Projects and we are currently evaluating it for my company. One feature I cannot find is to set working time per user. I have configured business hours between 800 and 1600 (8 hour work day) so that I get a 40-hour week which looks very nice in the Resource Utilization view, but I have employees who does not work 40-hour weeks. How can I change this on a per-user basis? Best Regards JohanHelp! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email carol@user.com.sg, but I couldnt send outgoing email. Can you please help?How to I generate Proforma Invoices?
When customers need to pay by bank transfer I need to send them a Proforma Invoice with our bank details. I am unable to work out how this can be done. It needs to be done at the Sales Order stage before a formal Invoice is generated. John Legg Owner:Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Once again, not receiving emai
Once again, not receiving email. This is the story of everyday Each and everyday same story.PEPPOL Support Needed for Zoho Books in Europe
I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho BooksPinterest Support for Zoho Social - When?
When will Pinterest profiles be supported in Zoho Social? It is the missing piece to the puzzle and what is keeping me from currently managing my actual posting in Zoho Social. If Pinterest is supported then I could manage completely within Zoho Social. When do you anticipate rolling out support for Pinterest profiles in Zoho Social?Mass Export
Is there a way to mass export contacts from CRM?Add zoho calendar to google calendar
Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentationNot Receiving Incoming Mail
I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank youZoho Books: periodic customer statements
I need to set up periodic sending of customer statements. I can't find this in Zoho Books?Can't connect Zoho account to Outlook
Hi, Outlook can't connect to my Zoho account, either with IMAP or POP. I've used the Zoho server settings as indicated on your website (https://www.zoho.com/mail/help/outlook-imap-access.html), both IMAP and POP are enabled in the Zoho control panel, and TFA is disabled. Outlook doesn't give a specific error, it just endlessly asks me for my username and password and refuses to connect. Can you please help me with this?How to share edit rights of a form with others via Zoho Form
I would like to allow multiple people have rights for editing the form. However, I find that the share permission is read-only. Grateful if you could help provide the procedure of delegating edit rights to specific people.554 5.2.3 MailPolicy violation Error, help?
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, pleaseNotecard viewing option as list view?
After examining Zoho Notebook, I'm so close to loving this app but I'm so reluctant to migrate from Evernote and One note yet considering this one bothering factor. 1. On the desktop apps and web, can the notecards be viewed as LIST VIEW, instead ofNext Page
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Manage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions2025 in Review: Powering Field Services Forward—One Feature at a Time
As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teamsCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
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Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic 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, howeverAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesBuilding Toppings #3 -Testing and publishing Bigin toppings
In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate follow-up managementAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofCharting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.Get Holiday ready with Zoho Mail's Templates
As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful
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