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• Recent Topics

• How to delete Email Sent From CRM from Contact Records

  I can't figure out how to delete email sent form CRM from contact records. Can you please advise? 

• Is there a Kanban view of Tasks across all Projects?

  As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

• CRM Deluge how can link attach file with workdrive file.

  Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

• Tropicalize Books

  Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

• Refund of a check distribution fee...

  I use cashiers checks, from my local credit union, to pay some bills very occasionally. They charge me a 5.00 fee for this service, but then refund me that same amount at the end of the month on my statement. How would I record this transaction in Zoho

• Usuários do Zoho Recruit no Brasil

  Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?

• Zoho Creator Upcoming Updates - December 2024

  Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

• Questions about To Do

  1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

• Introducing Offer Details Sync to Zoho People

  We've introduced a new option for the Zoho People integration that allows you to push offer details when a candidate is converted to an employee. This simplifies your recruitment-to-onboarding process by seamlessly syncing critical offer information,

• Conversion of functions from Google Spreadsheets

  Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

• Copy, Duplicate, or Clone a Custom View?

  I searched the forums and didn't see anything on the subject. Is there a way to copy, duplicate or clone a custom view? I want a custom view similar to one I've already created. I just want the columns in different order.

• Import from OneNote

  Is there a way to import notes from OneNote? 

• In Zoho Forms - adding a Zoho CRM field for Contact barely shows any fields.

  I'm making a Zoho Form and I want to add a CRM field for Contact. I was expecting to be able to match the contact on the email address provided in the form. My standard layout has lots of fields but for some reason on the dropdown list in Zoho Forms,

• Is Bigin Really Free - Confused by notifications?

  I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything

• Tracking a loan from an investor - a new Bank or Credit Card

  I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track

• Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

  Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

• The Zoho Meeting Video Quality Crisis

  I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-first

• Pay run Error

  Trying to run the last payroll of the year. The payment doesn't get to the employee Due to Technical Glitch in Tool, kindly Help us and resolve IT's showing Technical Glitch from Bank Website But bank People saying contact Zoho team for further solu

• How to make the default currency type in a certain module different from the base currency>

  We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!

• Track Contact's Employment/Account History

  Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe

• CRM became very slow

  Plz check asap. image failed to upload , workflow doesn't run

• ZohoCRM Workflows Not Triggering After Tool Recovery

  I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering

• API to post drafts for social media

  I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

• What do the color presents represent on the parts of the website?

  I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks

• Switch to enable or disable sent notification when close a ticket

  Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.

• Deluge upload to upload file field

  Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,

• Alternatives to using multi-select lookup field for a 1-many module relationship?

  I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit

• O que é o Code Studio no Zoho Analytics?

  Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python

• Sobre qual tema você gostaria de falar em 2025?

  Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião

• Sobre qual tema você gostaria de falar em 2025?

  Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião

• Automatic Updates for Zoho Desk Extensions

  Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process

• Contemplating moving my site from WordPress to Zoho Sites

  Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

• How to view all departments on one dashboard or ticket view?

  Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...

• Is Drawing feature supported in zoho Sheets?

  Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 

• Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

  I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

• IP Addresses for Whitelist

  Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

• We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

  It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

• Template Email Reset Password

  Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com

• URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

  Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.

• Link Purchase Order to Deal

  Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

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