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• Syncing with Google calendar, Tasks and Events

  Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

• Showing ALL missing data

  Hi, When I create a chart, I noticed that even when enabling the "show missing values" option, if, let's say, the current time period will not show as "0" on the chart if there's no data (rows) in the table. For example, I have this data: Week 1: 0 rows

• Bulk Update API

  I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading

• Email Integration - Zoho CRM - OAuth and IMAP

  Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

• Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!

  Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),

• Zoho Books | Product updates | March 2025

  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these

• Set connection link name from variable in invokeurl

  Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

• IMAP not working on iPhone or MAC

  Suddenly all email servers have gone offline for IMAP on two different domains. Is there a reason ? Port 993

• How to Add a Contact to a Campaign Using Deluge Script

  Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is

• Not receiving Gmail confirmation email to send emails as Zoho account from Gmail

  Hello! I'm having an issue with the "Send mail as" option on Gmail. I am not receiving the confirmation email on my Zoho Mail account. A few days ago, it worked, then it stopped, and now when I try to fix it, I simply don't receive the confirmation email

• Match deposits with multiple invoice payments

  I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?

• There is no opton to download the Active User list in Zoho CRM Of users

  There is no opton to download the Active User list in Zoho CRM of Users

• HTML Email in Zoho Books

  Is it possible to create custom html email template in zoho books. 

• Meta stops WhatsApp marketing messages to U.S. numbers: What this means for your business

  Meta has always limited WhatsApp marketing messages based on user engagement with previously sent templates. Businesses may have repeatedly seen the error message “USER_MARKETING_TEMPLATE_LIMIT” when messages failed to deliver. Learn more about the restriction

• Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)

  Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leaves

• How Do I Refund a Customer Directly to Their Credit Card?

  Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

• Bookings page very slow to load

  I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• Incident Report: Zoho Cliq Services Restored in the EU Region (March 19, 2025)

  We received a report that the Zoho Cliq service in the EU region was down. It's been restored now. Our team is actively monitoring the issue, analyzing the root cause, and will share updates. Incident details: Date and Time: Mar 19, 2025, 11:44:24 AM

• zet pack not working

  We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

• Very slow Zoho Mail?

  For the last week or so Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• ERROR 554 5.1.8 Sender Address Blocked code(554)

  We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,

• Dashboard tabs - last month relative

  Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't

• Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

  I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

• Best way to handle email sharing in CRM for safety

  Hello :) We have CRM+ and are configuring email sharing. We have gone for the public sharing with blocked domains for our company emails, and other companies who may email with private information. We have some contacts in the business who have a normal

• Zoho Flow and Slack emojis

  Anyone have an luck with using slack emojis in zoho flow? When I send :smile: in zoho flow to slack, the message just says ':smile:' the mentions '@user' don't resolve either.

• Urgent: Server Error & Broken Files in MS Office

  Hi, We have attempted to reach you multiple times via chat, email, and this platform but have not received a response. We are experiencing the following issues: When opening a document for editing, we receive a "server error" message (see attached screenshot).

• No special characters on Brand's name.

  Our brand is called Haber's and we can't add that name because of the " ' " please allow special characters on brand's name.

• setting owner of note when adding via deluge

  My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

• Approver

  I noticed that this year, the leave approver for all employees has been changed to the portal admin. How can I revert this and set myself as the approver again, as I was previously?

• Recurring Bookings

  Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to

• How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

  We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?

• Add Image Upload Field to Zoho Bookings Registration Form

  Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

• Bookings duration - days

  Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

• Bookings Sync with Zoho Calendar Breaks Again and Again

  I have documented notes since June 2019! The sync between Bookings and Zoho Calendar continues to break at random times. We are nearly 3 years later and still have sync problems pop up randomly! As I type, it's broken again. I have been a stubborn client

• Can't Reschedule appointments

  Hi,  I am attempting to reschedule all appointments for this week from one Trainer to another. I have made sure the time is available in the Trainers calendar we are moving the appointments to but whenever I go to reschedule the appointment it still comes up saying the trainer has no available time at all this week.  The next appointment is Wednesday 11am so need to get it switched over ASAP!! Thanks

• Zoho Bookings: How to set a limit for maximum bookings per day?

  Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

• Calendar view - All-day with date-time fields

  Hi friends, I have a calendar view that is showing records based on e.g. start-time and end-time, both of datatype date-time. I couldn't figure out of to show "all day records" in the all-day section of the weekly and daily views. Trying to set start-time/end-time to e.g.  15-10-2012 00:00:00 was not helpful. What else should I try please? Kind regards, Idan

• Zoho CRM Tags not carrying over to Zoho Campaigns

  We would like to create Campaign Segments and/or Lists based upon tags given in Zoho CRM, but we are unable to figure out how to do it. For example, if a customer is tagged "Residential" we would like Zoho Campaigns to create a list or segment based on

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