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• WORKFLOW ISSUE: Zoho Finance Extension

  Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. Workflows

• Displaying only unread tickets in ticket view

  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

• 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

• Moving from Office365 to Zoho Mail

  I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -Naveen

• Best sales insights for target accounts?

  Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

• WhatsApp Vendors

  Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules? WhatsApp is often the preferred method of communication with some vendors. Credit Notes Payment Receipts Sales Receipts

• Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

  I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

• Time Zone is incorrect

  Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.

• SalesIQ's Summer '26 Release: For The Moments That Matter

  Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation

• Over-the-Air (OTA) Updates for V3 Attendee Apps | Zoho Backstage

  Imagine discovering a critical bug or a last-minute schedule change right before a major event, but knowing it will take 24 to 48 hours just to get an app store approval. That stress is now a thing of the past. We have officially rolled out Over-the-Air

• Please Remove the Confirmation Popup

  Currently, every time a recruiter changes the status of a candidate in Zoho Recruit, a popup confirmation appears that requires clicking “OK, Got it” before proceeding. This creates unnecessary friction in the workflow, especially for users handling high

• Zoho Projects: Q2 Updates 2026

  Dear Users, During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their own

• BUG: If you put "Blueprint" at the top of Workqueue tab switching leads to long loading and no display

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• crm to books

  We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?

• Is there any way to have Dataprep ingest RSS?

  As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks

• Alternate color rows

  After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.

• Tax/Vat Number Field As Standard - Customer & Vendor

  Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,

• 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?

• Free Webinar Alert! Zoho Mail + Zoho CRM: Turn inbox replies into CRM deals

  Hello Zoho Community! Are your sales conversations happening in Zoho Mail while your customer data lives in Zoho CRM? Join our upcoming webinar to learn how integrating the two can help you automate follow-ups, capture leads faster, and keep every customer

• Assign account to a ticket created with WebToCase

  We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example with

• Introducing the Employee Portal for internal job posting

  Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees

• Connect ZOHO social with Google Data Studio and download data from ZOHO social

  Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, Chris

• Marketing Tip #42: Keep policy pages updated and accessible

  Policy pages may not be the most exciting part of your store, but they play a big role in building trust. Before buying, many customers look for information on shipping, returns, refunds, privacy, and terms. If these pages are missing, outdated, or hard

• Extend the Image Choice Field

  Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike the

• Migrate from Zoho Mail to G Suite

  I am unable to find any documentation on how one can migrate from Zoho Mail to another platform, like G Suite or Office 365. Please point me to the right documentation. Thank you.

• Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

  Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/

• The All New Attendee App | Zoho Backstage

  The Zoho Backstage attendee app is the primary touchpoint for attendees, speakers, exhibitors, and sponsors during an event. It helps participants access event information, manage their schedules, connect with other participants, engage with exhibitors

• Department Customization Copy/Paste

  Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would

• Ticket status does not update upon layout change

  Hi team, I'm encountering an issue with ticket layouts and Blueprints in Zoho Desk and would like to understand whether this is expected behavior or a bug. Scenario I have two ticket layouts: Helpdesk Integration The Integration layout has its default

• The 3.1 biggest problems with Kiosk right now

  I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

• "code":3001 ["Failed to update data."]

  I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets

• Zoho Team Inbox - roadmap

  Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Application-Level Save copy of sent emails

  It would be really helpful to be able to turn on/off the Save copy of sent emails at a per application level, so some applications can save in the sent folder and others don't.

• how to get transcripts with speaker and time marks?

  Hello, I downloaded the transcript of a recent meeting and noticed that the TXT file does not bring the speaker name and the time mark. Is there any way to make it happen using ootb resources from Zoho Meeting? best

• Net ##th Terms (e.g. due on the following 15th)

  I have a client who pays me twice monthly per our contract. It would be helpful to have terms on my invoices where the invoice is due on the 15th or the 30th of the same or the following month.

• [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

  The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,

• Don't send customer email when creating a ticket

  Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.

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